Test: Normal Ordering Workflows

Normal Ordering Workflows

The easiest way to understand the ordering process in omSupply is:

There is a customer store (store A) and a supplying store (store B).

• Store A: Places an Internal Order for items they need to restock.
• Store B: Receives a Customer Requisition. They fulfil it and send it to Store A as an Outbound Shipment.
• Store A: Receives an Inbound Shipment.

Store A: Creating an Internal Order

• Navigate to Replenishment -> Internal Orders.
• Click New Order to create one -> you will see a pop-up window allowing you to select the supplying store.
• You will then be taken to a more detailed window where you can add items.
• As this is a testing suite for workflow only, we will not be covering the in-depth testing of filters, adding items and buttons on the screen - this will be done as a part of Replenishment testing further on.
• For now, you will need to add a few items to continue testing. Once added, you can click Confirm Sent in the bottom right corner.
• There is confirmation alert -> when clicking OK, the order status is now changed to Sent.
• The order details are not editable anymore, but you can still change the status to Finalised.

Store B: Receiving a Customer Requisition

Note

To test the customer requisitions as a part of a workflow, you will need to test both auto-generated customer requisitions (meaning it came from an internal order from another store), and manual requisitions.

Auto-generated Customer Requisition

• Once an Internal Order from the above testing steps has been generated, sync both stores and navigate to Distribution -> Requisitions to view your new customer requisition.
• Click on it -> you will see the items added to it and some fields you can edit when issuing quantity. You will see Stock on Hand and AMC fields - they are the customer store's numbers, make sure they match with the store that created the internal order.
• Changing the Issued cells does not have any effect on ledger or item quantity - creating and shipping the actual outbound shipment from the customer requisition will. But this is tested in another testing suite :)
• Finalising the requisition will prevent you from creating an outbound shipment, so to continue testing create an outbound shipment and move onto the next testing suite.

Manual Customer Requisition

• The main difference is that you are now able to add items to the requisition. Stock on Hand, AMC, Requested Quantity, Quantity to Supply and Comment are now all editable.
• Changing the Stock on Hand or AMC fields will not have effect on the requesting store's details as those are manually entered.
• Similarly, changing the Issued cells does not have any effect on ledger or item quantity - creating and shipping the actual outbound shipment from the customer requisition will. But this is tested in another testing suite :)
• Finalising the requisition will prevent you from creating an outbound shipment, so to continue testing create an outbound shipment and move onto the next testing suite.

Store B: Creating an Outbound Shipment

• Once you create an Outbound Shipment from a Customer Requisition, you will be taken to the page where you can edit the details.
• The supplied quantity from customer requisition is the same value as Pack Qty in this Outbound Shipment.
• By default, all the lines shown are placeholder lines. You can select the lines and click Allocate placeholder lines from Actions.
• The unallocated lines remain as placeholder lines.
• Click on Confirm Allocated - this action will also remove any placeholder lines that have not been allocated.
• As this is a testing suite for workflow only, we will not be covering the in-depth testing of filters, adding items and buttons on the screen - this will be done as a part of Distribution testing further on.
• Changing the status to Picked will affect the ledger quantity - it should go down. Once the Outbound Shipment is sent, it should appear as Inbound Shipment in Store A.

Store A: Receiving an Inbound Shipment

• After the Outbound Shipment from Store B has been sent, you will now receive Inbound Shipment in Store A. Navigate to Replenishment -> Inbound Shipments to view it.
• When you open the Inbound Shipment, Under More, there is a link to shipment number under Related documents.
• Since this is a result of a stock transfer (i.e., through a transaction from one omSupply store to another), you will see a message - it will be something like this shipment was created automatically...
• Check that all the items from Outbound Shipment are showing in the Inbound Shipment. The Unit Qty value is the same as the value entered in the Outbound Shipment.
• The Add item button is disabled until the status of the shipment is Delivered.
• When you confirm shipment as Delivered, the item ledger will have the quantity added - you can check under Inventory -> View Stock and under Catalogue -> Items -> your item's ledger.
• The Add item button is now enabled - you can add new items to the Inbound Shipment.
• As this is a testing suite for workflow only, we will not be covering the in-depth testing of filters, adding items and buttons on the screen - this will be done as a part of Replenishment testing further on.
• Confirm the shipment as Verified - now the Inbound Shipment is not editable anymore.