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 [2023/05/11 10:02] – [Preferences tab] Gary Willettsother_stuff:virtual_stores [2024/04/09 05:39] (current) – [Turn an existing customer into a store] Mark Glover
Line 42: Line 42:
  
 ==== 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>
 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:
  
Line 87: Line 90:
  
   * The //Username// will be set to the first three letters of the store's code by default.   * The //Username// will be set to the first three letters of the store's code by default.
-  * The //Password// must be at least 3 symbols but not more than 30 symbols, and can contain letters and numbers.+  * The //Password// must be at least 4 symbols but not more than 30 symbols, and can contain letters and numbers.
  
 If you need to view the password you have entered to check it is correct, click on the {{:other_stuff:magnify_2.png?20|}} button. If you need to view the password you have entered to check it is correct, click on the {{:other_stuff:magnify_2.png?20|}} button.
Line 137: Line 140:
  
 |<100% 40%>| |<100% 40%>|
-^ Sort available batches by VVM status|If the store is only to be used for vaccines, you can sort the list of available batches by vaccine status rather than expiry date.|+^ Sort available batches by VVM status rather than Expiry | When issuing stock, this will sort the list of available batches by vaccine status first, then by expiry date rather than by expiry date first (e.g. [[issuing_goods:issuing_goods_customer_invoice#selecting_from_stock_lines|8.01. Issuing goods to a customer (customer invoices)]]).|
 ^ Patients created in other stores not visible in this store| If this is checked, patients that are created in other stores across all sites will not be visible in this store. If it is **off**, all patients from all stores from all sites will be visible to this store. It is set to true by default when a store is created. **USE CAUTION:** Turning this **OFF** for many stores does not scale well and can overload the sync system. See the [[dispensing:patients#store_visibility_tab|10.03. Patients]] page for more details. | ^ Patients created in other stores not visible in this store| If this is checked, patients that are created in other stores across all sites will not be visible in this store. If it is **off**, all patients from all stores from all sites will be visible to this store. It is set to true by default when a store is created. **USE CAUTION:** Turning this **OFF** for many stores does not scale well and can overload the sync system. See the [[dispensing:patients#store_visibility_tab|10.03. Patients]] page for more details. |
 ^ Names created in other stores not visible in this store| If this is checked, names (customers, suppliers, manufacturers, donors etc.) created in other stores in the same site will not be visible in this store. It is set to true by default when a store is created.| ^ Names created in other stores not visible in this store| If this is checked, names (customers, suppliers, manufacturers, donors etc.) created in other stores in the same site will not be visible in this store. It is set to true by default when a store is created.|
Line 192: Line 195:
 == Threshold for understock == == Threshold for understock ==
  
-The number of months of stock that an item must have less of to be considered understocked i.e. in danger of not having enough to meet demand. An alert is triggered for an item is the total quantity in stock(including all batches) divided by the average monthly consumption of the item (calculated using the last 12 months' usage in the current store) is less than or equal to this threshold number. The default is 3 months.<WRAP center round tip> +Also called <wrap em>Buffer stock</wrap>, this is the number of months of stock that an item must have less of, to be considered understocked i.e. in danger of not having enough to meet demand. An alert is triggered for an item is the total quantity in stock(including all batches) divided by the average monthly consumption of the item (calculated using the last 12 months' usage in the current store) is less than or equal to this threshold number. The default is 3 months.<WRAP center round tip> 
-This alert should only be triggered when your stock levels fall below your buffer stock levels.  Based on the formula developed in [[purchasing:ordering_from_suppliers#calculate_required_stock_quantity|Calculating the required stock quantity]], <wrap em>Buffer stock (months) = 2 x Ordering cycle</wrap>.  The default value of 3 is suitable for a store with a 6-weekly order cycle.  For a central store with an annual order cycle, then this figure should be set to <wrap em>24</wrap>+This alert should only be triggered when your stock levels fall below your buffer stock levels.  Based on the formula developed in [[purchasing:ordering_from_suppliers#calculate_required_stock_quantity|Calculating the required stock quantity]], <wrap em>Buffer stock (months) = 2 x Ordering cycle</wrap>.  The default value of 3 is suitable for a store with a 6-weekly order cycle.  For a central store with an annual order cycle, then this figure should be set to <wrap em>24</wrap>.  That is a lot of space for a national store with several thousand items :-/
 </WRAP> </WRAP>
  
Line 232: Line 235:
   * 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 ====
Line 275: Line 300:
   - 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.
Line 386: Line 411:
 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 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 center round alert 60%> 
 +If the name is not visible to the store that you are logged in to, this method will not work!  First make the name visible, then start this process...
 </WRAP> </WRAP>
 +
  
  
   - 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: 2023/05/11 10:02
  • by Gary Willetts