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- | ===== mSupply Mobile (browser) Users Guide - legacy version ===== | ||
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- | {{entry> | ||
- | {{entry> | ||
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- | ==== What is it? ==== | ||
- | mSupply Mobile (browser) is a simplified web interface which allows you to communicate over the internet with a store in your mSupply server from browsers | ||
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- | <WRAP center round info 60%> | ||
- | While smaller screen devices will function, it is generally impractical to use devices smaller than a tablet. | ||
- | </ | ||
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- | ==== Features and Limitations ==== | ||
- | mSupply Mobile (browser) is simplified because it is designed for 'lower level' stores that do not need the full functionality afforded by mSupply Desktop. | ||
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- | In particular, mSupply Mobile (browser)' | ||
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- | * **Customers**: | ||
- | * **Customer Invoices**: | ||
- | * **Supplier Invoices**: | ||
- | * **Items**: | ||
- | * **Stocktakes**: | ||
- | * **Reports**: | ||
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- | Note: There is no facility to display, add, delete, or edit Supplier data; this can only be done with mSupply Desktop. | ||
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- | <WRAP center round important 60%> | ||
- | Batch number and expiry date are **not** displayed, selectable or editable in mSupply Mobile (browser). | ||
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- | Removing the need to handle batch and expiry date information dramatically simplifies the management of stock in the store. | ||
- | </ | ||
- | ==== A word of caution ==== | ||
- | If like us, you've got a long history of < | ||
- | <WRAP centeralign> | ||
- | ^ Instruction | ||
- | | Crush, then swallow | 8-) | ||
- | | Swipe | (Don' | ||
- | | Dissolve in water | 8-) | ||
- | | Plug into USB charger | | ||
- | | Keep in a dry place | 8-) | ||
- | </ | ||
- | ===== Setting up mSupply mobile ===== | ||
- | Your mSupply server needs to be set up for mSupply mobile use. Follow these simple steps to get started: | ||
- | - Create a virtual store to hold the remote facility' | ||
- | - Create new users for the store or give some existing users permission to login to it. Note: Make sure that only the users who will use the mobile interface have permission to login to this store. | ||
- | - Note that the important setting for mobile access is the " | ||
- | - Note that other user permissions (on the Permissions, | ||
- | - For the steps below, refer to [[other_stuff: | ||
- | - Make **only** the items which the remote facility will use visible in the new store. | ||
- | - Make **only** the names which the remote facility will use visible in the new store. | ||
- | - Ensure the store can receive transfers from the store that will be supplying it (This is done by ensuring that the receiving store' | ||
- | - Ensure "Pack to one" is turned on for visible items in each store. | ||
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- | Now you're ready - have fun! | ||
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- | ===== Some general information before you start ===== | ||
- | When you ask the interface to do something it will mostly need to communicate with your mSupply server over your internet connection. We have done our very best to make the communication as fast and smooth as possible but we're still limited by your internet connection (we're good but we can't perform the impossible yet!). When mobile is doing something and you need to wait you'll see this small icon appear: | ||
- | {{ : | ||
- | When the icon goes away this means that mobile has successfully finished its communication and what you asked it to do has been successful (it won't specifically tell you that it was successful). If there was a problem doing what you asked it to do then the interface will show you an error message (which will usually be caused by a problem with the internet connection). | ||
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- | ===== Accessing mSupply mobile ===== | ||
- | To access mSupply mobile open a browser on the device you will use and type in the address of your mobile store. The address will look like %%http:// | ||
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- | <WRAP tip round> | ||
- | {{ : | ||
- | ===== Using mSupply mobile ===== | ||
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- | ==== Logging in ==== | ||
- | You can't do anything in mSupply Mobile (browser) until you've logged in and this is where you do it. The credentials that you enter must already have been set up on the mSupply server through a Desktop client. Once you've entered your username and password, tap the login button and you'll be taken to the navigator. | ||
- | |||
- | {{ : | ||
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- | ==== The navigator ==== | ||
- | This is where you see all the things you can do in mSupply mobile. Tapping on a row in the navigator will take you to that function. This is what it looks like: | ||
- | |||
- | {{ : | ||
- | |||
- | Tap on: | ||
- | * [[# | ||
- | * [[# | ||
- | * [[# | ||
- | * [[# | ||
- | * [[# | ||
- | * [[#Stock History|Show stock histories]] to view and comment on upcoming supply issuing. | ||
- | * [[# | ||
- | * [[# | ||
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- | ==== Viewing a customer ==== | ||
- | [[# | ||
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- | Tapping on **Show Customers** displays this list of all your customers (Note: If you have more customers than will display on the screen you can scroll the list to see the others): | ||
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- | {{ : | ||
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- | To see the details of a single customer tap on them to select their row in the grid then tap on the **View customer details** button. You will be taken to the details screen which looks like this: | ||
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- | {{ : | ||
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- | ==== The customer invoice list ==== | ||
- | [[# | ||
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- | === Transaction Status Codes === | ||
- | Before we go further we need to quickly discuss what is meant by transaction status. | ||
- | See [[other_stuff: | ||
- | ^ Status Code ^ Meaning | ||
- | | sg | Suggested | ||
- | | cn | Confirmed | ||
- | | fn | Finalised | ||
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- | When you first arrive at this screen you will see a list of your 15 most recent customer invoices, just like in mSupply Desktop: | ||
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- | {{ : | ||
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- | To see other invoices you can tap on the Find button to search for other invoices (see Searching for invoices [[# | ||
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- | {{ : | ||
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- | If the invoice is finalised you won't be able to edit it (just as in desktop mSupply) but if it's not finalised you can edit it as follows: | ||
- | * **Their ref** Tap the Their ref text box to edit or enter a value. Handy for recording a customer' | ||
- | * **Comment** Tap the Comment text box to enter or edit a comment or anything additional you want noted about the invoice. | ||
- | * **Add line** Tap on the Add line button to add a line to the invoice - it will take you to the Add item screen as described below. | ||
- | * **Delete line** Tap on one of the invoice' | ||
- | * **Quantity field** You can directly edit the quantity of an item on the invoice by tapping the quantity field of the line. Immediately the field changes to a text box and you can enter the new quantity. | ||
- | * **Finalise it** If you've finished editing the invoice and you want to make sure it can't be edited by anybody you can finalise the invoice by tapping on the **Finalise** button. You'll be asked to confirm that you really want to because once you've done it, it can't be undone and the invoice will be un-editable. | ||
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- | **Adding an item line to the invoice** | ||
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- | If you click on the **Add line +** button you'll be taken to this screen to select the item and quantity to add: | ||
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- | {{ : | ||
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- | Tap the item field and an alphabetically sorted list of all the items in your store will appear. Type the first few letters of the item name and the list will reduce to those entries which start with what you typed. Now choose the item you want from the list of matching entries. | ||
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- | {{ : | ||
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- | Note that after each item name (in brackets) is the quantity you have in stock of each item. Now you've selected the item its available stock appears next to the quantity text box (after the word ' | ||
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- | {{ : | ||
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- | Tap the quantity text box and enter the amount of the item you want to add. When you're done, tap the **Add item** button and you'll be taken back to your invoice with the new line added to the bottom of those already there (or according to the sort order of the items list if you've previously sorted the list by clicking on one of the column headers). | ||
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- | When you've finished viewing or editing the invoice tap on the **Customer invoices** button to go back to the list of customer invoices. | ||
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- | ==== Adding a customer invoice | ||
- | [[# | ||
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- | Just as in desktop mSupply, customer invoices are for giving stock to a customer (e.g. a hospital ward or a patient) and, when confirmed, result in stock being taken off what's available in your store. To create a new customer invoice tap **New Customer Invoice** in the navigator and you'll be shown this screen: | ||
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- | {{ : | ||
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- | From this point, there are two possible ways to add items. | ||
- | - Line by line (next), or | ||
- | - [[# | ||
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- | === Adding lines to an invoice individually === | ||
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- | Tap on the Name text box and, enter the first few letters of the customer you're going to supply goods to and then tap on the matching entry from the list: | ||
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- | {{ : | ||
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- | If you want to, enter the customer' | ||
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- | {{ : | ||
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- | Tap the item field and an alphabetically sorted list of all the items in your store will appear. Type the first few letters of the item name and the list will reduce to those entries which start with what you typed. Now choose the item you want from the list of matching entries: if the list is too long keep typing, the more letters you type the shorter the list of matching items will become: | ||
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- | {{ : | ||
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- | Now you've selected the item its available stock appears next to the quantity text box (after the word ' | ||
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- | {{ : | ||
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- | Tap the quantity text box and enter the amount of the item you want to add. When you're done, tap the **Add item** button and you'll be taken back to your invoice with the new line added to the bottom of those already there (or according to the sort order of the items list if you've previously sorted the list by clicking on one of the column headers). | ||
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- | Repeat adding more lines until you've finished. Here's an example after a second line has been added: | ||
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- | {{ : | ||
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- | <WRAP info round>If you need to alter the quantities of any item on the customer invoice just tap on the quantity field and it will change to a text box and allow you to enter a new quantity.</ | ||
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- | Don't forget to save your invoice by tapping on the **Save** button but don't worry if you do forget, as mSupply mobile will prompt you. Also, if you need to finalise the invoice (to prevent any further changes to it) then tap on the **Finalise** button. You will be asked to confirm the finalisation because you can't undo it and no changes to your invoice will be possible afterwards. | ||
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- | === Adding lines to an invoice from a master list === | ||
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- | Firstly, this function will only work if you have assigned a master list to the customer you are issuing to. To do this, see [[items: | ||
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- | Assuming your customer has a master list assigned, then simply tap **Add lines from master list** and the invoice will be filled with one row for each item. You can tap the button at any time - whether you've already added items to the invoice or whether it's still empty. Only items from the master that you haven' | ||
- | To alter the quantities of any item on the customer invoice just tap on the quantity field and it will change to a text box and allow you to enter a new quantity. | ||
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- | When you're finished editing, save the invoice. | ||
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- | Note that items that have zero quantity will be deleted when you leave the 'new invoice' | ||
- | - You don't have to delete them yourself | ||
- | - Once you return to the navigator, if you then edit the invoice (via **Show customer invoices**) you won't see the whole master list - just the items whose quantity was set to greater than zero. Note that using the save button while you have the invoice open on the 'new invoice' | ||
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- | <WRAP important round>An important thing to note is that when you do save your customer invoice for the first time it is automatically **confirmed** which means that the stock is allocated to the customer immediately and taken off what is available in your store.</ | ||
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- | When you're finished, you can tap the **Navigator** button at top left to return to the Navigator. | ||
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- | ==== Show Supplier Invoices ==== | ||
- | [[# | ||
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- | Supplier invoices are for receiving goods into your store. | ||
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- | <WRAP center round important 60%> | ||
- | mSupply Mobile (browser) can only process stock transfers from another store within your mSupply system. | ||
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- | Depending on the mSupply preferences, | ||
- | </ | ||
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- | If you tap on the **Show Supplier Invoices** item in the navigator you'll be taken to this screen, which shows your 15 most recent supplier invoices by default (just like desktop mSupply): | ||
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- | {{ : | ||
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- | If you tap the **Find** button you'll be taken to the search for transactions screen, detailed [[# | ||
- | If you tap on an invoice' | ||
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- | {{ : | ||
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- | There are two things you can edit on a supplier invoice: | ||
- | - The Accepted status. If an invoice has been accepted before (status is [[other_stuff: | ||
- | - /*This second point is new (for Myanmar, 3.17?) and is not in the current public release? */The quantities in the //No. received// column. This column is for capturing exactly what you received from the supplier, so after a delivery you should go through the invoice and make sure that this column contains exactly the quantity you received for each item. When you are sure that the quantities are correct you should change the invoice' | ||
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- | Don't forget to save any changes to your supplier invoice. | ||
- | ==== Items ==== | ||
- | [[# | ||
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- | Tap the **Show items** row in the Navigator to view items. You'll be shown a screen where you can find items by name or code or SMS code etc. (just spin the wheels to change the criteria used to find the items you're interested in): | ||
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- | {{ : | ||
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- | Tapping the **Search** button will show you a list of results: | ||
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- | {{ : | ||
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- | To view more details about a single item, tap on it's row to select it, then tap the **Item details** button. | ||
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- | {{ : | ||
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- | At the moment you can't edit an item's details. If an item needs editing, inform the users of mSupply desktop where your server is located so that they can log in to the desktop version and make the necessary changes. | ||
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- | ==== Stock Based Orders ==== | ||
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- | This feature allows the viewing of and commenting on recommended supply quantities generated by a central store using the mSupply Stock Histories feature. Quantities calculated using the records of previous quantities sent and adjusted using stock take information for your store allows the generation of recommended quantities to be issued. | ||
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- | Clicking on Show Stock Based Orders displays a list of central store generated drug quantity issues. | ||
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- | {{ : | ||
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- | Clicking on the SH no. and then " | ||
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- | {{ : | ||
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- | Supplier SOH shows the amount of available stock on hand at the central store. | ||
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- | Our SOH at submission shows the stock on hand available at your store. | ||
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- | Previous usage history is used to calculate the amount to be sent to you in the final column. | ||
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- | The only editable field is the Your comment field where you may enter feedback to the central store. | ||
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- | ==== Stocktakes ==== | ||
- | [[# | ||
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- | Tapping the **Show Stocktakes** row will show you a list of in-progress stocktakes: | ||
- | {{ : | ||
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- | To create a new stocktake, tap the **New Stocktake** button. | ||
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- | {{ : | ||
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- | In the example above we're going to create a stocktake for all items whose name begins with " | ||
- | To create a stocktake for all items, leave this field blank. | ||
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- | **Include items with no stock** Usually you'll want to leave this switched to **no** but if you are doing an initial stocktake for a new store you have just set up, you might want a list of all items, not just the ones with stock (which will be none for a new store). In that case slide the switch to **yes** before creating the stocktake. | ||
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- | To proceed, tap the **Create stocktake** button at top-right. | ||
- | The wheels will spin (you might hear a whirring sound from your tablet) if you want to use other criteria to select the items to go into your stocktake. | ||
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- | {{ : | ||
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- | Now the stocktake is created, you can edit lines by tapping on the value in the **actual quantity** column of the row you wish to edit. | ||
- | In the example below we've counted the Azathioprine and we're 100 tablets short: | ||
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- | {{ : | ||
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- | As you stocktake a store you might find items on the shelf that are not in your stocktake. To add an item, tap the **Add line +** button. | ||
- | You'll be shown this screen, where you find the item, and enter the stocktake quantity for that line: | ||
- | Tap **Add to stocktake** once you've entered the item and quantity. | ||
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- | {{ : | ||
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- | === Finalising the stocktake === | ||
- | [[# | ||
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- | Once your stocktake accurately reflects your actual store stock, tap on **Create inventory adjustments** | ||
- | You'll be shown this warning: | ||
- | {{ : | ||
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- | If you tap **I'm sure, do it** the necessary adjustments will be made in mSupply. | ||
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- | <WRAP info round> | ||
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- | Once inventory adjustments are created, the stocktake will have a status of " | ||
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- | **Deleting a stocktake** | ||
- | You can delete a stocktake by tapping on the row you want to delete, then tapping the **delete stocktake** button. | ||
- | You'll be warned of impending doom: | ||
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- | {{ : | ||
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- | ==== Searching for invoices ==== | ||
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- | [[# | ||
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- | If you tap the **Find** button when viewing a list of invoices you will be taken to this screen: | ||
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- | {{ : | ||
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- | Move the spinwheels until the search matches what you want, enter your search value in the text box then click on the **Find transactions** button. When the search is complete you will be taken back to the customer or supplier invoice list (depending on which type of transaction you were searching for) with all the transactions matching your search criteria displayed in the list. | ||
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- | ==== Reports ==== | ||
- | [[# | ||
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- | mSupply mobile can email three different reports to you. Tapping the Reports row on the navigator will take you to the reports page: | ||
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- | {{ : | ||
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- | Tapping on any of the **Email me this report** buttons will make mSupply email you the corresponding report as an Excel spreadsheet using the values you select. Obviously, it needs to know your email address to do this so remember to set this up in your user preferences in desktop mSupply first - see [[admin: | ||
- | ===== Tips and Tricks ===== | ||
- | ==== You get a message "You haven' | ||
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- | This happens when you change a field (e.g. the description of a stocktake) and then tap **Save** without first tapping in another field. This only happens on iPads (iPhones too we guess), not Android devices | ||
- | Solution: tap in another field before tapping **save.** | ||
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- | // Previous: | ||
- | ---- struct data ---- | ||
- | ---- | ||