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Receiving orderable items

Receiving orderable items

Owned by Olivia Burger (Unlicensed)
Last updated: Apr 15, 2016

Receiving orderable items

  1. Locate an 'Ordered' item  by doing one of the following:
    • On the Patient browser tab, open the patient's file, and click the patient's Hearing aids tab.

2.Click on an item in 'Ordered' status.

3.Receive the item by doing one of the following:

    • Right-click the item and select Receive aid or Receive aid(s) with bill.
    • Click the drop-down menu below the list of hearing aids and select Receive aid or Receive aid(s) with bill. Click Ok.

Receiving orderable item(s) without bill

The cost (manufacturer price) for the hearing aid, used for reporting purposes, will default to the cost present in the Setup menu. See: Setting up orderable items for more information. A bill can be entered at a later time to adjust the cost. See: Entering bills for more information.

  1. On the Receive item(s) tab, click in the Serial field to enter the serial number.
  2. Optionally, click in the Battery field to select the battery size from the drop-down menu, click in the Warranty expiry and L&D Warranty fields to select the desired date from the calendar, click in the Color field to designate a color, and click in the Notes field to enter additional information.
  3. To save the changes, click out of the cell, or click Enter on the keyboard.

  4. Click Save.

    The button will automatically generate the serial number, if the item package is scanned using a barcode reader.  Click Ok when done performing the scan.

The received items appear in the patient's Hearing aids tab and within the Aid orders screen, found by clicking the ORDERS button on the main toolbar. A journal entry records the aid(s) have been received.

Receiving orderable item(s) with bill

QuickBooks

Receiving aids with a bill will transfer a manufacturer bill to the Vendor center in QuickBooks.

  1. On the Receive items(s) tab, enter the Invoice # from the manufacturer. Optionally, click the Location drop-down menu to adjust the location, and click the Invoice date field to select the desired date from the calendar. 
  2. Click in the Serial field to enter the serial number.
  3. Optionally, click in the Battery field to select the battery size from the drop-down menu, click in the Warranty expiry and L&D Warranty fields to select the desired date from the calendar, click in the Color field to designate the color, and click in the Notes field to enter additional information.

  4. Optionally, click in the Cost field to adjust the manufacturer price.

    The default cost (manufacturer price) for the item can be adjusted in the Setup menu.  See: setting up orderable items for more information.

  5. To save the changes, click out of the cell, or click Enter on the keyboard.

  6. Optionally, add additional expense items by clicking in the Expense account field, within the Expense items panel, and selecting an account from the drop-down menu. Click in the Description field to type an item description. Click in the Cost field to enter item cost. To save the changes, click out of the cell, or click Enter on the keyboard.

  7. Click Save.

 

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