mSupply Customer Interface

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The mSupply Customer Interface allows staff of Customers of your mSupply system to report their stock levels and order stock from a Virtual store in your mSupply system from browsers on any mobile devices (smartphones, tablets, net-books, etc.).

Also included in this section is a description of what actions are taken by mSupply Desktop Users in response to orders coming through the mSupply Customer Interface.

mSupply Customer is designed to be used by staff of your Customer, that is, personnel outside of your organisation. For this reason, mSupply Customer will only access / update a restricted set of data in your Server.

mSupply Customer's features are:

• Invoices: Display a list of (Supplier) Invoices, Processed and In-Process, for stock issued from your mSupply supplying store, and details of any selected Invoice. Invoices that have been finalised cannot be edited. Supplier Invoices cannot be deleted.
• Orders: Display a list of Orders placed with the mSupply supplying store. Orders can be created, deleted and edited (lines can be added, deleted or edited).
• Items: Display a list of Items and simplified details of any selected Item Line.
• Stocktakes: Display a list of Stocktakes (incl. Imprests) and details of any selected Stocktake. Stocktakes can be added, deleted and edited (lines can be added, deleted and edited).

Once the mSupply web server is running, you can access it by typing http://ip_address_of_machine_running_msupply/customer/

Firstly you will be shown the mSupply login page.

Enter your user name and password and tap Login

You are now shown the mSupply customer options:

Tap on:

• Show Processed Invoices to see invoices from the supplying store that have already been processed.
• Show In-Process Invoices to see invoices from the supplying store that have not finished being processed.
• Show Items to see information on items invoiced from the supplying store.
• Show Orders to view a list of orders that have been created.
• Create Orders to create a new order for stock from the supplying store.
• Show Stocktakes to view and create stocktakes or imprests.

Tap Show Processed Invoices and the invoices that have already been confirmed will be displayed:

Tap Find to show a screen where you can search for a particular invoice:

If you tap on a particular row, then tap View you will be shown the details of that invoice:

Tap Home to go back to the home screen.

(Back up to The navigator)

Choosing this option will display the list of invoices that have not been confirmed or finalised. The invoices displayed have their status of suggested(sg).

To view item details, refer to View Invoice details

Tap Home to go back to the home screen.

(Back up to The navigator)

Tap “Show Items” to make a search of invoices on the basis of items. It will display the window as shown below.

Enter the name of the item which you want to search or leave it empty to list all the items. Click Find button.

By tapping the row of a specific item details are shown..

(Back up to The navigator)

Select Show Orders to display a list of orders that have been created.

To view or edit an existing order, tap on the order's row to highlight it, then tap on View/Edit order

To delete an existing order, tap on the order's row to highlight it, then tap on Delete order

Tap on Navigator to return to the navigator screen.

(Back up to The navigator)

Tap on “Create Order” to display a screen for entering your order.

To add a new line, tap on New line and enter the item and the quantity to add:

Tap on Add to order to proceed and return to the items in this order. If you wish to add a comment you can do so directly in the list by clicking the blank row under each item:

Note you can also edit the quantity directly in the list.

If you have been assigned an order list of the items you are allowed to order, tapping the Add lines from Order list button will display the items on the list(s) defined for the group(s).

The list will be displayed in the same order as was specified when setting up the list in mSupply.

Once the order is complete, tap the Finalise Order button to finalise the order that you have created. It will now be able to be processed, and you might even get your supplies delivered quicker than you would have by submitting a written order

(Back up to The navigator)

Tap Show Stocktakes and the stocktakes that have already been initiated will be displayed:

The stocktakes feature is useful to those users at a central supply facility who are responsible for managing orders from a number of remote facilities based on the stock levels in those facilities.

From this window you can view an existing stocktake by tapping on a row and then on the View/Edit button. You can choose to create a New stocktake or New imprest by clicking the appropriate button. The option chosen depends on whether you are using the dynamic Stock History system of stock management, or the Imprest system. These systems are covered elsewhere in the user guide. See Stock Control methods for your customers.

By clicking either of the New stocktake or New imprest buttons you are presented with a screen showing the items you carry in stock, but with quantities of 0.

Enter the stock on hand for each item into the My current SOH column:

Once you have entered all your stock on hand figures, tap Finalise to send the stocktake to the central store.

If you want to finish the entries later, click Save changes and then Stocktakes to return to the list. You can then use the View/Edit Button on the stocktakes list to return to your stocktake later.

(Back up to The navigator)

The operator at the central store may then process the information entered by the remote customer by choosing from the menu Customer>Show customer stock history, and looking in the Customer stock history list window for recent entries having a status of wf (web, finalised). Double clicking on the desired entry displays the Edit customer stock history window showing the data entered by the remote customer. The details may be reviewed, and figures entered in the Actual quantity column before clicking on Create Customer Invoice,at which point the status changes from WF to sg and it may no longer be viewed by the remote customer.