preferences:invoices

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
preferences:invoices [2022/01/13 14:49] – [Warn if expiry is less than XX days] Gary Willettspreferences:invoices [2025/03/28 14:52] (current) – [Show notes in store] Gary Willetts
Line 3: Line 3:
 <WRAP center round important 90%> <WRAP center round important 90%>
   * The preferences described here (accessed through **File > Preferences...**) apply to all stores on an mSupply server.   * The preferences described here (accessed through **File > Preferences...**) apply to all stores on an mSupply server.
-  * In a [[other_stuff:remote_sync|synced system]] there will be multiple 'sync satellites' and these settings can be different on each sync satellite. +  * In a [[synchronisation:introduction|synced system]] there will be multiple 'sync satellites' and these settings can be different on each sync satellite. 
-  * There are some settings that are 'per store' - refer [[https://docs.msupply.org.nz/other_stuff:virtual_stores#the_preferences_tab|Store preferences]], and store preferences can be different for each store on an mSupply server.+  * There are some settings that are 'per store' - refer [[other_stuff:virtual_stores#the_preferences_tab|Store preferences]], and store preferences can be different for each store on an mSupply server.
 </WRAP> </WRAP>
  
Line 35: Line 35:
  
 === Use program pricing === === Use program pricing ===
-If checked then the sell prices for items on: +If checked then the sell prices for items on **customer invoices** are taken from the first master list that is to be used as a price list. 
-  * **customer invoices** are taken from the first master list that is to be used as a price list +
-  * **prescriptions** are taken from the first master list that is set as a patient master list +
 === Round prices === === Round prices ===
 You can choose to round prices to a given number of decimal places. By default prices will be rounded to 2 decimal places. You can choose to round prices to a given number of decimal places. By default prices will be rounded to 2 decimal places.
Line 92: Line 91:
  
 == Show inner and outer pack fields == == Show inner and outer pack fields ==
-If checked, mSupply will allow the entry of the `inner' and `outer' pack sizes - if an item is packed 100 to a container, and 12 containers to a box, the `inner' field entry would be `100' and the `outer' field entry would be `12'+If checked, mSupply will allow the entry of the "inner" and "outer" pack sizes. The "inner" pack size is the number of primary packs that fit in a carton and the "outer" pack size is the number of cartons that fit on a pallet. So, for example, if an item is packed in packs of 1000, there are 24 of those in boxes and then there are 15 boxes on a pallet, the "inner" pack size would be 24 and the "outer" pack size would be 15. 
 + 
 +When turned on, this preference results in an extra **Quan per inner** and **Inners per outer** field being displayed on the supplier invoice line input window shown on the [[receiving_goods:supplier_invoices#adding_new_lines_to_a_supplier_invoice|7.01. Supplier invoices]] page like this: 
 + 
 +{{ :preferences:pasted:20230113-144729.png?450 |}} 
 + 
  
 === Hold invoices by default === === Hold invoices by default ===
Line 118: Line 123:
 Check this item if you want stock to be automatically issued to a customer with a backorder when it becomes available. Check this item if you want stock to be automatically issued to a customer with a backorder when it becomes available.
  
-== Show transport details == 
-If this box is checked, then a transport details button will be shown on customer invoices, allowing editing of transport details (arrival dates, etc) and box numbers. 
  
 == Allow placeholder lines on customer invoices== == Allow placeholder lines on customer invoices==
 // If you leave this box unchecked, all lines on an invoice will have to be actual stock. If you run a backorder system you must check this box.// // If you leave this box unchecked, all lines on an invoice will have to be actual stock. If you run a backorder system you must check this box.//
  
-== Show notes in store mode == +== Show notes in store == 
-If this box is checked, the window for issuing stock will be enlarged to show the area to enter abbreviations and customer directions or notes under store mode. These notes print on invoices after each invoice line.+If this box is checked, the customer invoice line edit window for issuing stock will be enlarged to show the //Notes// area to enter customer directions or notes, like this:
  
 +{{ :preferences:pasted:20250328-143948.png?550 }}
 +
 +These notes print on invoices after each invoice line.
 +
 +== Show abbreviation fields ==
 +This preference only has an effect if the //Show notes in store// preference mentioned above is turned on. When it is turned on, additional abbreviation fields are displayed with the **Notes** field to allow the user to use shortcut abbreviations, like this:
 +
 +{{ :preferences:pasted:20250328-144930.png?550 }}
 +
 +Abbreviations help fill in the notes field quickly, including with default directions or text set for the item. See the [[dispensing:abbreviations|]] page for details of how to set them up.
 +
 +When the item is selected on this window, the abbreviations avsilable are populated in the drop down list and the item's default dorections (if set) are selected by default.
 == Activate customer receipts module == == Activate customer receipts module ==
 Check this box if you want // mSupply// to record the outstanding amount to be paid on each customer invoice. If this system is not activated, customer invoices will display a zero amount outstanding. Please note that if the **Receive payments from prescription window** preference is turned on (see [[preferences:general#payments_section|General preferences, Dispensary mode tab]] and you want to trun this preference off, you will be asked if it is OK to turn off the **Receive payments from prescription window** preference too - that preference requires that the customer receipts module is turned on. Check this box if you want // mSupply// to record the outstanding amount to be paid on each customer invoice. If this system is not activated, customer invoices will display a zero amount outstanding. Please note that if the **Receive payments from prescription window** preference is turned on (see [[preferences:general#payments_section|General preferences, Dispensary mode tab]] and you want to trun this preference off, you will be asked if it is OK to turn off the **Receive payments from prescription window** preference too - that preference requires that the customer receipts module is turned on.
Line 157: Line 172:
  
 == Disallow issue of goods with short expiry==  == Disallow issue of goods with short expiry== 
-If this option is checked, mSupply will not allow issue (customer invoices, prescriptions) of goods with an expiry date less than the number of days specified here. Goods with no expiry date will not be affected. Note that once this preference is checked, there is no way for the user to override it- the rule is enforced until the preference is turned off.+If this option is checked, mSupply will not allow issue (on customer invoices and prescriptions) of goods with an expiry date less than the number of days specified here. Goods with no expiry date will not be affected. Note that once this preference is checked, there is no way for the user to override it; the rule is enforced until the preference is turned off.
  
 Enter zero in the field to disallow entry of goods that have expired. Enter zero in the field to disallow entry of goods that have expired.
 +
 +The restriction is applied to manually selecting stock for issue on a customer invoice or prescription or automatically selecting it with the **Issue stock for all placeholder lines** function, **Backorder** button, **History** button and Prescription repeats functionality.
  
 Note that inventory adjustments and supplier credits can still be issued to remove goods from stock or return goods to a supplier. Note that inventory adjustments and supplier credits can still be issued to remove goods from stock or return goods to a supplier.
  • Last modified: 2022/01/13 14:49
  • by Gary Willetts