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en:mobile:user_guide:customer_requisitions [2019/10/18 17:57] – Emily Porrello | en:mobile:user_guide:customer_requisitions [2022/10/19 03:05] – Mark Glover | ||
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- | ===== 3. Customer Requisitions ===== | + | ===== Customer Requisitions ===== |
- | When a customer | + | When a customer |
- | ====1. Click on Customer Requisitions==== | + | On the home screen, an orange badge on the Customer Requisitions |
- | {{ : | + | |
- | ====2. Click on a Customer | + | Tap on the **Customer |
- | {{ :mobile:req.jpg?600 |}} | + | |
- | ====3. Check the details==== | + | {{ :en:mobile:user_guide: |
- | If necessary, change the quantities of items to be supplied. | + | |
- | {{ :mobile:req2.jpg?600 |}} | + | |
- | ====4. Once you are satisfied with the details...==== | + | **Current** Customer Requisitions |
- | Click the **Finalise** button on the top right. | + | |
- | {{ mobile: | + | Tap on the Customer Requisition you want to review (in this example, we are going to tap on the Requisition ID 7). |
- | mSupply will then generate a **Customer Invoice** in your system, which will be sent to the customer as a **Supplier | + | {{ : |
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+ | You can now review the Customer Requisition before finalising it. | ||
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+ | {{ : | ||
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+ | * ** Current Stock:** this will be auto-filled with your current quantity of stock for this item. | ||
+ | * **Their Stock:** this will be auto-filled your customer | ||
+ | * **Monthly Use:** calculated | ||
+ | * **Suggested Quantity:** calculated as //suggested quantity=(monthly consumption*months to supply)-stock on hand//. | ||
+ | * **Requested Quantity:** this will be auto-filled by the quantity requested by the customer. | ||
+ | * **Supply this Invoice:** editable cell for the current time period. You can also use the auto-fill buttons in the header: | ||
+ | * **Use Requested Quantities: | ||
+ | * **Use Suggested Quantities: | ||
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+ | You can use either of the above options or you can manually enter a quantity in the column **Supply this invoice**. | ||
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+ | <WRAP center round info 60%> Selecting either of the auto-fill buttons will overwrite all values in the supply this invoice column. | ||
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+ | When you are completely sure that everything is correct, tap the **Finalise** button, then **Confirm**. | ||
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+ | Finalising the requisition will also generate a finalised [[en: | ||
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+ | {{ : | ||
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+ | \\ | ||
+ | \\ | ||
+ | | // Previous: | ||