1. Find products by name or description, applying filters for Manufacturer and Category. You can search and select active products from any category or manufacturer without any limitations. 
   
   
   
   
   
   
2. Use the checkboxes to select the required products and SAVE your changes.
   
3. The linked products are now stored in the database and will appear as suggestions when the main product is added to a sale.
   
   

1. Add the main product to the sale.
   
2. Click + SUGGESTED PRODUCTS in the top-right corner of the sale screen.
   
   
   
   
3. Select the desired items from the list of associated products.
   
4. Save the changes, and the selected items will be added to the sale edit screen.
   

Only ACTIVE products are presented as suggestions, ensuring accuracy and relevance throughout the sales process.

1. Add at least one serialized product to the sale.
   
2. Click + TRIAL on the lower-left side of the Patient Sale screen.
   
   
   
   The icon becomes available when:
   
   
1. A serialized product has been added.
   
2. The Trial feature is enabled in the ENVIRONMENT SETTINGS.
   
3. No invoice has been created for the sale.
   
   
3. Select the product(s) for the trial.
   
4. Configure the START and END dates.
   
5. Click START TRIAL. 

1. Find the Trial record in the DOCUMENTS section at the bottom of the sale page.
   
2. Click the edit icon.
   
   
   
   
3. Update the end date.
   
4. Save changes.

1. Find the Trial record in the DOCUMENTS section at the bottom of the sale page.
   
2. Click the EDIT icon.
   
3. Select a reason for cancellation from a dropdown list (reasons are configurable in ENVIRONMENT SETTINGS > INVENTORY SETTINGS > TRIAL CANCELLATION REASONS).
   
4. Choose an action: N/A, Return to Stock, or Return to Supplier.
   
   
   

1. Return to Supplier: "Returned to Supplier."
   
2. Return to Stock: "Available."
   
3. N/A: "Reserved."
   

Trials can be converted into sales using the icon  

1. The trial status is updated to Completed.
   
2. Deposits collected during the trial are automatically transferred to the invoice.
   
3. The system generates an Invoice document for record-keeping.
   
   

1. Trial duration, start and end dates.
   
2. Device model and serial number.
   
3. Customer information.
   

Viewing Current HI Trials

Hearing care providers can quickly access information about current devices on trial on the patient's SUMMARY page. 

Monitoring Multiple HI Trials

Hearing care providers now can oversee all active hearing instrument (HI) trials from the patient's EQUIPMENT tab. This comprehensive view of ongoing trials enables them to make well-informed decisions, ensuring that customers are offered optimal hearing solutions.

Trial Inventory Handling

Users can now easily identify the STATUS of trial products, allowing for efficient inventory management and tracking device availability. The system updates device availability in real-time, ensuring trial devices are not double-booked. It also includes functionality to return devices back to stock, with inventory adjustments made automatically based on trial activities.

PATIENTS: Managing External Devices

Patients > Equipment 

On the "Add equipment" dialog, you can select any device from the product catalog and designate it as "Current". 

1. The battery and color selections are not limited to those found in the product catalog, but also include other active options available in the system (ENVIRONMENT SETTINGS > INVENTORY SETTINGS > PRODUCT COLORS).
   
2. The type of device cannot be modified directly because it is automatically determined by the selection made in the "Product" field.

When reviewing the list of patient devices, you can hover over the device side icons (e.g.,  for the left ear) to see the tooltip that will indicate if it is an external device.

By clicking   that appears on hover, users can access additional options:

1. Edit the device details (excluding information in the product field)
   
2. Unmark or mark the device as current
   
3. Extend L&D warranty for the device
   
4. Create repair order/Go to repair order

NOTE: Information about external devices is not stored in stock.

2. Improvements

SCHEDULER SETTINGS: Appointment Reasons Edit Restrictions

Environment settings > Scheduler settings > Appointment types / Appointment reasons

Editing of Appointment Reasons for local markets can now be restricted, ensuring that only trained personnel can manage Scheduler setups. Administrators can oversee appointment reasons to maintain consistency and adherence to central policies.

Access to appointment types is controlled by the following permissions:

1. View Appointment Type
   
2. Edit Appointment Type

EXAMPLE: In the dialog below, the user is unable to modify the parameters of an Appointment Reason associated with an Appointment Type that prohibits such alterations.

SCHEDULER SETTINGS: Online Bookings Campaign Info

Environment settings > Scheduler settings > Appointment reasons

Users can now receive campaign information with each online booking appointment, enabling the collection of valuable marketing statistics. Once an appointment is scheduled via an online booking platform, the campaign information is automatically populated for both the appointment in Scheduler and the newly created Lead.

As part of this feature, the "Marketing campaign required" field has been activated for appointment reasons within the Online Booking category. 

[AU] HSP CONFIGURATION: Services Custom Pricing

Environment settings > HSP configuration > HSP contracts

Patients > Patient sale

Users are now able to input custom pricing for service items during the creation of sales, ensuring accurate reflection of prices that are not governed by the standard HSP contract rules.

During a sale, the "Service price (excl. GST)" and "GST" fields become editable. When values in these fields are modified, the "Amount" field is automatically updated.

NOTE: It is possible to adjust the custom pricing of service items at any time before an invoice is generated. Once the invoice is created, however, the pricing becomes fixed and can no longer be modified.

1. New In-Store Repair method
   
2. Replacement option as part of the "Send to supplier" flow
3. Ability to create repair orders for non-serialized and external items
4. Updates to the Repair Order List in the Inventory module

1. Users can either keep the pre-filled location or select a different location from the dropdown list of active locations assigned to them. For external devices, users may select a location from accessible active locations.

Off-Site Repairs

NOTE: The Replacement Method has been deprecated as a separate option, and its functionality has been incorporated into the "Send to Supplier" workflow.

Inventory Module Updates

The repair orders list has been updated with three new fields. In the INVENTORY module, under the REPAIR ORDERS tab, the following details are now accurately displayed:

1. Repair method
   
2. Location
   
3. Patient

INVENTORY: Filtering by Region

Inventory > Stock management

[AU] REPORTS: HI Trial Report 

API: Public API Extension