other_stuff:virtual_stores

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other_stuff:virtual_stores [2023/09/18 22:40] – [Store credentials] Adam Deweyother_stuff:virtual_stores [2024/08/16 15:13] (current) – [Viewing available stores] Gary Willetts
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 {{ :other_stuff:other_stuff-show_stores1.png?500 |}} {{ :other_stuff:other_stuff-show_stores1.png?500 |}}
  
 +You can customise the columns that show on this window. Click on the **Customise** button and this window will show:
 +
 +{{ :other_stuff:pasted:20240816-150823.png?400 |}}
 +
 +The columns in the //Chosen// list are displayed in the table, the columns in the //Available// List can be shosen to be displayed. Select a column you want to show in the //Available// list and click on the ''>>'' button to move it to the //Chosen// list. Similarly, click on one in the //Chosen// list and click on the ''<<'' button to move it to the //Available// list and remove it from the display. You can also drag items in the //Chosen// list up and down to change the order they appear; top of the left is the leftmost column, bottom of the list is the rightmost column.
 ==== Editing a store ==== ==== Editing a store ====
 Double-click on any store in the list in the View stores window described [[other_stuff:virtual_stores#viewing_available_stores|above]] to view or edit its details. You will see the same window as in the [[other_stuff:virtual_stores#creating_new_stores|Creating new stores]] section below but the various fields will be filled in with the store's current settings. You can click into the fields and edit them as desired. Note that in the top left of the window, the name of the store you are editing is always displayed, regardless of which tab you are on, so that you always have a reminder of which store you are editing!  Double-click on any store in the list in the View stores window described [[other_stuff:virtual_stores#viewing_available_stores|above]] to view or edit its details. You will see the same window as in the [[other_stuff:virtual_stores#creating_new_stores|Creating new stores]] section below but the various fields will be filled in with the store's current settings. You can click into the fields and edit them as desired. Note that in the top left of the window, the name of the store you are editing is always displayed, regardless of which tab you are on, so that you always have a reminder of which store you are editing! 
  
 ==== 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.  Often the supplying store will be a suitable store for this purpose.
 +</WRAP>
 +
 +<WRAP center round alert 90%>
 +<wrap em>After creating the new store, you will not be able to immediately log in to it.</wrap>  To be able to log in to the new store, you will need to give yourself access to the new store as shown in section [[admin:managing_users]].  Any other users who need to access the store will also need their permission altered accordingly.
 +</WRAP>
 +
 To create a new store click the **New store** button in the Store list window shown [[other_stuff:virtual_stores#viewing_available_stores|above]]. This will display the Store details window shown below, which allows you to enter the details of the new store: To create a new store click the **New store** button in the Store list window shown [[other_stuff:virtual_stores#viewing_available_stores|above]]. This will display the Store details window shown below, which allows you to enter the details of the new store:
  
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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:phased_stocktakes|]] page for details) to tell msupply which parts of your shelf location codes (see the [[items:item_locations#adding_a_location|4.06. Stock locations and location types]] page for details) represent the aisle, level and position of the location.
 +
 +An aisle is a whole row of racking like this:
 +
 +{{ :other_stuff:pasted:20231212-164305.png?400 }}
 +
 +A level is a horizontal level of the racking like this:
 +
 +{{ :other_stuff:pasted:20231212-164357.png?400 }}
 +
 +And a position is a vertical column of the racking like this:
 +
 +{{ :other_stuff:pasted:20231212-164522.png?400 }}
 +
 +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't matter what characters you use as separators, mSupply only looks for the positions of the letters A, P and L. If more than one character is used to define any of the three parts of the location then they must appear together in the location code pattern. 
 +
  
 ==== 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:{{ :other_stuff:selectstore.png?400 |}}   - Double-click the store who's visibility you would like to manage:{{ :other_stuff:selectstore.png?400 |}}
-  - Click on the //Master lists// tab: {{ :other_stuff:clickonasterlist.png?550 |}}+  - 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: {{ :other_stuff:selectmasterlist.png?550 |}} In this example, the //All items: General warehouse// master list has been selected to control the visibility of the General warehouse store. **Please note:** If there are a lot of master lists, you can type in the **Search master lists** field and the list will show only those master lists which contain what you type.   - 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: {{ :other_stuff:selectmasterlist.png?550 |}} In this example, the //All items: General warehouse// master list has been selected to control the visibility of the General warehouse store. **Please note:** If there are a lot of master lists, you can type in the **Search master lists** field and the list will show only those master lists which contain what you type.
   - 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 //only// see this tab if you are editing the store you are logged in to.\\ To log into a store you may need to first give yourself permission to do so under File > Edit Users > Double-click your user name > the Log in rights tab. Phew!+You will //only// be able to use this tab if you have permission to login to the store you have selected and you have permission to edit the visibility of items in that store.\\ To log into a store you may need to first give yourself permission to do so under File > Edit Users > Double-click your user name > the Log in rights tab. Phew!
 </WRAP> </WRAP>
  
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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.  Often the supplying store will be a suitable store for this purpose. 
-</WRAP> 
  
 <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**  You will see an alert like that shown below.  If you are logged in to a suitable store (see Important note 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  }}
   - 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: 2023/09/18 22:40
  • by Adam Dewey