Overview
For example, instead of managing separate items for “Rabies 1 Year” and “Rabies 3 Year,” you can create a single “Rabies” item with two uses – “Rabies 1 Year” and “Rabies 3 Year” – each with its own next due value. This allows for accurate inventory tracking as the item is the same, just 'used' in a different way. Any inventory item can have uses associated with it. Each child item has the ability to have its own base price, minimum price, fee, base quantity, next due, and the print on invoice option. Once uses are created for an item, those uses will appear in place of the item itself when creating bundles, medical records or items in estimates and invoices. Each use's "Next Due" value will be used when creating reminders.
You may override the default base price and other pricing terms of the parent item by setting those individually on each "use". Any information set at the use level will be what is used when the item (Use) is added as a record. This allows you to draw from the same stock item to accurately track supply, but call the item a custom name and a set custom pricing for a "use" as you wish, for a particular circumstance or workflow. When adding a new record, you will search by the use name.
Creating Uses on a Item
Click the arrow to learn more
Click the arrow to learn more
Navigate to the applicable item within the Inventory Module
Click on Uses > New Use
Complete the form that appears
Click "Save + Done" to save the use and return to the inventory item, or "save + new" to save the use and add another use
Please click this HERE if you need guidance on how the Base Price, Minimum Price, Fees, Base Quantity, Next Due and Print on Invoice work.
Below is an example of what a preventative item may look like with applicable uses.
In this example, you can set the use to deduct and charge for more than a quantity of "1" when using the item. In the screenshot below, you can see that the 3 month use automatically takes a quantity of 3 tablets out of inventory when it is used. Another custom setting is the price to be aware of. You can notice that when the 4 month use is sold, it will automatically give a price break. In this example, fixed pricing is used, but if percentage markup is used, you can set the percentage to a lower amount to give the price break.
