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en:mobile:user_guide:customer_inv [2019/10/17 14:40] – ↷ Page moved from mobile:user_guide:customer_inv to en:mobile:user_guide:customer_inv Craig Drown | en:mobile:user_guide:customer_inv [2020/06/09 00:03] – [Start a new customer invoice] Mark Glover | ||
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- | ===== 2. Customer Invoices ===== | + | ===== Customer Invoices ===== |
- | An example | + | An example: |
- | Aspen Medical Centre | + | a medical centre, called Ami CHC, sends an order to your facility. They are doing an outreach tour to households in a nearby village and would like to collect some items to take. |
- | The CUSTOMER | + | The **customer** |
They have ordered: | They have ordered: | ||
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* Diazepam Injection 5mg/ml Amp/2ml x 50 | * Diazepam Injection 5mg/ml Amp/2ml x 50 | ||
- | **Let' | + | **Let' |
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- | ====2.1. Click on 'Customer Invoices'==== | + | ==== Click on Customer Invoices==== |
- | The Customer Invoice button will bring up a list of invoices. If you haven' | + | The **Customer Invoice** button will bring up a list of invoices. If you haven' |
{{ : | {{ : | ||
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- | ====2.2. Start a new Customer Invoice==== | + | ==== Start a new customer invoice==== |
- | **Click 'New Invoice'** | + | Click **New Invoice** |
{{ : | {{ : | ||
- | **Add the customer you are ordering for..** | + | Add the customer you are wanting to send stock to |
{{ : | {{ : | ||
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- | ====2.3. Add items to the customer invoice==== | + | ==== Add items to the customer invoice ==== |
- | **You can add items to the customer invoice one by one - to do this, click on 'New Item'** | + | You can add items to the customer invoice one by one - to do this, click on **New Item**. |
- | {{ :mobile:newitem4.jpg?nolink | + | {{ :en:mobile:user_guide: |
- | **If you have a lot of items to add to the invoice, it can be slow to add them one by one.** | + | Start typing to search for the item. |
- | **To add a lot of items at once, click 'Add Master List item'.** | + | {{ : |
+ | |||
+ | If you have a lot of items to add to the invoice, it can be slow to add them one by one. | ||
+ | |||
+ | To add a lot of items at once, click **Add Master List Items**. | ||
+ | {{ : | ||
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+ | Select one or more master lists from the list. Only master lists visible to the customer are shown. | ||
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+ | {{ : | ||
+ | |||
+ | The items on the selected master list(s) will then automatically appear in the customer invoice. | ||
+ | |||
+ | {{ : | ||
- | Here you can see we have completed this invoice by adding the 3 items we need. | ||
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- | ====2.4. When you have finished==== | + | ==== When you have finished==== |
- | **click the ' | + | Click the **Finalise** button at the top, and then **Confirm**. |
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<WRAP center round info 90%> | <WRAP center round info 90%> | ||
==== What is a Master List? ==== | ==== What is a Master List? ==== | ||
+ | The **Master List** is a list of all the items available to you at your facility. | ||
+ | The list is set by your supplier and/or the Ministry of Health.</ | ||
- | The Master List is a list of all the items available to you at your facility. | + | \\ |
- | The list is set by your supplier, and/or the Ministry of Health.</WRAP> | + | \\ |
- | + | | // |