other_stuff:virtual_stores

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other_stuff:virtual_stores [2023/12/12 16:50] – [For stock transfers, the supplier invoice in the receiving store should be...] Gary Willettsother_stuff:virtual_stores [2024/04/09 05:39] (current) – [Turn an existing customer into a store] Mark Glover
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 {{ :other_stuff:pasted:20231212-164522.png?400 }} {{ :other_stuff:pasted:20231212-164522.png?400 }}
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- (aisle = rack, level = horizontal level within the rack, position = vertical 'column' within the rack). 
  
 Use the letters A, L and P to represent the aisle, level and position parts of the location code. 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** 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**
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 +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. 
  
  
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   - 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.
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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.
  • Last modified: 2023/12/12 16:50
  • by Gary Willetts