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| en:mobile:setup:server_side:create_store [2020/03/02 00:36] – [Create store for existing customer] 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. | |
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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. |
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| | * **[[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 |}} |
| - [[en:mobile:setup:server_side:config#make_the_store_visible_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 === | === 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. | 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. |
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| __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... | **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... |
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| 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 | If you try to do the merge before finalising all customer invoices, you will get an error message, and 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 ==== |