Differences
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web_interface:msupply_customer_howto [2019/11/29 05:59] – [The navigator] Mark Glover | web_interface:msupply_customer_howto [2020/05/08 16:33] – [Find invoices] Gary Willetts | ||
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- | {{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: | ||
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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** | ||
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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: | ||
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* [[# | * [[# | ||
* [[# | * [[# | ||
- | * [[#search_items|Search Items]] to search for and view a list of invoices from the supplying store. | + | * [[#show_invoices|Show Invoices]] to search for and view a list of invoices from the supplying store. |
==== 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/ | ||
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Click on **Create Order** to display the screen for entering an order: | Click on **Create Order** to display the screen for entering an order: | ||
- | {{ : | + | {{ : |
\\ | \\ | ||
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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**, | ||
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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 ==== | ||
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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%> | ||
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Select **Show Invoices** to display a list of invoices that have been created in the supplying store for you: | Select **Show Invoices** to display a list of invoices that have been created in the supplying store for you: | ||
- | {{ : | + | {{ : |
=== Columns === | === Columns === | ||
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<WRAP center round info 60%> | <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 | + | Depending on the configuration of mSupply, it is possible to dispatch an order without actually finalizing it. So you may find yourself receiving |
</ | </ | ||
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- Click on the **SEARCH** button | - Click on the **SEARCH** button | ||
- | {{ : | + | {{ : |
=== View invoice details === | === View invoice details === | ||
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{{ : | {{ : | ||
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- | [[# | ||
- | |||
- | ==== Back at the supplying store... ==== | ||
- | 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: | ||
- | |||
- | 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 is processed in the normal way (see the [[issuing_goods: | ||
- | |||
[[# | [[# | ||
\\ | \\ | ||
- | | // Previous: | + | | // Previous: |
---- struct data ---- | ---- struct data ---- | ||
---- | ---- | ||