names:adding_and_editing

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names:adding_and_editing [2023/04/07 13:42] – [HSH code & HSH name] Gary Willettsnames:adding_and_editing [2024/01/16 05:25] (current) – [Notes tab] 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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 </WRAP> </WRAP>
 === HSH code & HSH name === === HSH code & HSH name ===
-These are used when using the Health Supply Hub (replacement for the [[tender_management:using_web_tenders|Remote tender module]] - see the [[https://docs.msupply.foundation/health-supply-hub/introduction/|Health Supply Hub]] page for details) to link suppliers with their record on the Health Supply Hub server and maintained by The mSupply Foundation.  If your system does not use the [[https://docs.msupply.foundation/health-supply-hub/introduction/|Health Supply Hub]], then you can ignore these fields.+These are used when using the Health Supply Hub (replacement for the [[tender_management:using_web_tenders|Remote tender module]] - see the [[https://docs.msupply.foundation/health-supply-hub/introduction/|Health Supply Hub]] page for details) to link suppliers or manmufacturers with their record on the Health Supply Hub server and maintained by The mSupply Foundation.  If your system does not use the [[https://docs.msupply.foundation/health-supply-hub/introduction/|Health Supply Hub]], then you can ignore these fields.
  
-To link a supplier to one already entered in the Health Supply Hub:+To link a supplier or manufacturer to one already entered in the Health Supply Hub:
   - set your Health Supply Hub preferences ([[preferences:general#tenders_tab|16.01. General preferences]])   - set your Health Supply Hub preferences ([[preferences:general#tenders_tab|16.01. General preferences]])
   - click on the padlock icon next to the **HSH code field** to unlock it and enable the {{:names:pasted:20230407-110223.png?20}} button.   - click on the padlock icon next to the **HSH code field** to unlock it and enable the {{:names:pasted:20230407-110223.png?20}} button.
   - click on the {{:names:pasted:20230407-110223.png?20}} button.   - click on the {{:names:pasted:20230407-110223.png?20}} button.
    
-mSupply will then search for a supplier in the Health Supply Hub with a name with a matching first letter. A window like this opens:+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:
  
 {{ :names:pasted:20230407-133632.png?300 |}} {{ :names:pasted:20230407-133632.png?300 |}}
  
-If the correct supplier is not shown in the list then clear the contents of the **Quick search** field. All suppliers 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 with names that begin with what you typed will be displayed.+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/manufacturers with names that begin with what you typed will be displayed.
  
-When you see the supplier name that you wish to connect to the supplier in mSupply, double-click on it to select it; the Health Supply Hub code of the supplier will be put in the **HSH code** field and the supplier's Health Supply Hub name will be shown in the **HSH name** field.+When you see the supplier/manufacturer name that you wish to connect to the supplier in mSupply, double-click on it to select it; the Health Supply Hub code of the supplier/manufacturer will be put in the **HSH code** field and the supplier/manufacturer's Health Supply Hub name will be shown in the **HSH name** field.
  
 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 =====
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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/supplier. You may also set the background colour of the note , but as the text is always black, dark colours should be avoided. A further option allows you to have one or more audible `beeps' sound when the note is displayed. Each note will display according to the attributes set for it, independently of other notes defined for the same customer/supplier. 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/supplier. You may also set the background colour of the note , but as the text is always black, dark colours should be avoided. A further option allows you to have one or more audible `beeps' sound when the note is displayed. Each note will display according to the attributes set for it, independently of other notes defined for the same customer/supplier.
  
-Subsequently, when this customer/supplier is selected and depending on the display settings made, the note will appear on screen; be aware that the note does not disappear automatically - you must close it/them manually.+Subsequently, when this customer/supplier is selected and depending on the display settings made, the note will appear on screen.  Be aware that the note does not disappear automatically - you must close it manually.
  
 The text of a note can be up to 32,000 characters. The text of a note can be up to 32,000 characters.
  • Last modified: 2023/04/07 13:42
  • by Gary Willetts