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sispub
openbis
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1066bf66
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1066bf66
authored
1 year ago
by
Marco Del Tufo
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Update managing-lab-stocks-and-orders-2.md
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SSDM-13578 : 2PT : Database and V3 Implementation - include the new AFS "free"...
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# Managing Lab Stocks and Orders
# Managing Lab Stocks and Orders
It is possible to use openBIS to manage stocks of products and create
It is possible to use openBIS to manage stocks of products and create
orders of products to buy for the lab.
orders of products to buy for the lab.
...
@@ -10,12 +7,9 @@ Every lab member can register products and place requests of products to
...
@@ -10,12 +7,9 @@ Every lab member can register products and place requests of products to
buy. The requests can be converted into orders by the lab manager or the
buy. The requests can be converted into orders by the lab manager or the
person responsible for purchases in the lab. The orders created with
person responsible for purchases in the lab. The orders created with
openBIS contain the information that can be sent to the suppliers.
openBIS contain the information that can be sent to the suppliers.


In the
**Stock Catalog**
folder, a lab can create one collection of all
In the
**Stock Catalog**
folder, a lab can create one collection of all
products purchased in the lab and one collection of all suppliers used
products purchased in the lab and one collection of all suppliers used
for purchasing. Each product must be linked to 1 supplier.
for purchasing. Each product must be linked to 1 supplier.
...
@@ -49,16 +43,15 @@ the lab:
...
@@ -49,16 +43,15 @@ the lab:
> **Stock Catalog***->* **Suppliers** in the main menu.
> **Stock Catalog***->* **Suppliers** in the main menu.
> 2. Click on the **+ New Supplier** button in the *Collection* page.
> 2. Click on the **+ New Supplier** button in the *Collection* page.
> 3. Follow the steps explained in the [Register
> 3. Follow the steps explained in the [Register
> Entries](https://openbis.
ch/index.php/docs
/user-documentation
-20-10-3
/inventory-of-materials-and-methods
/
register-single-entries-in-a-collection
/
)
> Entries](https://openbis.
readthedocs.io/en/latest
/user-documentation
/general-users
/inventory-of-materials-and-methods
.html#
register-single-entries-in-a-collection)
> documentation page.
> documentation page.
>
>
>


To register several suppliers at once, follow the steps described in
To register several suppliers at once, follow the steps described in
[
Batch register entries in a
[
Batch register entries in a
Collection.
](
https://openbis.
ch/index.php/docs
/user-documentation
-20-10-3
/inventory-of-materials-and-methods
/
batch-register-entries-in-a-collection
/
)
Collection.
](
https://openbis.
readthedocs.io/en/latest
/user-documentation
/general-users
/inventory-of-materials-and-methods
.html#
batch-register-entries-in-a-collection
)
#### Catalog of products
#### Catalog of products
...
@@ -79,7 +72,7 @@ To build the catalog of all products purchased in the lab:
...
@@ -79,7 +72,7 @@ To build the catalog of all products purchased in the lab:
> parent. Select the correct supplier from the list of suppliers
> parent. Select the correct supplier from the list of suppliers
> registered in the **Supplier Collection.** The process for adding
> registered in the **Supplier Collection.** The process for adding
> parents is the same as described for Experimental Steps: [Add
> parents is the same as described for Experimental Steps: [Add
> parents](https://openbis.
ch/index.php/docs
/user-documentation
-20-10-3
/lab-notebook
/
add-parents-and-children-to-experimental-steps
/
).
> parents](https://openbis.
readthedocs.io/en/latest
/user-documentation
/general-users
/lab-notebook
.html#
add-parents-and-children-to-experimental-steps).
>
>
>
>
...
@@ -90,7 +83,7 @@ To build the catalog of all products purchased in the lab:
...
@@ -90,7 +83,7 @@ To build the catalog of all products purchased in the lab:
To register several suppliers at once, follow the steps described in
To register several suppliers at once, follow the steps described in
[
Batch register entries in a
[
Batch register entries in a
Collection.
](
https://openbis.
ch/index.php/docs
/user-documentation
-20-10-3
/inventory-of-materials-and-methods
/
batch-register-entries-in-a-collection
/
)
Collection.
](
https://openbis.
readthedocs.io/en/latest
/user-documentation
/general-users
/inventory-of-materials-and-methods
.html#
batch-register-entries-in-a-collection
)
### Creating requests for products to order
### Creating requests for products to order
...
@@ -125,7 +118,7 @@ ordered:
...
@@ -125,7 +118,7 @@ ordered:
> 1\. add a product that is already present in the catalog. This process
> 1\. add a product that is already present in the catalog. This process
> is the same as described for adding parents in Experimental Steps:
> is the same as described for adding parents in Experimental Steps:
> [Add
> [Add
> parents](https://openbis.
ch/index.php/docs
/user-documentation
-20-10-3
/lab-notebook
/
add-parents-and-children-to-experimental-steps
/
).
> parents](https://openbis.
readthedocs.io/en/latest
/user-documentation
/general-users
/lab-notebook
.html#
add-parents-and-children-to-experimental-steps).
> The quantity, i.e. how many units of the product are requested, needs
> The quantity, i.e. how many units of the product are requested, needs
> to be specified.
> to be specified.
>
>
...
@@ -190,10 +183,10 @@ To create orders of products from requests created in the Stock Catalog:
...
@@ -190,10 +183,10 @@ To create orders of products from requests created in the Stock Catalog:
>
>
> 3. If an **order** **template** form is available (see [Create
> 3. If an **order** **template** form is available (see [Create
> Templates for
> Templates for
> Objects](https://openbis.
ch/index.php/doc
s/admin-documentation
-20-10-3
/create-templates-for-objects
/
)),
> Objects](https://openbis.
readthedocs.io/en/latest/user-documentation/general-admin-user
s/admin
s
-documentation/create-templates-for-objects
.html
)),
> this template can be used and most fields will be automatically filled
> this template can be used and most fields will be automatically filled
> (see [Use templates for Experimental
> (see [Use templates for Experimental
> Steps](https://openbis.
ch/index.php/docs
/user-documentation
-20-10-3
/lab-notebook
/
use-templates-for-experimental-steps
/
)).
> Steps](https://openbis.
readthedocs.io/en/latest
/user-documentation
/general-users
/lab-notebook
.html#
use-templates-for-experimental-steps)).
> If no template is available, the relevant fields in the form need to
> If no template is available, the relevant fields in the form need to
> be filled in with the relevant information.
> be filled in with the relevant information.
...
...
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