33 lines
1.2 KiB
ReStructuredText
33 lines
1.2 KiB
ReStructuredText
|
|
||
|
|
Overview
|
||
|
|
========
|
||
|
|
|
||
|
|
In most cases the Person-related data already lives in a (e.g. POS)
|
||
|
|
SQL database and may be queried directly by Rattail. This means you
|
||
|
|
may view that data directly in the web app.
|
||
|
|
|
||
|
|
All of the Person-related records may also be *imported* into Rattail
|
||
|
|
from other systems, and this is usually the best place to get started;
|
||
|
|
see :doc:`importing`.
|
||
|
|
|
||
|
|
Once the data lives in Rattail you obviously may view it within the
|
||
|
|
web app (so, reading from Rattail DB instead of POS DB now). But this
|
||
|
|
also sets the stage for other features which require such data to be
|
||
|
|
in place; for instance :doc:`../../custorders/index`.
|
||
|
|
|
||
|
|
You also may want to allow editing for some or perhaps all aspects;
|
||
|
|
see :doc:`editing`.
|
||
|
|
|
||
|
|
The data (and any changes made via editing, if applicable) may also be
|
||
|
|
exported back to the source and/or other systems; see
|
||
|
|
:doc:`exporting`.
|
||
|
|
|
||
|
|
Sometimes you need to process a "set" of data, for instance taking an
|
||
|
|
export file from one system and then preparing it for import to
|
||
|
|
another system. This is a broad topic; for a starting point see
|
||
|
|
:doc:`batches`.
|
||
|
|
|
||
|
|
Duplicate records are an ongoing problem in many systems, when it
|
||
|
|
comes to Person-related data. Rattail does allow merging of 2 records
|
||
|
|
but it can be tricky; see :doc:`merging`.
|