other_stuff:virtual_stores

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
other_stuff:virtual_stores [2025/03/31 15:15] – [Names tab] Adrian Booneother_stuff:virtual_stores [2025/07/28 03:56] (current) – [Tags] Mark Glover
Line 90: Line 90:
  
 === Address details === === Address details ===
-  +Enter the address and contact details for the store in here if there are any. These details can be used in reports. Note that these fields will be copied to the **Main/Billing Address** fields in the store's name record (see the [[names:adding_and_editing#editing_or_viewing_a_name|5.01. Names: using, adding and editing]] page for details) if they are updated.
-Enter the address and contact details for the store in here if there are any. These details can be used in reports+
  
 +=== Turn an existing customer into a store ===
 +Only visible if you are creating a new store, not if you are editing an existing one. If this is checked then the **Name** field becomes a search field for the customer: enter the first few characters of the customer's name and press the //Tab// key on the keyboard to select the name from all those that begin with what you entered (or mSupply will select it for you if only one customer matches). When the **OK** or **OK & Next** buttons are clicked, the existing customer record will become this new store.
 +
 +=== Down arrow button ===
 +Only visible if editing an existing store, not when creating a new one. Clicking this button will open the store's name record (see the [[names:adding_and_editing]] page for information on names) where you can view and edit things like categories.
 === Disable this store === === Disable this store ===
  
Line 117: Line 121:
   * for controlling some customisation features.   * for controlling some customisation features.
   * for reporting to group stores together.   * for reporting to group stores together.
-  * + 
 This area shows the tags that the store currently has. To add a tag, simply click into the area and type the tag's name. When you have finished typing the tag's name then press the Tab or Space keys on the keyboard (not Enter or return, that will close the window!). You know when you have done it right because the tag will appear in its own little box with an 'x'. If you want to remove any tag from the store, simply click on that 'x'. In this way you can add or delete as many tags from a store as you like. This area shows the tags that the store currently has. To add a tag, simply click into the area and type the tag's name. When you have finished typing the tag's name then press the Tab or Space keys on the keyboard (not Enter or return, that will close the window!). You know when you have done it right because the tag will appear in its own little box with an 'x'. If you want to remove any tag from the store, simply click on that 'x'. In this way you can add or delete as many tags from a store as you like.
  
Line 130: Line 135:
   * Set the [[other_stuff:virtual_stores#the_preferences_tab|preferences]] for the store.   * Set the [[other_stuff:virtual_stores#the_preferences_tab|preferences]] for the store.
   * Set the store's [[other_stuff:virtual_stores#the_logo_tab|logo]] so that it can appear in print-outs and reports.   * Set the store's [[other_stuff:virtual_stores#the_logo_tab|logo]] so that it can appear in print-outs and reports.
-  * Set the [[other_stuff:virtual_stores#the_visibility_tab|visibility]] of names and items in the store. All items in the system will be set to invisible in the new store when it is created.  You will need to modify visibility of items in order to be able to handle stock of those items.+  * Set the [[other_stuff:virtual_stores#the_visibility_tab|visibility]] of names and items in the store. All items in the system will be set to invisible in the new store when it is created.  You will need to modify visibility of items in order to be able to handle stock of those items.  <WRAP center round tip 60%> 
 +For any system bigger than the most basic operation, you will likely want to use [[items:master_lists|Item master lists]] to control item visibility - refer to the [[preferences:general#item_tab| Item list (master and local) option under the Item tab]] 
 +</WRAP> 
   * Setup any [[other_stuff:virtual_stores#the_custom_fields_tab|custom store data]] (used for reporting).   * Setup any [[other_stuff:virtual_stores#the_custom_fields_tab|custom store data]] (used for reporting).
-  * Set the master lists used by the store (a convenient method for controlling item visibility).  See [[items:master_lists]] 
  
  
Line 403: Line 410:
 Clicking on the **OK**, **OK & Next** or **OK & Previous** buttons will save any changes you make on this tab. Clicking on the **OK**, **OK & Next** or **OK & Previous** buttons will save any changes you make on this tab.
 ==== Deleting a store ==== ==== Deleting a store ====
-To delete a store, click on the //Delete// button in the View stores window. **Note:** deletion of a store is a serious thing to do and is only possible when that store contains zero stock and there have been no transactions recorded. mSupply will check and tell you that deletion is not possible if these criteria are not met. If you can't meet these criteria and you still want to stop people using the store then you can [[other_stuff:virtual_stores#disable_this_store|Disable it - see above]].+ 
 +To delete a store, click on the //Delete// button in the View stores window. **Note:** deletion of a store is a serious thing to do and is only possible when that store contains zero stock and there have been no transactions recorded. mSupply will check and tell you that deletion is not possible if these criteria are not met. If you can't meet these criteria and you still want to stop people using the store then you can [[other_stuff:virtual_stores#disable_this_store|disable it - see above]].
  
 <WRAP center round alert 60%> <WRAP center round alert 60%>
-If the store is **Active** on a sync satellite site, then this process will not delete the sync satellite site.+If the store is **Active** on another site, then this process will not delete the site.
 </WRAP> </WRAP>
  
Line 432: Line 440:
   * mSupply may prevent the merge due to unfinalised CIs from other stores in the system.  You will need to finalise these CIs on the corresponding stores before the merge is successful.   * mSupply may prevent the merge due to unfinalised CIs from other stores in the system.  You will need to finalise these CIs on the corresponding stores before the merge is successful.
   * These can be hard to find on a multi-store system where the transactions could have come from a number of places.  Suggested approach:  Use [[other_stuff:misc_topics#supervisor_mode_-_all_stores|Supervisor mode]], view CIs, and customise the list view to show Store name.   * These can be hard to find on a multi-store system where the transactions could have come from a number of places.  Suggested approach:  Use [[other_stuff:misc_topics#supervisor_mode_-_all_stores|Supervisor mode]], view CIs, and customise the list view to show Store name.
-  * If these transactions are on a number of stores on satellite sites on dodgy internet connections, it can take **//days//** to log in to the satellite sites, finalise the CIs, and sync the finalised CIs back to the Primary.  Meanwhile, there is a danger that new transactions will be created!  :-\+  * If these transactions are on a number of stores on remote sites with dodgy internet connections, it can take **//days//** to log in to the remote sites, finalise the CIs, and sync the finalised CIs back to the central server.  Meanwhile, there is a danger that new transactions will be created!  :-\
   * These inconveniences are why the [[other_stuff:virtual_stores#turn_an_existing_customer_into_a_store|Turn an existing customer into a store]] feature was developed ;-).   * These inconveniences are why the [[other_stuff:virtual_stores#turn_an_existing_customer_into_a_store|Turn an existing customer into a store]] feature was developed ;-).
 </WRAP> </WRAP>
Line 449: Line 457:
   - 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: 2025/03/31 15:15
  • by Adrian Boone