Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
setting_up_msupply:starting_for_first_time [2020/09/17 04:00] – [Creating a new data file] Mark Glover | setting_up_msupply:starting_for_first_time [2022/05/30 01:53] (current) – [Creating a new data file] Mark Glover | ||
---|---|---|---|
Line 11: | Line 11: | ||
==== Creating a new data file ==== | ==== Creating a new data file ==== | ||
- | If you already have mSupply | + | Create a new data file while opening |
- | - **File** > **New Data File...** | + | - Quit mSupply if it is running. |
- | - Navigate to a convenient location. | + | - Start mSupply and then <wrap em> |
- | - Assign a name to your data file | + | - Choose the 3rd radio button **Create |
- | - Click the save button. | + | - Another window will open where you can choose the location and name of your new data. |
+ | - You will be prompted for where to create | ||
- | * mSupply will now start creating a new data file. | + | ==== Default |
- | * On completion, you will be presented with a login window. Proceed to [[setting_up_msupply: | + | |
- | {{ : | + | |
- | + | * To open a different file, it must be chosen as described later. | |
- | === Alternative method for creating a new date file === | + | * If the default data file is renamed or moved to a different location, it must be opened using its new name or location. |
- | + | ||
- | Here is an another way to create a new data file. | + | |
- | + | ||
- | | + | |
- | * Start mSupply and then immediately hold down the " | + | |
- | + | ||
- | {{ tutorial:/ | + | |
- | + | ||
- | * Choose the 3rd radio button// Create a new data file // . Another window will open where you can choose the location and name of your new data. | + | |
- | + | ||
- | Once mSupply has opened | + | |
==== Log-in to mSupply ==== | ==== Log-in to mSupply ==== | ||
Line 48: | Line 37: | ||
- From the drop down list, select the store with which you are working. Most mSupply users will be operating with a single store, but for users operating with more than one store, the login screen allows you to select any of the stores to which you have access. After selecting the desired store, all transactions will relate to that store until you return to the login screen and select a different store from the drop down menu. | - From the drop down list, select the store with which you are working. Most mSupply users will be operating with a single store, but for users operating with more than one store, the login screen allows you to select any of the stores to which you have access. After selecting the desired store, all transactions will relate to that store until you return to the login screen and select a different store from the drop down menu. | ||
* Supervisors and other Level 1 users will have an additional menu item, // Supervisor - All stores// . In this mode, all stores are accessible, and you would use this mode, for instance, when placing an order for supplies which will be distributed to a number of stores. Further information is available here: [[other_stuff: | * Supervisors and other Level 1 users will have an additional menu item, // Supervisor - All stores// . In this mode, all stores are accessible, and you would use this mode, for instance, when placing an order for supplies which will be distributed to a number of stores. Further information is available here: [[other_stuff: | ||
- | - Choose login mode ...., you have the option to select // Store mode// or // Dispensary mode// ; the default can be set in your // Preferences// | + | |
Finally, click // OK// to login | Finally, click // OK// to login | ||
Line 61: | Line 50: | ||
=== Create a new data file === | === Create a new data file === | ||
- | In order to create a new data file, see above [[: | + | In order to create a new data file, see [[: |
Save the data file in a location that you can easily find for doing backups. We suggest you create a folder called " | Save the data file in a location that you can easily find for doing backups. We suggest you create a folder called " |