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Both sides previous revision Previous revision Next revision | Previous revision | ||
faq:imprest_work_flow [2018/03/20 03:44] – [Assigning stock] 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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===== 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 |
+ | |||
+ | <WRAP center round info 60%> | ||
+ | Imprest | ||
+ | |||
+ | * Our suggested quantity = Maximum of | ||
+ | * 0, and | ||
+ | * Imprest quantity - Customer current | ||
+ | </ | ||
{{ : | {{ : | ||
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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 | ||
---- | ---- | ||