names:adding_and_editing

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names:adding_and_editing [2024/07/26 14:35] – [Map coordinates] Gary Willettsnames:adding_and_editing [2025/08/09 10:37] (current) – [Status - Hold checkbox] Mark Glover
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 <WRAP center round important 60%> <WRAP center round important 60%>
-In a multi-store system, you will quite likely not want the new customer to be visible to every store.  By default, mSupply will make a new customer visible only to the store that you are logged in to when you create the customer.  This store will be made the [[names:adding_and_editing#supplying_store|Supplying store]].  Make sure that you are logged in to the supply store before proceeding.+In a multi-store system, you will quite likely not want the new customer to be visible to every store.  By default, mSupply will make a new customer visible only to the store that you are logged in to when you create the customer.  This store will be made the [[names:adding_and_editing#supplying_store|Supplying store]].  Make sure that you are logged in to the supplying store before proceeding.
 </WRAP> </WRAP>
  
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 {{ names:customer_new.png?650 |}} {{ names:customer_new.png?650 |}}
 +
 +<WRAP center round important 60%>
 +Names can also be mSupply stores - refer [[other_stuff:virtual_stores|Virtual stores]].  Customers that are //not// stores are **Facilities** - refer to the Name type, just under the **Name** in the screen-shot above.
 +</WRAP>
 +
  
 ==== Adding a new supplier ==== ==== Adding a new supplier ====
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 === Status - Hold checkbox === === Status - Hold checkbox ===
  
-If this is checked this name can not be used for receiving or issuing goods.+If this is checked this name is not visible to any store and can not be a supplier or customer.
  
 === Donor checkbox === === Donor checkbox ===
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 This button allows you to mark certain names with a flag. This button allows you to mark certain names with a flag.
   * First, highlight the names you wish to flag by holding down the control key (command on Mac) and clicking the names in the list you wish to use. Then click the Flags button to show a window where you can enter the flag you wish to add, and decide whether to replace any existing flags or append the new flag to the old one.   * First, highlight the names you wish to flag by holding down the control key (command on Mac) and clicking the names in the list you wish to use. Then click the Flags button to show a window where you can enter the flag you wish to add, and decide whether to replace any existing flags or append the new flag to the old one.
 +
 +<WRAP center round tip 60%>
 +The Flag field can be no more than **16 characters** long when set this way.  It can be longer when set manually.
 +</WRAP>
 +
  
 === Print === === Print ===
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 {{ names:edit_custm_sup.png?800 }} {{ names:edit_custm_sup.png?800 }}
  
 +Edit any of the fields to the values you want. Note that fields with a padlock need to have the padlock unlocked (by clicking on it) first before you can edit the values. These actions are, of course, only possible if you have the appropriate permissions.
 +
 +<WRAP info center round 90%>
 +The **Main/Billing Address** fields will be disabled and not editable if the name beloings to a store. To edit these fields, do that on the store record. See the [[other_stuff:virtual_stores#address_details|26.07. Virtual stores]] page for details about this.
 +</WRAP>
 === Deleting names === === Deleting names ===
 Click on the **Delete** button in the bottom left hand corner to delete the name. Click on the **Delete** button in the bottom left hand corner to delete the name.
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 ==== Contacts tab ==== ==== Contacts tab ====
-{{ names:contacts.jpg  }}+{{ names:contacts.jpg?650 }}
  
-=== Adding contact === +=== Adding a contact === 
-To add a contact for this customer or supplier, click the **Add contact** button , then enter the details in the window that appears.+To add a contact for this customer or supplier, click the **Add contact** button, then enter the details in the window that appears:
  
-{{ names:add_contact.jpg  }}+{{ names:add_contact.png?500 }}
  
 +  * Info if related to a customer or supplier textbox: read only. Shows the name of the customer or supplier this contact belongs to. Will be empty if this contact does not belong to a name.
 +  * Web login: in this section you enter the authorisation details that this contact will have if it is used for accessing the REST API or one of mSupply's web interfaces. See the [[web_interface:msupply_customer_setup|]] and [[web_interface:rest_api|]] pages, for example, for more details.
 === Deleting a contact === === Deleting a contact ===
-To delete a contact, click on the contact you wish to delete, then click the // **Delete contact**// button.+To delete a contact, click on the contact you wish to delete, then click the **Delete contact** button.
  
 ==== Group tab ==== ==== Group tab ====
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 ==== Item lists tab ==== ==== Item lists tab ====
-{{ :names:names-item-lists.jpg?650 |}}+ 
 +{{ :names:name_facilities_master_list-2025-07-25-13-10-11.png?700 | }}
  
 This tab is used to assign master lists to customers for use in requisitions and mSupply mobile. For more information, see [[items:master_lists|Item master lists]]. This tab is used to assign master lists to customers for use in requisitions and mSupply mobile. For more information, see [[items:master_lists|Item master lists]].
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 **Note:** Before version 5.3 customers could also have local lists assigned to them (they applied to that customer only) but these have been removed from version 5.3 onwards. **Note:** Before version 5.3 customers could also have local lists assigned to them (they applied to that customer only) but these have been removed from version 5.3 onwards.
  
 +{{ :names:name_facilities_master_list-2025-07-25-13-14-06.png?700 | }}
 +
 +For a facility or customer, you can set the master list to function as :
 +  - In imprest form
 +  - In all types requisition form such as `Customer Stock history`, `Response`  and `Request` requisition. For this the `Requisition` checkbox needs to be ticked.
 +  - Ordering list for web : This is for online web orders that the facility or customer may want to place.
 +  - Price list : We can use this to set the price per item per facility or customer.
 ==== Stock history tab ==== ==== Stock history tab ====
  
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 ==== Tags tab ==== ==== Tags tab ====
-{{ :names:screenshot_2021-05-11_at_09.38.17.png?600 |}}+{{ :names:pasted:20240731-143739.png?600 |}}
  
 This tab allows you to assign any name tags that you have setup to this name. The table shows a list of all the name tags currently setup in your system. To assign one to this name, simply check the corresponding checkbox in the //Use// column. This tab allows you to assign any name tags that you have setup to this name. The table shows a list of all the name tags currently setup in your system. To assign one to this name, simply check the corresponding checkbox in the //Use// column.
 +
 +If the list of tags is long, you can type something in the **Search tags** field to make the list display tags which contain what you typed only.
  
 **Please note:** if you assign a tag to a name that is also a store, the tag will be copied to that store's store tags. See the [[other_stuff:virtual_stores#tags|25.08. Virtual stores]] page for details on store tags. **Please note:** if you assign a tag to a name that is also a store, the tag will be copied to that store's store tags. See the [[other_stuff:virtual_stores#tags|25.08. Virtual stores]] page for details on store tags.
  
 See the [[names:name_tags|]] page for details on how to create and edit name tags. See the [[names:name_tags|]] page for details on how to create and edit name tags.
 +
 +===== Import new name codes =====
 +
 +If you need to change the name codes for a selection of names, it is a technically challenging process that is easy to get wrong if done manually, especially if you intend to re-use existing codes (not recommended!).  Custom code has been developed to do this in bulk.  Please contact Sustainable Solutions on <support@msupply.foundation> to discuss this.  Include a link to this heading [[https://wiki.sussol.net/doku.php/msupply:design:admin:name_code_update_code#code_to_update_name_codes|Code to update Name codes]] :-).
 +
 +The relevant details are:
 +
 +  * Method:  ''z_importExcelToUpdateNameCode''
 +  * [[https://github.com/msupply-foundation/msupply/issues/13670|mSupply Github issue 13670]]
 \\ \\
 \\ \\
  • Last modified: 2024/07/26 14:35
  • by Gary Willetts