names:adding_and_editing

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
names:adding_and_editing [2025/05/07 03:06] – [Editing or viewing a name] Gary Willettsnames:adding_and_editing [2025/07/28 06:06] (current) – [Adding a new customer] Mark Glover
Line 16: Line 16:
  
 <WRAP center round important 60%> <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.+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 supplying store before proceeding.
 </WRAP> </WRAP>
  
Line 27: Line 27:
  
 {{ names:customer_new.png?650 |}} {{ names:customer_new.png?650 |}}
 +
 +<WRAP center round important 60%>
 +Names can also be mSupply stores - refer [[other_stuff:virtual_stores|Virtual stores]].  Customers that are //not// stores are **Facilities** - refer to the Name type, just under the **Name** in the screen-shot above.
 +</WRAP>
 +
  
 ==== Adding a new supplier ==== ==== Adding a new supplier ====
Line 404: Line 409:
  
 ==== Item lists tab ==== ==== Item lists tab ====
-{{ :names:names-item-lists.jpg?650 |}}+ 
 +{{ :names:name_facilities_master_list-2025-07-25-13-10-11.png?700 | }}
  
 This tab is used to assign master lists to customers for use in requisitions and mSupply mobile. For more information, see [[items:master_lists|Item master lists]]. This tab is used to assign master lists to customers for use in requisitions and mSupply mobile. For more information, see [[items:master_lists|Item master lists]].
Line 410: Line 416:
 **Note:** Before version 5.3 customers could also have local lists assigned to them (they applied to that customer only) but these have been removed from version 5.3 onwards. **Note:** Before version 5.3 customers could also have local lists assigned to them (they applied to that customer only) but these have been removed from version 5.3 onwards.
  
 +{{ :names:name_facilities_master_list-2025-07-25-13-14-06.png?700 | }}
 +
 +For a facility or customer, you can set the master list to function as :
 +  - In imprest form
 +  - In all types requisition form such as `Customer Stock history`, `Response`  and `Request` requisition. For this the `Requisition` checkbox needs to be ticked.
 +  - Ordering list for web : This is for online web orders that the facility or customer may want to place.
 +  - Price list : We can use this to set the price per item per facility or customer.
 ==== Stock history tab ==== ==== Stock history tab ====
  
  • Last modified: 2025/05/07 03:06
  • by Gary Willetts