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Note that the origin of the stock movement has already been prefilled for me. Because I was logged into Rwinkwavu Pharmacy Warehouse, and I created an outbound stock movement, Openboxes knows that my origin should be Rwinkwavu pharmacy warehousePharmacy Warehouse.
Here is a guide to the remaining fields:
Description: Put a description of the shipment that will help you remember what it is. It could be anything - a PO number, description of items - whatever is meaningful to you.
Origin: The place where the shipment is coming from. For an outbound shipment, this will autofill to your current location.
Destination: The destination is where the shipment is going to. If you start typing the name of the receiving location, it should appear in the dropdown menu. If it does not, you will have to create the location.
Requested By: The person who requested the goods in the shipment. If there is no specific requestor, you can choose to put someone else who is important to the shipment (creator, person who placed the PO, etc). If the requestor is not in the system, you will have to create a person.
Date Requested: The date the request for these items was made. If there was no specific request date, you could use the date the PO was placed or the date shipped.
Request Type: Choose either stock or ad hoc. Stock means a regularly scheduled request . Ad hoc is something that came up outside the normal replenishment cycle.
Stocklist: Leave this field blank unless you are creating shipment from a stock list - instructions for that in the next section. More information about stocklists can be found here.
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Once you have added all of your items to the shipmentrequested products, press next to move to the “Edit” page.
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OpenBoxes will automatically generate the lots and bins to pick from. The system will suggest the first expiring lot. Given the same expiration date, the system will choose to pick from the bin with the smallest quantity first.
Once the pick is generated, the stock on the pick list will be removed from quantity available so that no-one else can pick that same stock. Review the pick to make sure it matches your expectations. If you have to edit the pick for any item, you can do so by clicking the edit button. The quantity available will be updated based on your edits.
Once you have verified that all of the lots and bins are correct, press next to go to the following page. Depending on your location’s settings, this will be the “Pack” page or the “Send” page. If the pack page is not enabled in your location, simply skip down to the send page in these instructions.
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