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other_stuff:misc_topics [2021/04/26 13:43] – [Reporting] Gary Willetts | other_stuff:misc_topics [2023/04/05 23:31] (current) – [Supervisor mode - all stores] Mark Glover | ||
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{{indexmenu_n> | {{indexmenu_n> | ||
- | ====== | + | ====== |
- | ===== Inactive logout ===== | + | |
- | You can set mSupply to log an inactive client out after a customisable length of time. Set the length of time in general preferences. | + | |
- | {{: | + | This page is a collection of miscellaneous topics that may be useful but don't easily sit anywhere else in our online documentation. |
- | \\ | + | ===== Inactive logout ===== |
+ | You can set mSupply to log an inactive client out after a customisable length of time. See the [[preferences: | ||
- | ===== End of month tasks ===== | ||
+ | ===== End of month tasks ===== | ||
We are presuming that you will finalise and export your invoice data once a month. If you choose a different frequency, you should still follow the same procedure. | We are presuming that you will finalise and export your invoice data once a month. If you choose a different frequency, you should still follow the same procedure. | ||
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Hints: | Hints: | ||
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* Each month, take your finalised invoices and file them. We suggest you file invoices in order of their invoice number (a separate file for supplier and customer invoices). | * Each month, take your finalised invoices and file them. We suggest you file invoices in order of their invoice number (a separate file for supplier and customer invoices). | ||
* Keep a file with the summary printout from each month produced when you finalize invoices. | * Keep a file with the summary printout from each month produced when you finalize invoices. | ||
+ | |||
===== End of year tasks ===== | ===== End of year tasks ===== | ||
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It is usual to run according to a financial year. mSupply does not require you to delete records or perform special operations for the end of the financial year. If you want to, you can just carry on using mSupply as usual. | It is usual to run according to a financial year. mSupply does not require you to delete records or perform special operations for the end of the financial year. If you want to, you can just carry on using mSupply as usual. | ||
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- Choose "set start of year stock" from the " | - Choose "set start of year stock" from the " | ||
- You are now ready to begin entering transactions for the next year. | - You are now ready to begin entering transactions for the next year. | ||
+ | |||
===== Maintenance and repair ===== | ===== Maintenance and repair ===== | ||
- | |||
If you are using your data file regularly, it is a good idea occasionally to check that no problems have developed. Problems can develop due, for example, to faulty hardware and other reasons outside our control. | If you are using your data file regularly, it is a good idea occasionally to check that no problems have developed. Problems can develop due, for example, to faulty hardware and other reasons outside our control. | ||
== For technically competent users or professional IT staff == | == For technically competent users or professional IT staff == | ||
- | |||
In the case of a serious hardware failure, the first option should always be to revert to the last known good backup of your data. | In the case of a serious hardware failure, the first option should always be to revert to the last known good backup of your data. | ||
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Always use // 4D Tools// on a backup copy of your data first. | Always use // 4D Tools// on a backup copy of your data first. | ||
- | If // 4D Tools// is unable to repair your data, Sustainable Solutions is able to use specialist tools to examine your data, and even export your data and re-import into a new data file. We have not had to do this for a customer yet, but the option is available as a near-last resort. | + | If //4D Tools// is unable to repair your data, Sustainable Solutions is able to use specialist tools to examine your data, and even export your data and re-import into a new data file. We have not had to do this for a customer yet, but the option is available as a near-last resort. |
- | ===== How do I move a window whose title bar has been hidden? ===== | ||
+ | ===== How do I move a window whose title bar has been hidden? ===== | ||
On Windows: | On Windows: | ||
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On Mac OS | On Mac OS | ||
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* Press Control-Command-mouse button, and drag the window to the new location | * Press Control-Command-mouse button, and drag the window to the new location | ||
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===== Security of your data ===== | ===== Security of your data ===== | ||
- | + | If you maintain the mSupply password system carefully, your data is quite secure. | |
- | If you maintain the mSupply password system carefully, your data is fairly | + | |
Note, however, that if a person has access to the original copy of mSupply, they will easily be able to open the data file, as the "user 1" password is clearly shown in the password entry screen until it is overwritten the first time you click " | Note, however, that if a person has access to the original copy of mSupply, they will easily be able to open the data file, as the "user 1" password is clearly shown in the password entry screen until it is overwritten the first time you click " | ||
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mSupply was initially designed to maintain data relating to a single store in each data file, and for many users, this is how mSupply continues to be used. | mSupply was initially designed to maintain data relating to a single store in each data file, and for many users, this is how mSupply continues to be used. | ||
- | Since version 2 users have been able ot operate with multiple stores. Normally you will log into a particular store when starting mSupply, and only see stock and transactions relating to that store. However, users can be given the permission to [[tutorial: | + | Since version 2 users have been able to operate with multiple stores. Normally you will log into a particular store when starting mSupply, and only see stock and transactions relating to that store. However, users can be given the permission to [[tutorial: |
- | <WRAP center round info 90%> | + | <WRAP center round alert 90%> |
- | Any user in ' | + | Any user in ' |
</ | </ | ||
+ | |||
==== Reporting ==== | ==== Reporting ==== | ||
In this mode, nearly all of the report filter windows will display an additional panel to allow you to select which stores' | In this mode, nearly all of the report filter windows will display an additional panel to allow you to select which stores' | ||
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The item search filters will be applied to items visible in the stores selected only. If there are a lot of stores in the datafile you can click on the **Bigger List** button (or **Magnifier** button on some windows) to select the required store(s) in a separate window. | The item search filters will be applied to items visible in the stores selected only. If there are a lot of stores in the datafile you can click on the **Bigger List** button (or **Magnifier** button on some windows) to select the required store(s) in a separate window. | ||
+ | |||
+ | === Filtering of stores by Tags and / or Custom data === | ||
+ | Some mSupply datafiles can contain hundreds of stores. It cna become problematic to them select the exact stores to include in a particular report. To help with this, on some reports, there is an additional magnifying glass button near the top of the store list. See this example on the //Current stock// report window: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | When you click on the button, this window opens and it allows you to select the stores to include based on store tag and custom data values: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | * **Match tags:** enter the tags that a store must have to be included in the selection. You can enter multiple tags separated by commas; if there are multiple tags then a store which has any one of them will be included in the search (the store does not have to have all of them to be included). Tags are ignored if this field is left empty. See the [[other_stuff: | ||
+ | * **Custom data:** enter the name of the custom data values that a store must have to be included in the search in the format //field name//:// | ||
+ | * **and/or drop down list:** determines whether the Tags filter results and the Custom data field searches are ANDed or ORed together i.e. whether a store must have a matching tag **AND** a matching custom data field to be included or whether it can have either a matching tag **OR** a matching custom data field to be incuded. | ||
+ | * **Find button:** when you click this, only the stores which match the tag and custom data filters will be shown in the store list. | ||
+ | * **Show all:** removes all filtering and show all stores in the store list. | ||
+ | * **// | ||
+ | |||
+ | When the stores list shows the list of stores you want to include in the report, click on the **Select** button. This will close this filter window and highlight all the stores shown in this list in the stores list on the report filter window. | ||
+ | |||
+ | Click on the **Cancel** button if you want to return to the report filter page without selecting any stores. | ||
+ | |||
==== Ordering stock ==== | ==== Ordering stock ==== | ||
+ | In // | ||
+ | |||
+ | ===== Changing item codes in bulk ===== | ||
+ | |||
+ | If you have need to change item codes in bulk, refer to [[import_and_export: | ||
+ | |||
+ | ===== Updating On Price List in bulk ===== | ||
+ | If you have need to change the On Price List for items in bulk, refer to [[items: | ||
- | In // | ||
\\ | \\ |