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 [2019/11/29 03:16] – [Show invoices] Mark Glover | web_interface:msupply_customer_howto [2020/05/08 16:25] – [Search items] 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 invoices that have been created: | + | Select **Show Invoices** to display a list of invoices that have been created |
{{ : | {{ : | ||
- | Status indicator | + | === Columns === |
- | The Status indicates at what stage the invoices are in processing: | + | == Name == |
- | * '' | + | The Name of the customer. |
- | * '' | + | |
- | * '' | + | |
- | To find a particular invoice details, click on the FIND button at the top right and fill in the row of a specific invoice and do the following: | + | == 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 |
- | To view details of an existing invoice details, click the row of a specific invoice and do the following: | + | == Status == |
- | **Find** | + | The Status indicates at what stage each invoice is in processing: |
+ | * '' | ||
+ | * '' | ||
+ | * '' | ||
- | {{ : | + | <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. | ||
+ | </ | ||
- | **View** | + | == Entered Date == |
- | Click on **View** to see the invoice | + | Date that the invoice |
- | {{ : | + | == Comment == |
- | [[# | + | Comment added by the supplying store |
- | ==== Back at the supplying store... | + | === Find invoices |
- | 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 | + | To find a particular invoice: |
+ | - Click on the **FIND** button | ||
+ | - Fill in the details in the search options provided | ||
+ | - Click on the **SEARCH** button | ||
- | 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. | + | {{ : |
- | When stock has been applied to the various lines, the invoice | + | === 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 ---- | ||
---- | ---- | ||