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| en:mobile:user_guide:supplier_invoices [2021/02/26 05:23] – [Supplier Invoices] Mark Glover | en:mobile:user_guide:supplier_invoices [2022/09/14 00:59] (current) – [Supplier Invoices] Mark Glover |
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| ===== Supplier Invoices ===== | ===== Supplier Invoices ===== |
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| After you've sent a Supplier Requisition, ([[en:mobile:user_guide:supplier_requisitions|General Order]] or [[en:mobile:user_guide:supplier_requisitions_program#supplier_requisitions_program_orders|Program order]]) to your supply store, that information will be sent to the supplying store for processing. The supplying store processes your requisition into a **Customer Invoices** for your store. As these customer invoices are created, you will see a corresponding **Supplier Invoice** in your store. This is exactly like the hard-copy (paper) invoice you would usually receive with your order. You may still continue to receive a paper invoice when your order arrives, but this electronic version in mSupply is the one that you will need to work with. | Supplier Invoices will appear in your system automatically once they have been created by your Internal Supplier, either when the [[en:mobile:user_guide:ordering_and_receiving#supplying_store_processes_requisition|Supplying store processes your Supplier Requisition]], or if they **'push'** stock to your store and manually create a Customer Invoice (CI) in their store. |
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| <WRAP center round tip> | <WRAP center round important 60%> |
| Only supplier invoices from mSupply stores in your system will appear automatically. If you are receiving stock from a supplier that is <wrap em>not</wrap> an mSupply store, then a Supplier Invoice will <wrap em>not</wrap> automatically appear. You will need to create it - see [[en:mobile:user_guide:supplier_invoices#create_a_new_supplier_invoice_for_a_non-msupply_supplier|Create a new Supplier Invoice for a non-mSupply supplier]]. | Only supplier invoices from **Internal Suppliers** (mSupply stores in your system) will appear automatically. If you are receiving stock from an **External Supplier** (<wrap em>not</wrap> an mSupply store), then a **Supplier Invoice** will <wrap em>not</wrap> automatically appear. You will need to create one - see [[en:mobile:user_guide:supplier_invoices#create_a_new_supplier_invoice_for_an_external_supplier|Create a new Supplier Invoice for an External Supplier]]. |
| </WRAP> | </WRAP> |
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| Let's go through each step... | Let's go through each step of processing a **Supplier Invoice** from an **Internal Supplier**. |
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| ==== Open Supplier Invoices==== | ==== Open Supplier Invoices==== |
| <WRAP clear/> | <WRAP clear/> |
| {{ mobile:choosu_supp_inv.jpg?nolink |}} | {{ mobile:choosu_supp_inv.jpg?nolink |}} |
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| | <WRAP center round tip> |
| | If you are receiving stock from a supplier that is <wrap em>not</wrap> an mSupply store, then you will need to create it manually - see [[en:mobile:user_guide:supplier_invoices#create_a_new_supplier_invoice_for_a_non-msupply_supplier|Create a new Supplier Invoice for a non-mSupply supplier]]. |
| | </WRAP> |
| ==== Edit the supplier invoice ==== | ==== Edit the supplier invoice ==== |
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| <WRAP clear/> | <WRAP clear/> |
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| ---- | {{ :en:mobile:user_guide:pasted:20220607-035949.png?700 |}} <WRAP clear/> |
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| {{ :mobile:supplier_invoice_01.jpg |}} <WRAP clear/> | |
| <WRAP clear/> | <WRAP clear/> |
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| </WRAP> | </WRAP> |
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| Check each line on the supplier invoice in mSupply Mobile against what you have actually received. If you have received a different quantity to what is displayed, tap on the quantity and adjust it. | Check each line on the supplier invoice in mSupply Mobile against what you have actually received. If you have received a different quantity than what is displayed, or the batch or expiry details of the stock received are different to what appears in the supplier invoice, tap on the mismatching field(s) to adjust: |
| | {{ :en:mobile:user_guide:pasted:20220607-040241.png?700 |}} |
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| | If there are lines in the supplier invoice that you did not receive, you are able to remove these lines from the invoice by selecting the radio button corresponding to the missing items and tapping **Remove** when prompted: |
| | {{ :en:mobile:user_guide:pasted:20220607-042144.png?700 |}} |
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| When you are satisfied that the Supplier Invoice matches the stock you have received, tap **Finalise** and then **Confirm**. This will accept it into your stock. Your **Stock On Hand** numbers will automatically update! | When you are satisfied that the Supplier Invoice matches the stock you have received, tap **Finalise** and then **Confirm**. This will accept it into your stock. Your **Stock On Hand** numbers will automatically update! |
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| {{ :mobile:supplier_invoice_02.jpg |}} | ==== Create a new Supplier Invoice for an External Supplier ==== |
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| ==== Create a new Supplier Invoice for a non-mSupply supplier ==== | |
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| If you are receiving stock from a supplier that is not an mSupply store, then you will need to: | If you are receiving stock from a supplier that is not an mSupply store, then you will need to: |
| - Create a new Supplier Invoice by clicking on the **New Invoice** button. | - Create a new Supplier Invoice by clicking on the **New Invoice** button |
| - Add new lines as described here | - Add the supplier you are wanting to receive stock from |
| - Finalise the Supplier Invoice | - Add items to the Supplier Invoice and edit the quantities, batch and expiry details |
| | - Once you are happy with the details, **Finalise** the Supplier Invoice |
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| | // Previous: **[[en:mobile:user_guide:supplier_requisitions_program|]]** | | Next: **[[en:mobile:user_guide:supplier_invoices_returns|]]** // | | | // Previous: **[[en:mobile:user_guide:supplier_requisitions_program|]]** | | Next: **[[en:mobile:user_guide:supplier_invoices_returns|]]** // | |