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names:adding_and_editing [2023/04/07 11:09] – [Master ID & Master name] Gary Willetts | names:adding_and_editing [2023/09/30 01:45] – [Adding a new customer] Mark Glover | ||
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===== Adding a customer, supplier, manufacturer, | ===== Adding a customer, supplier, manufacturer, | ||
==== Adding a new customer ==== | ==== Adding a new customer ==== | ||
- | * To add a new customer, choose | + | |
+ | <WRAP center round important 60%> | ||
+ | In a multi-store system, you will quite likely not want the new customer to be visible to every store. | ||
+ | </ | ||
+ | |||
+ | To add a new customer: | ||
+ | |||
+ | * Log in to the supplying store | ||
+ | * Choose | ||
* The form shown below will come up. | * The form shown below will come up. | ||
* The customer checkbox will be checked and disabled (from editing). | * The customer checkbox will be checked and disabled (from editing). | ||
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* If you have 3 hospitals you supply, but you send the bills to one centre for payment, you may want to enter each hospital with its own name code, and all of them with the same charge code. In your accounting program you would just enter one debtor (customer) with a code the same as the charge code. eg. | * If you have 3 hospitals you supply, but you send the bills to one centre for payment, you may want to enter each hospital with its own name code, and all of them with the same charge code. In your accounting program you would just enter one debtor (customer) with a code the same as the charge code. eg. | ||
- | < | + | ^ Customer |
- | ^ Customer | + | |
| Fred H Hosp | fhhosp | | Fred H Hosp | fhhosp | ||
| Mary P Hosp | mphosp | | Mary P Hosp | mphosp | ||
| Sam Q Hosp | sqhosp | | Sam Q Hosp | sqhosp | ||
- | < | ||
* In your accounting program you would enter "Blue Hospitals Assoc" with the code " | * In your accounting program you would enter "Blue Hospitals Assoc" with the code " | ||
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</ | </ | ||
=== HSH code & HSH name === | === HSH code & HSH name === | ||
- | These are used when using the Health Supply Hub (replacement for the [[tender_management: | + | These are used when using the Health Supply Hub (replacement for the [[tender_management: |
- | To link a supplier to one already entered in the Health Supply Hub: | + | To link a supplier |
- set your Health Supply Hub preferences ([[preferences: | - set your Health Supply Hub preferences ([[preferences: | ||
- click on the padlock icon next to the **HSH code field** to unlock it and enable the {{: | - click on the padlock icon next to the **HSH code field** to unlock it and enable the {{: | ||
- click on the {{: | - click on the {{: | ||
- | mSupply will then search for a supplier in the Health Supply Hub with a matching code. If it finds a match then the Health Supply Hub code of the supplier will be put in the **HSH code** field and the supplier' | + | mSupply will then search for a supplier |
+ | |||
+ | {{ : | ||
+ | |||
+ | If the correct supplier or manufacturer is not shown in the list then clear the contents of the **Quick search** field. All suppliers or manufacturers registered on the Health Supply Hub are then displayed. You can refine the search by typing something in the **Quick search** field and only suppliers/ | ||
+ | |||
+ | When you see the supplier/ | ||
+ | |||
+ | It the search is unsuccessful | ||
+ | |||
+ | **Note:** if the name you are trying to link to the HSH is a customer then you shown a message telling you that linking it to a supplier or manufacturer in the Health Supply Hub is not possible. | ||
=== Type === | === Type === | ||
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When you are receiving goods, you can optionally specify the manufacturer of each item. Manufacturers can be chosen from a list that is made up of names which have the // Manufacturer// | When you are receiving goods, you can optionally specify the manufacturer of each item. Manufacturers can be chosen from a list that is made up of names which have the // Manufacturer// | ||
- | For the manufacturer field to be shown, the option must be turned on going to **Special > Show stores > [choose your store and double-click] > Preferences tab** and checking | + | For the manufacturer field to be shown, the option must be turned on: |
+ | * **Special > Show stores > [choose your store and double-click] > Preferences tab** | ||
+ | * Check the **Able to specify manufacturer when receiving, ordering or quoting for items** checkbox | ||
===== Editing a customer, supplier or manufacturer ===== | ===== Editing a customer, supplier or manufacturer ===== |