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en:mobile:user_guide:customer_requisitions [2020/11/25 22:44] – Updated for new requisitions functionality rowena | en:mobile:user_guide:customer_requisitions [2022/10/19 05:36] (current) – Mark Glover | ||
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===== Customer Requisitions ===== | ===== Customer Requisitions ===== | ||
- | When a customer order stocks from you, they create a Supplier Requisition in their system. This will appear as a Customer Requisition in your system. | + | When a customer order stocks from you, they create a Supplier Requisition in their system. This will appear as a Customer Requisition in your system. |
+ | <WRAP center round important 60%> | ||
- | Tap '' | + | Customer Requisitions |
+ | </WRAP> | ||
- | {{ : | ||
+ | On the home screen, an orange badge on the Customer Requisitions button indicates how many pending Customer Requisitions you have, if any (in this example, there is one pending Customer Requisition). | ||
- | \\ <WRAP center round info 60%> You can only create a program customer requisition in mSupply Mobile. You cannot create a general customer requisition in mSupply Mobile. </ | + | Tap on the **Customer Requisitions** button to review the Customer Requisitions. |
+ | {{ : | ||
+ | **Current** Customer Requisitions are displayed by default. You can review finalised requisitions by tapping on **Past**. | ||
- | ==== Select | + | Tap on the Customer |
- | {{ : | + | |
- | All of the fields in the **Requisition Details** window are compulsory. | + | {{ : |
- | The fields must be completed in the order they are displayed. | + | You can now review |
+ | |||
- | If you change your selection for a field, all of the subsequent fields will be reset. | + | {{ : |
- | For each of the fields, you can type the first letters of the name to limit the list to options starting | + | * **Max MOS:** The number |
+ | * ** 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 current quantity of stock for this item. | ||
+ | * **Monthly Use:** calculated as //average monthly consumption=(outgoing stock*average number of days a month)/ | ||
+ | * **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. | ||
+ | * **Use Requested Quantities: | ||
+ | * **Use Suggested Quantities: | ||
- | <WRAP center round info 60%> See the [[items: | + | You can use either of the above options or you can manually enter a quantity |
- | **Customer: | + | <WRAP center round info 60%> Selecting either of the auto-fill buttons will overwrite |
- | **Program:** a drop-down box appears with all of the programs for the selected customer. | + | When you are completely sure that everything is correct, tap the **Finalise** button, then **Confirm**. |
- | **Order Type** a drop-down box appears with the order types for the selected program. Further details for each order type are displayed on the right. | + | Finalising |
- | \\ For non-emergency orders: | + | |
- | ***Maximum orders per period**: maximum number of orders that can be placed in a given period. | + | |
- | ***Maximum MOS**: maximum number of months' | + | |
- | For emergency orders: | + | |
- | ***Max Items**: maximum number of items allowed to be ordered for an emergency order (an alert will appear if the maximum number of items is exceeded). | + | |
- | ***Maximum MOS**: maximum number of months' | + | |
- | + | ||
- | **Period:** a drop-down box appears with the available periods for the selected order type. When selecting period, further details are displayed on the right. | + | |
- | ***Dates of the period**: displayed as DD/MM/YY range. | + | |
- | ***Number or requisitions already created**: requisitions already created for the same customer, program, and period. | + | |
- | + | ||
- | <WRAP center round info 60%> For non-emergency order types, if the maximum number of orders have been completed for a period, the period will not be displayed for selection. </ | + | |
- | + | ||
- | Tap '' | + | |
- | + | ||
- | The requisition is created and is populated with all program items. | + | |
- | {{ : | + | |
- | + | ||
- | The items are displayed alphabetically. | + | |
- | + | ||
- | Editable cells are indicated by a line across the bottom of the cell. If you tap on any editable cell within the table, the data entry window | + | |
- | + | ||
- | Data is saved automatically as it is filled in the table. | + | |
- | + | ||
- | <WRAP center round info 60%> \\ You cannot add additional items to a program customer requisition. | + | |
- | + | ||
- | There are two sets of columns for data entry. | + | |
- | + | ||
- | ==== Entering customer data ==== | + | |
- | + | ||
- | Tap on the cell that you wish to update: | + | |
- | {{ : | + | |
- | + | ||
- | + | ||
- | \\ **Open:** opening balance - this will be auto-filled with the closing balance from the previous period. However, this cell can also be edited if the opening balance is different. | + | |
- | \\ **In:** quantity received - this will be auto-filled with the quantity supplied since the last customer requisition. | + | |
- | \\ **Out:** quantity consumed - editable cell for current period data. | + | |
- | \\ **Additions: | + | |
- | \\ **Losses:** editable cell for current period data. Note that mSupply will automatically subtract the values in the losses column from stock quantities. You do not need to enter negative values. | + | |
- | \\ **Their Stock:** closing balance - calculated as //closing balance= opening balance+quantity received-quantity consumed+additions-losses// | + | |
- | \\ **DOS:** days out of stock - editable cell for current period data. | + | |
- | \\ **Requested Quantity:** editable cell for current period data. | + | |
- | + | ||
- | \\ <WRAP center round tip 60%> For cells that have a calculated value, tap on the item code or name and a window will appear at the bottom of the screen that shows the calculation for the item.</ | + | |
- | + | ||
- | ==== Entering supply data ==== | + | |
- | + | ||
- | Tap on the cell that you wish to update: | + | |
- | + | ||
- | {{ :en: | + | |
- | + | ||
- | ** Current Stock:** this will be auto-filled with your current quantity of stock for this item. | + | |
- | \\ **Their Stock:** this will be auto-filled with the customer’s closing balance (from the customer data column). | + | |
- | \\ **Monthly Use:** calculated as //average monthly consumption=(outgoing stock*average number of days a month)/ | + | |
- | \\ **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 (from the customer data column). | + | |
- | \\ **Supply this Invoice:** editable cell for the current time period. | + | |
- | * **Use Requested Quantities: | + | |
- | * **Use Suggested Quantities: | + | |
- | <WRAP center round info 60%> \\ Selecting either of the auto-fill buttons will overwrite all values in the supply this invoice column. </ | + | {{ : |
- | ==== Finalising a Customer Requisition ==== | + | {{ : |
- | When you are completely sure that everything is correct, tap the '' | ||
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