other_stuff:virtual_stores

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other_stuff:virtual_stores [2026/03/31 04:34] – [Threshold for overstock] Mark Gloverother_stuff:virtual_stores [2026/09/03 00:01] (current) – [Deleting a store] Mark Glover
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-This new store will inherit the same user and group permissions (but not login permissions!) as the store which you are logged in to when you execute it.  It is therefore worth logging in to a store that has similar user and group permissions to those that you want to have in the new store.  Often the supplying store will be a suitable store for this purpose.+This new store will inherit the same user and group permissions, but //not// user login permissions, as the store //which you are logged in to// when you create the new store.  It is therefore worth logging in to a store that has similar user and group permissions to those that you want to have in the new store.  Often the supplying store will be a suitable store for this purpose.
  
-As noted above, in a syncing system you must be logged into the central server to create a new store - it will be synced to any site where it is visible to any stores active on that site (which will also include the supplying store). When a store is created, it is made active on the central server by default - see [[synchronisation:sync_sites|sync sites]] if you want to move it to (make it active on) another site.+As noted above, in a syncing system you must be logged into the central server to create a new store.  It will be made active on the central server - see [[synchronisation:sync_sites|sync sites]] if you want to move it to (make it active on) another site.
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-If you want to create the store for an existing customer, don't follow the rest of the instructions here.  Refer to [[other_stuff:virtual_stores#transition_a_customer_to_a_virtual_store|Transition a customer to a virtual store]].+The instructions here are for creating a store that is //not already configured as a customer// in your system.  In most cases, you will be creating a store for an existing customer.  In this is the case, //don't follow the rest of the instructions here//.  Refer to [[other_stuff:virtual_stores#transition_a_customer_to_a_virtual_store|Transition a customer to a virtual store]].
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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| 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.|+^ 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. If the preference is turned on then it turns those two preferences on for all items visible in the store, if it is turned off then it turns them all off for all items visible in the 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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 ==== Deleting a store ==== ==== Deleting a store ====
  
-To delete a store, click on the //Delete// button in the View stores window. **Note:** deletion of a store is a serious thing to do and is only possible when that store contains zero stock and there have been no transactions recorded.  mSupply will check and tell you that deletion is not possible if these criteria are not met.  In other words, you can only delete a store that has never been used!  If these criteria are not met and you still want to stop people using the store, then you can [[other_stuff:virtual_stores#disable_this_store|disable it - see above]].+To delete a store, click on the //Delete// button in the View stores window. 
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 +Deletion of a store is a serious thing to do and is only possible when that store contains zero stock and there have been no transactions recorded within the store.  In other words, you can only delete a store that has //never// been used!  mSupply will check and tell you that deletion is not possible if these criteria are not met.  If these criteria are not met and you still want to stop people using the store, then you can [[other_stuff:virtual_stores#disable_this_store|disable it - see above]]. 
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-If the store is **Active** on another site, then this process will not delete the site.+  * Deleting the store will not delete the Name associated with the store.  That is, it will revert to being a Facility (non-store). 
 +  * If the store is **Active** on another site, then this process will not delete the site.
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  • Last modified: 2026/03/31 04:34
  • by Mark Glover