names:adding_and_editing

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names:adding_and_editing [2023/08/16 05:20] – [About manufacturers] Mark Glovernames: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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   * 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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 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: 2023/08/16 05:20
  • by Mark Glover