Differences

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

--- other_stuff:virtual_stores [2025/10/24 01:49] – [Transition a customer to a virtual store] Mark Glover
+++ other_stuff:virtual_stores [2026/01/05 09:59] (current) – [Preferences tab] Gary Willetts
@@ Line 206: / Line 206: @@
 ^ Pickface replenishments must be authorised | If checked, pickface replenishments in this store must be authorised by a user who has permission to authorise them before they can be finalised. See the [[items:replenishments_setup#authorisation_of_replenishments|4.21. Pickfaces and Replenishments setup]] and [[items:replenishments#authorising_pickface_replenishments|4.22. Pickfaces and Replenishments]] pages for details. |
 ^ Able to specify VVM status when receiving items | If checked then a new **VVM status** field will be available on a supplier invoice for the user to select the current VVM status of the batch when it is received on a supplier invoice or inventory adjustment. See the [[receiving_goods:supplier_invoices#vaccines|7.01. Supplier invoices]] and [[items:inventory_adjustments#vaccines|4.18. Inventory adjustments]] pages for details. Also, if checked then an additional //Doses// column is displayed on a customer invoice. See the [[issuing_goods:issuing_goods_customer_invoice]] page for details. |
+^ Finalise stock transfer supplier invoice automatically | If this is checked, supplier invoices that are created in **this store** as the receiving side of a stock transfer are automatically received into stock and finalised. This is set in the **receiving** store. Only users who have the //Edit store details// permission set can set this preference (see the [[admin:managing_users]] page for details on setting user permissions).\\ \\ There is another preference that does a similar thing that is set in the **sending store**. See the [[other_stuff:virtual_stores#for_stock_transfers_the_supplier_invoice_in_the_receiving_store_should_be|For stock transfers the supplier invoice in the receiving store should be...]] section below for details on that. |
 === Notification preferences ===
 These are used by the notification/alert functionality described on the [[notifications:setup_and_use|]] page. The notifications inform users of situations that need their attention. The thresholds that give rise to some of the notifications can be set here.
@@ Line 249: / Line 250: @@
 How you set this preference is determined by how separate your goods receiving and finance sections are. If they are not in the same building, you might want to use the "Receive into stock and leave confirmed" option, as this will allow you to proceed with issuing goods without waiting for the finance department's approval.
-=== For stock transfers, the supplier invoice in the receiving store should be...===
+table at the to=== For stock transfers, the supplier invoice in the receiving store should be...===
 <WRAP center round important 60%>
 This option applies to all stores that this store transfers stock **to**.
 </WRAP>
-This option is used to determine whether stock transferred from one store to another is received to a destination store and automatically introduced to stock or not. The **On hold** option prevents stock from being introduced, while the **Finalised** option automatically makes the stock available for use in the destination store - //**without the receiving store having the opportunity to amend the Goods Receipt**//.
+This option is used to determine whether stock transferred from this store (the sender) to another (the recipient) is received to a destination store and automatically introduced to stock or not. The **On hold** option prevents stock from being introduced, while the **Finalised** option automatically makes the stock available for use in the destination store - //**without the receiving store having the opportunity to amend the Goods Receipt**//.
   * 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.
+This preference is set in the **sending** store. There is another preference that can be set in the **recipient** store that will do the same thing but from the recipient's point of view. See the table at the top of the [[other_stuff:virtual_stores#preferences_tab|Preferences tab]] section above for details on that.
 === Location code pattern ===
@@ Line 428: / Line 431: @@
 Please email [[support@msupply.foundation]] so that the support team can test and see if you will encounter any issues, and then, in consultation with you, carry it out on your Central server for you.
 </WRAP>
+<WRAP center round info 60%>
+In order to merge stores, both of them need to be:
+  - Active on the Central server
+  - Not disabled (Special > Show stores)
+It is OK if one or both of the stores are:
+  * Not visible to each other
+  * Not visible to the store that the user is logged in to when carrying out the merge
+  * On Hold (Customer > Show Customer)
+</WRAP>
@@ Line 476: / Line 492: @@
     - Is visible to the customer that is to be converted to a store
     - Has 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 customer 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 customer into a store - see warning below!  <WRAP center round tip 60%>
+Step 5 below will be easier and more reliable if you copy the name into the clipboard:
+  - Click in the Name field
+  - Select all (Ctrl+a)
+  - Copy (Ctrl+c)
+</WRAP>
   - **Special > Show stores... > New Store**  You will see an alert like that shown below.:\\ {{  :other_stuff:pasted:20220519-012039.png  }}
   - Click on the **Turn an existing customer into a store** checkbox