names:adding_and_editing

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names:adding_and_editing [2023/08/16 05:19] – [About manufacturers] Mark Glovernames:adding_and_editing [2025/05/07 03:06] (current) – [Editing or viewing a name] Gary Willetts
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 ===== Adding a customer, supplier, manufacturer, donor or benchmark ===== ===== Adding a customer, supplier, manufacturer, donor or benchmark =====
 ==== Adding a new customer ==== ==== Adding a new customer ====
-  * To add a new customer, choose //Customer > new customer// from the menu.+ 
 +<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. 
 +</WRAP> 
 + 
 +To add a new customer: 
 + 
 +  * Log in to the supplying store 
 +  * Choose //Customer > new customer// from the menu.
   * The form shown below will come up.   * The form shown below will come up.
   * The customer checkbox will be checked and disabled (from editing).   * The customer checkbox will be checked and disabled (from editing).
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   * If you have 3 hospitals you supply, but you send the bills to one centre for payment, you may want to enter each hospital with its own name code, and all of them with the same charge code. In your accounting program you would just enter one debtor (customer) with a code the same as the charge code. eg.   * If you have 3 hospitals you supply, but you send the bills to one centre for payment, you may want to enter each hospital with its own name code, and all of them with the same charge code. In your accounting program you would just enter one debtor (customer) with a code the same as the charge code. eg.
  
-<HTML><div align="center"></HTML> +^  Customer  ^  Name code  ^  Charge code  ^
-^ Customer     ^ Name code  ^ Charge code  ^+
 | Fred H Hosp  | fhhosp     | bluehos      | | Fred H Hosp  | fhhosp     | bluehos      |
 | Mary P Hosp  | mphosp     | bluehos      | | Mary P Hosp  | mphosp     | bluehos      |
 | Sam Q Hosp   | sqhosp     | bluehos      | | Sam Q Hosp   | sqhosp     | bluehos      |
-<HTML></div></HTML> 
  
   * In your accounting program you would enter "Blue Hospitals Assoc" with the code "bluehos"   * In your accounting program you would enter "Blue Hospitals Assoc" with the code "bluehos"
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   * This allows you to have customers that are specific to each store.   * This allows you to have customers that are specific to each store.
   * To find a name that is hidden, you can use the **Complex find** button in the window that is shown when you choose **Names > Show customers** or **Names > Show suppliers**   * To find a name that is hidden, you can use the **Complex find** button in the window that is shown when you choose **Names > Show customers** or **Names > Show suppliers**
 +*/
  
 === Supplying store === === Supplying store ===
  
-As of mSupply versions (Mobile and Desktop) released since 2019, the concept of a **Supplying store** is less relevant than it was.  The feature is still active, can be utilised with custom code, and may become generally relevant again in future.+As of mSupply versions (Mobile and Desktop) released since 2019, the concept of a **Supplying store** is less relevant than it was.  The feature is still active, can be utilised with custom code, and is the default store for internal orders are if this customer becomes a stoer in its own right. 
  
-*/ 
  
 ==== Extra information for customers only ==== ==== Extra information for customers only ====
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 For the manufacturer field to be shown, the option must be turned on: For the manufacturer field to be shown, the option must be turned on:
   * **Special > Show stores > [choose your store and double-click] > Preferences tab**   * **Special > Show stores > [choose your store and double-click] > Preferences tab**
-  * Checking the **Able to specify manufacturer when receiving, ordering or quoting for items** checkbox+  * Check the **Able to specify manufacturer when receiving, ordering or quoting for items** checkbox
  
 =====  Editing a customer, supplier or manufacturer ===== =====  Editing a customer, supplier or manufacturer =====
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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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 If **never** is chosen, the note will never be displayed on screen, and if // all// is chosen, it will display for all events for this customer/supplier. You may also set the background colour of the note , but as the text is always black, dark colours should be avoided. A further option allows you to have one or more audible `beeps' sound when the note is displayed. Each note will display according to the attributes set for it, independently of other notes defined for the same customer/supplier. If **never** is chosen, the note will never be displayed on screen, and if // all// is chosen, it will display for all events for this customer/supplier. You may also set the background colour of the note , but as the text is always black, dark colours should be avoided. A further option allows you to have one or more audible `beeps' sound when the note is displayed. Each note will display according to the attributes set for it, independently of other notes defined for the same customer/supplier.
  
-Subsequently, when this customer/supplier is selected and depending on the display settings made, the note will appear on screen; be aware that the note does not disappear automatically - you must close it/them manually.+Subsequently, when this customer/supplier is selected and depending on the display settings made, the note will appear on screen.  Be aware that the note does not disappear automatically - you must close it manually.
  
 The text of a note can be up to 32,000 characters. The text of a note can be up to 32,000 characters.
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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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 === Map coordinates === === Map coordinates ===
  
-  * You can [[https://www.lifewire.com/latitude-longitude-coordinates-google-maps-1683398|use Google Maps to find latitude and longitude]] of a customer. +  * You can [[https://www.lifewire.com/latitude-longitude-coordinates-google-maps-1683398|use Google Maps]] to find the latitude and longitude coordinates of a customer. The format of the numbers copied from Google maps is "latitude, longitude". 
-  * The first number is the longitude, and the second number is the latitude. +  * Copy these numbers into the **Map coordinates** field and press the //Tab// key on the keyboard. mSupply will copy the Latitude and Longitude numbers to their appropriate **Lat** and **Long** fields below. 
-  * Enter these numbers into the provided fields in mSupply +  * You can also enter the numbers manually into the **Lat** and **Long** fields shown in the screenshot. 
-  * You can then view the customers location by clicking the **View on Map** button.+  * You can then view the customer's location by clicking the **View on Map** button.
  
 ==== Custom data tab ==== ==== Custom data 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: 2023/08/16 05:19
  • by Mark Glover