Inventory context menu

The inventory checkbox of the records will be ticked on if any inventory was assigned to the appointment.

Inventory assigned to an appointment cannot be directly billed.

For billing purposes a special service item with service code 'INV' is provided whose description and price you can adjust while billing. 

Inventory can only be added to appointments which are for the current date and which have not been billed.

You can only view the inventory used in past appointments and will not be able to modify them. To add or view the inventory used, right click on any record and click on inventory. 

The inventory form for appointments will be displayed.

You can type in the inventory code on the first row and first column of the grid and hit enter. The inventory will be added to the grid. You can change the quantity of the inventory used. If the inventory quantity entered, is currently not available in the system, you will not be able to insert the inventory.

If you do not remember the inventory code, click the first row and first column of the grid and use the combination of 'Ctrl - L' keys of your keyboard to open inventory search. You can select the record from inventory search by double clicking it, and the inventory will be added here. If you wish to add a new inventory at this stage, please use the combination of 'Ctrl - N' keys of your keyboard when the focus is on the first row and first column of the grid. The newly added inventory will be included in the grid.

While doing inventory search from this form, you can make use of your inventory favorites.

Select the inventory favorite from the drop down list and click on the select button. The inventory items stored in your favorite will be added to the grid.

If the inventory favorite you selected contains any deleted inventory or if any of the items do not have the required quantity of inventory as specified in the favorite, then those inventory items will not be added to the grid. The remaining inventory items in the favorite will be added. The software will output appropriate messages if such situations arrive.

Please click on the save button after you have finished adding the inventory. The appointment record will now display a ticked checkbox where you have added the inventory.

When you add or update the inventory used of an appointment, the quantity of original inventory is automatically adjusted.