Inventory settings

Inventory settings

How to manage settings

To ADD a battery type, manufacturer, supplier or any other inventory entity, go to the respective tab and click the corresponding control in the upper right corner (e.g., +REPAIR REASON). 
When adding new inventory entities (manufacturers, suppliers, repair reasons, etc.), it is necessary to use unique names.
To EDIT/DELETE a battery type, a repair reason or a repair order status, hover over the selected entity and click .
You cannot delete: 
  1. Manufacturers, suppliers, product categories;
  2. Any inventory entity in use.
You can apply sorting based on different parameters. You will see () next to the column (parameter) ordered by default. On other columns, the arrow control can be seen on hover.


Additional attributes

In order to improve your inventory management and provide more detailed product descriptions, you can create a customized list of additional attributes beyond those already available in the system.

The usage of additional attributes is limited to serialized items only.

To add an attribute
  1. Use the corresponding control in the top right corner.
  2. On the pop-up dialog, enter the name and assign the attribute to the suitable PRODUCT CATEGORY.
  3. Click SAVE.
  4. Switch the toggle to ACTIVE to be able to use the attribute when dealing with the inventory.
To add attribute values
  1. Hover over the respective entry and click the options button .
  2. Choose EDIT.
  3. On the VALUES tab, click +VALUE. 
  4. Add as many values as necessary and SAVE.
When an attribute is no longer relevant, you can make it temporarily unavailable without deleting it via the ACTIVE toggle.

Battery types

On this tab, you can configure custom battery types that can be selected on the PRODUCT CATALOG page > ADD/EDIT PRODUCT dialog when a new Battery is created/edited.

Manufacturers

On this tab, users can create a list of product manufacturers. This list will be available as a dropdown on the ADD/EDIT PRODUCT screen in the Product catalog and Stock management. Any manufacturer with an 'active' state can chosen and added to a product.

In the Patient and Finance modules, the manufacturer list will appear as a dropdown on the ADD PRODUCT screen when a patient sale is created.
If products by a certain manufacturer become temporarily unavailable, it is possible make this manufacturer to 'inactive'. Thus, the manufacturer list in the INVENTORY, PATIENT, and FINANCE modules will be limited only to relevant manufacturers.

Product categories

The list of PRODUCT CATEGORIES is pre-defined and cannot be modified. However, a user can add an ACCOUNT CODE to a product category via > EDIT. 

Account codes can be used when processing invoices by third-party applications (Zapier/Xero).

Product colors

You can configure colors for hearing aids and accessories. To change the name of a color, select this color by hovering over, click > EDIT.
Colors that are in use cannot be DELETED or made INACTIVE.

Repair reasons 

On this tab, you can create reasons to repair sold items or stock items that have not yet been sold to patients. 

These reasons can then be selected on the CREATE/EDIT REPAIR ORDER dialog in the PATIENT module (Summary page > HI deliveries section) and INVENTORY module (Stock managment > Product information page > Serial numbers tab).

Specifying repair reasons for repairs allows users to manage and monitor the repair process more efficiently.

Repair order statuses

On this tab, you can view a list of available statuses for repair orders. CANCELLED and COMPLETED are default statuses which automatically complete a repair order.

You can create additional statuses. If you want them to be able to complete repair orders in the system as well as the default statuses, activate the setting 'Completed' when you create such statuses.



EDIT/DELETE options are accessible via the control that appears on hover. 
'Canceled' and 'completed' statuses cannot be edited or deleted.

SKU

On this tab, you can manage SKUs (Stock Keeping Units) that be assigned to products to simplify internal product tracking and categorization. When verifying product information in an order, you can see SKUs listed alongside other product details. 

SKUs are imported and exported by means of XLSX files. To initiate IMPORT/EXPORT:
  1. Hover over a selected product category and click 
  2. Click VIEW
  3. Choose IMPORT/EXPORT
It is important to maintain the suggested structure of the imported XLSX file. To view the required file structure, first EXPORT the file. 

Suppliers

On this tab, users can create a list of suppliers of their products. This list will be available as a dropdown on the ADD/EDIT PRODUCT screen in the Product catalog. 
Whenever shipment of products from a certain supplier is temporarily suspended, it is possible to set this supplier to 'inactive' for that period of time. This way the supplier list in the PRODUCT CATALOG will be limited only to relevant suppliers.

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