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names:merging_names [2017/07/17 22:16] – rozanna | names:merging_names [2020/01/14 11:26] (current) – links in footer revised to give live page titles lou | ||
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- | ===== Merge two names ===== | + | ====== 5.03. Merging |
+ | If you accidentally enter two names into // mSupply// that identify the same organisation, | ||
+ | Use extreme caution: This operation will move all historical records from the name you delete to the name you are keeping. The operation can only be undone by reverting to a backup copy of your data file (so it is a very good idea to take a backup just before you begin any merging). | ||
- | If you accidentally enter two names into // mSupply// that identify | + | Access the function by selecting //Customer > Merge two names...// or //Supplier > Merge two names...// from the menus. |
- | Use extreme caution: This operation will move all historical records from the name you delete to the name you are keeping. The operation can only be undone by reverting to a backup copy of your data file. | + | After selecting one of the options, |
- | In the window displayed enter the name to keep, and then the name to delete. When you have checked then checked again that the information is correct, click the // OK// button. You will be given one last chance, and then..... | + | {{ names: |
- | {{ : | + | Enter the name to keep (type the first few characters of the name and press the Tab key to select it from a list of names that begin with what you typed), and then the name to merge (same way). When you have checked then checked again that the information is correct, click the // OK// button. You will be given one last chance to confirm and then the merge is carried out. |
- | You can also merge a name into a [[other_stuff: | + | The merge takes all instances of the name to merge in the mSupply datafile, wherever it may appear, and replaces it with the name to keep and then deletes |
- | <WRAP center round important 60%> | + | You can also access this functionality by selecting two names from a list of customers or suppliers and clicking |
- | If the virtual store is ' | + | |
- | </WRAP> | + | |
+ | {{ names: | ||
- | // Previous: [[names: | + | If you do this you are presented with a different window, where you select which of the two names is the one to keep (in green) and which is the one to merge (in red): |
+ | {{ names: | ||
+ | Use the pairs of //Keep// and //Merge// radio buttons to select which name is to be kept and which one is to be merged. Make sure you select the right way round then click on the //OK// button and, after a final confirmaiton from you, the merge will be carried out. | ||
+ | |||
+ | You can also merge a name into a [[other_stuff: | ||
+ | |||
+ | <WRAP center round alert 60%> | ||
+ | When you merge a (customer) name with a virtual store you must finalise all transactions belonging to the customer first (mSupply will tell you to do this if you have not already). | ||
+ | </ | ||
+ | |||
+ | |||
+ | <WRAP center round important 60%> | ||
+ | In a synchronising system, The merging needs to take place on the primary server, even if the virtual store is ' | ||
+ | </ | ||
+ | \\ | ||
+ | \\ | ||
+ | | // Previous: | ||
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+ | pagestatus.status | ||
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