Inbound Shipments

Inbound Shipments can be used to receive stock from suppliers.

If you have used mSupply in the past, you may be familiar with the term Supplier Invoice instead of Inbound Shipment.

All received goods should be recorded in mSupply either by:

• Manually creating an Inbound Shipment (manual Inbound Shipment)
• Working with an Inbound Shipment that has been created automatically as a result of a stock transfer from another store in your mSupply

Viewing Inbound Shipments

Go to the Inbound Shipments Menu

To access the Inbound Shipment menu:

1. Go to the Replenishment menu in the navigation panel
2. Click on Inbound Shipment

Inbound Shipments list

First thing you see is a list of existing Inbound Shipments.

The Inbound Shipments list is divided into 7 columns:

2. The list can display 20 shipments per page. On the bottom left corner, you can how many shipments are currently displayed on your screen.

3. If you have more than 20 shipments, you can navigate to the other pages by clicking on the page number or using the right of left arrows (bottom right corner).

Search by Supplier Name

You can filter the list of shipments by supplier name. This can be useful if you're looking for one particular shipment!

Type the name of a supplier in the Search by name field (on the left, just above the list headers). All the shipments for this supplier will appear in the list.

Exporting Inbound Shipments

The list of Inbound Shipments 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. The export function will download all Inbound Shipments, not just the current page, if you have more than 20 of them. Shipments are exported using sort order selected in the table, though of course you could easily sort the list in Excel or whatever you open the .csv file with!

Delete an Inbound Shipment

You can delete a shipment from the Inbound Shipment list.

1. Select the shipment that you want to delete by checking the box on the left end of the list. You can select more than one shipments to be deleted. You can even select them all using the master checkbox in the list headers.

2. Open the Select dropdown (top right corner, above the list) and select Delete selected lines.

A notification confirms how many shipments were deleted (bottom left corner).

Creating a new manual Inbound Shipment

1. Go to Replenishment> Inbound Shipment
2. Press the New Shipment button, in the top right corner
3. A new window Suppliers opens, inviting you to select a supplier

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 type as much of a supplier name.

You can tell if a supplier is also using mSupply in their store. If they do, you will see icon like this () next to the supplier code.

2. Once you have selected a supplier, you Inbound Shipment is created.

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:

Enter a Supplier Reference

Once your Inbound Shipment has been created, you can capture a supplier reference in the Supplier Ref field, if they have one (eg. * PO#1234567 *)

View or edit the Inbound Shipment Information Panel

The Information Panel allows you see or to edit information about the Inbound Shipment. It is divided in multiple sections:

• Additional Info
• Related Documents
• Invoice Details
• Transport Details

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 Inbound Shipment view.

You can close by tapping on the X Close button, on the top right corner of the information panel.

Additonal Info

In the Additional Info section, you can:

• See who created the Inbound Shipment (name of the user)
• View and edit the Inbound Shipment color. To edit the color, tap on the colored circle and select a color from the pop-up
• Write or edit a comment

Related Documents

In the Related Documents section, you can see other related transaction document for the Inbound Shipment.

If your Inbound Shipment was created to fulfill a Internal Order, the reference number of your order would appear in this section.

In the future, we would also include other documents such as temperature records, transportation documents or pickslips.

Invoice Details

In this section, you will see by default the total cost price of the items listed in the Inbound Shipment.

You can also add a Service charges if you wish to add other charges such as Freight Costs. To add a Service charges to the Invoice Details:

1. Tap on the Edit Service Charges button. A new window opens.
2. Tap on the Add charge button on the new window. A new line appears in the list of charges. You tap on Cancel if you do not wish to add anything.
3. Name: select a service charges in the dropdown list. You can customise the list of available charges. Contact your administrator.
4. Comment: You can add a comment to provide further details about the new charge
5. Amount: Enter the amount of the charge
6. Tax: Enter a % of tax for the charge
7. Total: The total field is automatically calculated based on the Amount and the Tax percentage
8. Delete: You can tap on the Delete icon to delete the charge

In this section, you can also edit the tax rate (%) for the cost price. Tap on the pencil icon and enter

Transport Details

In this section, you can see or edit a transport reference number (eg. a booking or a tracking reference number).

Inbound Shipment Status Sequence

The status sequence is located at the bottom left corner of the Inbound Shipment screen.

Passed statuses are hightlighted in blue, next statuses appear in grey.

There are 5 status for the Inbound Shipment:

You probably noticed that two of the status values only apply to automatically created shipments. These are created by the system when another store in the system creates an Outbound Shipment to deliver stock to your store. If this is the case you'll see a message near the top of the page:

If, however, you've created an Inbound Shipment manually, then the following message shows:

and you'll see that the status bar has only the status values which apply to this type of shipment.

If you hover over the status sequence, a shipment history window appears. You can see the date when a shipment was updated from one status to another.

Hold checkbox

Located on the bottom left corner, on the left of the status sequence.

Check the Hold checkbox prevents the Inbound Shipment from being updated to the next status.

Cancel and Confirm button

Cancel Button

Click on the Cancel button to quit the Inbound Shipment view and return to the Inbound Shipments list.

Confirm Button

The Confirm button is the button to update the status of a shipment. The status which you can confirm depends on the current status of the shipment and follows the sequence shown below.

When managing an Inbound Shipment, you can only confirm it as Delivered or Verified.

You don't have to update a shipment to next status in the sequence. You can choose to skip some of them to go directly to Confirm Verified for example.

As demonstrated below, tap on the down arrow of the Confirm button and select the status you want the shipment to be updated to.

Adding lines to an Inbound Shipment

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.

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.

Quantities tab

In the Quantities tab, you can update the following fields:

1. Batch: Type here the batch number. Leave blank if item is not managed with batch number.
2. Expiry: The expiry date of the batch number. Leave blank is not applicable
3. # Packs: The quantity of packs you are receiving
4. Pack Size: The quantity of units per pack (by default, pack size is 1)
5. Unit Qty (read-only): Automatically calculated based on # Packs and Pack Size ([# Packs] x [Pack Size])
6. If you are receiving more than one batch number for the same item, you can tap on the Add Batch button

Pricing tab

On the second tab, Pricing, you can update the following fields (all are optional):

• Sell: The selling unit price of the item (default value is 0)
• Cost: The purchasing unit price of the item (default value is 0)
• Unit Qty (read-only): Total number of units for the batch number
• Line Total (read-only): Total purchasing value for the batch number ([Unit Qty] x [Cost])

Location tab

In the third tab, Location, you can select a storage location to assign the batch number to a location in your storage facility.

Simply select a storage location from the Location dropdown menu.

Confirm item and quantities

When you're done, you can add the new line by tapping on:

• OKif you don't want to add another line to your shipment
• OK & Nextif you have other lines to create

Otherwise, you can tap on Cancel and your changes won't be saved.

Editing an Inbound Shipment line

To edit an Inbound Shipment line, simply tap on it. You will be presented with the Edit Item window, which is identical to the Add Item window, except that the item is already chosen and cannot be modified.

Edit a Shipment Line

1. Open the Inbound Shipment you want to edit

2. Tap on the line you want to edit. An identical window to Add Item appears. At this stage:

   • Edit the main Issue Quantity field
   • or change the number of packs value at the batch number level

Delete a Shipment line

1. Open the Inbound Shipment that you would like to edit
2. Make sure that status is not yet VERIFIED
3. Select the line(s) you want to delete by checking the box(es) on the right of the list
4. Go to the Actions dropdown menu (top right corner, above the list)
5. Select the action Delete selected lines

Receiving stock with an Inbound Shipment

Confirm the delivery of the shipment

Whether your Inbound Shipment is manual or automatic, the first step to receive the goods is to confirm the delivery.

At this stage, you don't have to check if quantities or other information are correct, you just have to acknowledge that you have received the goods from your supplier.

To confirm that an Inbound Shipment has been delivered, click on the Confirm Delivered button.

Verify your Inbound Shipment

Verification is the last step to receive goods in mSupply. At this stage, you can check what you have received and make sure that that information in mSupply are correct.

You have the possibility to verify the following information:

• Batch numbers and their expiry dates
• Quantity of packs and pack size
• Pricing information: cost and sell prices

You can also capture where received goods are to be stored in the Location tab.

Once all information have been captured or verified, you can confirm the Shipment as VERIFIED by tapping on the Confirm Verified button.

Once you have done this:

• Goods are now part of your inventory
• Shipment status is now VERIFIED
• You can no longer edit shipment lines
• You can no longer delete the shipment

Viewing an Inbound Shipment

When viewing a specific shipment, you can view the batches on that shipment grouped by item or with each batch listed separately. To change the view mode, click the Group by item switch.

When grouped by item, you can expand the item to see individual batches, or use the expand in the table header to expand all grouped rows. If you click on an item you will also see all selected batches, as shown in this example: