Next Gen - Inventory Set up
Navigation:

Go to Setup >> Organization >> Clinics >> Settings. (The gear Icon shown below)
Under Inventory Settings, you will have the option to update the information shown below.
1 > Inventory : Will help you enable and disable the inventory.
2> Inventory Basket Setup :
a> Setup new Inventory Basket : This will help you create new baskets when you are setting up Inventory for your clinic.
b> Use existing Clinic Inventory Baskets: This will help you to use the existing inventory baskets. (Used if you have a multi clinic setup on VETport)
3> Choose default stock by:
a> FIFO : Stocks will be consumed by the First in First out method from your Inventory Items..
b> Expiration Date : Stock will be consumed according to the expiration date of the Inventory items.
4> Collect tax while receiving stock: This is to collect tax while receiving stock. (For clinics in Asia Region)
5> Edit Manufacturer: Give you the ability to edit/update the manufacturer that are already added.
Related Articles
Next Gen -Plan Item Triggers
Step 1: Go to "Step up" Step 2: Under plan Items Check for Category Sub Category Step 3: Category: This is divided into 5 parts ( You need to check if the options are selected accordingly) Communication Form Diagnosis Drug Education Form Operative ...
Next Gen - Creating a Plan Item
Please follow the below steps in creating a plan Item Step 1: Click on "Inventory & Plan Item" Step 2: Select Plan Item Management Step 3: Select "Plan Items" Step 4: This page you can add & download plan item. This would give you the details ...
Next Gen - EMR/SOAP set up
Navigation: Go to Setup >> Organization >> Clinics >> Settings. (The gear Icon shown below) Under EMR/SOAP Settings, you will have the option to update the information shown below. 1 > Electronic Medical Record Format : Will help you select the EMR ...
Next Gen - Clinic Setup
Adding a Clinic Step 1: Go "Setup" Step 2: Click on "Organization" Step 3: Select "Clinics" Step 4: Click on "Add Clinic" Step 5 (A) : Please fill up the application completely and also the once marked with asterisk as very important. Select the ...
Next Gen - Inventory Reports
This segment will help you understand how to get your report details. How to get to Inventory Page ? Step 1: Go to "Inventory & Plan Items" Step 2: Select " Inventory Reports ". Now this would take you a different page which would give you the list ...