names:adding_and_editing

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names:adding_and_editing [2023/04/07 13:47] – [HSH code & HSH name] Gary Willettsnames:adding_and_editing [2023/09/30 01:49] – Mark Glover
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 ===== Adding a customer, supplier, manufacturer, donor or benchmark ===== ===== Adding a customer, supplier, manufacturer, donor or benchmark =====
 ==== Adding a new customer ==== ==== Adding a new customer ====
-  * To add a new customer, choose //Customer > new customer// from the menu.+ 
 +<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.  By default, mSupply will make a new customer visible only to the store that you are logged in to when you create the customer.  This store will be made the [[names:adding_and_editing#supplying_store|Supplying store]].  Make sure that you are logged in to the supply store before proceeding. 
 +</WRAP> 
 + 
 +To add a new customer: 
 + 
 +  * Log in to the supplying store 
 +  * Choose //Customer > new customer// from the menu.
   * 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.
  
-<HTML><div align="center"></HTML> +^  Customer  ^  Name code  ^  Charge code  ^
-^ Customer     ^ Name code  ^ Charge code  ^+
 | Fred H Hosp  | fhhosp     | bluehos      | | Fred H Hosp  | fhhosp     | bluehos      |
 | Mary P Hosp  | mphosp     | bluehos      | | Mary P Hosp  | mphosp     | bluehos      |
 | Sam Q Hosp   | sqhosp     | bluehos      | | Sam Q Hosp   | sqhosp     | bluehos      |
-<HTML></div></HTML> 
  
   * In your accounting program you would enter "Blue Hospitals Assoc" with the code "bluehos"   * In your accounting program you would enter "Blue Hospitals Assoc" with the code "bluehos"
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 It the search is unsuccessful or there is a problem connecting to the Health Supply Hub, you will be shown an appropriate message. It the search is unsuccessful or there is a problem connecting to the Health Supply Hub, you will be shown an appropriate message.
 +
 +**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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   * This allows you to have customers that are specific to each store.   * This allows you to have customers that are specific to each store.
   * To find a name that is hidden, you can use the **Complex find** button in the window that is shown when you choose **Names > Show customers** or **Names > Show suppliers**   * To find a name that is hidden, you can use the **Complex find** button in the window that is shown when you choose **Names > Show customers** or **Names > Show suppliers**
 +*/
  
 === Supplying store === === Supplying store ===
  
-As of mSupply versions (Mobile and Desktop) released since 2019, the concept of a **Supplying store** is less relevant than it was.  The feature is still active, can be utilised with custom code, and may become generally relevant again in future.+As of mSupply versions (Mobile and Desktop) released since 2019, the concept of a **Supplying store** is less relevant than it was.  The feature is still active, can be utilised with custom code, and is the default store for internal orders are if this customer becomes a stoer in its own right. 
  
-*/ 
  
 ==== Extra information for customers only ==== ==== Extra information for customers only ====
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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// checkbox checked. 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// checkbox checked.
  
-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 the **Able to specify manufacturer when receiving, ordering or quoting for items** checkbox+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 =====
  • Last modified: 2024/01/16 05:25
  • by Mark Glover