names:adding_and_editing

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names:adding_and_editing [2025/07/28 06:06] – [Adding a new customer] Mark Glovernames:adding_and_editing [2025/11/09 23:20] (current) – [Item lists tab] Mark Glover
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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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 {{ :names:name_facilities_master_list-2025-07-25-13-10-11.png?700 | }} {{ :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 [[items:master_lists|Item master lists]] to customers for use in requisitions created in supplying stores.
- +
-**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 | }} {{ :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 : +For a facility or customer, you can set the master list to function as any of: 
-  - In imprest form +  * In imprest form for use in the [[/issuing_goods:stock_control_methods#imprest_method|Imprest method]] 
-  - In all types requisition form such as `Customer Stock history`, `Response`  and `Request` requisition. For this the `Requisition` checkbox needs to be ticked. +  * The basis for requisitions (any type:  [[/issuing_goods:stock_control_methods#new_customer_requisition|Request]], [[/issuing_goods:stock_control_methods#stock_history_method|Customer Stock history]] or [[/issuing_goods:stock_control_methods#response_internal_requisitions|Response]] requisition. 
-  - Ordering list for web : This is for online web orders that the facility or customer may want to place. +  * Ordering list for web, for [[/web_interface:msupply_customer_setup|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.+  * Price list:  Causes prices configured on this list set the price for items sold to this customer - refer to the [[/items:master_lists#add_item|Price per unit field in Adding items to a master list]].
 ==== Stock history tab ==== ==== Stock history tab ====
  
  • Last modified: 2025/07/28 06:06
  • by Mark Glover