SECTION: 1. What you need to know
1. Add different types of products as:
Items, storable supplies or medications.
Services, laboratory studies, imaging, procedures, surgeries, etc.
Packages, promotion packages for clients.
2. Identify the product as:
Unused.
Is Obsolete.
With Lot.
Editable Price.
Is Consigned.
Favorite or from Formulary.
Substitute.
With replenish type.
SECTION: 2. The benefits
To have an electronic master product catalog for managing buying - selling records and accounting operations of the inventories.
To choose the preferred type of loading: massive (import) or manual (direct capture).
To access the relevant information of purchase-suppliers, kardex, and the information of the transit and use of the products in the areas.
SECTION: 3. Start adding new medications
Learn from the video the steps you must follow to record your medication.
In order to use the medication for a buying or selling operation it is mandatory to have the following configurations:
A. Selling price.
B. Purchase price.
C. Cost.
D. Storage.
To get started, go to Charge Master II and
Create a new record
2. Enter Product name (you can select it from the list of results). If it has not been created yet it will be loaded.
3. Enter all of the missing product information. Some of those fields are mandatory.
4. Save.
5. You can now edit information for all of the tabs that will appear for this product:
Alert! Adding new medication
The data is not modifiable.
A. Selling price.
For selling the product, you must do the following:
Select the tab Selling price.
Press the button "New record" to enable te fields and fill in the mandatory spaces (fields with a star).
Finish by saving the information with the "Save" button.
Information of the selling price.
The description of the fields is as follow:
Version of the list: To select the version of the price list to which the product will belong (preferably the latest date). If you select "Add a new version to the price list", you must enter a name for that version.
Valid since: If you selected the option "Add a new version to the price list", you can modify the starting effective date.
Price list Min/Pack: To set the corresponding UOM Pack price.
Description and Code: After saving the information above, sometimes these field are active, and you'll be able to fill in the description and code you want to appear in the Encounter statement (same in the invoice). This only applies for the price lists associated to business partners and it is considered "Special invoicing".
Go to Add service.
Go to Add package.
B. Purchase price.
When you purchase a product from a supplier.
Go to the tab "Purchase price".
Press the button "New record" to enable the fields and fill in the mandatory information (fields with a star).
Finish by saving the information with the "Save" button.
Information of the purchase price.
The description of the fields is as follow:
Price list: To select the purchase price list to which the product will belong.
Price list Min/Pack: To set the purchase price for the product or service to purchase from the suppliers.
Go to Add Service.
C. Cost
When you manage inventory and accounting.
The configuration depends on the type of product or service.
1. If the product is a medication. The configuration is not necessary if the first operation to perform is buying the product. At the moment of the first purchase the system generates automatically the average cost of the product. If the first operation is a physical inventory, it is required to have at least the initial cost (standard).
2. If it is a service. Only if there are services to buy and sell, then it is important to add the initial cost (standard). If the service is purchased at a different price, the cost must be modified manually in the window "Inventory adjustment by Cost".
Follow the next steps is you need to configure it.
Go to the tab "Cost".
Press the button "New record" to enable the fields and fill in the mandatory information (fields with a star).
Finish by saving the information with the "Save" button.
Go to Add service.
D. Storage
When you have a warehouse to supply products to other areas or departments, you must configure it to be able to receive request orders from those areas.
Go to the tab "Storage".
Press the button "New record" to enable the fields and fill in the mandatory information (fields with a star).
Finish by saving the information with the "Save" button.
After finishing the aforementioned configurations.
You can start buying and selling the medication.
