web_interface:msupply_mobile

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
Last revisionBoth sides next revision
web_interface:msupply_mobile [2016/12/06 23:36] – [Some general information before you start] markweb_interface:msupply_mobile [2019/09/24 09:18] – [18.03. mSupply Mobile (browser) Users Guide] lou
Line 1: Line 1:
-===== mSupply Mobile (browser) Users Guide - legacy version ===== +{{indexmenu_n>30}} 
- +===== 16.03. mSupply Mobile (browser) Users Guide =====
-{{entry>2.mSupply Mobile (browser)/2.The Mobile (browser) user guide|*}} +
-{{entry>65.Web Interface/12.mSupply Mobile (browser) Users Guide|*}}+
  
 ==== What is it? ==== ==== What is it? ====
Line 12: Line 10:
  
 ==== Features and Limitations ==== ==== 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.  Conversely, mSupply Mobile (browser) is generally not suitable for 'higher level' stores which require the features of  mSupply Desktop.+mSupply Mobile (browser) is simplified because it is designed for 'lower level' stores that do not need the full functionality afforded by mSupply Desktop.  Conversely, mSupply Mobile (browser) is generally not suitable for 'higher level' stores which require the features of mSupply Desktop.
  
 In particular, mSupply Mobile (browser)'s features are: In particular, mSupply Mobile (browser)'s features are:
Line 40: Line 38:
 | Keep in a dry place |  8-)   |  8-)   | | Keep in a dry place |  8-)   |  8-)   |
 </WRAP> </WRAP>
-===== Setting up mSupply mobile ===== +===== Setting up mSupply Mobile (browser) ===== 
-Your mSupply server needs to be set up for mSupply mobile use. Follow these simple steps to get started:+Your mSupply server needs to be set up for mSupply Mobile (browser) use. Follow these simple steps to get started:
   - Create a virtual store to hold the remote facility's stock.   - Create a virtual store to hold the remote facility's stock.
   - 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.   - 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 "Default store." You'll need to turn on "store mode" for the store too, else you can't turn on "Default store." For example, here's user Debbie set up so that when she logs into mSupply mobile she'll be logged into Tulagi Mini Hospital:{{ :web_interface:user_store_permissions.png |}}+    - Note that the important setting for mobile access is the "Default store." You'll need to turn on "store mode" for the store too, else you can't turn on "Default store." For example, here's user Debbie set up so that when she logs into mSupply Mobile (browser) she'll be logged into Tulagi Mini Hospital:{{ :web_interface:user_store_permissions.png |}}
     - Note that other user permissions (on the Permissions, Permissions(2) and Permissions(3) tabs) only apply to desktop users, not to mobile.     - Note that other user permissions (on the Permissions, Permissions(2) and Permissions(3) tabs) only apply to desktop users, not to mobile.
   - For the steps below, refer to [[other_stuff:foreign_currency_transactions|the chapter on Virtual stores]] for detailed instructions   - For the steps below, refer to [[other_stuff:foreign_currency_transactions|the chapter on Virtual stores]] for detailed instructions
Line 60: Line 58:
 When the icon goes away this means that mSupply Mobile (browser) 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).  When the icon goes away this means that mSupply Mobile (browser) 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). 
  
-===== Accessing mSupply mobile ===== +===== Accessing mSupply Mobile (browser) ===== 
-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://xxx.xxx.xxx.xxx:xxxx/mobile%%. e.g. %%http://192.168.10.3/mobile%%. Tap the return key and after a few moments the login screen will appear.+To access mSupply Mobile (browser), open a browser on the device you will use and type in the address of your mobile store. The address will look like %%http://xxx.xxx.xxx.xxx:xxxx/mobile%%. e.g. %%http://192.168.10.3/mobile%%. Tap the return key and after a few moments the login screen will appear.
  
 <WRAP tip round>You can add a web page to your home screen. If you're using Safari(r) then it's tap 1, then 2 in the following screenshot: </WRAP> <WRAP tip round>You can add a web page to your home screen. If you're using Safari(r) then it's tap 1, then 2 in the following screenshot: </WRAP>
 {{ :web_interface:mobile_to_home_screen.png?500 |}} {{ :web_interface:mobile_to_home_screen.png?500 |}}
-===== Using mSupply mobile =====+===== Using mmSupply Mobile (browser) =====
  
 ==== Logging in ==== ==== Logging in ====
Line 73: Line 71:
  
 ==== The navigator ==== ==== 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:+This is where you see all the things you can do in mSupply Mobile (browser). Tapping on a row in the navigator will take you to that function. This is what it looks like:
  
 {{ :web_interface:mobile_navigator.png?800 |}} {{ :web_interface:mobile_navigator.png?800 |}}
Line 103: Line 101:
 === Transaction Status Codes === === Transaction Status Codes ===
 Before we go further we need to quickly discuss what is meant by transaction status. Before we go further we need to quickly discuss what is meant by transaction status.
-See [[other_stuff:transaction_status_codes|Transaction Codes#transaction_status]] for a full list of codes used in mSupply. In mSupply mobile (for both invoices and stocktakes), you'll see the following codes used:+See [[other_stuff:transaction_status_codes|Transaction Codes#transaction_status]] for a full list of codes used in mSupply. In mSupply Mobile (browser) (for both invoices and stocktakes), you'll see the following codes used:
 ^  Status Code  ^  Meaning  ^  Explanation  ^ ^  Status Code  ^  Meaning  ^  Explanation  ^
 |  sg  |  Suggested  |  The transaction or stocktake is editable, and stock has not been updated  | |  sg  |  Suggested  |  The transaction or stocktake is editable, and stock has not been updated  |
Line 180: Line 178:
 <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.</WRAP> <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.</WRAP>
  
-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. +Don't forget to save your invoice by tapping on the **Save** button but don't worry if you do forget, as mSupply Mobile (browser) 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. 
  
 === Adding lines to an invoice from a master list === === Adding lines to an invoice from a master list ===
Line 224: Line 222:
   - /*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's accepted status to 'Yes'. Note that the quantities in this column are set to those that the supplier sent you (displayed in the //No. sent// column) by default.   - /*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's accepted status to 'Yes'. Note that the quantities in this column are set to those that the supplier sent you (displayed in the //No. sent// column) by default.
  
-Don't forget to save any changes to your supplier invoice.  Don't worry if you forget, because mSupply mobile will prompt you to save or discard the changes. +Don't forget to save any changes to your supplier invoice.  Don't worry if you forget, because mSupply Mobile (browser) will prompt you to save or discard the changes. 
 ==== Items ==== ==== Items ====
 [[#the_navigator|(Back up to The navigator)]] [[#the_navigator|(Back up to The navigator)]]
Line 331: Line 329:
 [[#the_navigator|(Back up to The navigator)]] [[#the_navigator|(Back up to The navigator)]]
  
-mSupply mobile can email three different reports to you. Tapping the Reports row on the navigator will take you to the reports page:+mSupply Mobile (browser) can email three different reports to you. Tapping the Reports row on the navigator will take you to the reports page:
  
 {{ :web_interface:mobile_reports_view.png |600}} {{ :web_interface:mobile_reports_view.png |600}}
Line 341: Line 339:
 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 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.** Solution: tap in another field before tapping **save.**
- +\\ 
- +\\ 
-// Previous:   [[web_interface:using_the_web_server|The mSupply Web Server]]   Next: [[web_interface:stock_takes|The Web Stocktake module]]//+|  //  Previous:  **[[web_interface:using_the_web_server|18.02. The mSupply web server]]** | | Next: **[[web_interface:msupply_customer_setup|18.04 mSupply Customer Web Interface - setting up customers]]** //  |
 ---- struct data ---- ---- struct data ----
 ---- ----