other_stuff:virtual_stores

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other_stuff:virtual_stores [2025/05/07 03:19] – [Address details] Gary Willettsother_stuff:virtual_stores [2025/07/01 09:35] (current) – [Turn an existing customer into a store] Mark Glover
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   - Log into a store that will have the same or similar user and group permissions as the new store.   - Log into a store that will have the same or similar user and group permissions as the new store.
   - **Customer > Show customers...** to find the customer that you want to convert into a store and copy the Name.  This will ensure that you are converting the correct name into a store - see warning below!   - **Customer > Show customers...** to find the customer that you want to convert into a store and copy the Name.  This will ensure that you are converting the correct name into a store - see warning below!
-  - **Special > Show stores... > New Store**  You will see an alert like that shown below.  If you are logged in to a suitable store (see **<color red>Alert</color>** above), then you can continue:\\ {{  :other_stuff:pasted:20220519-012039.png  }}+  - **Special > Show stores... > New Store**  You will see an alert like that shown below.  If you are logged in to a suitable store (see **<color red>Alert</color>** above), then you can continue:\\ {{  :other_stuff:pasted:20220519-012039.png  }}\\<WRAP center round important 60%> 
 +User store login permissions are **NOT** copied to the new store.  These will need to be manually configured. 
 +</WRAP> 
   - Click on the **Turn an existing customer into a store** checkbox   - Click on the **Turn an existing customer into a store** checkbox
   - Enter the existing customer name into the **Name** field.  You can search for existing customers by typing the first few letters of the customer's name, and then press **Tab**.  To ensure that you are converting the correct name into a store, paste the Name that you copied in step 2 above.  This should result in at least the store code field getting populated.  If this does not happen, then the existing customer has not been recognised - try again.   - Enter the existing customer name into the **Name** field.  You can search for existing customers by typing the first few letters of the customer's name, and then press **Tab**.  To ensure that you are converting the correct name into a store, paste the Name that you copied in step 2 above.  This should result in at least the store code field getting populated.  If this does not happen, then the existing customer has not been recognised - try again.
  • Last modified: 2025/07/01 09:35
  • by Mark Glover