preferences:general

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preferences:general [2024/09/06 14:39] – [Default account code for new items] Gary Willettspreferences:general [2025/06/05 03:31] (current) – [Synchronisation section] James Brunskill
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 ===== General tab ===== ===== General tab =====
 {{ :preferences:pasted:20230122-211456.png?600 }} {{ :preferences:pasted:20230122-211456.png?600 }}
 +
 ==== Organisation name ==== ==== Organisation name ====
 What is filled in here is quite important.  Not only will it print on the top of invoices and various reports, but it is also tied to your registration code. Please think carefully about what it should be before entering it.  If you need to change your organisation name, please do so and then re-contact info@msupply.org.nz for a new registration code. What is filled in here is quite important.  Not only will it print on the top of invoices and various reports, but it is also tied to your registration code. Please think carefully about what it should be before entering it.  If you need to change your organisation name, please do so and then re-contact info@msupply.org.nz for a new registration code.
  
 ==== Address lines (1, 2...) ==== ==== Address lines (1, 2...) ====
- 
 Enter the address information about your organisation that you wish to appear on invoices. Enter the address information about your organisation that you wish to appear on invoices.
  
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 ==== Synchronisation section ==== ==== Synchronisation section ====
-  * **This datafile is part of a synchronisation system:** If checked it means that the synchronisation system is enabled in this datafile. This means that records to be synchronised will be created at appropriate times. If this is uncheckled it means that the synchonisation system is disabled completely and records to be synchronised will not be created in this datafile. +  * **This datafile is part of a synchronisation system:** If checked it means that the synchronisation system is enabled in this datafile. This means that records to be synchronised will be created at appropriate times. If this is unchecked it means that the synchonisation system is disabled completely and records to be synchronised will not be created in this datafile. 
-  * **Synchronisation is active:** If checked, synchronisation is operating as normal. If it is unchecked, the synchronisation system is paused. Records to be synchronised will still be created but they will not be shared between the cnetral server and remote sites. This is sometimes useful when carrying out maintenance procedures.+  * **Synchronisation is active:** If checked, synchronisation is operating as normal. If it is unchecked, the synchronisation system is paused. Records to be synchronised will still be created but they will not be shared between the central server and remote sites. This is sometimes useful when carrying out maintenance procedures.
  
 ==== Register button ==== ==== Register button ====
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 {{ :preferences:pasted:20240906-143624.png?600 |}} {{ :preferences:pasted:20240906-143624.png?600 |}}
  
-==== Default account code for new items ====+**Default account code for new items**
   * There are 3 spaces for you to select the accounts to use. Choose one account for expenses when buying, one account for income when selling and an asset account for stock.   * There are 3 spaces for you to select the accounts to use. Choose one account for expenses when buying, one account for income when selling and an asset account for stock.
   * The accounts you enter here will become the default accounts for newly created items.   * The accounts you enter here will become the default accounts for newly created items.
 +  * The accounts are used when running reports or exporting to financial software.
  
-==== Default service item for accounting purposes ==== +**Default service item for accounting purposes:** This field contains the name of service items that will be used when exporting invoices to financial software.
-This field contains the name of service items that will be used when exporting invoices to financial software.+
  
 +**Title for "N" classification for VEN items:** You can choose what the "N" in the "VEN" classification of items stands for in mSupply; //Not essential// or //Necessary//. The classification is set for an item in its detail window, see the [[items:item_basics:tab_general#ven_category|Item basics, General tab]] page for details.
  
-==== Title for "N" classification for VEN items ==== +**Item list (master and local):** If you check this box, then the visibility of items in stores will be set to match the items on master list(s) selected to be used by that store. For details on how this works and how to set it up, see [[other_stuff:virtual_stores#the_master_lists_tab
-You can choose what the "N" in the "VEN" classification of items stands for in mSupply; //Not essential// or //Necessary//. The classification is set for an item in its detail window, see the [[items:item_basics:tab_general#ven_category|Item basics, General tab]] page for details. +
- +
-==== Item list (master and local) ==== +
-If you check this box, then the visibility of items in stores will be set to match the items on master list(s) selected to be used by that store. For details on how this works and how to set it up, see [[other_stuff:virtual_stores#the_master_lists_tab+
 |Controlling item visibility - the Master lists tab]].<WRAP clear/> |Controlling item visibility - the Master lists tab]].<WRAP clear/>
- 
-{{  :preferences:pasted:20211109-200915.png?600 |}} 
  
 <WRAP center round important 90%> <WRAP center round important 90%>
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 If the box is unchecked then the visibility of items in a store is not affected by master lists. If the box is unchecked then the visibility of items in a store is not affected by master lists.
  
-==== Suggest the next available number for new item codes ==== +**Suggest the next available number for new item code** If you want item codes to be assigned automatically (they can still be overridden), check this checkbox. If it is checked, when you create a new item mSupply will automatically set the item's code to the next number in an automatically incrementing sequence. You can override this and edit the code as you are creating the item if you wish. 
-If you want item codes to be assigned automatically, check this checkbox.+ 
 +**Universal code** Enter the URL of the universal code server, used for providing universal item codes for compatibility between different systems. This is set to the default for you but can be edited if necessary. See the [[items:item_basics:tab_general#universal_code|4.01.01. Items - General tab]] page for details on setting universal codes for items.
  
 ===== Price tab ===== ===== Price tab =====
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 ==== Label printing section ==== ==== Label printing section ====
 **Message on labels** The text you type here will be displayed on medicine labels on the last line. **Message on labels** The text you type here will be displayed on medicine labels on the last line.
 +
 +**Label format** Select the format you want you labels to print in:
 +  * Default. Example: {{ :preferences:pasted:20241107-155355.png?400 |}}
 +  * Item name large, over two lines. Example: {{ :preferences:pasted:20241107-155248.png?400 |}}
 +  * Store at the top, no item expiry date and other details. Example: {{ :preferences:pasted:20241107-155122.png?400 |}}
  
 **Custom identification code** If you wish to identify the origin of the dispensed item, e.g. In-Patient Dispensary or Out- Patient Dispensary, create an identification code, and enter it in this field. It will then appear as the last item printed on the the right of the third line of each label. **Custom identification code** If you wish to identify the origin of the dispensed item, e.g. In-Patient Dispensary or Out- Patient Dispensary, create an identification code, and enter it in this field. It will then appear as the last item printed on the the right of the third line of each label.
 +
 +**Label body font size** The font size, in points, to use for the font in the main body of the label. Selecting //Auto// means that mSupply will adjust the font size depending on the amount of text to fit in the space.
 +
 +**Footer font size** The font size, in points, to use for the font in the footer of the label (the part right at the bottom that is repeated on every label). Selecting //Auto// means that mSupply will adjust the font size depending on the amount of text to fit in the space.
  
 **Printing options for units** These are the units applied to items (tablet, vial, tube etc.). Three options are available from the drop down menu. You can choose to always print the units on labels, you can choose for each item whether or not to print the unit or you can choose to never print the units. **Printing options for units** These are the units applied to items (tablet, vial, tube etc.). Three options are available from the drop down menu. You can choose to always print the units on labels, you can choose for each item whether or not to print the unit or you can choose to never print the units.
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 **Print Expiry date of Item on label** When checked, the stock line's expiry date will be printed on the label. **Print Expiry date of Item on label** When checked, the stock line's expiry date will be printed on the label.
 +
 +**Rotate label 180 degrees** When checked, labels will be printed out rotated by 180 degrees. Perfect for turning labels the right way up if they come out upside down. Can be an issue if pre-printed labels are used and they are the opposite way round to what you expected.
  
 **Allow users to select ward on prescriptions** If checked, **Patient type** and **Ward** drop down lists are displayed on prescriptions. If //Inpatient// is selected as the patient type then the Ward drop down list is enabled and the patient's ward can be selected. **Allow users to select ward on prescriptions** If checked, **Patient type** and **Ward** drop down lists are displayed on prescriptions. If //Inpatient// is selected as the patient type then the Ward drop down list is enabled and the patient's ward can be selected.
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 {{ :preferences:pref_web_srvr.png?600 |}} {{ :preferences:pref_web_srvr.png?600 |}}
  
-These settings are all for mSupply's built-in webserver, which is used for things such as the [[web_interface:dashboard_using|Dashboard]], [[mobile:user_guide|mSupply mobile]], [[web_interface:online_catalogue|online catalogue]] and the [[web_interface:msupply_customer_setup|Customer interface]]. Note: To use this feature an additional license is required. Please contact Sustainable Solutions for further information.+These settings are all for mSupply's built-in webserver, which is used for things such as the [[web_interface:dashboard_using|Dashboard]], [[https://docs.msupply.foundation/mobile/introduction/introduction/|mSupply mobile]], [[web_interface:online_catalogue|online catalogue]] and the [[web_interface:msupply_customer_setup|Customer interface]]. Note: To use this feature an additional license is required. Please contact The mSupply Foundation for further information.
  
-== Starting the web server == +== Start web server on the server when mSupply server starts == 
-The web server can be set to start automatically when mSupply starts by checking the box, or manually, as and when you use the service, by clicking the **Start Web server** button.+The web server can be started automatically when mSupply starts by checking the box (it will only start on the central server!), or manually when you want to use it by clicking the **Start Web server** button.
  
-== Run Webserver on port ==+== Run the web server on port ==
 The default port is 8080. This is the port used for non-secure http connections. The default port is 8080. This is the port used for non-secure http connections.
  
 == Use the following port for SSL == == Use the following port for SSL ==
 The default port is 2048. This is the port used for secure https connections. The default port is 2048. This is the port used for secure https connections.
 +
 +== Web URL ==
 +The URL of the web server to connect to. If this does not begin with "https:%%//%%" you are shown an alert. You most likely do want to use https if you're making these settings in a live envoronment. And if you're setting up [[synchronisation:introduction|synchronisation]] then you won't get any connection if you don't use https.
 +
 +== Enable Support DB Integration ==
 +If this checkbox is checked (only possible on the central server) this copy of mSupply will send support information to The mSupply Foundation's support database once a day during a time of low activity on the server at night: this is information about all the remote sites, their names, the type and version of mSupply they are running, whether they are registered, the time they last synchronised with the central server, when their latest transaction was entered and when their first stocktake was created.
 +  * **Username:** The username to use when connecting to the support database.
 +  * **Password:** The password to use when connecting to the support database.
 +  * **URL:** The URL of the support database.
 +  * **Test connection** button: Click this to validate your settings and check the connection to the support database. An alert message will tell you whether the test was successful or not.
 +  * **Push now** button: Click on this button to send the support information immediately rather than waiting for the automatically scheduled time. You will be shown the progress of the data send and told whether it is successful or not.
 == Disable the customer order web module and display the following message: == == Disable the customer order web module and display the following message: ==
 Check this if you want to take the [[web_interface:msupply_customer_howto|customer ordering module]] off line and enter the message you want to display to customers who access the module. Check this if you want to take the [[web_interface:msupply_customer_howto|customer ordering module]] off line and enter the message you want to display to customers who access the module.
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 {{ :preferences:stock_field_preferences.png?650 |}} {{ :preferences:stock_field_preferences.png?650 |}}
  
-Each of the fields you tick the "Show" checkbox for will appear on the bottom of the [[receiving_goods:supplier_invoices#adding_new_lines_to_a_supplier_invoice|supplier invoice line detail form]] when receiving stock. They will appear with the label you give them in the "Display name" column (click once in the column to make the cell editable then type the name).+Each of the fields you tick the "Show" checkbox for will appear on the bottom of the [[receiving_goods:supplier_invoices#adding_new_lines_to_a_supplier_invoice|supplier invoice line detail form]] when receiving stock. The first 4 fields will also appear in a goods received note and several other places throughout mSupply where stock lines are shown. They will appear with the label you give them in the "Display name" column (click once in the column to make the cell editable then type the name).
  
 The values you enter in these fields (or select for the fields if it's one of fields 5-8) will be attached to the stock and follow it through the system. See the [[receiving_goods:custom_stock_fields]] section of this user guide for details. The values you enter in these fields (or select for the fields if it's one of fields 5-8) will be attached to the stock and follow it through the system. See the [[receiving_goods:custom_stock_fields]] section of this user guide for details.
  • Last modified: 2024/09/06 14:39
  • by Gary Willetts