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Both sides previous revision Previous revision Next revision | Previous revision | ||
names:adding_and_editing [2022/05/03 06:32] – Mark Glover | names:adding_and_editing [2024/01/16 05:25] (current) – [Notes tab] 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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If there are non-printable characters before or after the name, code or charge code they will be removed. Any non-printable characters in the name, code or charge code will be replaced with an underscore (<wrap em> | If there are non-printable characters before or after the name, code or charge code they will be removed. Any non-printable characters in the name, code or charge code will be replaced with an underscore (<wrap em> | ||
</ | </ | ||
- | === Master ID & Master | + | === HSH code & HSH name === |
+ | These are used when using the Health Supply Hub (replacement for the [[tender_management: | ||
- | These are used when using the [[tender_management:using_web_tenders|Remote tender module]] to link suppliers with their master ID on the remote tender server | + | To link a supplier or manufacturer to one already entered in the Health Supply Hub: |
+ | - set your Health Supply Hub preferences ([[preferences:general# | ||
+ | - click on the padlock icon next to the **HSH code field** to unlock it and enable the {{: | ||
+ | - click on the {{:names: | ||
+ | |||
+ | mSupply will then search for a supplier or manufacturer (depending on whether the name is a supplier or manufacturer in mSupply) in the Health Supply Hub with a name having the same first letter. A window like this opens: | ||
- | To link a supplier to the remote tender server, login to the tender server using the login details sent to you by Sustainable Solutions, and find the supplier | + | {{ : |
+ | |||
+ | If the correct | ||
+ | |||
+ | 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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* 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// | 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 ===== | ||
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=== Deleting names === | === Deleting names === | ||
+ | Click on the **Delete** button in the bottom left hand corner to delete the name. | ||
- | If a name has transactions entered against it, you will not be able to uncheck the relevant | + | If a name has transactions entered against it, you will not be able to uncheck the relevant check box in the // |
=== Putting a name on Hold === | === Putting a name on Hold === | ||
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If **never** is chosen, the note will never be displayed on screen, and if // all// is chosen, it will display for all events for this customer/ | If **never** is chosen, the note will never be displayed on screen, and if // all// is chosen, it will display for all events for this customer/ | ||
- | Subsequently, | + | Subsequently, |
The text of a note can be up to 32,000 characters. | The text of a note can be up to 32,000 characters. | ||
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To delete a photo either click on it in the image area and press the delete key on your keyboard or click on the **Delete photo** button. | To delete a photo either click on it in the image area and press the delete key on your keyboard or click on the **Delete photo** button. | ||
- | === Mapping a customer' | + | === Map coordinates |
* You can [[https:// | * You can [[https:// |