Next Gen - Inventory Set up
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.
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 ...
Next Gen - How to create a manufacture & vendor in Inventory ?
A) Adding a manufacturer: Step 1: Select the setup tool Step 2: Click on Inventory Step 3: Click on Manufacturer to begin adding (Manufacturer) Step 4: Select to add the Manufacturer Step 5: You can enter the Manufacturer's name and also the Website ...
Next Gen - Inventory Adding Stock with PO
This Lesson will teach you how to raise a PO when the stock has exceeded the threshold / Re-order level Step 1: Select "Inventory & Plan Items" Step 2: Click on "Order Stock" Step 3: Select "Create Purchase Order" Step 4: You can add your plan item ...
Next Gen - Discounts and Coupons set up
How do you Set up Discounts & Coupons ? Step 1: Clinic on "Money Manager" Step 2: Go to "Account Settings" Step 3: Click on "Discounts & Coupons" Step 4: Click on "Add Discount / Coupon" Step 5: You need fill up the page to update the Discount or ...
Next Gen - Interest Details Set up
Navigation: Go to Setup >> Organization >> Clinics >> Settings. (The gear Icon shown below) This will help the clinic to charge a percentage of Interest for an unpaid balance exceeding a set number of days. Under Interest Details Settings, you will ...