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Test: Normal Ordering Workflows
Maria Khaydar edited this page Aug 1, 2024
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USER STORY:
- As a customer: I would place an order with list of items I'd want to restock for my store. Upon successful completion of the order, I'll receive those ordered stocks.
- As a supplier: I would receive the order, which I'll process and then supply back to the customer.
- 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)
- 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
- 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 thesuggested quantity
automatically
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
- 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
- After the customer has successfully synced their order, on the supplier-side we can start to process the order
- Navigate to Distributions>Requisitions
- List of all received order appear here
- Open the received order
- You can see the order quantity under
Requested
column - You can start assigning supplying quantities to the items individually
- Select the line
- It'll show the details of the particular item
- Under
Quantity to supply
you can enter the quantity you want to supply -
My Store
tab shows the graph of requested quan and SoH available -
Customer
tab shows the customer's stock situation for that item - Clicking
Ok
will populate the entered quan under theSupply
column
- You can also assign supply quan for all items at once by clicking the
Supply requested
button- There is confirmation prompt to proceed
- After clicking
Ok
, theSupply
quantity is automatically updated withRequested
quan for all item lines
- After assigning supply quan, next step is to click
Create shipment
button - After clicking Ok on the confirmation prompt, a new Outbound Shipment window is created for the order
- In the newly opened Outbound, only the items for for which valid(positive) quan was supplied in previous Requisition appear here
- The supplied quantity from previous requisition is the same value as
Pack Qty
in this Outbound - By default, all the lines appeared are placeholder lines
- You can select the lines and click
Allocate placeholder lines
from Actions - This will allocate the lines with existing stock
- For successful allocation, there will be proper toast message like
n no. of lines allocated
, where n is the no. of lines allocated - In case the line could not be allocated (this could be because of stocks not available, or expired stocks, etc), there will be error toast message like
n no. of lines not allocated
, where n is the no. of lines not-allocated- The unallocated lines still remain as placeholder lines
- Click on
Confirm Allocated
- Until the placeholder lines are not deleted from the Outbound, you can't proceed.
- After deleting placeholder lines, you can
Confirm Allocated
. - The next status is
Picked
- The final status is
Shipped
- You can also directly proceed to
Shipped
by selecting the last, but note: you cannot move back - After the status is
Picked
, the same quantity of the items is reduced from the stocklines- Under
Inventory>View Stock
, see that the quantity of the item (from the outbound) is reduced as per the outbound quantity
- Under
- Now after the order has been fulfilled, in customer-side we receive the inbound
- Navigate to
Replenishment>Inbound Shipment
- Open the received inbound.
- In case there are other Inbounds as well, one way to identify your Inbound is to check/open the IO you created
- Under
More
, there link to shipment-number under theRelated documents
- Since this is a result of stock-transfer (i.e., through outbound from another oms-store to current oms-store), you'll see some info message regarding it. It could be sth like
this shipment was created automatically....
- There are item lines which were in the previous outbound shipment
- The
Unit Qty
is the same as the values entered in the previous outbound shipment - The
Add item
buttons are disabled until the status isDelivered
- Confirm shipment as
Delivered
- Now the item lines have been stocked-in
- Check under
Inventory>View stock
- The item lines which were confirmed delivered appear
- Check under
- After
Delivered
, theAdd item
buttons are now enabled - You can add new items to the inbound
- You can edit the existing item lines (quan, batch, expiry-date, prices)
- On editing the item lines, the changes reflect in inventory as well
- Check under
Inventory>View stock
- Check under
- Confirm the status to
Verified
- Now the inbound is not editable anymore
- Also, the stocks are still the same in inventory