HOW TO SETUP INVENTORY/SERVICE CATEGORIES

In this area you will divide up both the services and inventory items into different categories.

Services offered in your office can be divided into categories or types of services that you offer. Such as Reports, Exams, Visits and X-Rays.

The categorization of your inventory can be done several ways: By company / vendor, product or a combination of both. Selection of the way that you will enter inventory will depend on the number of companies that you deal with and the quantity of supplies you keep on hand. Note: This category layout is how the front desk will find these products. The better organized the faster she /he will be able to find them.

To ADD INVENTORY/SERVICE CATEGORIES to your list, open the System Code Table Registry (Basic System Information) and use the pull down arrow to find the Inventory/Services Categories. Next click on the [Add New Entry] button. You will need to enter the following fields:

CODE: This code is up to 3 characters (these may be numeric, alpha or a combination). The code needs to be UNIQUE. This is vital as it is how TPS2000 will keep the services and/or inventory items grouped properly.

SORT#: This is the order in which you wish these categories to appear at the front desk. (NOTE: the sort order may be changed at any time, see the fax on Resorting Service/Inventory items for this information).

INVENTORY OR SERVICE CATEGORY: This is the name that you have chosen for this specific entry (i.e. OFFICE VISITS, or SUPPORTS).

INVENTORY=N SERVICE=Y: In this area you will see SERV? To the far right of each line. If this category is to represent services items, type in a capital “Y”. If this category is to represent inventory items, type in a capital “N”.