Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision Next revisionBoth sides next revision | ||
web_interface:msupply_customer_howto [2019/11/28 07:22] – Ravi Shrestha | web_interface:msupply_customer_howto [2020/05/08 16:30] – [Show invoices] Gary Willetts | ||
---|---|---|---|
Line 1: | Line 1: | ||
- | {{indexmenu_n> | + | {{indexmenu_n> |
- | ====== | + | ====== |
The first section of this page covers the use of the interface itself by the customer. There is a small [[web_interface: | The first section of this page covers the use of the interface itself by the customer. There is a small [[web_interface: | ||
Line 8: | Line 8: | ||
When it has loaded (the time this takes will depend on the speed of your internet connection), | When it has loaded (the time this takes will depend on the speed of your internet connection), | ||
- | {{ : | + | {{ : |
Enter your username and password and click **Login** | Enter your username and password and click **Login** | ||
Line 16: | Line 16: | ||
You are now shown the mSupply customer navigator screen: | You are now shown the mSupply customer navigator screen: | ||
- | {{ : | + | {{ : |
- | Here we are logged in as user "Mike.Smith" who works for the customer "Alpha Clinic" | + | Here we are logged in as user "afms" who works for the customer "Ames Free Medical |
- | The "Alpha Clinic" | + | The "Ames Free Medical |
Click on: | Click on: | ||
Line 26: | Line 26: | ||
* [[# | * [[# | ||
* [[# | * [[# | ||
+ | * [[# | ||
==== Show orders ==== | ==== Show orders ==== | ||
Select **Show Orders** to display a list of orders that have been created. | Select **Show Orders** to display a list of orders that have been created. | ||
- | {{ : | + | {{ : |
To view or edit an existing order, click on the order in the table to highlight it, then click on the **View/ | To view or edit an existing order, click on the order in the table to highlight it, then click on the **View/ | ||
Line 45: | Line 46: | ||
Click on **Create Order** to display the screen for entering an order: | Click on **Create Order** to display the screen for entering an order: | ||
- | {{ : | + | {{ : |
\\ | \\ | ||
Line 58: | Line 59: | ||
Repeat this to add further items to your order. | Repeat this to add further items to your order. | ||
- | {{ : | + | {{ : |
Information can be entered in the fields **Our ref** and **Comment**, | Information can be entered in the fields **Our ref** and **Comment**, | ||
Line 65: | Line 66: | ||
When you have completed the order, click on the **Finalise** button. This will submit the order to the supplying store in mSupply and no further changes will be possible. | When you have completed the order, click on the **Finalise** button. This will submit the order to the supplying store in mSupply and no further changes will be possible. | ||
- | |||
<WRAP center round info 60%> | <WRAP center round info 60%> | ||
- | A note for the mSupply user processing the order in the warehouse: | + | A note for the mSupply user processing the order in the warehouse: |
+ | * The customer' | ||
+ | * The customer invoice displays the customer' | ||
+ | * When stock has been applied to the various lines, the invoice is processed in the normal way (refer [[issuing_goods: | ||
</ | </ | ||
+ | |||
+ | |||
==== Using an order list ==== | ==== Using an order list ==== | ||
Line 86: | Line 91: | ||
Click **Search Items** to make a search of items available in the supplying store. It will display this screen: | Click **Search Items** to make a search of items available in the supplying store. It will display this screen: | ||
- | {{ : | + | {{ : |
Choose your search options using the selectors and enter something to search for in the textbox (or leave it empty to list all the items). Click on **Search** and the search will be made. When the search is complete the list of items matching your search criteria will be displayed: | Choose your search options using the selectors and enter something to search for in the textbox (or leave it empty to list all the items). Click on **Search** and the search will be made. When the search is complete the list of items matching your search criteria will be displayed: | ||
- | {{ : | + | {{ : |
Click the row of a specific item and click on **Item details** to see the details: | Click the row of a specific item and click on **Item details** to see the details: | ||
- | {{ : | + | {{ : |
<WRAP center round important 60%> | <WRAP center round important 60%> | ||
Line 103: | Line 108: | ||
==== Show invoices ==== | ==== Show invoices ==== | ||
- | Select **Show Invoices** to display a list of in-process and processed | + | Select **Show Invoices** to display a list of invoices that have been created |
- | {{ : | + | {{ : |
- | Status '' | + | === Columns === |
- | Status '' | + | == Name == |
- | To find/view an existing invoice details, click the row of a specific invoice and do the following: | + | The Name of the customer. |
- | **Find** | + | == Invoice Number == |
- | Click on **Find** to make a search of invoices available based on the search options provided: | + | The Invoice Number as recorded in the supplying store |
- | {{ : | + | == Status == |
- | **View** | + | The Status indicates at what stage each invoice is in processing: |
- | Click on **View** to see the invoice details: | + | |
+ | * '' | ||
+ | * '' | ||
- | {{ : | + | <WRAP center round info 60%> |
+ | Depending on the configuration of mSupply, it is possible to dispatch an order without actually finalizing it. So you may find yourself receiving an order that hasn't actually been finalized. | ||
+ | </ | ||
- | [[# | + | == Entered Date == |
- | ==== Back at the supplying store... ==== | + | Date that the invoice was first entered |
- | All orders finalised in the customer interface are sent to the customer' | + | |
- | These invoices contain placeholder lines representing the quantities ordered by the customer. The mSupply operator at the supplying store must then assign stock to these lines in the normal way (see the [[issuing_goods: | + | == Comment == |
- | As soon as the operator has closed the **wf** status invoice and closed it again (whether they have edited it or not) in mSupply, the invoice is changed to **sg** status (unless it has been placed on hold) and it will no longer be visible in the customer interface. | + | Comment added by the supplying store |
- | When stock has been applied to the various lines, the invoice is processed in the normal way (see the [[issuing_goods: | + | === Find invoices |
+ | To find a particular invoice: | ||
+ | - Click on the **FIND** button at the top right | ||
+ | - Fill in the details in the search options provided | ||
+ | - Click on the **SEARCH** button | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | === View invoice details === | ||
+ | |||
+ | To view details of an invoice: | ||
+ | - Click the row of a specific invoice | ||
+ | - Click on the **VIEW** button at the top right | ||
+ | |||
+ | {{ : | ||
[[# | [[# | ||
\\ | \\ | ||
- | | // Previous: | + | | // Previous: |
---- struct data ---- | ---- struct data ---- | ||
---- | ---- | ||