Working with inventory uses
Inventory uses allow you to create child items for a parent item, and assign unique information to each separate use. For example, instead of managing separate items for “Rabies 1 Year” and “Rabies 3 Years,” you can create a single “Rabies” item with two uses – “Rabies 1 year” and “Rabies 3 years” – each with its own next due value. This allows for accurate inventory tracking as the item is the same, just 'used' in a different way. Any inventory item can have uses associated with it. Each child item has the ability to have its own base price, minimum price, fee, base quantity, next due, and the print on invoice option. Once uses are created for an item, those uses will appear in place of the item itself when creating bundles, medical records or items in estimates and invoices. Each use's "next due" value will be used when creating reminders.
You may override the default base price and other pricing terms of the parent item by setting those individually on each "use". 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.
To create a use for an item:
- Navigate to the applicable item
- Click on "uses" and select the option to add a 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 link, Adding an Inventory Item if you need guidance on how the Base Price, Minimum Price, Fees, Base Quantity, Next Due and Print on Invoice work.
- Here is an example of what a preventative item may look like with applicable uses.
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