Overview
Every item or service in your inventory is placed in a category. There are the main categories in DaySmart Vet that are hard coded and cannot be deleted. Within these main categories, you can create sub categories where the items/services will be placed. You can think of the category as the "Parent" and the sub category as the "Child". Having a solid foundation of categories and organization plays into a number of helpful system functions such as reporting, utilizing the bulk update and taxes.
In order to see your categories and sub categories, navigate to Inventory > Categories > View Categories. From the drop down, you will be able to select "View All Categories" which gives you an overview of all categories and sub categories. You can also select a specific category from the drop down.
Creating New Subcategory
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Click the arrow to learn more
Click on "Inventory"
Click "Categories" and select "New Category"
Choose Service or Inventory for the type.
Choose the relevant AAHA general category in the "Category" field
Name the new sub-category as you wish in the "Sub Category" field
Click "Save"
The Inventory type would typically include items that are physically on a shelf, and items for which you might track a balance. Service type items usually include items that you create charges and medical records for as well, but they are services you perform, such as exams, surgeries, and procedures. They are not usually physical items.
Editing a Sub Category
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Click the arrow to learn more
Click on "Inventory"
Click on "Categories" and select "View All Categories"
Click on the gear icon for the applicable category and select the option to edit the category
Make the desired changes in the form that appears and click "Save"
Deleting a Sub Category
Click on the arrow to learn more
Click on the arrow to learn more
Click on "Inventory"
Click "Categories" and select "View Categories"
Click the gear icon for the applicable category, and select the delete option
Confirm your intent to delete the category
You will not be able to delete a subcategory if there are any inventory items assigned to it. You must first reassign these inventory items to another category by editing those inventory items. Please also note, you cannot create, edit, or delete the main general categories (eg Immunizations, Pharmacy). Those are "hard coded" in the system and necessary for the logic.