📝 Overview
Instead of creating separate items for “Rabies 1 Year” and “Rabies 3 Year,” you can create one “Rabies” item with two uses—each with its own next due value. This keeps inventory accurate since it's the same item used in different ways. Each use can have its own pricing, fees, quantity, and reminder settings. Once uses are set up, they replace the main item in bundles, records, estimates, and invoices, with their own "Next Due" applied for reminders.
⚠️ Uses should only be created for items that draw from the same stock. When a use is listed under an inventory item and applied to a record, it will deduct from the parent inventory item’s balance.
💡 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.
🏥 How to Create Uses on an Item
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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.
⚕️ How to Apply a Use
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Adding a Use to a Record
Uses are searchable when adding an item to a new record. You will simply search the use name in the Item field of a new record, and make your selection.
Searching for Uses Within the Inventory Module
When an item has Uses under it, there will be a Uses symbol next to it when searching the item.
Once Uses are created under an item, they are searchable in the inventory module and will have a symbol next to it identifying it as a Use. When the Use is selected in the search, it will direct you to the parent item. The Uses can then be found under the Uses tab.
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.
