purchasing:show_po_categories

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purchasing:show_po_categories [2017/07/28 14:06] – Gary Willettspurchasing:show_po_categories [2024/07/02 01:38] (current) – [Adding purchase order categories] Mark Glover
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 {{indexmenu_n>30}} {{indexmenu_n>30}}
-===== Purchase order categories =====+====== 6.03. Purchase order categories ======
 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 order categories and then apply them to purchase orders as needed. 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 order categories and then apply them to purchase orders as needed.
  
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 This shows a fill list of all the purchase order categories that you have at the moment. The //user_field_1-3// columns show the values of the custom values given to each category, which can be used to further refine your reporting later. This shows a fill list of all the purchase order categories that you have at the moment. The //user_field_1-3// columns show the values of the custom values given to each category, which can be used to further refine your reporting later.
  
-The functions to adding, delete and edit purchase order categories is all accessed from this window.+Adding, deleting and editing purchase order categories are all done through this window.
  
 ==== Adding purchase order categories ==== ==== Adding purchase order categories ====
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 {{ :purchasing:add_purchase_order_category.png?400 |}} {{ :purchasing:add_purchase_order_category.png?400 |}}
  
-Enter the Description of the category (this is name by which the category will be known and selected throughout mSupply) and any values for the custom fields you wish and click on the **OK** button to save the new category. You will see it immediately added to the list of available purchase order categories. +  - Enter the following: 
- +    * Category name:  Description of the category.  This is name by which the category will be known and selected throughout mSupply 
-Note: user_field_3 takes numerical values, user_field_1 and user_field_2 take alphanumeric (any combination of letters and numbers) values.+    * user_field_1:  Any alphanumeric value 
 +    * user_field_2:  Any alphanumeric value 
 +    * user_field_3:  Any numeric value 
 +  - Click on the **OK** button to save the new category 
 +You will see the new category immediately added to the list of available purchase order categories.
  
 ==== Deleting a purchase order category ==== ==== Deleting a purchase order category ====
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 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's details. Simply edit the details as required and click on the **OK** button to save your changes. 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's details. Simply edit the details as required and click on the **OK** button to save your changes.
  
-// Previous: [[purchasing:managing_purchase_orders|Managing Purchase Orders]]     Next: [[purchasing:ordering_from_one_store_to_another|Ordering from one store to another]]//+==== 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: 
 + 
 +{{ :purchasing:purchase_order_select_category.png?600 |}} 
 + 
 +The drop down list will contain the descriptions of all the categories you have added. 
 +\\ 
 +\\ 
 +|  //  Previous:  **[[purchasing:managing_purchase_orders|6.02. Managing purchase orders]]** | | Next: **[[purchasing:ordering_from_one_store_to_another|6.04. Ordering from one store to another]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2017/07/28 14:06
  • by Gary Willetts