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en:mobile:setup:server_side:where_to_start [2020/03/01 23:16] – ↷ Page name changed from en:mobile:setup:server_side:1 to en:mobile:setup:server_side:where_to_start lou_lomasen:mobile:setup:server_side:where_to_start [2021/07/15 23:11] (current) – [Creating mobile stores from existing "Customers" in mSupply] Mark Glover
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   * A mobile tablet fitting the recommended specifications [[en:mobile:user_guide:getting_started#hardware_requirements|here]]   * A mobile tablet fitting the recommended specifications [[en:mobile:user_guide:getting_started#hardware_requirements|here]]
  
 +===== Information needed =====
 +  * Store name
 +  * The item master list to be attached to the store
 +  * If you are converting an existing mSupply site (customer) to mSupply Mobile, then you also need to provided the existing customer name that the store is being created for 
 ===== Creating mobile stores for new sites ===== ===== Creating mobile stores for new sites =====
  
 **EACH** individual mobile store needs to have the following steps done on the server, which are detailed later in this Server setup guide: **EACH** individual mobile store needs to have the following steps done on the server, which are detailed later in this Server setup guide:
  
-  * Create the sync site [[en:mobile:setup:server_side:2|section 2 of this guide]] +  * Create the sync site [[en:mobile:setup:server_side:create_sync_site|section 2 of this guide]] <wrap em>Refer Note below</wrap> 
-  * Create the mobile store [[en:mobile:setup:server_side:3|section 3 of this guide]] +  * Create the mobile store [[en:mobile:setup:server_side:create_store|section 3 of this guide]] <wrap em>Refer Note below</wrap>
   * Configure the mobile store [[en:mobile:setup:server_side:config|section 4 of this guide]]   * Configure the mobile store [[en:mobile:setup:server_side:config|section 4 of this guide]]
   * Create user(s) to access the store [[en:mobile:setup:server_side:users|section 5 of this guide]]   * Create user(s) to access the store [[en:mobile:setup:server_side:users|section 5 of this guide]]
  
- +<WRAP center round important 60%
-===== Creating mobile stores from existing "Customers" in mSupply ===== +Sections 2 and 3 of this guide can now be carried out using the [[https://docs.msupply.org.nz/synchronisation:site_wizard|Sync site wizard]].  These instructions are retained here for reference only
- +</WRAP>
- <wrap center round alert>  +
- +
-If the stores being created from existing customers in an existing mSupply system, then an additional step needs to be carried out</wrap> +
- +
-[[https://docs.msupply.org.nz/names:merging_names|Merge the existing customer name with the new store]].  There is some footrunner code that can facilitate this for multiple sites - see [[en:mobile:setup:server_side#create_store_from_existing_customer_name_using_store_create_from_name|2. Create store from existing customer name using store_create_from_name]], below+
- +
-__However__, Any unfinalised CIs 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 CIs 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: +
- +
-{{ :en:mobile:pasted:20200116-222550.png }} +
  
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-|  //  Previous:  **[[en:mobile:setup:server_side]]** | | Next: **[[en:mobile:setup:server_side:2]]** //  |+|  //  Previous:  **[[en:mobile:setup:server_side]]** | | Next: **[[en:mobile:setup:server_side:create_sync_site]]** //  |
  • en/mobile/setup/server_side/where_to_start.1583104596.txt.gz
  • Last modified: 2020/03/01 23:16
  • by lou_lomas