Inventory
NextGen - How do I update my HSN Code?
1) Please click on the inventory and plan items icon as shown below. Click on Vendor items. A > Click on Inventory and plan items. B > vendor items. 2) Search for the vendor item and click on the edit button against the item. 3) Update the HSN code ...
NextGen - Where do I view my current inhand stock?
1) click on the inventory and plan items icon as shown below. Navigate to manage stock and click on View Current Stock. A > Click on Inventory and plan items. B > Manage stock. C > view current stock.
NextGen - How do I edit current stock?
1) click on the inventory and plan items icon as shown below. Navigate to manage stock and click on View Current Stock. A > Click on Inventory an plan items. B > Manage stock. C > View current stock. 2) Search for the vendor item name and click on ...
NestGen - How do I return stock as waste?
1) Click on the inventory and plan items icon as shown below. Navigate to manage stock then click on Return Stock. A > Click on Inventory and plan items. B > Manage stock. C > Return stock. 2) Search for the Vendor item to be reported as waste. 3) ...
NextGen - How do I return stock to Vendor?
1) Click on the inventory and plan items icon as shown below. Navigate to manage stock then click on Return Stock. A > Click on Inventory and plan items. B > Manage stock. C > Return item. 2) Search for the Vendor item to be returned. 3) Add the ...
NextGen - How do I add Baskets?
1) Please click on inventory and plan items icon as shown below and click on basket management. A > Click on Inventory and plan items. B > Basket management. 2) Click on Add Basket. 3) Fill in the Basket's name. 4) Search for the same basket. You ...
NextGen - How do I add Vendor Item?
1) Please click on the inventory and plan items icon as shown below, then click on vendor items. A > Click on Inventory and plan items. B > Vendor items. 2) Click on add vendor items. 3) Fill in all the necessary information and click on save ...
NextGen - How do I add Vendor ?
1) Please click on the inventory and plan items icon as shown below, then click on vendor. A > Inventory and plan items. B > vendor 2) Click on add new Vendor 3) Fill in all the necessary information and click on save.
NextGen - How do I add Manufaturer?
1) Please click on the setup icon as shown below. Navigate to inventory the manufacturer. A > Click on Setup B > Inventory C > Manufacturer 2) Click on add manufacturer. 3) fill in all the necessary information and click on save.
NextGen - Add stock WITHOUT PO (Purchase order)
ADDING STOCK WITHOUT PO Step 1: Go to Inventory and plan items Step 2 : Click on Manage Stock as shown below Step 3 : Click on ADD stock without PO as shown below Step 4 : Select a Vendor item from the list Step 5 : Enter all the required ...
NextGen - Add stock with PO
ADDING A STOCK WITH PO (PURCHASE ORDER) Step 1 : Go to Inventory and plan items Step 2 : Click on Order stock Step 3: Click on Create purchase order as shown below Step 4 : Click on CREATE PO on the right handside of the page Step 5 : After the ...
NextGen - Basket management
Step 1 : Click on Inventory and Plan items Step 2 : Click on Basket Management Step 3 : Create a Basket with a name as shown below Click on ADD BASKET and then enter the name of the Basket and click on SAVE Step 4 : Once the Basket is created, ...
NextGen - How to add Vendor items
Step 1 : Go to Inventory and plan items Step 2 : Click on Vendor items Step 3 : Click on Add Vendor item Step 4 : Add all the details on the Vendor item page, the ones in red Asterix ( * ) are MANDATE A, Vendor : Click on it and choose from the ...
NextGen - How to add Vendor
Step 1 : Go Inventory and plan items Step 2 : Click on Vendor Step 3 : Click on ADD NEW VENDOR as shown below Step 4 : Under ADD NEW VENDOR , Options you see in red asterix ( * ) are Mandate feilds Once all the details are entered, click on SAVE.
NextGen - How to add Vendor types
Step 1 : Go to Setup Step 2: Inventory Step 3: Click on Vendor type Step 4 : Click on ADD NEW VENDOR TYPE Step 4 : Enter a new Vendor type name and a small description on the type of Vendor and then click on SAVE
NextGen - How to add manufacturers
Step 1 :Go to Setup Step 2 : Inventory Step 3 : Click on Manufacturer Step 4 : Click on ADD MANUFACTURER , You can Add manufacturer name and Manufacturer website as shown below. Step 5 : If you wish to disable the manufacturer which is already ...
Next Gent - How to Create a Basket?
Step 1: Select Inventory & Plan Items click Basket Management Step 2: Add Basket ( a new window will pop up) Step 3 : Enter the Basket name as per your requirement How to link a Vendor Item and Plan Item to a basket? Step 1: You can select the ...
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 - Adding stock without PO
Step 1: Go to Inventory & plan Items Step 2: Select Manage Stock Step 3: Click on "Add Stock Without PO" Step 4: Select the Vendor Item using the Drop down. Step 5: Click on "Receive Stock" After clicking on "Receive Stock" it would take you back to ...
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 do I return stock - Inventory
Navigation: Go to: Inventory and Plan Items >> Manage Stock >> Return Stock. Once you're on the page, please follow the below Steps. 1> Search the Vendor item that you wish to return. 2> Select how you would like to make the return, return it back ...
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. ...