Show pagesourceOld revisionsBacklinksCopy this pageODT exportExport to PDFBack to top 1. About mSupply 1.01. Introduction 1.02. Why mSupply? 1.03. Who uses mSupply? 1.04. Which mSupply package best suits your organisation? 1.05. Conventions used in this user guide 2. Setting up mSupply - technical guide 2.01. Requirements 2.02. Installation 2.03. Starting mSupply for the first time 3. Tutorial 3.01. The tutorial like no other 3.02. Logging in 3.03. Opening the example data file 3.04. The Navigator 3.05. Creating and viewing items 3.06. Customers, Suppliers, and Contacts 3.07. Viewing location in Google maps 3.08. Enter incoming goods (a supplier invoice) 3.09. Enter outgoing goods (a customer invoice) 3.10. Entering Quotations 3.11. Working with lists 3.12. Where to now? 4. Items 4.01. About items 4.02. Adding a new item 4.03. Item categories 4.04. Item master lists 4.05. Item locations and location types 4.06. Building (manufacturing) items 4.07. Merging two items 4.08. Ad hoc items 4.09. Non-stock items 4.10. Manage drug interaction groups 4.11. Managing item access 4.12. Prices in mSupply 4.13. Repacking items 4.14. Show items with stock 4.15. Splitting a stock line 4.16. Stocktakes 4.17. Inventory adjustments 4.18. Units 4.19. Forecasting 5. Customers and Suppliers 5.01. Names: Using, adding and editing 5.02. Contacts 5.03. Merging two names 5.04. Name categories 5.05. Suppliers: adding and viewing 6. Tenders 6.01. Introduction to tender management 6.02. Standard tender conditions 6.03. Adding suppliers to a tender, inviting responses 6.04. Adding supplier responses to a tender 6.05. Tender reference documents 6.06. Benchmark prices for tenders 6.07. Analysing supplier responses & creating purchase orders 6.08. Supplier instructions for using tender submission web interface 6.09. Using web tenders 7. Purchasing 7.01. Ordering items from suppliers 7.02. Managing purchase orders 7.03. Purchase order categories 7.04. Ordering from one store to another 7.05. Ordering from multiple stores 8. Receiving Goods 8.01. Receiving goods - a supplier invoice 8.02. Goods receipt function 8.03. New supplier credit 8.04. Editing pack sizes 8.05. Managing outstanding purchase order lines (pipeline stock) 8.06 Custom stock fields 8.07. Managing donors 9. Issuing Goods 9.01. Issuing goods to a customer (customer invoices) 9.02. Viewing customer invoices 9.03. Customer credits 9.04. Backorders 9.05. Electronic invoices 9.06. Transferring goods to another store 9.07. Box management 9.08. Stock control methods for your customers 9.09. Customer budgets 10. Payments and Receipts 10.01. Payments to suppliers 10.02. Receiving payment from customers 11. Data Import and Export 11.01. Importing items 11.02. Importing items & stock 11.03. Importing Names (customers, suppliers, manufacturers, patients) 11.04. Importing prescribers 11.05. Importing abbreviations 11.06. Importing customer budgets 11.07. Importing locations 11.08. Importing a supplier invoice 11.09. Exporting items, exporting items & stock 11.10. Exporting names 11.11. Exporting records 11.12. Exporting invoices 11.13. Exporting invoices to Moneyworks 11.14. Exporting to MYOB 12. Dispensing Goods 12.01. Dispensary mode 12.02. Prescription entry 12.03. Patients 12.04. Prescribers 12.05. Abbreviations for dispensing 12.06. Label printing preferences 12.07. Warnings 12.08. Patient medication records 12.09. Printer Setup for Remote Desktop Client 13. Using Barcode Scanners 13.01. Barcode scanning 13.02. Adding barcodes to items 13.03. Barcode scanning and receiving goods 13.04. Barcode scanning and stocktaking 13.05. Barcode scanning and pick list checking 13.06. Barcode label printing 14. Hospital Info System (HIS) Module 14.01. Why an HIS module for mSupply? 14.02. Setting up wards and beds 14.03. ICD10 disease codes 14.04. Procedures 14.05. Patients 14.06. Encounters 14.07. Other lists 14.08. Statistics 14.09. HIS preferences 15. Preferences 15.01. General preferences 15.02. Purchase order preferences 15.03. Invoice preferences 15.04. Printing preferences 15.05. Dashboard set up (prior to v4.0) 15.06. Entering a new logo 15.07. Synchronisation 15.08. FrontlineSMS 15.09. Barcode scanning preferences 16. Reports 16.01. Report basics 16.02. Stock and items reports 16.03. Transaction reports 16.04. Purchasing 16.05. Customer ordered shortfall report 16.06. ATC and DDD code based reports 16.07. Other Reports 16.08. Manage Reports 16.09. Report templates 16.10. Custom reporting tutorial 16.11. The PagePro report editor 17. mSupply mobile (Android) 17.01. mSupply Mobile (Android) v2.0 user guide 17.02. Setting up mSupply mobile - technical guide 18. Web Interface 18.01. Introduction to web interfaces 18.02. The mSupply web server 18.03. mSupply Mobile (browser) Users Guide 18.04 mSupply Customer Web Interface - setting up customers 18.05. mSupply Customer Web Interface - guide for customers 18.06. The Dashboard 18.07. Dashboard set up (v4.0 and later) 18.08. The online catalogue 18.09. Stock Web App 18.10. mSupply mobile API 18.11. mSupply sync API 19. Integration of other systems with mSupply 19.01. DHIS2 Integration 19.02. FrontlineSMS integration 19.03. The mSupply eLMIS interface 19.04. Moneyworks 19.05. MYOB 20. Technical Administration 20.01. mSupply client / server installation part 1 20.02. mSupply client / server installation part 2 20.03. Field descriptions 20.04. Setting up authorisers 20.05. Web browser access via TSPlus 20.06. Backup 20.07. Automatic updates 20.08. Changing users and passwords 20.09. Diagnostics 20.10. Finalising transactions 20.11. Managing data files 20.12. mSupply dispensary installation 20.13. mSupply server administration 20.14. mSupply deployment 20.15. Managing users 20.16. Show connected users 20.17. License management 20.18. Label printer installation 20.19. The log 20.20. Server troubleshooting 20.21. The help menu 20.22. The mSupply support portal 21. Table Descriptions 21.01. Main tables 21.02. Other tables 21.03. Foreign Keys 21.04. Internal tables 22. "Other Stuff" Miscellaneous topics Reminders Remote synchronisation Transaction codes Budgets The edit menu Transaction categories Virtual stores Custom data Currencies Using foreign currencies in transactions Asset management ARV regimen data recording Product Registration Using the mSupply remote client Authorisation Remote Authorisation Misc labels Keyboard shortcuts Tips and tricks 23. Frequently Asked Questions Support and mSupply Up-to-date Program How to re-set mSupply client Instructions for installing Remote Support software Why is my stock balance report showing negative? How to remove stock lines that have ‘0’ available What do I need to set up mSupply mobile? Why is my stock on hold? How to correct wrong pack sizes How to report by invoice category Imprest work flow Tips and tricks A PDF version of the user guide can also be downloaded from the mSupply site Last modified: 2019/09/04 15:21by Lou Lomas
