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| other_stuff:virtual_stores [2024/02/12 09:59] – [Master lists tab] Rachana Kunwar | other_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 |}} |
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| | You can customise the columns that show on this window. Click on the **Customise** button and this window will show: |
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| | {{ :other_stuff:pasted:20240816-150823.png?400 |}} |
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| | 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! |
| 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. | 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> |
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| | <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> |
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| 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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| <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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| - 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. |