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| en:mobile:setup:server_side:create_store [2020/03/01 23:53] – [Create store for existing customer name using store_create_from_name] lou_lomas | en:mobile:setup:server_side:create_store [2021/07/15 23:01] (current) – [3. Create the Store] Mark Glover |
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| ====== 3. Create the Store ====== | ====== 3. Create the Store ====== |
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| After the sync sites have been set up, there are three approaches to creating and configuring the store that will be operated on that site. | <WRAP center round important 60%> |
| | This step is best carried out using the [[https://docs.msupply.org.nz/synchronisation:site_wizard|Sync site wizard]]. These instructions are retained here for reference only. |
| * This can be done 'manually' as described in the first method below. This method is suitable if you are creating only a handful of stores. | </WRAP> |
| * If you are creating a larger number of stores, then it is more appropriate to use one or both of the two footrunner code methods. As of 2019-10-24 there are two pieces of footrunner code that can expedite this process - see: | |
| *[[https://sussol.net/wiki/doku.php/msupply:specifications:admin:sync#creating_data_files_for_multiple_new_remote_sites|Creating data files for multiple new remote sites]]. They can **//not//** be used together for the same store, but it may be appropriate to use | |
| * [[https://sussol.net/wiki/doku.php/msupply:specifications:admin:sync#store_create_from_name|store_create_from_name]] for creation of one store, and then use | |
| *[[https://sussol.net/wiki/doku.php/msupply:specifications:admin:sync#sync_clone_sync_site|sync_clone_sync_site]] to create subsequent stores. | |
| |
| | After the sync sites have been set up, there are three approaches to creating and configuring the store that will be operated on that site. |
| |
| | * **[[en:mobile:setup:server_side:create_store#manually_create_store|Manually create a store]]** - this method is suitable if you are creating only a handful of stores |
| | * **[[en:mobile:setup:server_side:create_store#create_store_for_existing_customer|Create a store for an existing customer]]** |
| | * **[[en:mobile:setup:server_side:create_store#create_stores_by_cloning_another_sync_store_using_sync_clone_sync_site|Create stores by cloning another sync store]]** - if you're creating a larger number of stores, then it is more appropriate for the mSupply Support Team to use footrunner code |
| ==== Manually create store ==== | ==== Manually create store ==== |
| - On mSupply desktop go to **Special > Stores > New Store**{{ :mobile:mob2_001.jpg?600 |}}{{ :mobile:newstore.jpg |}} | - On mSupply desktop go to **Special > Stores > New Store**{{ :mobile:mob2_001.jpg?600 |}}{{ :mobile:newstore.jpg |}} |
| * The Store Name needs to be something that users will recognise.\\ ''Mobile Store 1'' is not likely to be a good name to use. ;-) | * The Store Name needs to be something that users will recognise.\\ ''Mobile Store 1'' is not likely to be a good name to use. ;-) |
| </WRAP> | </WRAP> |
| - [[en:mobile:setup:server_side#making_items_visible_to_the_new_store_according_to_a_master_list|Configure items visibility for the store]] | - [[en:mobile:setup:server_side:config#making_items_visible_in_the_new_store_using_master_list_s|Configure items visibility]] |
| - [[en:mobile:setup:server_side#setting_up_correct_synchronisation_settings|Configure synchronisation settings]] | - [[en:mobile:setup:server_side:config#setting_up_the_correct_synchronisation_settings|Configure synchronisation settings]] |
| - [[en:mobile:setup:server_side#configure_visibility_to_other_stores|Configure store visibility to other stores]] | - [[en:mobile:setup:server_side:config#make_the_store_visible_to_other_stores|Configure store visibility to other stores]] |
| |
| ==== Create store for existing customer name using store_create_from_name ==== | ==== Create a store for an existing customer ==== |
| |
| This method is only useful if you already have a customer that you want to convert to a store.\\ | This method is only useful if you already have a customer that you want to convert to a store.\\ |
| |
| === Cloning the existing customer to a store === | === Cloning the existing customer to a store === |
| - The mSupply Support Team will use the footrunner code [[https://sussol.net/wiki/doku.php/msupply:specifications:admin:sync#store_create_from_name|''store_create_from_name'']] footrunner code to **clone** the original store. You will need to provide: | - The mSupply Support Team will use the footrunner code [[https://sussol.net/wiki/doku.php/msupply:specifications:admin:sync#store_create_from_name|''store_create_from_name'']] to **clone** the original store. We will need to provide: |
| - ''Name **ID**'' (not name **Code** :-() to create the store for (must not be blank or already a store) | - ''Name **ID**'' (not name **Code** :-() to create the store for (must not be blank or already a store) |
| - Store mode for new store (one of ''store'', ''dispensary'' or ''report''). Almost always, this should be ''store'' | - Store mode for new store (one of ''store'', ''dispensary'' or ''report''). Almost always, this should be ''store'' |
| - ''Sync ID'' for site on which the new store will be Active (optional; if left blank, will default to the current site ID) | - ''Sync ID'' for site on which the new store will be Active (optional; if left blank, will default to the current site ID) |
| - [[en:mobile:setup:server_side#making_items_visible_to_the_new_store_according_to_a_master_list|Configure items visibility for the store]] | - [[en:mobile:setup:server_side:config#making_items_visible_in_the_new_store_using_master_list_s|Configure items visibility]] |
| - [[en:mobile:setup:server_side#setting_up_correct_synchronisation_settings|Configure synchronisation settings]] | - [[en:mobile:setup:server_side:config#setting_up_the_correct_synchronisation_settings|Configure synchronisation settings]] |
| - [[en:mobile:setup:server_side#configure_visibility_to_other_stores|Configure store visibility to other stores]] | - [[en:mobile:setup:server_side:config#make_the_store_visible_to_other_stores|Configure store visibility to other stores]] |
| | === Merging the new store with the existing customer === |
| | Using the mSupply Desktop User Guide [[https://docs.msupply.org.nz/names:merging_names|merge the new store name with the existing customer name]]. There is some footrunner code that can facilitate this for multiple sites. |
| |
| === Merging the new store the existing customer === | **Before merging** all unfinalised Customer Invoices from supplying stores to the existing customer must be finalised. On a system with supplying stores on multiple sync sites, this can take a long time. Start early, and if possible, ask the supplying stores to refrain from creating any new Customer Invoices until the merging is done... |
| Using the mSupply Desktop User Guide [[https://docs.msupply.org.nz/names:merging_names|Merge the new store name with the existing customer name]]. There is some footrunner code that can facilitate this for multiple sites. | |
| |
| __NOTE:__ Before merging any unfinalised Customer Invoices from supplying stores to these existing customers need to be finalised first. On a system with supplying stores on multiple sync sites, this can take a long time. Start early, and if possible, ask the supplying stores to refrain from creating new Customer Invoices until the merging is done... | If you try to do the merge before finalising all customer invoices, you will get an error message, and the merge will not proceed |
| | |
| If you try to do the merge before finalising unfinalised customer invoices, you will get an error message, and as that message indicates, the merge will not proceed | |
| {{ :en:mobile:pasted:20200116-222550.png ?500 }} | {{ :en:mobile:pasted:20200116-222550.png ?500 }} |
| ==== Create store by cloning another sync store using sync_clone_sync_site ==== | ==== Create store by cloning another sync store using sync_clone_sync_site ==== |
| Use the footrunner code [[https://sussol.net/wiki/doku.php/msupply:specifications:admin:sync#sync_clone_sync_site|sync_clone_sync_site]]. Under this method: | |
| - Manually create and appropriately configure a single store. | First [[en:mobile:setup:server_side:create_store#manually_create_store|manually create and appropriately configure a single store]]. |
| - Make //**sure**// the relevant sync sites have been created (above) and then, for **EACH** store: | |
| - Run ''sync_clone_sync_site'' to clone the original store. You will need to provide: | Make //**sure**// the relevant [[en:mobile:setup:server_side:create_sync_site|sync sites have been created]] and then, for **EACH** store: |
| - Sync ID for source sync site | - The mSupply Support Team will use the footrunner code ''[[https://sussol.net/wiki/doku.php/msupply:specifications:admin:sync#sync_clone_sync_site|sync_clone_sync_site]]'' to clone the original store. We will need: |
| - Sync ID for clone sync site | - ''Sync ID'' for source sync site\\ \\ |
| - sync version (v1 for desktop, v3 for mobile) | - ''Sync ID'' for clone sync site\\ \\ |
| - Decision on whether the cloned store will have 'group' store visibility (visible to all other stores with the same supplying store) or not | - ''Sync version'' (v1 for desktop, v3 for mobile)\\ \\ |
| - Decision on whether to also clone locations, transactions, stock, requisitions. (almost always **NO**!) | - Decision on whether the cloned store will have 'group' store visibility (visible to all other stores with the same supplying store) or not\\ \\ |
| - new **store** code //and// name for each cloned store | - Decision on whether to also clone locations, transactions, stock, requisitions. (almost always **NO**!)\\ \\ |
| - new **user** name //and// password for the each cloned store's default user | - new **store** code //and// name for each cloned store\\ \\ |
| - If there are actually existing customers for each of these stores, you will need to [[https://docs.msupply.org.nz/names:merging_names|merge the existing customer name with the new store]] | - new **user** name //and// password for the each cloned store's default user\\ \\ |
| - The store will have the same item visibility configuration as the store that has been cloned. Review, and if necessary, [[en:mobile:setup:server_side#making_items_visible_to_the_new_store_according_to_a_master_list|Configure items visibility for the store]] | - If there are actually existing customers for each of these stores, you will then need to [[https://docs.msupply.org.nz/names:merging_names|merge the existing customer name with the new store]]\\ \\ |
| - The store will have the correct 'basic' sync settings. Review, and if necessary, [[en:mobile:setup:server_side#setting_up_correct_synchronisation_settings|Configure synchronisation settings]] | - The new store will have the same item visibility configuration as the original store. Review, and if necessary, [[en:mobile:setup:server_side:config#making_items_visible_in_the_new_store_using_master_list_s|configure items visibility]]\\ \\ |
| - The store will have the correct 'basic' store visiblity settings, including, if you have selected it, 'group' store visibility. Review, and if necessary, [[en:mobile:setup:server_side#configure_visibility_to_other_stores|Configure store visibility to other stores]] | - The new store will have the correct 'basic' sync settings. Review, and if necessary, [[en:mobile:setup:server_side:config#setting_up_the_correct_synchronisation_settings|configure synchronisation settings]]\\ \\ |
| | - The new store will have the correct 'basic' store visibility settings, including, if you have selected it, 'group' store visibility. Review, and if necessary, [[en:mobile:setup:server_side:config#make_the_store_visible_to_other_stores|configure store visibility to other stores]] |
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| | // Previous: **[[en:mobile:setup:server_side:create_sync_site]]** | | Next: **[[en:mobile:setup:server_side:config]]** // | | | // Previous: **[[en:mobile:setup:server_side:create_sync_site]]** | | Next: **[[en:mobile:setup:server_side:config]]** // | |