https://docs.msupply.org.nz/docs/ 2026-04-06T16:59:45+00:00 https://docs.msupply.org.nz/docs/ https://docs.msupply.org.nz/docs/_media/wiki:logo.png text/html 2024-11-07T17:03:39+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:export_assets 17.23. Exporting assets This function allows you to export all of the assets in the current store to an Excel spreadsheet file (.xlsx type) that can be imported into mSupply. Choose File > Export > Assets from the menus. You will be asked to choose the folder on the computer where you want the spreadsheet to be saved, then it will be created and saved there. The spreadsheet will have columns for all the standard mSupply asset fields followed by columns for all the active asset properties. text/html 2024-11-07T17:03:04+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:export_invoice 17.19. Exporting invoices From the Customer menu the Export invoices command exports any customer invoice to a file. The file created is in a special format that can be imported into another copy of mSupply using the Supplier>Import invoice... menu command. Do not use this command for sending invoices to customers for them to view or print - use a PDF file for that purpose. text/html 2024-11-07T17:07:25+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:export_items 17.15. Exporting items, exporting items and stock Exporting items Choosing Export items from the File menu allows you to export all of the stock items in your data file to a text file; see the 17.01. Importing items page where the format of the text file is described under 'Field order for the text file'. This allows you to import them to another data file. When you select this option you will see this dialog box: text/html 2024-11-07T17:02:38+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:export_locations 17.16. Exporting locations This function allows you to export all of the locations in the current store to a text file that can be imported into mSupply. This is very useful if, for example, you want to create the same set of locations in another store or datafile. text/html 2024-11-15T04:32:38+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:export_names 17.17. Exporting names Choosing Export names from the File menu exports all the names (suppliers, patients, manufacturers, donors and customers etc.) in your data file in exactly the same way as for exporting items. By default, Export Names does not include stores. If you want stores included, be sure to tick the 'Stores' tick-box as well as any other tick-box. If you only want to export the names that are stores, then you only need to tick the 'Stores' tick-box. text/html 2024-11-07T17:02:56+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:export_records 17.18. Exporting records Choosing Export on the File menu will display the export window, allowing you to export records from mSupply to a file. You can search for a set of records by checking the New search check box, which displays the Query editor for you to specify your search criteria, or else use the currently selected records. text/html 2024-11-07T17:03:30+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:export_sites 17.22. Exporting sites This function allows you to export selected sync sites from a central server so that they can be imported into a fresh, new datafile for use at a remote site. For details about this function, see the 29.04. Sync Site Export page. Previous: text/html 2025-01-15T15:05:52+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:export_to_dashboard 17.24. Exporting to the dashboard Function fixed: mSupply version 5.03.00 This information is for sending data from your mSupply database to the mSupply dashboard database. The dashboard has a separate Postgres database so that its use does not slow down or interfere with your use of mSupply. text/html 2024-11-07T17:03:21+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:export_to_myob 17.21. Exporting to MYOB Function added: mSupply version 3.05 If you use MYOB for your accounting then you may well want to export invoices from mSupply into MYOB. If that's the case then this is the page that will tell you how to do it. Setting up MYOB/mSupply text/html 2021-10-08T09:31:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:import_abbrev 17.05. Importing abbreviations Importing abbreviations is a great way of quickly entering a large number of abbreviations for use in dispensary mode (see the Abbreviations section for details). To create the import file, create a spreadsheet with two columns like this: Enter the short abbreviation you will type in the text/html 2026-02-16T12:23:34+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:import_items_and_stock 17.02. Importing stock We strongly recommend: * You take a backup of your datafile before attempting any imports. * You test any import on a copy of your data before you do it on the real data. Don't say you haven't been warned ;-) text/html 2024-12-05T11:08:13+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:import_prescribers 17.04. Importing prescribers You need to be logged in to the store (dispensary) where the prescribers will prescribe before carrying out these steps. Applicable in Dispensary mode only From the File menu, choose Import Prescribers, and the Import alert text/html 2021-10-08T09:31:26+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:importing_a_supplier_invoice 17.08. Importing supplier invoices From the Supplier menu, the Import invoice command allows you to import an invoice generated by one of your suppliers who also uses mSupply. You will be presented with an open/save window where you should locate the invoice file to be imported. text/html 2022-01-19T15:27:19+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:importing_assets 17.09. Importing assets Assets are imported directly from Excel spredsheets so there is no need to export data from the spreadsheet to a tab delimited text file first (as you need to do for other imports). Import spreadsheet format The first row of the spreadsheet is for the column headers and is text/html 2021-10-08T09:31:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:importing_customer_budgets 17.06. Importing customer budgets You can set up budgets for customers manually if you wish (see here) but if you have to set budgets for many customers at a time then this feature will save you a lot of time. As with the other import features of mSupply, this import uses a tab delimited text file (easily produced by exporting a spreadsheet from Excel or other spreadsheet programme). The columns that must be present in the file and their contents are as follows: text/html 2026-02-27T13:03:23+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:importing_items 17.01. Importing items You can import a tab-delimited text file of items by choosing File > Import > Import items.... * This command only imports (creates) items. You will need to do this when you are configuring mSupply for the first time, or when you are wanting to create a number of new items to your system or amend a number of existing items. text/html 2025-08-09T11:15:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:importing_locations 17.07. Importing locations Locations are the labelled places in your warehouse where you store stock. Locations can be created individually (see here) or can be created automatically when you import stock (see here). The functionality to import locations described here will save you a lot of time if you need to put a lot of locations into mSupply separately from importing stock. text/html 2024-09-25T07:12:09+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:importing_names 17.03. Importing names In mSupply, Names are customers, suppliers, manufacturers, patients, donors and benchmark suppliers. Introduction * Importing a large number of names can really bog down the server. How much depends on many factors, but a realistic text/html 2021-10-08T09:31:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:importing_regions 17.10. Importing regions Regions are geographic boundaries, currently used in mSupply to help in displaying data on maps. At the moment they are only used in certain customisations but more use of them will follow as development progresses. Import spreadsheet format text/html 2021-10-08T09:32:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:importing_requisitions 17.11. Importing requisitions This is a way to import standard customer requisitions (response). Requisitions created by this import are not connected to any internal order. You cannot import internal orders (request requisitions), customer stock history requisitions or imprest requisitions. text/html 2026-02-03T22:23:20+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:importing_stores 17.13. Importing stores We strongly recommend: * You take a backup of your datafile before attempting any imports. * You test any import on a copy of your data before you do it on the real data. Don't say you haven't been warned text/html 2024-11-07T17:06:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:importing_supplier_quotes 17.12. Importing supplier quotes into Tenders See the 18.04. Adding supplier responses to a tender page for details. Previous: 17.11. Importing requisitions | | Next: 17.13. Importing stores text/html 2024-11-08T09:57:54+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:importing_tenders 17.14. Importing tenders This function allows you to import a tender into the store you are currently logged into. To access it, choose Supplier > Import tender from the menus. A window will open for you to select the import file (details given below). Browse to the file and double-click on it or click on it to select it then click on the text/html 2024-11-07T17:03:13+00:00 Anonymous (anonymous@undisclosed.example.com) https://docs.msupply.org.nz/docs/import_and_export:moneyworks 17.20. Exporting invoices to Moneyworks If you are using Moneyworks accounting software, you can export invoices directly to Moneyworks. If you have turned this option on in the Preferences, rather than exporting a text file to disk, mSupply will attempt to connect to Moneyworks, and directly send the invoice data to Moneyworks, where a debtor invoice is created for each invoice in mSupply. You can then use Moneyworks superb statement production (with full control over the form design) along w…