other_stuff:virtual_stores

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other_stuff:virtual_stores [2025/05/07 03:16] – [Turn an existing customer into a store] Gary Willettsother_stuff:virtual_stores [2025/07/28 03:56] (current) – [Tags] Mark Glover
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 === 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+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.
  
 === Turn an existing customer into a store === === Turn an existing customer into a store ===
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   * 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.
  
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   * 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]] 
  
  
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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: 2025/05/07 03:16
  • by Gary Willetts