Old revisionsBacklinksCopy this pageExport to PDFODT exportExport Page to HTML/PDFBack to top Share via Share via... Twitter LinkedIn Facebook Pinterest Telegram WhatsApp Yammer RedditRecent ChangesSend via e-MailPrintPermalink27. Help × Table of Contents https://docs.msupply.org.nz/misc:start full index This is an old revision of the document! https://docs.msupply.org.nz/misc:start full index playground 1. About mSupply 1.01. Introduction 1.02. Why mSupply? 1.03. Who uses mSupply? 1.04. Which combination of mSupply products best suits your organisation? 1.05. Terms, definitions and conventions used in this user guide 2. Setting Up mSupply: Technical Guide 2.01. Requirements 2.02. Installation 2.03. Starting mSupply for the first time 2.04. Client/Server FAQ 3. Tutorial 3.01. The tutorial like no other 3.02. Logging in 3.03. Opening the example data file 3.04. Navigator 3.05. Creating and viewing items 3.06. Customers and suppliers 3.07. Viewing Names in Google Maps 3.08. Enter incoming goods (supplier invoices) 3.09. Enter outgoing goods (customer invoices) 3.10. Entering quotations 3.11. Working with lists 3.12. Where to now? 4. Items 4.01. About items 4.02. Adding a new item 4.03. Item categories 4.04. Item master lists 4.05. Programs 4.06. Stock locations and location types 4.07. Building (manufacturing) items 4.08. Merging two items 4.09. Ad hoc items 4.10. Non-stock items 4.11. Managing drug interaction groups 4.12. Managing item access with Departments 4.13. Prices in mSupply 4.14. Repacking items 4.15. Show items with stock 4.16. Splitting a stock line 4.17. Stocktakes 4.18. Phased stocktakes 4.19. Inventory adjustments 4.20. Units 4.21. Forecasting 4.22. Pickfaces and Replenishments setup 4.23. Pickfaces and Replenishments 5. Customers and Suppliers 5.01. Names: using, adding and editing 5.02. Contacts 5.03. Merging two names 5.04. Name categories 5.05. Name tags 5.06. Suppliers: adding and viewing 6. Purchasing 6.01. Ordering stock from suppliers 6.02. Managing purchase orders 6.03. Purchase order categories 6.04. Ordering from one store to another 6.05. Multi-store Purchase Orders 7. Receiving Goods 7.01. Supplier invoices 7.02. Goods receipts 7.03. Editing pack sizes 7.04. Managing outstanding purchase order lines (pipeline stock) 7.05. Custom stock fields 7.06. Managing donors 8. Issuing Goods 8.01. Issuing goods to a customer (customer invoices) 8.02. Viewing customer invoices 8.03. Backorders 8.04. Electronic invoices 8.05. Transferring goods to another store 8.06. Box management 8.07. Stock control methods for your customers (requisitions) 8.08. Customer budgets 9. Returning Goods 9.01. Return goods to a supplier 9.02. Receiving goods back from a customer 10. Dispensing Goods 10.01. Dispensary mode 10.02. Prescription entry 10.03. Patients 10.04. Patient insurance 10.05. Prescribers / Clinicians 10.06. Abbreviations for dispensing 10.07. Diagnoses 10.08. Label printing preferences 10.09. Warnings 10.10. Patient medication records 10.11. Printer setup for Remote Desktop Client 10.12. Patient type and Ward setup 11. Payments and Receipts 11.01. Payments to suppliers 11.02. Receiving payment from customers 11.03. Prescription payments and credits 11.04. Cash register 13. Reports 13.01. Report basics 13.02. Stock and items reports 13.03. Transaction reports 13.04. Purchasing reports 13.05. Stocktake reports 13.06. Requisition reports 13.07. Dispensary/prescription reports 13.08. Dashboard 13.09. Customer ordered shortfall report 13.10. ATC and DDD code based reports 13.11. Other reports 13.12. Manage reports 13.13. Saving report templates 13.14. Custom reports 13.15. SuperReport editor 14. Notifications 14.01. Notifications (Alerts) 12. mSupply Link (Supplier Hub) 12.01. Configuring the mSupply Link 12.02. Ordering Process with mSupply Link 12.04. Receiving goods 12.03. Supplying a mSupply Link site 15. Barcode Scanning 15.01. Barcode scanning 15.02. Adding barcodes to items 15.03. Barcode scanning and receiving goods 15.04. Barcode scanning and stocktaking 15.05. Barcode scanning and pick list checking 15.06. Barcode label printing 15.07. Barcode scanning and prescriptions 16. Preferences 16.01. General preferences 16.02. Purchase order preferences 16.03. Invoice preferences 16.04. Printing preferences 16.05. Mobile Dashboard set up (before v4.0) 16.06. Entering a new logo 16.07. Synchronisation preferences 16.08. FrontlineSMS 16.09. Barcode scanning preferences 16.10. Options (standard reasons) 16.11. Custom fields 17. Data Import and Export 17.01. Importing items 17.02. Importing stock 17.03. Importing names 17.04. Importing prescribers 17.05. Importing abbreviations 17.06. Importing customer budgets 17.07. Importing locations 17.08. Importing supplier invoices 17.09. Importing assets 17.10. Importing regions 17.11. Importing requisitions 17.12. Importing supplier quotes into Tenders 17.13. Importing stores 17.14. Importing tenders 17.15. Exporting items, exporting items and stock 17.16. Exporting locations 17.17. Exporting names 17.18. Exporting records 17.19. Exporting invoices 17.20. Exporting invoices to Moneyworks 17.21. Exporting to MYOB 17.22. Exporting sites 17.23. Exporting assets 17.24. Exporting to the dashboard 18. Tenders 18.01. Introduction to tender management 18.02. Standard tender conditions 18.03. Adding suppliers to a tender and inviting responses 18.04. Adding supplier responses to a tender 18.05. Tender reference documents 18.06. Benchmark prices for tenders 18.07. Analysing supplier responses and creating purchase orders 18.08. Tender currencies 18.09. Supplier instructions for using tender submission web interface 18.10. Using web tenders 18.11. Supplier instructions for submitting tender responses via Excel 19. Remote User Web Interface 19.01. Introduction to web interfaces 19.02. mSupply web server 19.03. mSupply customer web interface: setting up customers 19.04. mSupply customer web interface: guide for customers 19.05. Web Dashboard 19.06. Mobile Dashboard set up (after v4.0) 19.07. Online catalogue 19.08. Stock web app 19.09. mSupply REST API 19.10. mSupply legacy REST APIs 19.11. mSupply sync API 19.12. UNFPA LMA reports app 20. Cold Chain Equipment 20.01. Vaccine Vial Monitoring (VVM) 20.03. Cold Chain App Notifications 20.04. Fridgetags Integration 20.02. Configure VVM for a Mobile store 21. Assets 21.01. Assets setup 21.02. Asset management 29. Hospital Info System (HIS) Module 20.01. Why a HIS module for mSupply? 20.02. Setting up wards and beds 20.03. ICD disease codes 20.04. Procedures 20.05. Patients 20.06. Encounters 20.07. Other lists 20.08. Statistics 20.09. HIS preferences 22. mSupply Mobile (Android) 22.02. mSupply Mobile technical instructions for setup 22.03. mSupply configuration for mobile 22.01. mSupply Mobile user guide 23. Integration with other systems 23.01. DHIS2 integration 23.02. DHIS2 LMIS integration 23.03. FrontlineSMS integration 23.04. mSupply eLMIS interface 23.05. Moneyworks integration 23.06. MYOB 23.07. NHLMIS integration 23.08. HL7 and Tamanu/Patis Plus integration 23.09. iVEDiX integration 23.10. Siglofa integration 24. Data Tables and Fields 24.01. Main tables 24.02. Other tables 24.03. Foreign keys 24.04. Internal tables 25. Technical Administration 25.01. mSupply client / server installation part 1 25.02. mSupply client / server installation part 2 25.03. mSupply client / server installation part 3 25.04. Schedules and periods 25.05. Web browser access via TSPlus 25.06. Backup 25.07. Updating mSupply 25.08. Changing users and passwords 25.09. Diagnostics 25.10. Finalising transactions 25.11. Managing data files 25.12. mSupply dispensary installation 25.13. mSupply server administration 25.14. mSupply deployment 25.15. Managing users 25.16. Show connected users 25.17. License management 25.18. Label printer hardware setup 25.19. The system log 25.20. Server troubleshooting 25.21. Help menu 25.22. Field descriptions 26. Other Topics 26.01. Miscellaneous topics 26.02. Reminders 26.03. Transaction Status & Type Codes 26.04. Budgets 26.05. Edit menu 26.06. Transaction categories 26.07. Virtual stores 26.08. Bulk Store Preferences Editor 26.09. Custom data 26.10. Currencies 26.11. Using foreign currencies in transactions 26.12. Product (drug) registration 26.13. Using the mSupply remote client 26.14. Authorisation 26.15. Remote authorisation 26.16. Misc labels 26.17. Keyboard shortcuts 26.18. Troubleshooting 26.19. Migrating to Open mSupply 26.20. Document registry 27. Help 27.01. Support and mSupply Up-to-Date program 27.02. mSupply Support Web Portal 27.03. Help > About mSupply 28. Frequently Asked Questions 28.01. How to re-set the mSupply client 28.02. Remote support - installing TeamViewer 28.03. Why is my stock balance report showing negative? 28.04. How to remove stock lines that have ‘0’ available 28.05. What do I need to set up mSupply Mobile? 28.06. Why is my stock on hold? 28.07. How to correct wrong pack sizes 28.08. How to report by invoice category 28.09. Imprest work flow 28.10. Tips and tricks 28.11. Benefits of a multi-store system 28.12. How to access Temp folder 28.13. Fixing incorrectly received stock 28.14. Navigating inactive windows or form 28.15. Wastage Prediction due to expiry when ordering 29. Synchronisation 29.01. Introduction to Synchronisation 29.02. Synchronisation Sites 29.03. Sync Site Wizard (Superseded) 29.04. Sync Site Export 29.05. Sync Site Import training handouts misc:start contents headings 31. Client specific pages afghanistan axios caipa cambodia colombia cookislands cotedivoire djibouti drcongo east_timor fiji haiti_chemonics laos liberia myanmar ncctrc niger nigeria_drf nigeria_kaduna png samoa solomons southsudan tonga uk_med unfpa zanzibar Wiki ebook authorstats copyright DokuWiki navigation sidebar site_notice status Show pages with tags Welcome to your new DokuWiki Formatting Syntax 30. Tips and Tricks 30.1. Customising Item Lists 30.1. (version française): Personnaliser la Liste d'Articles 30.2. Allocating Stock to Placeholder lines - the Magic Button 30.2. (version française): Allouer une commande avec le bouton magique 30.3. Reminders 30.3. (version française) Rappels 30.4. Keyboard shortcuts 30.4. (version français) Raccourcis Clavier fr about user lou sidebar Last modified: 2019/10/18 04:00by lou