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Both sides previous revision Previous revision Next revision | Previous revision | ||
en:mobile:user_guide:supplier_requisitions [2021/09/03 02:58] – [Supplier Requisitions (General Orders)] Mark Glover | en:mobile:user_guide:supplier_requisitions [2022/02/12 06:01] (current) – [Small Orders] Mark Glover | ||
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<WRAP center round tip 60%> | <WRAP center round tip 60%> | ||
- | **In Progress** Supplier | + | **In Progress** Supplier |
</ | </ | ||
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<WRAP center round info 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 info 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.</ | ||
+ | ==== Past Supplier Requisitions ==== | ||
- | To view completed supplier requisitions, tap the **Past** tab. | + | 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 ==== | ||
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- | |||
Start typing to search for the item. | Start typing to search for the item. | ||
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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: | ||
- | ***Item Code** and **Item Name**: as per your mSupply item list details | + | * **Item Code** and **Item Name**: as per your mSupply item list details |
- | ***Current Stock**: how much stock currently available in your facility | + | * **Current Stock**: how much stock currently available in your facility |
- | ***Monthly Use**: how much stock your facility uses each month on average (based on the last three months). | + | * **Monthly Use**: how much stock your facility uses each month on average (based on a configurable number of months |
- | ***Suggested Quantity**: how much stock mSupply Mobile suggests that you order based on your monthly use and the maximum months | + | * **Suggested Quantity**: how much stock mSupply Mobile suggests that you order. This is calculated as: |
+ | * **Monthly Use** x **Max MOS** - **Current Stock** | ||
+ | * So, for the above example for Ibuprofen 200mg tablets, | ||
+ | |||
+ | <WRAP center round tip 60%> | ||
+ | What should **Max MOS** be set to? | ||
+ | |||
+ | <wrap em>Max MOS</ | ||
+ | |||
+ | * <wrap em>Lead time</ | ||
+ | * <wrap em>Order cycle</ | ||
+ | * <wrap em> | ||
+ | |||
+ | So, if we have: | ||
+ | * <wrap em>Lead time</ | ||
+ | * <wrap em>Order cycle</ | ||
+ | * <wrap em> | ||
+ | |||
+ | Then: | ||
+ | * <wrap em>Max MOS</ | ||
+ | |||
+ | </ | ||
+ | |||
+ | |||
+ | *** Requested Quantity**: this is set to zero by default. You can do either of the following: | ||
+ | * Accept the **Suggested Quantities** by tapping on the **Use Suggested Quantities** button. | ||
+ | * Change the values manually by tapping in the cell and changing the number. | ||
- | <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 **MaxMOS** dropdown box in the header. | ||
- | 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. | ||
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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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==== Finalising a Supplier Requisition ==== | ==== Finalising a Supplier Requisition ==== | ||
- | Tap the '' | + | Tap the **Finalise** button, then **Confirm** and your order will go to the supply store. |
{{ mobile: | {{ mobile: | ||
Even if you don't have a current internet connection, it's ok! The order will send automatically once your device is able to connect to the internet. | Even if you don't have a current internet connection, it's ok! The order will send automatically once your device is able to connect to the internet. |