en:mobile:setup:server_side:create_store

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en:mobile:setup:server_side:create_store [2020/03/02 00:52] – [3. Create the Store] lou_lomasen: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 ======
 +
 +<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.
 +</WRAP>
  
 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. 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: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]]
  
-==== Create store for existing customer ====+==== 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.\\
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   - [[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.
  
-__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...
  
-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 ====
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  • Last modified: 2020/03/02 00:52
  • by lou_lomas