33 lines
1.5 KiB
ReStructuredText
33 lines
1.5 KiB
ReStructuredText
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Editing
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=======
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Rattail makes it possible to edit most data it contains regardless of
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its nature. This of course includes Person-related data.
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However just because you *can* edit data in Rattail, does not mean you
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*should* do so. You must keep in mind, "which system is the
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authority?" for any given data point.
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In other words if you import Customer records from your POS, but then
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do not configure an export mechanism to get any changes made in
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Rattail *back* into the POS system, then by far the easiest thing is
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to just not allow editing in Rattail. But you still can view the
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data, and use various app features which leverage the data (e.g.
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:doc:`../../custorders/index`).
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However if you *do* configure export mechanisms then you may want to
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allow editing directly in Rattail. This can be any data point which
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is supported by the export mechanism. For instance if you allow
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editing of a Customer name in Rattail, the change could be synced back
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to POS.
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But it's also possible for Rattail to contain "more" data than the
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source (e.g. POS) system does. For instance your POS DB may have a
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field to track the "birthday" for each Customer, but maybe you also
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need to track their "favorite color" and the POS DB does not provide a
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way to do that. In this case you can import Customer records from POS
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into Rattail, and then allow editing in Rattail only for the "favorite
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color" field. Best of both worlds, you can now track whatever you
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want with no need to export data back to the source system.
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