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Both sides previous revision Previous revision Next revision | Previous revision | ||
faq:imprest_work_flow [2018/03/20 02:00] – [Create an Imprest] rozanna | faq:imprest_work_flow [2021/10/08 11:41] (current) – Gary Willetts | ||
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- | {{indexmenu_n> | + | {{indexmenu_n> |
- | ====== Imprest work flow ====== | + | ====== |
- | + | ||
Version : v3.11 or v3.12 or later | Version : v3.11 or v3.12 or later | ||
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* Select Item > Show Item master list... from the menus to create a master list (see [[items: | * Select Item > Show Item master list... from the menus to create a master list (see [[items: | ||
- | * Assign the master list to the customer. See [[names:adding_and_editing#the_item_lists_tab|Names: | + | * Assign the master list to the customer. See [[items:master_lists#assigning_a_list_to_a_customer|Item Lists > Assigning a list to a customer]] for instructions. |
- | ====== Create an Imprest ====== | + | ===== Create an imprest |
- | Click on ‘Requisitions’ in the ‘Customer’ (or Patients!) tab.. Click on the //New customer imprest// icon in he window which appears. | + | Click on ‘Requisitions’ in the ‘Customer’ (or Patients) tab.. Click on the //New customer imprest// icon in he window which appears. |
{{ : | {{ : | ||
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===== Print the imprest ===== | ===== Print the imprest ===== | ||
+ | |||
The image below shows an example of what you now see: a list of items with their required imprest quantities. The next task is to print the list and carry out a physical stock take at the customer site. | The image below shows an example of what you now see: a list of items with their required imprest quantities. The next task is to print the list and carry out a physical stock take at the customer site. | ||
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First of all, make sure the list is in the correct order. If it is, fine. If not, re-order it as appropriate (by clicking on the column headers or dragging items up or down the list) and click on the //Save Sort Order// button. | First of all, make sure the list is in the correct order. If it is, fine. If not, re-order it as appropriate (by clicking on the column headers or dragging items up or down the list) and click on the //Save Sort Order// button. | ||
- | Now print the list by clicking on the //Print// button and selecting the " | + | Now print the list by clicking on the //Print// button |
- | {{ :faq:imprest_print_stock_list.png? | + | The print dialogue opens. |
+ | |||
+ | {{ :faq:imprestprintdialogue.jpg |}} | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Please note that after printing the list you should not re-order it - it will be confusing later when you come to enter the counted quantities for each item. | ||
Now, using the printout, carry out the actual stock take. | Now, using the printout, carry out the actual stock take. | ||
===== Updating the stock quantities | ===== Updating the stock quantities | ||
- | After carrying out actual stock take at the customer' | + | After carrying out actual stock take at the customer' |
- | mSupply automatically completes other two columns, //Suggested Quantity// and // | + | mSupply automatically completes other two columns |
- | {{ :faq:imprest_edit_qty.png? | + | <WRAP center round info 60%> |
+ | Imprest formula: | ||
+ | |||
+ | * Our suggested quantity = Maximum of | ||
+ | * 0, and | ||
+ | * Imprest quantity - Customer current stock on hand | ||
+ | </ | ||
+ | |||
+ | |||
+ | {{ :faq:imprestpostprint.jpg |}} | ||
===== Assigning stock ===== | ===== Assigning stock ===== | ||
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Once the updating of stock quantities is done and you are satisfied, you can click the //Create customer invoice// button to assign stock to the customer. Clicking the button will open the following window: | Once the updating of stock quantities is done and you are satisfied, you can click the //Create customer invoice// button to assign stock to the customer. Clicking the button will open the following window: | ||
- | {{ :faq:imprest_creat_inv.png? | + | {{ :faq:imprestcreateinvoice.jpg |}} |
All the entries appear in red - they are **placeholder** lines which have the correct quantity but have no batch chosen (notice ' | All the entries appear in red - they are **placeholder** lines which have the correct quantity but have no batch chosen (notice ' | ||
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As an example, you will see the window below when you double click an item line: | As an example, you will see the window below when you double click an item line: | ||
- | {{ :faq:imprest_choose_batch.png? | + | {{ :faq:imprestitem.jpg |}} |
Normally you would click on the // | Normally you would click on the // | ||
- | {{ :faq:imprest_distribute.png? | + | {{ :faq:imprestdistribute.jpg |}} |
Clicking on //OK & Next// displays the next item on the invoice. When the final item has been processed, clicking on //OK// or //OK & Next// will display the complete invoice (all red lines replaced with black lines with the chosen batch displayed). The image below shows the invoice part way through this process: | Clicking on //OK & Next// displays the next item on the invoice. When the final item has been processed, clicking on //OK// or //OK & Next// will display the complete invoice (all red lines replaced with black lines with the chosen batch displayed). The image below shows the invoice part way through this process: | ||
- | {{ : | + | |
When you've selected batches for every line, make sure the //Hold// checkbox is not checked then confirm the invoice to assign the stock to the customer. Now all you have to do is print off the pick list, physically pick the stock off the shelves and send it to the customer. Congratulations - job done! | When you've selected batches for every line, make sure the //Hold// checkbox is not checked then confirm the invoice to assign the stock to the customer. Now all you have to do is print off the pick list, physically pick the stock off the shelves and send it to the customer. Congratulations - job done! | ||
- | // Previous: [[faq: | + | \\ |
+ | \\ | ||
+ | | | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||