Purchasing Items

6 articles

Purchasing Items Overview

Use the 'Stock' feature to mark items to order from stock. Use the 'Purchase Order' feature to order items from a manufacturer. Items marked to pull from stock or added to purchase orders must first…

Updated by Steven Garand

Order Items From Stock

Items marked to pull from stock must first exist as line items in the system. Stock items can be deleted (returned to stock). To delete an item, the item 'Received' date must be empty. Options. New T…

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Delete Item Ordered From Stock

Stock items can be deleted (returned to stock). To delete an item, the item 'Received' date must be empty. Actions. Delete Item Ordered From Stock: Click the 'Allow Delete' (x) menu button. The delet…

Updated by Steven Garand

Create Or Append To Purchase Order

Create Purchase Order:. Append To Existing Purchase Order:. Items added to purchase orders must first exist as line items in the system. Line items added after purchase orders are created can be adde…

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Delete Purchase Order

Purchase order items or the entire purchase order can be deleted. To delete an item in a purchase order, the item 'Received' date must be empty and the parent purchase order 'Order Date' and 'Receive…

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Receiving and Bundling Purchase Orders

Receiving:. Bundling:. Unbundling:. Go To Purchase Order For Patient Order:. Received dates can be marked across all open orders instead of opening each purchase order in each patient order. Click on…

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