Creating Stock Service Items

This describes how to set up items sold to patients (toothbrushes, Tepes, whiteners, etc.) as services so they can be used when either charting patient treatment or to add on (invoice) via the Patient Transactions screen.

1. Select Configure > Services or on a patient Chart Tab underneath the service list, Click on the [+1] button.

2. Enter a unique code and a description for the stock item. It can be useful to keep all stock items together by starting the code with a similar character like “£” or “$”. The Pricing Method will default to priced ‘Per Item’ which is usually sufficient for Stock items.

3. Place a tick in the Ask For Quantity box if you wish to prompt for that option to save charging identical items again manually.

4. To select/ set up an Invoice Summary for the item, click in the invoice summary box and then on the lined/selector button which appears to the side.

   Select an invoice category (if a relevant option exists) or click the [+1] button and type a description, e.g., "STOCK", then click the OK button. Re-use this option for all stock items as required. This helps group together stock items on reporting to quickly identify takings based on STOCK items.

5. If charting STOCK items on the patient's chart tab instead of via the Transactions screen you can select/add a “Watch Type” category to the Stock items so you can see all previous Stock sold to the patient.

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   To display stock items in the Patients Chart Tab you must place a tick in the List in Chart Tab box.

6. Tick the List as Stock Item box.

7. Enter the Number in stock if required. Each time an item is sold this number will decrease. To check stock levels, from the service file locate the item and double click on it to open the Edit Service Item screen. Within that screen, stock levels can be checked and amended when new stock arrives.

8. Add the Stock item to a service category (i.e Stock Items) otherwise the items will only be visible in the “All” Service Category. See: Adding Service Categories & Configuring Service Categories

9. Unless using the various price codes, enter the fee in the Price Code 2 column.

Related Articles:

Selling Stock Service Items
Stock Sales Report