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Both sides previous revision Previous revision Next revision | Previous revision | ||
other_stuff:virtual_stores [2023/08/27 06:24] – [Turn an existing customer into a store] Mark Glover | other_stuff:virtual_stores [2024/08/16 15:13] (current) – [Viewing available stores] Gary Willetts | ||
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{{ : | {{ : | ||
+ | You can customise the columns that show on this window. Click on the **Customise** button and this window will show: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The columns in the //Chosen// list are displayed in the table, the columns in the // | ||
==== Editing a store ==== | ==== Editing a store ==== | ||
Double-click on any store in the list in the View stores window described [[other_stuff: | Double-click on any store in the list in the View stores window described [[other_stuff: | ||
==== Creating new stores ==== | ==== Creating new stores ==== | ||
+ | <WRAP center round important 60%> | ||
+ | This new store will inherit the same user and group permissions (but not login permissions!) as the store which you are logged in to when you execute it. It is therefore worth logging in to a store that has similar user and group permissions to those that you want to have in the new store. | ||
+ | </ | ||
+ | |||
+ | <WRAP center round alert 90%> | ||
+ | <wrap em>After creating the new store, you will not be able to immediately log in to it.</ | ||
+ | </ | ||
+ | |||
To create a new store click the **New store** button in the Store list window shown [[other_stuff: | To create a new store click the **New store** button in the Store list window shown [[other_stuff: | ||
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* The // | * The // | ||
- | * The // | + | * The // |
If you need to view the password you have entered to check it is correct, click on the {{: | If you need to view the password you have entered to check it is correct, click on the {{: | ||
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* Choose **Finalised** if there is no need to check / alter the quantity received compared to what was sent. | * Choose **Finalised** if there is no need to check / alter the quantity received compared to what was sent. | ||
* Choose **On hold** if the store is being used by mSupply mobile, and the goods receipt needs to be confirmed before receiving. | * Choose **On hold** if the store is being used by mSupply mobile, and the goods receipt needs to be confirmed before receiving. | ||
+ | |||
+ | === Location code pattern === | ||
+ | This is used with phased stocktakes (see the [[items: | ||
+ | |||
+ | An aisle is a whole row of racking like this: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | A level is a horizontal level of the racking like this: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | And a position is a vertical column of the racking like this: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Use the letters A, L and P to represent the aisle, level and position parts of the location code. | ||
+ | |||
+ | Let's use an example to show how it works. Let's say that the shelf location codes are in the format B01.C.01 where B01 represents the aisle, C represents the position and 01 represents the level. Then in the **Location code pattern** text box you would enter the text **AAA.P.LL** | ||
+ | |||
+ | It doesn' | ||
+ | |||
==== Logo tab ==== | ==== Logo tab ==== | ||
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- Click on **Special > Show stores...** (or click on the //Stores// icon on the //Special// tab of the navigator) | - Click on **Special > Show stores...** (or click on the //Stores// icon on the //Special// tab of the navigator) | ||
- Double-click the store who's visibility you would like to manage:{{ : | - Double-click the store who's visibility you would like to manage:{{ : | ||
- | - Click on the //Master lists// tab: {{ : | + | - Click on the //Master lists// tab: |
- Select which master list(s) you would like to control the visibility of items in your chosen store by checking their checkbox in the //Use master list// column: {{ : | - Select which master list(s) you would like to control the visibility of items in your chosen store by checking their checkbox in the //Use master list// column: {{ : | ||
- Click the **OK** button to finish. As soon as you do that the items on the selected master list(s) are made visible in the store and any items **not** on the selected master list(s) are made **invisible**. Any new items added to the selected master list(s) will be made visible in the store and any items removed form the master list(s) will be made invisible in the store. | - Click the **OK** button to finish. As soon as you do that the items on the selected master list(s) are made visible in the store and any items **not** on the selected master list(s) are made **invisible**. Any new items added to the selected master list(s) will be made visible in the store and any items removed form the master list(s) will be made invisible in the store. | ||
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<WRAP center round tip 90%> | <WRAP center round tip 90%> | ||
- | You will also // | + | You will // |
</ | </ | ||
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Due to the limitations of the method described above, from mSupply v5.02 onwards, you can choose to convert an existing customer into a store, and thereby retain all of its properties. | Due to the limitations of the method described above, from mSupply v5.02 onwards, you can choose to convert an existing customer into a store, and thereby retain all of its properties. | ||
- | <WRAP center round important 60%> | ||
- | This new store will inherit the same user and group permissions (but not login permissions!) as the store which you are logged in to when you execute it. It is therefore worth logging in to a store that has similar user and group permissions to those that you want to have in the new store. | ||
- | </ | ||
<WRAP center round alert 60%> | <WRAP center round alert 60%> | ||
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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** | + | - **Special > Show stores... > New Store** |
- 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. | - Enter the existing customer name into the **Name** field. |