Atlas allows the ability to separate out Inventory (Stock) items from Services. The added functionality in the Inventory feature gives your clinic access to real-time counts, supplier tracking and simple refunding. There are also a variety of reports available to help track sales in the clinic.
This section of the screen displays the details for a specific Item.
Not all details need to be filled in for proper functionality.
- ID: unique system number assigned automatically by Atlas
- Discontinued: check this to inactivate an item
- Bar Code: can be used to enter actual item bar code (for use with barcode scanner) or to enter a short code (max 3 characters) for use in quick searching an item
- Description: short description of inventory item – like Services you can search items by Code or Description
- Category: Inventory Items can be categorized to aid in attaching to insurance (See Inventory Categories)
- Default Price: default charge for the inventory item – pricing can be changed at time of transaction if needed
- Plan Eligible: if checked this option allows the selected item to be included in Financial Care Plans for patients. Plan items can be customized on an individualized basis
- Order Number: order number by supplier for item
- Unit Cost: cost per unit – either used to sell individual or to note cost from supplier
- Wholesale Price: cost to clinic
- Quantity on Hand: total count in house of item
- Default Insurance Code: if item requires an insurance code during billing, enter that here (US insurance)
- Maximum Quantity: max quantity desired on hand
- Quantity On Order: quantity currently on order – entered manually when configuring Item list, but this number updates automatically when the system is properly configured
- Insurance Modifier: if item requires an insurance modifier during billing, enter that here (US insurance)
- Notes: general notes about produce Ex: recommended usage, other sizes available, etc
Using the Suppliers option allows quick access to ordering details – who to order from, who the contact person is, special notes about the supplier and more. It will also display on the reorder sheet who the supplier per item is to assist in ordering.
- Preferred Supplier: chosen from drop down menu of supplier list Use F5 on keyboard to open a new window to ADD or EDIT Supplier list
- Last Supplier: chosen from drop down menu of supplier list