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en:mobile:user_guide:supplier_requisitions [2021/02/02 01:26] – rowena | en:mobile:user_guide:supplier_requisitions [2021/09/03 03:06] – [Create Automatic Order] Mark Glover | ||
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- | ===== Supplier Requisitions ===== | + | ===== Supplier Requisitions |
- | If you would like to order some stock from your supplier, tap on '' | + | If you would like to order some stock from your supplier, tap on **Supplier Requisitions**. |
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- | The Supplier Requisition window will display '' | + | ==== Current Supplier Requisitions ==== |
+ | |||
+ | The Supplier Requisition window will start by displaying **Current** requisitions. | ||
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- | These are the requisitions that are **In Progress** (in the **Status** column). You can tap on any unfinalised requisition | + | These are the requisitions that are **In Progress** (see the **Status** column). |
- | <WRAP center round tip 900px> The orange badge above **Supplier Requisitions** on the home page tells you if there are any unfinalised supplier requisitions - in the screenshots above, you can see that there is one unfinalised supplier requisition.</ | + | <WRAP center round tip 60%> |
+ | **In Progress** Supplier Requisitions | ||
+ | </ | ||
- | To view completed | + | <WRAP center round info 900px> The orange badge above **Supplier Requisitions** on the home page tells you if there are any unfinalised |
+ | |||
+ | ==== Past Supplier Requisitions ==== | ||
+ | |||
+ | To view past Supplier Requisitions, tap the **Past** tab. | ||
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The list of past requisitions will all have a **Status** of **Finalised**. You can tap on any row to view a finalised requisition. | The list of past requisitions will all have a **Status** of **Finalised**. You can tap on any row to view a finalised requisition. | ||
+ | <WRAP center round tip 60%> | ||
+ | **Finalised** Supplier Requisitions in mSupply Mobile are the same as mSupply Desktop Internal Orders with status = '' | ||
+ | </ | ||
==== New Supplier Requisition ==== | ==== New Supplier Requisition ==== | ||
- | If you wish to create a new requisition, | + | If you wish to create a new requisition, |
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==== Adding items to a Supplier Requisition ==== | ==== Adding items to a Supplier Requisition ==== | ||
- | If you only have a few items, tap '' | + | === Small Orders === |
+ | |||
+ | If you only have a few items, tap **New Item**. This is the best option for small orders. | ||
+ | |||
+ | <WRAP clear/> | ||
- | <WRAP clear/> | ||
Start typing to search for the item. | Start typing to search for the item. | ||
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- | In this case, we need to purchase Ibuprofen 200mg tablets. | + | \\ |
- | <WRAP clear/>{{ : | + | In this case, we need to purchase |
+ | {{ : | ||
When you select an item, it will be added to the requisition. The following information is provided about the item: | When you select an item, it will be added to the requisition. The following information is provided about the item: | ||
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***Suggested Quantity**: how much stock mSupply Mobile suggests that you order based on your monthly use and the maximum months of supply you wish to order for your facility. | ***Suggested Quantity**: how much stock mSupply Mobile suggests that you order based on your monthly use and the maximum months of supply you wish to order for your facility. | ||
- | <WRAP center round info 900px> mSupply Mobile has a tool that helps you determine the quantity of stock to order. | + | <WRAP center round info 90%> mSupply Mobile has a tool that helps you determine the quantity of stock to order. |
- | Select the number of months of supply that you wish to order using the '' | + | Select the number of months of supply that you wish to order using the **MaxMOS** dropdown box in the header. |
- | Suggested quantity is calculated as '' | + | Suggested quantity is calculated as **(Monthly Use x MaxMOS) - Current Stock**. |
- | \\ | ||
*** Requested Quantity**: this is set to zero by default. You can either change manually by tapping in the cell and changing the number. | *** Requested Quantity**: this is set to zero by default. You can either change manually by tapping in the cell and changing the number. | ||
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+ | === Larger Orders === | ||
If you have a lot of items to order (for example, when you are placing your main order), it can be slow to add them one by one. | If you have a lot of items to order (for example, when you are placing your main order), it can be slow to add them one by one. | ||
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==== Use Suggested Quantities ==== | ==== Use Suggested Quantities ==== | ||
- | If you tap '' | + | If you tap **Use Suggested Quantities** on the requisition header, mSupply Mobile will automatically copy the values in the **Suggested Quantity** column into the **Requested Quantity** column. |
{{ : | {{ : | ||
- | Please note, when you tap '' | + | Please note, when you tap **Use Suggested Quantities**, this will overwrite any value that had previously been entered in the **Requested Quantity** column. |
==== Create Automatic Order ==== | ==== Create Automatic Order ==== | ||
- | If you tap '' | + | If you tap **Create Automatic Order** on the requisition header, mSupply Mobile will automatically create a supplier requisition with all items stocked at your facility (from all Master Lists) that require stock. |
{{ : | {{ : | ||
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Tap the '' | Tap the '' | ||
{{ mobile: | {{ mobile: | ||
- | Even if you don't have internet | + | Even if you don't have a current |
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