items:master_lists

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items:master_lists [2024/09/13 11:57] – [Remove item(s)] Gary Willettsitems:master_lists [2025/03/10 05:43] (current) – [Procedure - item visibility] Mark Glover
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 ==== Add master list ==== ==== Add master list ====
- 
 Click on the //Add Master List// button and you are presented with this window: Click on the //Add Master List// button and you are presented with this window:
  
-{{ :items:add_mstr_list.png?550 }} 
 {{ :items:add_mstr_list2.png?550 |}} {{ :items:add_mstr_list2.png?550 |}}
  
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 Add any note or information here that will help you and others understand what the list is for. Add any note or information here that will help you and others understand what the list is for.
  
 +== Discount % ==
 +The % discount to apply to sell prices for the items on the masterlist when they are issued on a customer invoice. Will not affect prices on prescriptions. The discount is applied after other sell price calculations or substitutions are made.
 == Automatically add new items to this master list == == Automatically add new items to this master list ==
 If you check this, any new items created, whether manually or during import, will be added to the master list. This is a particularly helpful setting when you are using master lists to [[other_stuff:virtual_stores#controlling_item_visibility|control the visibility of items in stores]]. If you check this, any new items created, whether manually or during import, will be added to the master list. This is a particularly helpful setting when you are using master lists to [[other_stuff:virtual_stores#controlling_item_visibility|control the visibility of items in stores]].
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 If checked, this tells mSupply to use the prices on this master list for any of the items on this list on prescriptions (not customer invoices). If checked, this tells mSupply to use the prices on this master list for any of the items on this list on prescriptions (not customer invoices).
  
 +== Is default price list ==
 +If checked then tells mSupply to use the unit prices set on this master list as the unit sell price for those items instead of other prices. This price will be applied ot prescriptions as well as customer invoices.
 === Buttons on the Master list window === === Buttons on the Master list window ===
  
 == Add item == == Add item ==
- 
 You then populate the list with the required items by clicking the **Add Item** button: You then populate the list with the required items by clicking the **Add Item** button:
  
-{{ :items:pasted:20201123-221315.png?500 }} +{{ :items:pasted:20241016-155709.png?500 }}
  
   * On entering the first few characters of the item to be ordered and pressing the Tab key, the (by now!) familiar list will appear from which the desired item is selected by double-clicking.   * On entering the first few characters of the item to be ordered and pressing the Tab key, the (by now!) familiar list will appear from which the desired item is selected by double-clicking.
   * If the imprest system is used in your organisation, the quantity is entered in the //Imprest Quantity// field.  If the imprest system is not being used, you don't have to enter anything in this field.   * If the imprest system is used in your organisation, the quantity is entered in the //Imprest Quantity// field.  If the imprest system is not being used, you don't have to enter anything in this field.
-  * If you want this list to determine the price of this item for customers using it, the price is entered in the //Price// field.  If not, no entry is required in this field.+  * If you want this list to determine the price of this item for customers using it, the price is entered in the //Price per unit// field.  If not, no entry is required in this field.
  
 == Remove item(s) == == Remove item(s) ==
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 == Search field == == Search field ==
 If you need to find a specific item in the master list you can type something in the //Search items// field just below the buttons. Only the items in the list with a name or code that contains what you typed will be shown, all others will be hidden. If you need to find a specific item in the master list you can type something in the //Search items// field just below the buttons. Only the items in the list with a name or code that contains what you typed will be shown, all others will be hidden.
-=== Tabs the Master list window  ===+=== Tabs on the Master list window  ===
  
 == Items == == Items ==
- 
 Shows the list of items on the master list. Shows the list of items on the master list.
  
 == In use by == == In use by ==
 +Shows which customers and stores the master list has been assigned to:
 +
 +{{ :items:pasted:20241016-161225.png?600 |}}
 +
 +The table contains a list of all the stores and facilities (non-store names) that are visible in the current store. The stores or facilities that are already using this master list have the checkbox in the //Uses this master list// column checked. The //xxx/////yyy// figures just below the table on the right hand side show how many names are currently displayed in the list (//xxx//) and how many names in total are visible in this store (//yyy//).
 +  * **To assign a master list** to a store or facility (non-store name) in the list, simply check its checkbox in the //Uses this master list// column.
 +  * **To remove a master list** from a store or facility uncheck its checkbox in the //Uses this master list// column.
 +
 +If the list of names is long there are a few things you can do to find the ones you want and quickly set or unset master lists for them:
 +  * Check or uncheck the **Store** or **Facility** checkboxes to turn on and off the display of Stores and non-store names in the list.
 +  * Type something in the //Search Names// field. The list will only show stores and facilities that contain what you type in this field.
 +  * Click the **All on** button to check all the checkboxes visible in the //Uses this master list// column.
 +  * Click the **All off** button to uncheck all the checkboxes visible in the //Uses this master list// column.
 +
 +== Tags ==
 +{{ :items:pasted:20241017-134910.png?600 |}}
 +
 +Master lists can have tags applied to them to identify them for certain configurations. The tags applied to the master list will be shown in the Tags section.
 +
 +To **add** another tag, simply click into the box inside the //Tags// area and type then name of the tag to attach. Click off the tag and the tag will be added. To **remove** any tag, simply click on the small 'X' in its top left hand corner.
  
-Shows which customers the master list has been assigned to (see below). 
  
 +== Program settings ==
 +Master lists can be used to define programs. This is the tab where program settings are made, to see all the details please see to the [[items:programs]] page.
 ==== Delete master list ==== ==== Delete master list ====
  
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   * To find out which customers and stores the list is assigned to, open the master list and click on the //In use by// tab.  If the list on this tab is empty, you will be able to remove the master list. Refer to the [[items:master_lists#assigning_a_list_to_a_customer|Assigning a list to a customer]] section below and the [[other_stuff:virtual_stores#master_lists_tab|25.08. Virtual stores]] page to remove the master lists from customers and stores respectively.   * To find out which customers and stores the list is assigned to, open the master list and click on the //In use by// tab.  If the list on this tab is empty, you will be able to remove the master list. Refer to the [[items:master_lists#assigning_a_list_to_a_customer|Assigning a list to a customer]] section below and the [[other_stuff:virtual_stores#master_lists_tab|25.08. Virtual stores]] page to remove the master lists from customers and stores respectively.
 </WRAP> </WRAP>
-+ 
 ==== Duplicate master list ==== ==== Duplicate master list ====
 Should you wish to create a Master list which is very similar to an existing one, click on this icon, and a new Master list with the same name (description) but with  `// (Copy)//' appended to it is created; this can then be edited and renamed to suit your requirements. Should you wish to create a Master list which is very similar to an existing one, click on this icon, and a new Master list with the same name (description) but with  `// (Copy)//' appended to it is created; this can then be edited and renamed to suit your requirements.
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   - Now whenever an item is added or removed from this master list, the preference will automatically update the visibility for all of the 100 stores, so that the items visible for each individual store matches the items included in the master list.   - Now whenever an item is added or removed from this master list, the preference will automatically update the visibility for all of the 100 stores, so that the items visible for each individual store matches the items included in the master list.
   - Adding an item to a master list will automatically add that item to visibility for all stores using that master list   - Adding an item to a master list will automatically add that item to visibility for all stores using that master list
-  - Deleting an item from a master list will automatically remove that item from visibility for each store using that master list, given it is not included in another master list in use by each store respectively.+  - Deleting an item from a master list will automatically remove that item from visibility for each store using that master list, provided that it is not included in //another// master list in use by each store respectively.
  
 <WRAP center round important 60%> <WRAP center round important 60%>
  • Last modified: 2024/09/13 11:57
  • by Gary Willetts