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Commit a569476d authored by Marco Del Tufo's avatar Marco Del Tufo
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Update managing-lab-stocks-and-orders-2.md

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1 merge request!40SSDM-13578 : 2PT : Database and V3 Implementation - include the new AFS "free"...
...@@ -39,19 +39,14 @@ Catalog**.  ...@@ -39,19 +39,14 @@ Catalog**. 
To build the catalog of all suppliers used for purchasing products by To build the catalog of all suppliers used for purchasing products by
the lab: the lab:
> 1. Go to the **Supplier Collection** folder under **Stock** *->* 1. Go to the **Supplier Collection** folder under **Stock** -> **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 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.
> 3. Follow the steps explained in the [Register
> 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.
>
![image info](img/stock-new-supplier.png) ![image info](img/stock-new-supplier.png)
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.readthedocs.io/en/latest/user-documentation/general-users/inventory-of-materials-and-methods.html#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
...@@ -59,22 +54,15 @@ Collection.](https://openbis.readthedocs.io/en/latest/user-documentation/general ...@@ -59,22 +54,15 @@ Collection.](https://openbis.readthedocs.io/en/latest/user-documentation/general
To build the catalog of all products purchased in the lab: To build the catalog of all products purchased in the lab:
> 1. Go to the **Product Collection** folder under **Stock** *->* 1. Go to the **Product Collection** folder under **Stock** -> **Stock Catalog** -> **Products** in the main menu.
> **Stock Catalog***->* **Products** in the main menu. 2. Click the **+ New Product** button in the *Collection* page.
> 2. Click the **+ New Product** button in the *Collection* page.
![image info](img/stock-new-product-1.png) ![image info](img/stock-new-product-1.png)
>
>
> 3. For each product it is necessary to register one supplier as 3. For each product it is necessary to register one supplier as parent. Select the correct supplier from the list of suppliers registered in the **Supplier Collection.** The process for adding parents is the same as described for Experimental Steps: [Add parents](https://openbis.readthedocs.io/en/latest/user-documentation/general-users/lab-notebook.html#add-parents-and-children-to-experimental-steps).
> parent. Select the correct supplier from the list of suppliers
> registered in the **Supplier Collection.** The process for adding
> parents is the same as described for Experimental Steps: [Add
> parents](https://openbis.readthedocs.io/en/latest/user-documentation/general-users/lab-notebook.html#add-parents-and-children-to-experimental-steps).
>
>
![image info](img/stock-new-product.png) ![image info](img/stock-new-product.png)
...@@ -82,8 +70,7 @@ To build the catalog of all products purchased in the lab: ...@@ -82,8 +70,7 @@ 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.readthedocs.io/en/latest/user-documentation/general-users/inventory-of-materials-and-methods.html#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
...@@ -93,49 +80,26 @@ Collection.](https://openbis.readthedocs.io/en/latest/user-documentation/general ...@@ -93,49 +80,26 @@ Collection.](https://openbis.readthedocs.io/en/latest/user-documentation/general
Every lab member can create requests for products that need to be Every lab member can create requests for products that need to be
ordered: ordered:
> 1. Go to the **Request Collection** folder under **Stock** *->* 1. Go to the **Request Collection** folder under **Stock** -> **Stock Catalog** -> **Requests** in the main menu.
> **Stock Catalog***->* **Requests** in the main menu. 2. Click the **+ New Request** button in the *Collection* page.
> 2. Click the **+ New Request** button in the *Collection* page.
![image info](img/stock-new-request-1.png) ![image info](img/stock-new-request-1.png)
> 3. When you fill in the form the following information needs to 3. When you fill in the form the following information needs to be provided:
> be provided:
> 1. **Order Status**. Options are **Delivered**, **Paid**, **Ordered**, **Not yet ordered**. When you create a request set this field to **Not yet ordered.** Only requests with this **Order Status** can be processed to orders.
> 2. Add the product you for which you want to place a request for order. This can be done in two ways:
> 1. add a product that is already present in the catalog. This process is the same as described for adding parents in Experimental steps: [Add 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 to be specified.
> 1. - **Order Status**. Options are **Delivered**, **Paid**, 2. add a product that is not yet registered in the Catalog. In this case the information shown in the picture below needs to be provided. After creating the request, the product entered here is automatically registered in the Product Catalog.
> **Ordered**, **Not yet ordered**. When you create a request Please note that only 1 product can be added to 1 request.
> set this field to **Not yet ordered.** Only requests with this
> **Order Status** can be processed to orders.
>
> 2.
> - Add the product you for which you want to place a request for
> order. This can be done in two ways**:**
>
> 1\. add a product that is already present in the catalog. This process
> is the same as described for adding parents in Experimental Steps:
> [Add
> 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
> to be specified.
>
> 2\. add a product that is not yet registered in the Catalog. In this
> case the information shown in the picture below needs to be provided.
> After creating the request, the product entered here is automatically
> registered in the Product Catalog.
>
>
Please note that only 1 product can be added to 1 request.
![image info](img/stock-new-request.png) ![image info](img/stock-new-request.png)
> 4. Click **Save** on top of the form. 4. Click **Save** on top of the form.
## STOCK ORDERS ## STOCK ORDERS
...@@ -152,60 +116,29 @@ based on the requests created in the Stock Catalog by every lab member. ...@@ -152,60 +116,29 @@ based on the requests created in the Stock Catalog by every lab member.
To create orders of products from requests created in the Stock Catalog: To create orders of products from requests created in the Stock Catalog:
> 1. Go to the **Order Collection** folder under **Stock** *->* 1. Go to the **Order Collection** folder under **Stock** -> **Stock Orders** -> **Orders** in the main menu.
> **Stock Orders***->* **Orders** in the main menu. 2. Click the **+ New Order** button in the *Collection* page.
> 2. Click the **+ New Order** button in the *Collection* page.
![image info](img/stock-new-order-1.png) ![image info](img/stock-new-order-1.png)
> 3. If you do not see the **Code** in the form, select **Show Identification Info** from the **More..** dropdown
>
>
>
> 3\. If you do not see the **Code** in the form, select **Show
> Identification Info** from the **More..** dropdown
![image info](img/stock-new-order-identification-info.png) ![image info](img/stock-new-order-identification-info.png)
4\. Enter a **Code** for the order
4. Enter a **Code** for the order
![image info](img/stock-new-order-code.png) ![image info](img/stock-new-order-code.png)
3. If an **order** **template** form is available (see [Create Templates for Objects](https://openbis.readthedocs.io/en/latest/user-documentation/general-admin-users/admins-documentation/create-templates-for-objects.html)), this template can be used and most fields will be automatically filled (see [Use templates for Experimental 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 be filled in with the relevant information.
>
>
> 3. If an **order** **template** form is available (see [Create
> Templates for
> Objects](https://openbis.readthedocs.io/en/latest/user-documentation/general-admin-users/admins-documentation/create-templates-for-objects.html)),
> this template can be used and most fields will be automatically filled
> (see [Use templates for Experimental
> 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
> be filled in with the relevant information.
![image info](img/create-new-order.png) ![image info](img/create-new-order.png)
> 4\. Enter the **Order Status.** This field is mandatory. Available 4. Enter the **Order Status.** This field is mandatory. Available options are **Delivered**, **Paid**, **Ordered**, **Not yet ordered**. When you first create the order, you should set the status to **Not yet ordered**.
> options are **Delivered**, **Paid**, **Ordered**, **Not yet ordered**. 5. Add one or more requests to the Order. Only requests with Order Status set to **Not yet ordered** will be displayed and can be selected.
> When you first create the order, you should set the status to **Not 6. Click **Save** on top of the form.
> yet ordered**.
>
> 5. Add one or more requests to the Order. Only requests with Order
> Status set to **Not yet ordered** will be displayed and can be
> selected.
>
> 6. Click **Save** on top of the form.
![image info](img/order-form-1-1024x556.png) ![image info](img/order-form-1-1024x556.png)
......
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