Legacy - Relate Plan Items to Vendor Items

Legacy - Relate Plan Items to Vendor Items

A Plan Item can be related to a single or multiple Vendor Items


List of Plan items with existing relationship with Vendor items, if any

A single plan item can be related to multiple vendor items from same or different vendors

Click on View button to get details on the vendor items and Modify button to edit the plan item to vendor item relationship

View a existing vendor item detail

Viewing details of the vendor items

Modify an existing plan item to vendor item relation

List of vendor items (in this case 2 numbers) assigned to a plan item

Add / Remove vendor items, by selecting a vendor.

Vendor Items can be Taxable or Non-Taxable.

    • Related Articles

    • Legacy - Add / Modify Vendor Items and link them with Plan items

      Add / Modify Vendor item names and its details. A separate list of plan items known as vendor items is maintained for each vendor. The plan item name can be different than the vendor item name of the vendor. Navigation 1) Settings and Reports 2) ...
    • NextGen - I do not see a rabies/vaccine certificate while perfoming the plan item

      1) please click on the setup icon as shown below. Navigate to plan items then Sub Category 2) Search for the plan item's category and subcategory. Click on the Edit button. 3) Make sure the Vaccine - Rabies option has been enabled under trigger ...
    • Legacy - How to Map Plan item to Bin and Location ( Plan items and bin relationship)

      Establish where the Plan items are kept. i.e which Bin and location. Create the Plan Item & Bin relationship, clinic wise. Navigation:Settings and reports->Settings->Inventory masters->Relate Plan items to bin (Search by Plan items) Relate Plan item ...
    • Legacy - Combine Multiple Plan Items for Common Inventory

      There could be more than one plan item that links with one Vendor Item.....One Vendor item can be used in different ways examples of the same link what is relevant to you 1.Create a new group 2.Modify the existing group Select the Group Radio Button ...
    • Legacy - Vendor Item Add / Edit

      Add Vendor Item and its details for each Vendor. Along with the Vendor item name, code, package type etc, also update the unit price, taxes as per quotations received from the Vendor. Assign Relationship between a Vendor Item and a Plan item to track ...