V2.1.0 Release Testing • Normal Ordering Workflows: Creating/Placing Internal Orders

[regotaina]

Creating/Placing Internal Order

• Navigate to Replenishment>Internal Orders
• On top right, click the New Order button
• Select your supplier-store
• A new order window open with the selected supplier.
• You can change the supplier (in case you selected wrong one previously)

Adding Items

• You can add individual item by clicking on Add item button
  • List of items appear
  • From the list, select your desired item
  • Selected item's information appear including suggested-quantity, deafult pack-size and the Consumption History & Stock evolution charts
  • There is a toggle between units & packs
  • Upon selecting Packs over Units (which is set by default), the Requested packs field is enabled, where you enter the number of packs of the item you want to order.
  • Upon selecting Units over Packs, the Requested quantity field is enabled. where you enter the quantity of the items you want to order
  • Clicking OK closes the window and back to main IO window
  • Clicking Ok & Next opens the same window for next item
• You can also add bulk of items by clicking on Add from master list button
  • List of available master-lists appear from which you can select your desired one
  • Upon selecting the master-list, list of all items under that master-list gets added to the IO
  • Select a line
  • Selected item's information appear where you can input the order details; same as above

Setting Target MoS(Month Of Stock)

• You can select the Target MoS
• Depending on the Target MoS, suggested quantity values of the item lines can change depending on the usage
• By clicking on Use Suggested Quantities button, the requested value is updated to the suggested quantity automatically

Printing Order

Note: You'll need to add requisition reports on the cloud datafile for the reports to appear while you click Print

• You can print the order by clicking on the Print button on top-right side
  • If there are multiple requisition reports added/configured, you can see list of reports to choose to print
  • If by default there's just one, it'll preview the default report which you can proceed to print

Sending Order

• Click on the Confirm button on the bottom-right. You may need to provide correct user-permission for this in mSupply Cloud beforehand
• There is confirmation alert
• Upon clicking Ok, the order status is now changed to Sent
• The order is not editable anymore

[regotaina]

Passed the test 👍🏾