other_stuff:virtual_stores

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other_stuff:virtual_stores [2025/08/10 23:33] – [Threshold for understock] Mark Gloverother_stuff:virtual_stores [2026/01/05 09:59] (current) – [Preferences tab] Gary Willetts
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 +^  Preference  ^  Description  ^
 ^ Sort available batches by VVM status rather than Expiry | When issuing stock, this will sort the list of available batches by vaccine status first, then by expiry date rather than by expiry date first (e.g. [[issuing_goods:issuing_goods_customer_invoice#selecting_from_stock_lines|8.01. Issuing goods to a customer (customer invoices)]]).| ^ Sort available batches by VVM status rather than Expiry | When issuing stock, this will sort the list of available batches by vaccine status first, then by expiry date rather than by expiry date first (e.g. [[issuing_goods:issuing_goods_customer_invoice#selecting_from_stock_lines|8.01. Issuing goods to a customer (customer invoices)]]).|
 ^ Patients created in other stores not visible in this store| If this is checked, patients that are created in other stores across all sites will not be visible in this store. If it is **off**, all patients from all stores from all sites will be visible to this store. It is set to true by default when a store is created. **USE CAUTION:** Turning this **OFF** for many stores does not scale well and can overload the sync system. See the [[dispensing:patients#store_visibility_tab|10.03. Patients]] page for more details. | ^ Patients created in other stores not visible in this store| If this is checked, patients that are created in other stores across all sites will not be visible in this store. If it is **off**, all patients from all stores from all sites will be visible to this store. It is set to true by default when a store is created. **USE CAUTION:** Turning this **OFF** for many stores does not scale well and can overload the sync system. See the [[dispensing:patients#store_visibility_tab|10.03. Patients]] page for more details. |
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 ^ Show item unit column when issuing| If checked, when goods are issued on a customer invoice or prescription, an Item unit column is included in the window used for selecting items to add. | ^ Show item unit column when issuing| If checked, when goods are issued on a customer invoice or prescription, an Item unit column is included in the window used for selecting items to add. |
 ^ Log transaction edit | | ^ Log transaction edit | |
-^ Set pack to one for all visible items in this store| |+^ Set pack to one for all visible items in this store| This controls the two Item preferences [[items:item_basics:tab_general#allow_pack_to_one_conversion|Allow pack to one conversion]] and [[items:item_basics:tab_general#convert_pack_to_one_when_receiving|Convert pack to one when receiving]] for //ALL// items visible in //this// store.|
 ^ Use remote authorisation for response requisitions | Turns on remote authorisation for response requisitions. See [[other_stuff:remote_authorisation]] for details.| ^ Use remote authorisation for response requisitions | Turns on remote authorisation for response requisitions. See [[other_stuff:remote_authorisation]] for details.|
 ^ Include requisitions from this store in suppliers' remote authorisation processes | If checked then requisitions from this store will appear in the requisition approval processes of the suppying store. See [[other_stuff:remote_authorisation]] for details.| ^ Include requisitions from this store in suppliers' remote authorisation processes | If checked then requisitions from this store will appear in the requisition approval processes of the suppying store. See [[other_stuff:remote_authorisation]] for details.|
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 ^ Pickface replenishments must be authorised | If checked, pickface replenishments in this store must be authorised by a user who has permission to authorise them before they can be finalised. See the [[items:replenishments_setup#authorisation_of_replenishments|4.21. Pickfaces and Replenishments setup]] and [[items:replenishments#authorising_pickface_replenishments|4.22. Pickfaces and Replenishments]] pages for details. | ^ Pickface replenishments must be authorised | If checked, pickface replenishments in this store must be authorised by a user who has permission to authorise them before they can be finalised. See the [[items:replenishments_setup#authorisation_of_replenishments|4.21. Pickfaces and Replenishments setup]] and [[items:replenishments#authorising_pickface_replenishments|4.22. Pickfaces and Replenishments]] pages for details. |
 ^ Able to specify VVM status when receiving items | If checked then a new **VVM status** field will be available on a supplier invoice for the user to select the current VVM status of the batch when it is received on a supplier invoice or inventory adjustment. See the [[receiving_goods:supplier_invoices#vaccines|7.01. Supplier invoices]] and [[items:inventory_adjustments#vaccines|4.18. Inventory adjustments]] pages for details. Also, if checked then an additional //Doses// column is displayed on a customer invoice. See the [[issuing_goods:issuing_goods_customer_invoice]] page for details. | ^ Able to specify VVM status when receiving items | If checked then a new **VVM status** field will be available on a supplier invoice for the user to select the current VVM status of the batch when it is received on a supplier invoice or inventory adjustment. See the [[receiving_goods:supplier_invoices#vaccines|7.01. Supplier invoices]] and [[items:inventory_adjustments#vaccines|4.18. Inventory adjustments]] pages for details. Also, if checked then an additional //Doses// column is displayed on a customer invoice. See the [[issuing_goods:issuing_goods_customer_invoice]] page for details. |
 +^ Finalise stock transfer supplier invoice automatically | If this is checked, supplier invoices that are created in **this store** as the receiving side of a stock transfer are automatically received into stock and finalised. This is set in the **receiving** store. Only users who have the //Edit store details// permission set can set this preference (see the [[admin:managing_users]] page for details on setting user permissions).\\ \\ There is another preference that does a similar thing that is set in the **sending store**. See the [[other_stuff:virtual_stores#for_stock_transfers_the_supplier_invoice_in_the_receiving_store_should_be|For stock transfers the supplier invoice in the receiving store should be...]] section below for details on that. |
 === Notification preferences === === Notification preferences ===
 These are used by the notification/alert functionality described on the [[notifications:setup_and_use|]] page. The notifications inform users of situations that need their attention. The thresholds that give rise to some of the notifications can be set here. These are used by the notification/alert functionality described on the [[notifications:setup_and_use|]] page. The notifications inform users of situations that need their attention. The thresholds that give rise to some of the notifications can be set here.
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 How you set this preference is determined by how separate your goods receiving and finance sections are. If they are not in the same building, you might want to use the "Receive into stock and leave confirmed" option, as this will allow you to proceed with issuing goods without waiting for the finance department's approval. How you set this preference is determined by how separate your goods receiving and finance sections are. If they are not in the same building, you might want to use the "Receive into stock and leave confirmed" option, as this will allow you to proceed with issuing goods without waiting for the finance department's approval.
  
-=== For stock transfers, the supplier invoice in the receiving store should be...===+table at the to=== For stock transfers, the supplier invoice in the receiving store should be...===
 <WRAP center round important 60%> <WRAP center round important 60%>
 This option applies to all stores that this store transfers stock **to**. This option applies to all stores that this store transfers stock **to**.
 </WRAP> </WRAP>
  
-This option is used to determine whether stock transferred from one store to another is received to a destination store and automatically introduced to stock or not. The **On hold** option prevents stock from being introduced, while the **Finalised** option automatically makes the stock available for use in the destination store - //**without the receiving store having the opportunity to amend the Goods Receipt**//.+This option is used to determine whether stock transferred from this store (the sender) to another (the recipient) is received to a destination store and automatically introduced to stock or not. The **On hold** option prevents stock from being introduced, while the **Finalised** option automatically makes the stock available for use in the destination store - //**without the receiving store having the opportunity to amend the Goods Receipt**//.
   * Choose **Finalised** if there is no need to check / alter the quantity received compared to what was sent.   * Choose **Finalised** if there is no need to check / alter the quantity received compared to what was sent.
   * Choose **On hold** if the store is being used by mSupply mobile, and the goods receipt needs to be confirmed before receiving.   * Choose **On hold** if the store is being used by mSupply mobile, and the goods receipt needs to be confirmed before receiving.
 +
 +This preference is set in the **sending** store. There is another preference that can be set in the **recipient** store that will do the same thing but from the recipient's point of view. See the table at the top of the [[other_stuff:virtual_stores#preferences_tab|Preferences tab]] section above for details on that.
  
 === Location code pattern === === Location code pattern ===
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 Please email [[support@msupply.foundation]] so that the support team can test and see if you will encounter any issues, and then, in consultation with you, carry it out on your Central server for you. Please email [[support@msupply.foundation]] so that the support team can test and see if you will encounter any issues, and then, in consultation with you, carry it out on your Central server for you.
 </WRAP> </WRAP>
 +
 +<WRAP center round info 60%>
 +In order to merge stores, both of them need to be:
 +
 +  - Active on the Central server
 +  - Not disabled (Special > Show stores)
 +
 +It is OK if one or both of the stores are:
 +  * Not visible to each other
 +  * Not visible to the store that the user is logged in to when carrying out the merge
 +  * On Hold (Customer > Show Customer)
 +</WRAP>
 +
  
  
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   * The 'old' method:  [[other_stuff:virtual_stores#create_new_store_and_then_merge_with_the_existing_customer_name|Create new store and then merge with the existing customer name]]   * The 'old' method:  [[other_stuff:virtual_stores#create_new_store_and_then_merge_with_the_existing_customer_name|Create new store and then merge with the existing customer name]]
-  * The recommended :-D method:  [[other_stuff:virtual_stores#turn_an_existing_customer_into_a_store|Turn an existing customer into a store]]+  * The recommended :-D method:  [[other_stuff:virtual_stores#turn_an_existing_customer_into_a_store1|Turn an existing customer into a store]]
  
 <WRAP center round alert 90%> <WRAP center round alert 90%>
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     - Is visible to the customer that is to be converted to a store     - Is visible to the customer that is to be converted to a store
     - Has similar //user and group permissions// as the new store.     - Has similar //user and group permissions// as the new store.
-  - **Customer > Show customers...** to find the customer that you want to convert into a store and copy the name.  This will ensure that you are converting the correct customer into a store - see warning below!+  - **Customer > Show customers...** to find the customer that you want to convert into a store and copy the name.  This will ensure that you are converting the correct customer into a store - see warning below!  <WRAP center round tip 60%> 
 +Step 5 below will be easier and more reliable if you copy the name into the clipboard: 
 +  - Click in the Name field 
 +  - Select all (Ctrl+a) 
 +  - Copy (Ctrl+c) 
 +</WRAP> 
   - **Special > Show stores... > New Store**  You will see an alert like that shown below.:\\ {{  :other_stuff:pasted:20220519-012039.png  }}   - **Special > Show stores... > New Store**  You will see an alert like that shown below.:\\ {{  :other_stuff:pasted:20220519-012039.png  }}
   - Click on the **Turn an existing customer into a store** checkbox   - Click on the **Turn an existing customer into a store** checkbox
  • Last modified: 2025/08/10 23:33
  • by Mark Glover