setting_up_msupply:starting_for_first_time

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setting_up_msupply:starting_for_first_time [2019/10/28 21:27] – Emily Porrellosetting_up_msupply:starting_for_first_time [2022/05/30 01:53] (current) – [Creating a new data file] Mark Glover
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 ==== Creating a new data file ==== ==== Creating a new data file ====
  
-If you would like to create a new data file now, then log in to the example data file and from the mSupply menu do the following.+Create a new data file while opening mSupply:
  
-  * // File > New Data File...// Navigate to a convenient location. Assign a name to your data file and click the save button. mSupply will now start creating a new data file. +  - Quit mSupply if it is running. 
-  * You will be presented with a login window. See below for instructions+  - Start mSupply and then <wrap em>immediately</wrap> hold down the **Alt** key.  You will now be shown the following dialogue box with a number of radio buttons with the different options available:{{ tutorial:/new_file_option.jpg?450 }} 
 +  - Choose the 3rd radio button **Create a new data file**. 
 +  - Another window will open where you can choose the location and name of your new data. 
 +  - You will be prompted for where to create the log file.  Generally, it is OK to put the log file in the same location as the data file.
  
-{{ :tutorial:loginnew_drop.png?450 |}}+==== Default file location ====
  
-  * Start entering your data. +  * Once mSupply has opened a particular data file, that data file becomes the default data file, and will be opened on restarting mSupply. 
- +  * To open a different file, it must be chosen as described later. 
-=== Alternative method for creating a new date file === +  * If the default data file is renamed or moved to a different location, it must be opened using its new name or location.
- +
-Here is an another way to create a new data file. +
- +
-  * Quit mSupply if it is running. +
-  * Start mSupply and then immediately hold down the "alt" key (You will now be shown the following which has a number of radio buttons with the different options available. +
- +
-{{ tutorial:/new_file_option.jpg?450 }} +
- +
-  * Choose the 3rd radio button// Create a new data file // . Another window will open where you can choose the location and name of your new data. +
- +
-Once mSupply has opened up a particular data file, that file becomes the default file which is opened automatically on restarting mSupply. To use a different file, it must be chosen, as described later. If the default data file is renamed or moved to a different location, it must be opened using its new name or location.+
  
 ==== Log-in to mSupply ==== ==== Log-in to mSupply ====
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   - From the drop down list, select the store with which you are working. Most mSupply users will be operating with a single store, but for users operating with more than one store, the login screen allows you to select any of the stores to which you have access. After selecting the desired store, all transactions will relate to that store until you return to the login screen and select a different store from the drop down menu.   - From the drop down list, select the store with which you are working. Most mSupply users will be operating with a single store, but for users operating with more than one store, the login screen allows you to select any of the stores to which you have access. After selecting the desired store, all transactions will relate to that store until you return to the login screen and select a different store from the drop down menu.
      * Supervisors and other Level 1 users will have an additional menu item, // Supervisor - All stores// . In this mode, all stores are accessible, and you would use this mode, for instance, when placing an order for supplies which will be distributed to a number of stores. Further information is available here: [[other_stuff:virtual_stores|Show stores]]      * Supervisors and other Level 1 users will have an additional menu item, // Supervisor - All stores// . In this mode, all stores are accessible, and you would use this mode, for instance, when placing an order for supplies which will be distributed to a number of stores. Further information is available here: [[other_stuff:virtual_stores|Show stores]]
-  - Choose login mode ...., you have the option to select // Store mode// or // Dispensary mode// ; the default can be set in your // Preferences//+
  
 Finally, click // OK// to login Finally, click // OK// to login
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 === Create a new data file === === Create a new data file ===
  
-In order to create a new data file, see above [[:introduction#Creating a new data file]]+In order to create a new data file, see [[:setting_up_msupply:starting_for_first_time#creating_a_new_data_file|creating a new data file]] above.
  
 Save the data file in a location that you can easily find for doing backups. We suggest you create a folder called "mSupply data" inside the // My Documents // on Windows PC or the // documents// folder on a MAC to store your data file. Save the data file in a location that you can easily find for doing backups. We suggest you create a folder called "mSupply data" inside the // My Documents // on Windows PC or the // documents// folder on a MAC to store your data file.
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 ==== Prepare the new data file for use ==== ==== Prepare the new data file for use ====
   - Choose your home currency.  Currencies are used when you are calculating cost prices for orders, and when you are comparing quotations from suppliers.  Choose //Special > Currencies//.  If your currency is not already shown, click the //New// button at the top of the window and choose from the pick-list the three letter code abbreviation of the currency you will use to operate your database (e.g. "INR" for Indian Rupees, or "SAR" for South African Rands, or "USD" for US dollars). Set the "Rate" to "1".   - Choose your home currency.  Currencies are used when you are calculating cost prices for orders, and when you are comparing quotations from suppliers.  Choose //Special > Currencies//.  If your currency is not already shown, click the //New// button at the top of the window and choose from the pick-list the three letter code abbreviation of the currency you will use to operate your database (e.g. "INR" for Indian Rupees, or "SAR" for South African Rands, or "USD" for US dollars). Set the "Rate" to "1".
-  - Enter your Preferences. Choose // File>Preferences// to do this. Read the chapter of the manual on Preferences to learn what the different Preference settings do. You will find the Preferences section  [[preferences:general#55preferences-1generalpreferences|here]]+  - Enter your Preferences. Choose // File>Preferences// to do this. Read section [[:preferences]] of this User Guide to learn what the different Preference settings do.
   - Enter your Suppliers and Customers.   - Enter your Suppliers and Customers.
-  - If you have a computer file holding your customer and/or supplier details, it can be imported directly into mSupply. See [[import_and_export:importing_names#Importing Customers, Suppliers, Patients]].+  - If you have a computer file holding your customer and/or supplier details, it can be imported directly into mSupply. See [[import_and_export:importing_names]].
   - You can also do this as you go along simply by entering a customer or supplier the first time you create an invoice or order from them.   - You can also do this as you go along simply by entering a customer or supplier the first time you create an invoice or order from them.
   - Enter the items you keep in stock. There are a number of ways you can do this:   - Enter the items you keep in stock. There are a number of ways you can do this:
-    *  If you have a computer file holding details of the items you stock, it can be imported directly into mSupply. For more information see [[import_and_export:import_items_and_stock#Import items]]+    *  If you have a computer file holding details of the items you stock, it can be imported directly into mSupply. See: [[import_and_export:importing_items]].
     *  A file containing the WHO essential drug list is available from the download page of the mSupply web site. You are encouraged to use this file should you have no computer file of your own.     *  A file containing the WHO essential drug list is available from the download page of the mSupply web site. You are encouraged to use this file should you have no computer file of your own.
     *  You can enter each item using the // New item// Command from the item menu.     *  You can enter each item using the // New item// Command from the item menu.
     *  Enter your stock figures.     *  Enter your stock figures.
-    *  If you have a computer file holding both details of the items you stock and your current stock figures, it can be imported directly into mSupply. See: [[import_and_export:import_items_and_stock#Import items and stock]]+    *  If you have a computer file holding both details of the items you stock and your current stock figures, it can be imported directly into mSupply. See: [[import_and_export:import_items_and_stock]].
     *  Your opening stock may be entered manually; choose // Item>Inventory adjust - add stock// , and enter the required details.     *  Your opening stock may be entered manually; choose // Item>Inventory adjust - add stock// , and enter the required details.
-    *  If you intend to record the location of each item, you should define the locations that your store contains. [[items:item_locations|See Locations - Defining locations.]]+    *  If you intend to record the location of each item, you should define the locations that your store contains. See: [[items:item_locations]].
 ====  About Stores ==== ====  About Stores ====
  
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 Each mode presents the user with a different menu bar and different windows, depending on whether you are issuing stock to an organisation or an individual Each mode presents the user with a different menu bar and different windows, depending on whether you are issuing stock to an organisation or an individual
  
-See [[dispensing:dispensary_mode|Dispensary Mode.]]+See section [[dispensing:dispensary_mode]]
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-|  //  Previous:  **[[setting_up_msupply:installation|2.02. Installation]]** | | Next: **[[tutorial:|3. Tutorial]]** //  |+|  //  Previous:  **[[setting_up_msupply:installation]]** | | Next: **[[tutorial:]]** //  |
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  • Last modified: 2019/10/28 21:27
  • by Emily Porrello