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en:mobile:setup:server_side:where_to_start [2021/07/15 22:57] – [Creating mobile stores from existing "Customers" in mSupply] Mark Glover | en: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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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. | 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. |
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===== Creating mobile stores from existing "Customers" in mSupply ===== | |
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If the store being created is an existing customer in the mSupply system, then an additional step needs to be carried out first. Do yourself a favour and use the [[https://docs.msupply.org.nz/synchronisation:site_wizard|Sync site wizard]]. | |
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[[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. | |
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__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... | |
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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: | |
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