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Rattail Manual documentation
Rattail Manual documentation

Contents:

  • Read This First
  • Quick Start
  • Background
  • Feature Layer
    • People
      • Entry
        • Overview
        • Importing
        • Editing
        • Exporting
        • Batches
        • Merging
      • Users
      • Employees
      • Customers
      • Members
      • Household / Shared Accounts
    • Products
      • Entry
      • Vendors / Catalogs
      • Pricing
      • Labels
      • Inventory
    • Purchase Orders
      • Ordering
        • Overview
        • Adding Items
        • Batch Execution
        • Converting a PO
      • Receiving
        • Overview
        • Receiving Batches
        • Receiving Workflows
        • Accounting for Receiving
      • Accounting
    • POS Transactions
      • Importing
      • Reporting
    • Customer Orders
      • Entry
      • Purchasing
      • Receiving
      • Fulfilment
      • Cancellations / Other
      • Reporting
  • Base Layer
    • Requirements
    • Virtual Environment
    • Installation
      • Common Install Steps
      • Installing on Windows
        • Python
        • Pip
        • Python for Windows Extensions
        • Rattail
        • Windows User
        • File Monitor
          • Overview
          • Configuration
            • Overview
            • Basic, aka. “Starter Kit”
            • Other Approaches
          • Registering the Service
          • Starting the Service
    • App Folder
    • Configuration
      • Overview
      • Config File Syntax
      • Typical File Paths
      • Config File Inheritance
      • Generating Config Files
      • Configuring Logging
      • Storing Config in DB
      • memcached
      • Available Settings
        • Overview
        • Common Settings
        • Settings for email
        • Settings for DB connections
        • Settings for web
        • Settings for datasync
        • Settings for filemon
        • Settings for bouncer
        • Settings for mailmon
    • Commands
    • Writing Scripts
    • Sending Email
      • Overview
      • Postfix Setup
      • System Emails
      • Logging to Email
      • Rattail Configuration
      • Customizing Templates
      • Programmatically Sending Email
      • Email Handler
      • Development Considerations
      • Handling Email Bounces
    • Scheduled Tasks
    • Supervisor
      • Overview
      • Setup
    • File Monitoring
      • Overview
    • Mail Monitoring
    • App Upgrades
    • Handlers
      • App Handler
      • Batch Handlers
      • Import Handlers
      • Other / Misc. Handlers
        • Auth Handler
        • Board Handler
        • Cleanup Handler
        • Clientele Handler
        • Email Handler
        • Employment Handler
        • Feature Handler
        • Label Handler
        • Membership Handler
        • People Handler
        • Products Handler
        • Report Handler
  • Data Layer
    • Rattail Database
      • Overview
      • Core Schema
      • Extending the Schema
      • Migrating the Schema
    • Trainwreck Database
    • POS and Other Data Stores
    • User Auth
    • Data Import / Export
      • Overview
      • Concepts
      • Data Exporters
    • Real-Time Data Sync
      • Overview
      • Watchers
      • Consumers
    • Data Versioning
    • Data Batch Processing
      • Overview
      • Batch Table Schema
      • Batch Handlers
      • Native Batch Types
        • Customer Order Batch
        • Delete Product Batch
        • Handheld Batch
        • Importer Batch
        • Inventory Batch
        • Label Batch
        • New Product Batch
        • Pricing Batch
        • Product Batch
        • Purchase Batch
        • Vendor Catalog Batch
        • Vendor Invoice Batch
      • Adding a Custom Batch
    • Autocomplete
    • Customer Orders
      • Customer Order Overview
      • Customer Order Workflows
    • Reports
      • Overview
      • Report Handler
      • Generating a Report
      • Auto-Emailed Reports
      • Adding a Custom Report
    • Problem Reports
    • Multiple App Nodes
    • Temperature Monitoring
    • Common Tasks
    • Common Patterns
  • Web Layer
    • Overview
    • Default Web App
      • Overview
      • Development Guide
        • Overview
        • Views
        • Grids
        • Forms
        • Common Patterns
        • Common Tasks
          • New Master View
    • Web API
    • Single-Page Apps
  • Monitoring Layer
    • Overview
    • Shinken
  • Deployment Layer
    • Overview
    • Fabric Basics
    • Machine Bundles
  • Backup Layer
    • Overview
    • Installation
    • Configuration
    • Running the Command
    • Features
      • Database Dumps
      • Rsync
      • Borg
    • Restoring from Backup
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Entry¶

Here we’ll discuss how various Person-related records are first entered into the system, and how they are maintained going forward.

  • Overview
  • Importing
  • Editing
  • Exporting
  • Batches
  • Merging
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Overview
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People
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