Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
purchasing:show_po_categories [2012/07/11 15:30] – john | purchasing:show_po_categories [2019/10/22 11:48] (current) – [Assigning categories to purchase orders] Emily Porrello | ||
---|---|---|---|
Line 1: | Line 1: | ||
- | ===== Purchase | + | {{indexmenu_n> |
- | {{entry> | + | ====== 6.03. Purchase |
+ | Sometimes it's really helpful to categorise your purchase orders for reporting purposes. To allow you to do this, mSupply allows you to create purchase | ||
- | If you are using this feature, and have defined | + | ==== Viewing purchase order categories |
+ | Choose **Supplier > Show purchase order categories...** from the menus. You will be shown this window: | ||
- | {{ : | + | {{ : |
- | < | + | This shows a fill list of all the purchase order categories that you have at the moment. The // |
+ | |||
+ | The functions to adding, delete and edit purchase order categories is all accessed from this window. | ||
+ | |||
+ | ==== Adding purchase order categories ==== | ||
+ | Click on the **New** button in the window shown above to add a new category. This window will open: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Enter the Description | ||
+ | |||
+ | Note: user_field_3 takes numerical values, user_field_1 and user_field_2 take alphanumeric (any combination of letters and numbers) values. | ||
+ | |||
+ | ==== Deleting a purchase order category ==== | ||
+ | Select the category to delete in the list of purchase order categories and click on the **Delete** button. You will be asked to confirm the deletion. | ||
+ | |||
+ | Note: you will only be able to delete a purchase order category if no purchase orders belong to it. | ||
+ | |||
+ | ==== Editing an existing purchase order category ==== | ||
+ | To edit a purchase order category simply double-click on it in the list. The same window as for adding a new purchase order category will open populated with the selected category' | ||
+ | |||
+ | ==== Assigning categories to purchase orders ==== | ||
+ | Assigning categories to purchase orders is really simple, as you'd expect! When editing or creating a purchase order, simply select the category the purchase order belongs to using the **Category** drop down list on the **General** tab: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The drop down list will contain the descriptions of all the categories you have added. | ||
+ | \\ | ||
+ | \\ | ||
+ | | // Previous: | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||