names:adding_and_editing

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names:adding_and_editing [2025/05/07 03:06] – [Editing or viewing a name] 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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 ==== 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 ====
  
  • Last modified: 2025/05/07 03:06
  • by Gary Willetts