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en:mobile:user_guide:customer_inv [2019/12/18 12:35] – [2.3. Add items to the customer invoice] Emily Porrello | en:mobile:user_guide:customer_inv [2021/09/09 00:22] (current) – [Start a new customer invoice] Update customer search screenshot Kat | ||
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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** is Ami CHC | The **customer** is Ami CHC | ||
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**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** | ||
- | {{ :mobile:new_invoice_2.jpg?nolink | + | {{ :en:mobile:user_guide: |
- | Add the customer you are ordering for | + | Add the customer you are wanting to send stock to |
- | {{ :mobile:addcust.png?nolink |}} | + | {{ :en:mobile:user_guide: |
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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, tap on **New Item**. |
- | {{ :mobile:newitem4.jpg?nolink | + | {{ :en:mobile:user_guide: |
Start typing to search for the item. | Start typing to search for the item. | ||
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If you have a lot of items to add to the invoice, it can be slow to add them one by one. | If you have a lot of items to add to the invoice, it can be slow to add them one by one. | ||
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To add a lot of items at once, click **Add Master List Items**. | 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. | ||
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+ | {{ : | ||
- | 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 **Finalise** button at the top, and then **Confirm**. | Click the **Finalise** button at the top, and then **Confirm**. | ||
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- | | // Previous: | + | | // Previous: |