names:adding_and_editing

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names:adding_and_editing [2023/09/26 23:34] – [Charge to] 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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   * 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: 2023/09/26 23:34
  • by Mark Glover