Products & Services, Inventory & Purchase Orders & Payables (4 Videos)

Mary Jane -

  1. How to set up products & services

From the Settings tab:

  1. Products Departments 1st
  2. Product Categories 2nd (Set up categories according to insurance coverage eg. Massage, Chiropractic, Physiotherapy etc.).
  3. Products & Services (Set up Gift Cards with the prebuilt Gift Card Category)


  1. Inventory

  1. If product inventory will be tracked go to:

Settings>Clinics>Click the blue icon to the left of the clinic tracking inventory>Set the Track Inventory field to “Yes”>Save.

  1. Settings>Products & Services>Click the blue icon to the left of the item to track inventory>Select Track Inventory (bottom of the page)>Save. An inventory tab will appear within the item.


  1. Creating a Purchase Order and Receiving Inventory

Accounting>Purchase Orders>New Purchase Order.


  1. Payables

  1. Settings>Accounts>Create Accounts.
  2. Settings>Vendors>Create Vendors.
  3. Accounting>New Invoice.

Training Video

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