web_interface:msupply_customer_howto

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web_interface:msupply_customer_howto [2019/11/29 06:12] – Mark Gloverweb_interface:msupply_customer_howto [2021/10/08 09:42] (current) – Gary Willetts
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-{{indexmenu_n>45}} +{{indexmenu_n>40}} 
-====== 16.04. mSupply customer web interface: guide for customers ======+====== 19.04. mSupply customer web interface: guide for customers ======
 The first section of this page covers the use of the interface itself by the customer. There is a small [[web_interface:msupply_customer_howto#back_at_the_supplying_store|Back at the supplying store...]] section at the end which describes what happens in mSupply in response to the orders sent by the customer. The first section of this page covers the use of the interface itself by the customer. There is a small [[web_interface:msupply_customer_howto#back_at_the_supplying_store|Back at the supplying store...]] section at the end which describes what happens in mSupply in response to the orders sent by the customer.
  
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 When it has loaded (the time this takes will depend on the speed of your internet connection), you will be shown the login page: When it has loaded (the time this takes will depend on the speed of your internet connection), you will be shown the login page:
  
-{{ :web_interface:customer_interface_login.png? }}+{{ :web_interface:customer_interface_login.png?300 }}
  
 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:
  
-{{ :web_interface:webCustomerWelcome.png?1000 |}}+{{ :web_interface:webCustomerWelcome.png?800 |}}
  
-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 Clinic".
  
-The "Alpha Clinic" is set to use the store "General Warehouse" as their supplying store.+The "Ames Free Medical Clinic" is set to use the store "General Warehouse" as their supplying store.
  
 Click on: Click on:
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 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. 
  
-{{ :web_interface:show_orders.png?1000 |}}+{{ :web_interface:show_orders.png?800 |}}
  
 To view or edit an existing order, click on the order in the table to highlight it, then click on the **View/Edit** button (top right) To view or edit an existing order, click on the order in the table to highlight it, then click on the **View/Edit** button (top right)
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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:
  
-{{ :web_interface:order_create.png?1000 |}}+{{ :web_interface:order_create.png?800 |}}
 \\ \\
  
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 Repeat this to add further items to your order. Repeat this to add further items to your order.
  
-{{ :web_interface:order_details.png?1000 |}}+{{ :web_interface:order_details.png?800 |}}
  
 Information can be entered in the fields **Our ref** and **Comment**, but these are optional. Information can be entered in the fields **Our ref** and **Comment**, but these are optional.
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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:
  
-{{ :web_interface:search_items.png?900 |}}+{{ :web_interface:search_items.png?800 |}}
  
 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:
  
-{{ :web_interface:itemList.png |}}+{{ :web_interface:itemList.png?800 |}}
  
 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:
  
-{{ :web_interface:itemDetails.png |}}+{{ :web_interface:itemDetails.png?800 |}}
  
 <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:
  
-{{ :web_interface:showInvoices.png |}}+{{ :web_interface:showInvoices.png?800 |}}
  
 === 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 and order that hasn't been finalized.+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.
 </WRAP> </WRAP>
  
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   - Click on the **SEARCH** button   - Click on the **SEARCH** button
  
-{{ :web_interface:searchInvoices.png |}}+{{ :web_interface:searchInvoices.png?800 |}}
  
 === View invoice details === === View invoice details ===
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   - Click on the **VIEW** button at the top right   - Click on the **VIEW** button at the top right
  
-{{ :web_interface:invoiceDetails.png |}}+{{ :web_interface:invoiceDetails.png?800 |}}
  
 [[#the_navigator|(Back up to The navigator)]]\\ [[#the_navigator|(Back up to The navigator)]]\\
 \\ \\
-|  //  Previous:  **[[web_interface:msupply_customer_setup|16.03. mSupply customer web interface: setting up customers]]** | | Next: **[[web_interface:dashboard_using|16.05. Dashboard]]** //  |+|  //  Previous:  **[[web_interface:msupply_customer_setup]]** | | Next: **[[web_interface:dashboard_using]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2019/11/29 06:12
  • by Mark Glover