diff --git a/content/docs/manage/facilities/images/store_preferences.png b/content/docs/manage/facilities/images/store_preferences.png index 25a57d135..3d91b91b0 100644 Binary files a/content/docs/manage/facilities/images/store_preferences.png and b/content/docs/manage/facilities/images/store_preferences.png differ diff --git a/content/docs/manage/facilities/index.md b/content/docs/manage/facilities/index.md index 222999f6e..bfcd5a678 100644 --- a/content/docs/manage/facilities/index.md +++ b/content/docs/manage/facilities/index.md @@ -67,6 +67,7 @@ Toggle the preferences on or off as required, and close when you are finished. | **Manage VVM status for stock** | Enables a `VVM status` field on stock | | **Sort available batches by VVM status then expiry** | Auto-allocation in Outbound Shipments and Prescriptions uses VVM status first, then FEFO | | **Use simplified mobile UI** | On by default. Reduces number of fields and elements visible when using Open mSupply on a tablet. Requires the `Set pack to one for all visible items in this store` Legacy mSupply store preference. | +| **Use procurement functionality** | Enable access to `Purchase Order` features |
Most store preferences are still managed through the Legacy mSupply central server (see the list of preferences). Only new store preferences for Open mSupply are configured on Open mSupply central server for now. All store preferences will be migrated to Open mSupply in a future version. diff --git a/content/docs/replenishment/R and R forms/index.es.md b/content/docs/replenishment/R and R forms/index.es.md index 6bfdb5d5d..5d606a307 100644 --- a/content/docs/replenishment/R and R forms/index.es.md +++ b/content/docs/replenishment/R and R forms/index.es.md @@ -4,7 +4,7 @@ description = "Introducción a los Formularios R&R" date = 2024-08-06 updated = 2024-08-06 draft = false -weight = 46 +weight = 55 sort_by = "weight" template = "docs/page.html" diff --git a/content/docs/replenishment/R and R forms/index.fr.md b/content/docs/replenishment/R and R forms/index.fr.md index 82e666879..b8ef73218 100644 --- a/content/docs/replenishment/R and R forms/index.fr.md +++ b/content/docs/replenishment/R and R forms/index.fr.md @@ -4,7 +4,7 @@ description = "Introduction aux formulaires R&R" date = 2024-08-06 updated = 2024-08-06 draft = false -weight = 46 +weight = 55 sort_by = "weight" template = "docs/page.html" diff --git a/content/docs/replenishment/R and R forms/index.md b/content/docs/replenishment/R and R forms/index.md index 9398079e3..0f57206ff 100644 --- a/content/docs/replenishment/R and R forms/index.md +++ b/content/docs/replenishment/R and R forms/index.md @@ -4,7 +4,7 @@ description = "Introduction to R&R Forms" date = 2024-08-06 updated = 2024-08-06 draft = false -weight = 46 +weight = 55 sort_by = "weight" template = "docs/page.html" diff --git a/content/docs/replenishment/inbound shipments/index.es.md b/content/docs/replenishment/inbound shipments/index.es.md index 3398a3684..4a2bc25e3 100644 --- a/content/docs/replenishment/inbound shipments/index.es.md +++ b/content/docs/replenishment/inbound shipments/index.es.md @@ -4,7 +4,7 @@ description = "Recibir inventario desde tus proveedores" date = 2022-03-19 updated = 2022-03-19 draft = false -weight = 44 +weight = 30 sort_by = "weight" template = "docs/page.html" diff --git a/content/docs/replenishment/inbound shipments/index.fr.md b/content/docs/replenishment/inbound shipments/index.fr.md index 0f7b32591..526f18427 100644 --- a/content/docs/replenishment/inbound shipments/index.fr.md +++ b/content/docs/replenishment/inbound shipments/index.fr.md @@ -4,7 +4,7 @@ description = "Recevoir du stock des fournisseurs." date = 2022-03-19 updated = 2022-03-19 draft = false -weight = 4 +weight = 30 sort_by = "weight" template = "docs/page.html" diff --git a/content/docs/replenishment/inbound shipments/index.md b/content/docs/replenishment/inbound shipments/index.md index 6d4000f7d..cd3698cf9 100644 --- a/content/docs/replenishment/inbound shipments/index.md +++ b/content/docs/replenishment/inbound shipments/index.md @@ -4,7 +4,7 @@ description = "Receiving stock from suppliers." date = 2022-03-19 updated = 2022-03-19 draft = false -weight = 44 +weight = 30 sort_by = "weight" template = "docs/page.html" diff --git a/content/docs/replenishment/internal orders/index.es.md b/content/docs/replenishment/internal orders/index.es.md index 87a9793e6..c4bd903e6 100644 --- a/content/docs/replenishment/internal orders/index.es.md +++ b/content/docs/replenishment/internal orders/index.es.md @@ -4,7 +4,7 @@ description = "Solicitando stock a tus proveedores." date = 2022-03-19 updated = 2022-03-19 draft = false -weight = 42 +weight = 40 sort_by = "weight" template = "docs/page.html" diff --git a/content/docs/replenishment/internal orders/index.fr.md b/content/docs/replenishment/internal orders/index.fr.md index 364fa3791..e7f787111 100644 --- a/content/docs/replenishment/internal orders/index.fr.md +++ b/content/docs/replenishment/internal orders/index.fr.md @@ -4,7 +4,7 @@ description = "Commander chez des fournisseurs utilisant mSupply." date = 2022-03-19 updated = 2022-03-19 draft = false -weight = 2 +weight = 40 sort_by = "weight" template = "docs/page.html" diff --git a/content/docs/replenishment/internal orders/index.md b/content/docs/replenishment/internal orders/index.md index f97bb99b1..e32257280 100644 --- a/content/docs/replenishment/internal orders/index.md +++ b/content/docs/replenishment/internal orders/index.md @@ -4,7 +4,7 @@ description = "Requesting stock from your suppliers." date = 2022-03-19 updated = 2022-03-19 draft = false -weight = 42 +weight = 40 sort_by = "weight" template = "docs/page.html" diff --git a/content/docs/replenishment/purchase orders/images/po_add_button_import.png b/content/docs/replenishment/purchase orders/images/po_add_button_import.png new file mode 100644 index 000000000..dcb75f65d Binary files /dev/null and b/content/docs/replenishment/purchase orders/images/po_add_button_import.png differ diff --git a/content/docs/replenishment/purchase orders/images/po_add_button_masterlist.png b/content/docs/replenishment/purchase orders/images/po_add_button_masterlist.png new file mode 100644 index 000000000..759034520 Binary files /dev/null and b/content/docs/replenishment/purchase 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+title = "Purchase Orders" +description = "Requesting stock from external suppliers." +date = 2025-09-26 +updated = 2025-09-26 +draft = false +weight = 10 +sort_by = "weight" +template = "docs/page.html" + +[extra] +toc = true +top = false ++++ + +Purchase Orders can be used to order stock from external suppliers. + +## Preferences + +### Use Purchase Orders + +In order to use purchase orders you need to have the [Use procurement functionality](/docs/manage/facilities/#store-preferences) store preference enabled for your store. + +![Store preference](images/po_store_pref.png) + +### Authorise Purchase Orders + +Authorisation is required if the [Global preference](/docs/manage/global-preferences/) `Authorise Purchase Orders` is enabled. + +When enabled, the next purchase order status after `New` is `Ready for Approval`. Only an user with authorisation permissions can confirm proceeding to the next status, `Ready for Sending`. + +## Permissions + +### Authorise Purchase Orders + +Any users who should be able to authorise purchase orders should have the [user permission](https://docs.msupply.org.nz/admin:managing_users#permissions_tabs) `Authorise purchase orders` enabled. + +Having this permission enabled will allow the user to proceed the purchase order status from `Ready for Approval` to `Ready for Sending` if authorisation is required. + +It also allows the user to edit the `Adjusted packs` value after the purchase order is at `Ready for Sending` status or further. Users without permission are unable to edit this field. + +## Viewing Purchase Orders + +### Go to the Purchase Orders Menu + +With the `Use procurement functionality` store preference on, you will be able to access the **Purchase Order** menu: + +![Go to Purchase Orders](images/po_navigation.png) + +1. Go to the `Replenishment` menu in the navigation panel +2. Click on `Purchase Orders` + +### Purchase Orders list + +The first thing you see is a list of existing Purchase Orders. + +The Purchase Orders list is divided into the following columns: + +| Column | Description | +| :--------------------- | :------------------------------------ | +| **Supplier** | Name of the Supplier | +| **Number** | Purchase Order Number | +| **Created** | Created date | +| **Confirmed** | Confirmed date | +| **Sent** | Sent date | +| **Requested delivery** | Requested delivery date | +| **Status** | Current status | +| **Target Months** | Target months supply | +| **Lines** | Number of lines on the purchase order | +| **Comment** | Purchase order comment | + +### Filter Purchase Orders + +You can filter the list of purchase orders by supplier, status, confirmed date, requested delivery date, and sent date. This can be useful if you're looking for one particular order! + +![Purchase Orders filter](images/po_filter.png) + +For example, to filter by supplier name, click on Filters, select `Supplier` and start typing some or all of a supplier name in the `Supplier` field. All the purchase orders for this supplier will appear in the list. + +![Filtered results](images/po_filtered.png) + +### Exporting Purchase Orders + +The list of Purchase Orders can be exported to a comma separated file (csv). Simply click the export button (on the right, at the top of the page) and the file will be downloaded. + +![Export button](images/po_export.png) + +The export function will download all Purchase Orders, not just the current page, if you have more than 20 of them. + +### Delete a Purchase Order + +You can delete an order from the Purchase Order list. + +1. Select the purchase order that you want to delete by checking the box on the left end of the list. You can select more than one purchase order to be deleted. You can even select them all using the master checkbox in the list headers. + +2. The `Actions` footer will display at the bottom of the screen when a purchase order is selected. It will display the number of purchase orders selected and the actions which can be taken. Click `Delete`. + +A notification confirms how many purchase orders were deleted (bottom left corner). + +
+You can only delete Purchase Orders with a status New. +
+ +## Outstanding Purchase Order Lines + +To see the lines currently outstanding on purchase orders, tap on the `Outstanding lines` button. + +This will take you to a list of lines currently outstanding. These are lines that have been sent to the supplier, but are yet to be received or are partially received. + +
+Tapping on a line will take you to the purchase order. Here you can view the lines on the purchase order, and update the line status +
+ +### Outstanding Purchase Order Lines Columns + +| Column | Description | +| :---------------------------- | :------------------------------------------------- | +| **PO Number** | Purchase Order Number | +| **PO reference** | Supplier reference | +| **Created by** | User who created the purchase order | +| **Supplier code** | Code for the supplier | +| **Supplier name** | Name for the supplier | +| **Item name** | Name of the outstanding item | +| **PO Confirmed** | Confirmed date | +| **Expected delivery date** | Expected delivery date | +| **Adjusted units (expected)** | Quantity of units ordered in this purchase order | +| **Received units** | Quantity of units received to this purchase order | +| **Outstanding units** | Outstanding number of units in this purchase order | + +## Creating a new Purchase Order + +1. Go to `Replenishment`> `Purchase Orders` +2. Press the `New Purchase Order` button, in the top right corner +3. A new window `Suppliers` opens, inviting you to select a supplier +4. When a supplier is selected, the purchase order is created + +### Select a Supplier + +1. In the `Suppliers` window, you will be presented with a list of suppliers. You can select your supplier from the list or you can begin typing the name of a supplier to filter the list. + +
+Purchase orders can only be created for external suppliers - this is a supplier that is _not_ a store in your mSupply system +
+ +
+In the below example, we are ordering stock from Ravenclaw Clinic. +
+ +![](images/po_supplier.png) + +2. Once you have selected a supplier, your Purchase Order is created. + +
+If everything went well, you should see the name of your supplier in the top left corner and current status should be New. +
+ +![New Purchase Order](images/po_new_order.png) + +### Edit the Supplier Name + +If you have selected the wrong supplier, you can change the supplier name in the `Supplier Name` field or select one the dropdown list: + +![](images/po_change_supplier.png) + +### Enter a Supplier Reference + +Once your Purchase Order has been created, you can capture a supplier reference in the `Supplier Ref` field, if they have one (eg. PO#1234567) + +### Enter a requested delivery date + +Enter the requested delivery date for the purchase order. If any item(s) needs a different date, this can be added when creating or editing the item. + +### Enter an expected delivery date + +Enter the expected delivery date for the purchase order, provided by the supplier. If any item(s) needs a different date, this can be added when creating or editing the item. + +### Foreign currencies + +You can select a foreign currency for the purchase order. This will usually be in your suppliers currency. Click on the dropdown menu and select the currency that you would like to use for the purchase order. + +
See the currency support question for the list of codes supported
+ +### View or edit the Purchase Order Information Panel + +The Information Panel allows you see or to edit information about the Purchase Order. It is divided in multiple sections: + +- Pricing +- Other +- Dates + +#### How to open and close the Information Panel ? + +To open the Information Panel, you can tap on the `More` button, located in the top right corner of the Purchase Order view. + +You can close by tapping on the `X Close` button, on the top right corner of the information panel. + +![Information Panel](images/po_information_panel.png) + +#### Pricing + +In the **Pricing** section, you can see pricing information for the Purchase Order. + +This includes: + +- Subtotal +- Additional fees (entered in the Details tab) +- Supplier discount percentage +- Supplier discount amount +- Final cost + +#### Other + +In the **Other** section, you can: + +- Donor name +- Select a shipping method (if you have this configured in mSupply) +- Write or edit a comment + +
+Configuring donors is done in the mSupply central server. This documentation page will tell you how. +
+ +#### Dates + +In this section, you will see key dates for the Purchase Order. + +- Confirmed +- Sent +- Contract signed +- Advance paid + +### Purchase Order Status Sequence + +The status sequence is located at the bottom left corner of the Purchase Order screen. + +Passed statuses are highlighted in blue, next statuses appear in grey. + +
+ Purchase Order Status Sequence (Sent) +
Status Sequence: current status is Sent.
+
+ +There are 5 statuses for the Purchase Orders (although you might see a smaller number, if Authorisation is not required): + +| Status | Description | mSupply | Lines editable | Lines editable for authorised users | +| :--------------------- | ----------------------------------------------------------------------------------------------------------------------------- | :-----: | :------------: | :---------------------------------: | +| **New** | This is the first status when you create a new Purchase Order | nw | ✓ | ✓ | +| **Ready for Approval** | The order is ready to be approved by someone with authorisation (applies only if the Requires Authorisation preference is on) | sg | ✓ | ✓ | +| **Ready for Sending** | The purchase order is ready to send to the supplier | cn | | ✓ | +| **Sent** | The purchase order has been sent to the supplier. Purchase order lines will be updated to the `Sent` status | cn | | ✓ | +| **Finalised** | When you confirm that the order has been received. Purchase order lines will be updated to the `Closed` status | fn | | | + +The Ready for Approval status only applies if the Authorise Purchase Orders global preference is turned on. If the preference is off, purchase orders will progress from New status to Ready for Sending. + +You'll see that the status bar has only the status values which apply depending on Authorisation preferences. + +
+ Purchase Order Status Sequence (Ready for sending) +
Status Sequence: current status is Ready for sending.
+
+ +If you hover over the status sequence, an order history window appears. You can see the date when a purchase order was updated from one status to another. + +
+This purchase order has been created on 24/09/2025, ready for sending on 24/09/2025 and sent on 30/09/2025 +
+ +![Purchase order status: hover](images/po_status_dates.png) + +### Confirm button + +The `Confirm` button is the button to update the status of a purchase order. The status which you can confirm depends on the current status of the purchase order and follows the sequence shown below. + +When managing a Purchase Order, you can only confirm the next status which is shown on the button. Statuses cannot be skipped. + +| Confirm... | Current Status | Next Status (If Authorisation is on) | Next Status (If Authorisation is off) | +| :--------------------- | :----------------- | :----------------------------------- | ------------------------------------- | +| **New** | New | Ready for Approval | Ready for Sending | +| **Ready for Approval** | Ready for Approval | Ready for Sending | N/A | +| **Ready for Sending** | Ready for Sending | Sent | Sent | +| **Sent** | Sent | Finalised | Finalised | +| **Finalised** | Finalised | | | + +Purchase orders must proceed through the statuses in the exact order. The status can also go back to a previous step when certain actions are taken. The system will always show you the next available status on the button. + +Clicking on the confirm button will show a prompt to proceed, which may have further information. + +![](images/po_confirm.png) + +## Adding lines to an Purchase Order + +To add a line, tap on the `Add Item` button located in the top left corner of your screen. + +A new `Add Item` window opens. + +![Purchase order: add item button](images/po_add_item.png) + +### Select an Item + +In the `Add Item` window, you can look up an item by: + +- Reading through the list of available items +- or by typing some or all of an item name +- or by typing some or all of an item code + +Once your item is highlighted, tap on the name or press `Enter`. + +![Add Item list](images/po_add_item_list.png) +![Add Item by name](images/po_add_item_name.png) +![Add Item by code](images/po_add_item_code.png) + +### Item details + +There are a number of fields with information about the item. You can update most fields while the purchase order is at New or Ready for Approval status. Some fields are editable at later statuses, or are only for viewing additional information. + +| Field | Description | +| :----------------------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | +| **Status** | The status of this line. Editable only when the purchase order is at `Sent` status | +| **Line number** | The line this item is on for this purchase order. | +| **Stock on hand** | The number of units of this item in your store. | +| **Unit** | Type here the type of units being ordered, for example 'tablet'. | +| **Supplier item code** | The item code used by the supplier. Leave blank is not applicable. | +| **Manufacturer** | Select a manufacturer from the dropdown list. | +| **Requested packs** | The number of packs you are requesting - only editable at `New` and `Ready for Approval` statuses | +| **Adjusted packs** | If the purchase order is at `Ready for Sending` or `Sent` statuses, users with permission are able to edit the adjusted packs field. This will become the new number of packs ordered, but is a separate field from the requested packs. The adjusted packs amount cannot be less than the amount already received for this item on the purchase order. | +| **Pack Size** | The number of units per pack (by default, pack size is 1). | +| **Requested** | A read-only field with of the number of packs requested. | +| **Adjusted packs** | A read-only field with the adjusted packs for the order. | +| **Price per pack (before discount)** | The base price per pack in the selected currency. | +| **Discount percentage** | The discount amount that applies to this item. | +| **Price per pack (after discount)** | The discounted price per pack in the selected currency. | +| **Total cost** | Read-only field with the calculated cost of all packs for this item, after any item discount is applied. | +| **Requested delivery date** | Requested delivery date for this item. It can be different to the requested delivery date for the purchase order. | +| **Expected delivery date** | Expected delivery date for this item. | +| **Comment** | Free text field for a comment regarding this item. | +| **Notes** | Free text field for including notes about this item. | + +
+If the purchase order is at Sent status and the Adjusted packs are edited for an item, the purchase order status will change to +Ready for sending and the line status will change to New
+ +
+In the below example, we are ordering 50 packs of 100 for item 030063 - Acetylsalicylic Acid 100mg tabs with a price of $35 per pack and an item discount of 5%. +
+ +![Add Item quantities](images/po_additem_quantities.png) + +
The 'Ordered in other purchase orders' is a count of how many units of the same item are in other purchase orders with status 'Sent'
+ +### Confirm item and quantities + +When you're done, you can add the new line by tapping on: + +- `OK` if you don't want to add another line to your purchase order +- `OK & Next` if you have other lines to create + +Otherwise, you can tap on `Cancel` and your changes won't be saved. + +## Adding lines to a Purchase Order using a Master List + +Tap on the `Add from master list` button from the Add button selection. + +
+The button will be disabled if the status of the Purchase Order is anything other than New or Ready for Approval +
+ +![Add Item button](images/po_add_button_masterlist.png) + +A new `Master Lists` window opens. This allows you to select the required master list. Simply click on one of the lists (if you have some available). + +![Add Item button](../../images/add-item-master-lists.png) + +Click `OK` on the prompt: +![Add Item button](../../images/add-item-master-list-prompt.png) + +You will then have placeholder lines added to your purchase order, which will then look like this: + +![Add Item button](images/po_placeholder_lines.png) + +The imported rows will have zero for the number of packs value, and are therefore shown in a blue font with no requested amount or pricing. You can follow the steps for editing these lines, as detailed above. + +## Adding lines to a Purchase Order using an Import + +Tap on the `Import lines` button from the Add button selection. + +
+The button will be disabled if the status of the Purchase Order is anything other than New or Ready for Approval +
+ +![Add Item button](images/po_add_button_import.png) + +This will open an import modal. Click on `Download a template` to download a csv +template which can be used to import assets. + +Data will need to be converted into the format of the csv template provided in order for Open mSupply to be able to process and upload this data. + +When you are ready, drag and drop the csv file into the modal or click on the `Browse files` button to select the file from your computer. + +![](images/po_download_template.png) + +##### Upload Errors + +After uploading your CSV file, your data will be validated and displayed to you to review. At this step, if the data in your uploaded file is not valid, you will see an error message and won't be able to continue to the import step. + +![](images/po_upload_file.png) + +Common mistakes here are uploading a file type other than CSV, or if a price value or calculation results in an invalid number. You'll see these errors in the `Error message` column. + +You can use the `Export` button at the bottom of the upload window to download a CSV file which includes the error messages, to investigate what went wrong. + +Once you have corrected the errors, you can go back to the `Upload` tab to upload the corrected file. + +![](images/po_upload_lines.png) + +## Editing a Purchase Order line + +To edit a Purchase Order line, simply tap on it. An identical window to `Add Item` appears. + +
+Most fields are editable when the Purchase Order is at New or Ready for approval statuses. At later statuses different fields are available to edit. +
+ +| Field | New or Ready for Approval | Ready for Sending | Sent | +| :---------------------------------------- | :-----------------------: | :---------------: | :--: | +| **Requested packs** | ✓ | | | +| **Pack size** | ✓ | | | +| **Pricing per pack and item discount** | ✓ | | | +| **Unit name** | ✓ | | | +| **Supplier code** | ✓ | ✓ | ✓ | +| **Manufacturer** | ✓ | | | +| **Requested and expected delivery dates** | ✓ | | | +| **Expected delivery date** | ✓ | ✓ | | +| **Comment and note** | ✓ | ✓ | ✓ | +| **Adjusted packs** | | ✓ | ✓ | +| **Line status** | | | ✓ | + +
+When editing a purchase order line, you cannot change the item. You would need to delete the line and create a new one. +
+ +### Delete a Purchase Order line + +1. Open the Purchase Order that you would like to edit +2. Make sure that status is not yet `Ready for Sending` +3. Select the line(s) you want to delete by checking the box(es) on the left of the list +4. Click the `Delete` button which appears at the bottom of the page. + +![Delete purchase order line](images/po_delete_lines.png) + +
+You can delete multiple lines at once. Be sure to review what is selected before performing the Delete action. +
+ +### Other line actions + +If you have selected some lines by checking the box on the left of the list there are several actions which are possible. These affect the selected lines only. + +| Action | Effect | +| ----------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- | +| Delete | As described above, this deletes the selected line(s) | +| Update expected delivery date | Opens a window which allows you to choose an expected delivery date. This will be associated with all the selected lines | +| Closed for receipt | This will set the `Line status` to `Closed` on all of the selected lines. This action is only available when the Purchase Order is at `Sent` status | +| Clear selection | Will clear the selection checkboxes | + +## Purchase Order Tabs + +### Goods Received + +This tab show any `Goods Received` that are linked to this purchase order. You can tap on the Goods Received line to open it. + +![Goods received tab](images/po_goods_received_tab.png) + +### Details + +Additional details about the purchase order can be entered here. The following fields are available to edit: + +- Authorising officer 1 +- Authorising officer 2 +- Additional instructions +- Supplier’s agent +- Heading message +- Freight conditions +- Agent’s commission +- Document charge +- Communications charge +- Insurance charge +- Freight charge + +![Details tab](images/po_details_tab.png) + +### Documents + +The `Documents` tab shows documents which have been uploaded for the purchase order. + +Tap on the `Upload document` button, you will see an Upload Document modal. + +Drag and drop your document into the modal or click on the `Browse files` button to select the file from your computer. + +![Documents tab](images/po_documents_tab.png) +![Documents modal](images/po_documents_modal.png) + +### Log + +The `Log` tab shows the activity log of this purchase order. + +This records all user actions which have been taken for the purchase order using the Open mSupply system. + +![Log tab](images/po_log_tab.png) diff --git a/content/docs/replenishment/supplier returns/index.es.md b/content/docs/replenishment/supplier returns/index.es.md index cd80a1d6c..0bfbea868 100644 --- a/content/docs/replenishment/supplier returns/index.es.md +++ b/content/docs/replenishment/supplier returns/index.es.md @@ -4,7 +4,7 @@ description = "Devolver inventario a tus proveedores" date = 2022-03-19 updated = 2022-03-19 draft = false -weight = 45 +weight = 50 sort_by = "weight" template = "docs/page.html" diff --git a/content/docs/replenishment/supplier returns/index.md b/content/docs/replenishment/supplier returns/index.md index d8b90278b..6952dd6bd 100644 --- a/content/docs/replenishment/supplier returns/index.md +++ b/content/docs/replenishment/supplier returns/index.md @@ -4,7 +4,7 @@ description = "Returning stock to your suppliers." date = 2022-03-19 updated = 2022-03-19 draft = false -weight = 45 +weight = 50 sort_by = "weight" template = "docs/page.html" diff --git a/content/docs/replenishment/suppliers/index.es.md b/content/docs/replenishment/suppliers/index.es.md index fb1a159d3..55f83c971 100644 --- a/content/docs/replenishment/suppliers/index.es.md +++ b/content/docs/replenishment/suppliers/index.es.md @@ -4,7 +4,7 @@ description = "Gestione sus proveedores" date = 2022-03-19 updated = 2022-03-19 draft = false -weight = 41 +weight = 60 sort_by = "weight" template = "docs/page.html" @@ -20,31 +20,30 @@ En mSupply, un proveedor es una entidad que envía inventario a tu almacén. En este momento, solo puedes ver tu proveedor y sus detalles. En el futuro, podrás crear y editar tus clientes (¡si tienes autorización para hacerlo!).
-## Ver tus proveedores +## Ver tus proveedores -Para ver los proveedores de tu almacén, ve a `Reabastacimiento` > `Proveedor` en el panel de navegación: +Para ver los proveedores de tu almacén, ve a `Reabastacimiento` > `Proveedor` en el panel de navegación: ![Suppliers Nav](images/sup_gotosup.png) -Aparece una lista de los proveedores de tu almacén: +Aparece una lista de los proveedores de tu almacén: ![Suppliers List](images/sup_suplist.png) - -## Ver detalles de proveedores +## Ver detalles de proveedores Para ver los detalles de un proveedor, simplemente haz clic en su nombre: ![Supplier Details](images/sup_supdetails.png) -* **Dirección**: Dirección del proveedor -* **Código**: Este es el código asignado a este proveedor en mSupply -* **Centro de costo**: Generalmente es el mismo valor que el código, sin embargo, puede ser útil tener un código diferente para este proveedor cuando se trabaja con su sistema contable -* **País**: País del proveedor -* **Comentario**: Comentarios sobre el proveedor -* **Teléfono**: Número de teléfono del proveedor -* **Sitio Web**: Sitio web o dirección de correo electrónico del proveedor -* **Fecha de creación**: Fecha en que se creó el proveedor en mSupply -* **Fabricante**: Si se marca, el proveedor también es un fabricante -* **Donante**: Si se marca, el proveedor también es un donante -* **En espera**: Si se marca, no podrás crear nuevas transacciones para este proveedor. \ No newline at end of file +- **Dirección**: Dirección del proveedor +- **Código**: Este es el código asignado a este proveedor en mSupply +- **Centro de costo**: Generalmente es el mismo valor que el código, sin embargo, puede ser útil tener un código diferente para este proveedor cuando se trabaja con su sistema contable +- **País**: País del proveedor +- **Comentario**: Comentarios sobre el proveedor +- **Teléfono**: Número de teléfono del proveedor +- **Sitio Web**: Sitio web o dirección de correo electrónico del proveedor +- **Fecha de creación**: Fecha en que se creó el proveedor en mSupply +- **Fabricante**: Si se marca, el proveedor también es un fabricante +- **Donante**: Si se marca, el proveedor también es un donante +- **En espera**: Si se marca, no podrás crear nuevas transacciones para este proveedor. diff --git a/content/docs/replenishment/suppliers/index.fr.md b/content/docs/replenishment/suppliers/index.fr.md index 55e1cc1b8..9bc831ab8 100644 --- a/content/docs/replenishment/suppliers/index.fr.md +++ b/content/docs/replenishment/suppliers/index.fr.md @@ -4,7 +4,7 @@ description = "Gérer les fournisseurs" date = 2022-03-19 updated = 2022-03-19 draft = false -weight = 1 +weight = 60 sort_by = "weight" template = "docs/page.html" @@ -14,7 +14,7 @@ toc = true top = false +++ -Dans mSupply, un fournisseur est une entité qui envoie du stock à votre dépôt. +Dans mSupply, un fournisseur est une entité qui envoie du stock à votre dépôt.
Pour le moment, vous ne pouvez que voir votre fournisseur et ses coordonnées. À l'avenir, vous pourrez créer et modifier vos fournisseurs (à condition d'en avoir l'autorisation !). @@ -22,29 +22,28 @@ Pour le moment, vous ne pouvez que voir votre fournisseur et ses coordonnées. ## Voir les Fournisseurs -Pour voir les Fournisseurs de votre dépôt, allez dans le menu `Approvisionnement` > `Fournisseurs`: +Pour voir les Fournisseurs de votre dépôt, allez dans le menu `Approvisionnement` > `Fournisseurs`: ![Suppliers Nav](images/sup_gotosup_fr.png) -Une liste des fournisseurs de votre magasin apparaît : +Une liste des fournisseurs de votre magasin apparaît : ![Suppliers List](images/sup_suplist_fr.png) - ## Voir détails fournisseurs -Pour voir les détails d'un fournisseur, cliquez simplement sur son nom : +Pour voir les détails d'un fournisseur, cliquez simplement sur son nom : ![Supplier Details](images/sup_supdetails_fr.png) -* **Adresse**: Adresse du fournisseur -* **Code**: Ceci est le code attribué à ce fournisseur dans mSupply -* **Code de facturation**: Généralement la même valeur que le code, mais il peut être utile lorsque vous travaillez avec votre système comptable d'avoir un code différent pour ce fournisseur -* **Pays**: Pays du fournisseur -* **Commentaire**: Commentaire à propos du fournisseur -* **Téléphone**: Numéro de téléphone du fournisseur -* **Site Interet**: Site web ou adresse électronique du fournisseur -* **Date de Création**: Date de création du fournisseur dans mSupply -* **Fabricant**: Si la case est cochée, alors ce fournisseur est aussi fabricant -* **Donateur**: Si la case est cochée, alors ce fournisseur est aussi Donateur -* **En attente**: Si la case est cochée, vous ne pourrez pas créer de nouvelles transactions pour ce fournisseur \ No newline at end of file +- **Adresse**: Adresse du fournisseur +- **Code**: Ceci est le code attribué à ce fournisseur dans mSupply +- **Code de facturation**: Généralement la même valeur que le code, mais il peut être utile lorsque vous travaillez avec votre système comptable d'avoir un code différent pour ce fournisseur +- **Pays**: Pays du fournisseur +- **Commentaire**: Commentaire à propos du fournisseur +- **Téléphone**: Numéro de téléphone du fournisseur +- **Site Interet**: Site web ou adresse électronique du fournisseur +- **Date de Création**: Date de création du fournisseur dans mSupply +- **Fabricant**: Si la case est cochée, alors ce fournisseur est aussi fabricant +- **Donateur**: Si la case est cochée, alors ce fournisseur est aussi Donateur +- **En attente**: Si la case est cochée, vous ne pourrez pas créer de nouvelles transactions pour ce fournisseur diff --git a/content/docs/replenishment/suppliers/index.md b/content/docs/replenishment/suppliers/index.md index cda3999ed..11abaf968 100644 --- a/content/docs/replenishment/suppliers/index.md +++ b/content/docs/replenishment/suppliers/index.md @@ -4,7 +4,7 @@ description = "Manage your suppliers" date = 2022-03-19 updated = 2022-03-19 draft = false -weight = 41 +weight = 60 sort_by = "weight" template = "docs/page.html" @@ -14,7 +14,7 @@ toc = true top = false +++ -In mSupply, a supplier is an entity that is sending stock to your store. +In mSupply, a supplier is an entity that is sending stock to your store.
At the moment, you are only able to view your supplier and their details. In the future, you will be able to create and edit your suppliers (provided you have the authorisation to do so!). @@ -22,29 +22,28 @@ At the moment, you are only able to view your supplier and their details. In the ## Viewing Suppliers -To view the suppliers of your store, go to `Replenishment` > `Supplier` in the navigation panel: +To view the suppliers of your store, go to `Replenishment` > `Supplier` in the navigation panel: ![Suppliers Nav](images/sup_gotosup.png) -A list of your store's suppliers appears: +A list of your store's suppliers appears: ![Suppliers List](images/sup_suplist.png) - ## Viewing Suppliers Details -To see the details of one supplier, simply tap on its name: +To see the details of one supplier, simply tap on its name: ![Supplier Details](images/sup_supdetails.png) -* **Address**: Address of the supplier -* **Code**: This is the code assigned to this supplier in mSupply -* **Charge Code**: Generally the same value as code, however it may be useful when working with your accounting system to have a different code for this supplier -* **Country**: country of the supplier -* **Comment**: Comment about this supplier -* **Phone**: Phone number of the supplier -* **Website**: Web site or email address of the supplier -* **Date Created**: Date when supplier was created in mSupply -* **Manufacturer**: If this is checked, the supplier is also a manufacturer -* **Donor**: If this is checked, supplier is also a donor -* **On Hold**: If this is checked, you won't be able to create new transactions for this supplier \ No newline at end of file +- **Address**: Address of the supplier +- **Code**: This is the code assigned to this supplier in mSupply +- **Charge Code**: Generally the same value as code, however it may be useful when working with your accounting system to have a different code for this supplier +- **Country**: country of the supplier +- **Comment**: Comment about this supplier +- **Phone**: Phone number of the supplier +- **Website**: Web site or email address of the supplier +- **Date Created**: Date when supplier was created in mSupply +- **Manufacturer**: If this is checked, the supplier is also a manufacturer +- **Donor**: If this is checked, supplier is also a donor +- **On Hold**: If this is checked, you won't be able to create new transactions for this supplier