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--- web_interface:online_catalogue [2021/10/19 12:58] – Gary Willetts
+++ web_interface:online_catalogue [2021/12/16 05:27] (current) – [1. Tell mSupply which columns to display in the catalogue] Mark Glover
@@ Line 1: / Line 1: @@
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 ====== 19.07. Online catalogue ======
-The online catalogue is a searchable list of items you stock, driven by data in mSupply. The information can easily be updated and items added to or removed from the catalogue. By giving users access to the online catalogue you can, for example, replace the expensive printing of hard copy catalogues.
+The online catalogue is a searchable list of items you stock, driven by data in mSupply. The information can easily be updated and items added to or removed from the catalogue. By enabling the online catalogue you can, for example, replace the expensive printing of hard copy catalogues.
 ===== Setup =====
 ==== 1. Tell mSupply which columns to display in the catalogue ====
-This is done in the mSupply preferences. Choose //File > Preferences...// from the menus and go to the //Web catalogue// tab. For the details of the settings and what they do, see the [[preferences:general#web_catalogue_tab|16.01. General preferences]] page for details.
+This is done in the mSupply preferences. Choose //File > Preferences...// from the menus and go to the //Web catalogue// tab. For the details of the settings and what they do, see the [[preferences:general#web_catalogue_tab|16.01. General preferences > Web catalogue tab]] page for details.
 ==== 2. Tell mSupply which store to run the catalogue from ====
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 ==== 3. Tell mSupply which items are to be included in the catalogue ====
-To do this, from the menus choose //Item > Show items...//, click on the **Find** button and double-click on an item you want to appear in the catalogue. This will open up the Item's details window. Click on the //Misc// tab on the left hand side.
-The details of the items specific to the online catalogue are set in the //Price list// section. Every item with the **On price list** checkbox checked will be searchable in the online catalogue. For details of the other settings, see the [[items:item_basics:tab_misc#price_list|4.01.03. Items - Misc(ellaneous) tab]] page.
+The items that will appear on the web catalogue are all those that have their 'On Price List' flag set in the Default store for web interface.
-You need to set these values for all the items you want to appear in the catalogue. As with many repetitive tasks in mSupply, the **OK & Next** and **OK & Previous** buttons at the bottom of the item details window are your friends here.
+To set an item's 'On Price List' flag, you will need to do this from the //Item// > //Misc// tab - refer to [[items:item_basics:tab_misc#price_list|4.01.03. Items - Misc(ellaneous) tab]] page.
-And that's it. Setup is complete and you are now ready for users to view your catalogue.
+You need to set these values for all the items you want to appear in the catalogue. As with many repetitive tasks in mSupply, the **OK & Next** and **OK & Previous** buttons at the bottom of the item details window are your friends here.  If you are going to need to work with hundreds, or even thousands of items, then the Update [[items:item_basics:tab_misc#update_on_price_list_in_bulk|On Price List in bulk]] feature is your even greater friend.
 ===== Operation =====
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 If you leave the //Search// field empty, all items in the catalogue will be returned by the search.
-If you have set other item properties to be searchable in the [[web_interface:online_catalogue|1. Tell mSupply which columns to display in the catalogue]] setup step (above) then you can click on the //Item name// drop down list and select another searchable property, as shown here:
+If you have set other item properties to be searchable in the [[web_interface:online_catalogue#tell_msupply_which_columns_to_display_in_the_catalogue|1. Tell mSupply which columns to display in the catalogue]] setup step (above) then you can click on the //Item name// drop down list and select another searchable property, as shown here:
 {{ :web_interface:screenshot_2021-10-19_at_12.09.20.png?200 |}}
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 So, if you select a category in the //Top level category// drop down list and click on the **Search top level category** button (the **Search all categories** that is automatically renamed) then all the items that have a category that is a child of that top level category will be returned.
-Before you click on the If you then select the **Search top level category** button, if you look at the options in the **Mid level category** drop down list, you will notice that it now contains only categories that are children of the selected top level category. If you select one of those, the **Search top level category** button will become **Search mid level category** button and, if you click on it, all items that have a category that is a child of the selected mid level category will be returned.
+Before you click on the **Search top category** button, if you look at the options in the **Mid level category** drop down list, you will notice that it now contains only categories that are children of the selected top level category. If you select one of those, the **Search top category** button will become **Search mid category** and, if you click on it, all items that have a category that is a child of the selected mid level category will be returned.
-Similarly, if, before clicking on the **Search mid level category** button, you selected one of the
+Similarly, if, before clicking on the **Search mid category** button, you selected one of the //Bottom level// categories then the **Search mid category** button will become **Search bottom category** and, if you click on it, all items that have the selected bottom level category will be returned.
-one of the 3 //Search// buttons in the lower section of the search screen. When you do that, mSupply will search for items belonging to the category of the level of category 1 you selected in the corresponding drop down list. If the //All// option is selected then mSupply will search for items belonging to all the corresponding categories at that level of category 1.
-When you select an option other than //All// in the Top level category drop down list, the options in the Mid level drop down list are changed to be all the children of the top level category you selected. And when you select a Mid level category, the options in the Bottom level drop down list change to be the children of that mid level category.
-The Bottom level category drop down list has an additional "None" option. Using this option will search for all items which are not assigned to a category 1 category.
 ==== The results ====
-Whatever search filter you choose, the search results are shown after you click on the **Search button**:
+Whatever search filter you choose, the search results are shown after you click on the **Search button** like this:
 {{ :web_interface:screenshot_2021-10-19_at_12.28.20.png?800 |}}
+Note that the filter is still available at the top of the window so that you can change the search if you wish. If you click on the **Expand results** button is removed to give the resultds as much screen space as possible. Click the button again and the search filter will be displayed again.
+The columns shown in the search results table are those you selected in the [[web_interface:online_catalogue#tell_msupply_which_columns_to_display_in_the_catalogue|1. Tell mSupply which columns to display in the catalogue]] setup step above. They are also displayed with the display names you sent for them.
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