There are 4 categories of stock items:

Physical Stock Item

Firstly, the physical stock item record which you can see in the image below.

There are 2 basic sections:

  1. Basic Details

Reference - You can populate this with whatever you would like. It can be used to allow you to be able to distinguish it from the other items. It will come in handy when you need to search for an item.

Description - Enter the description of the physical stock item.

Ledger Code - This is not a mandatory field. If you have an accountant they may want to fill this in as it will appear on some reports.

Location - Enter the location that the stock item will be sold at.

Category - As mentioned before there are 3 categories you can choose from when creating a stock item. In this example we are working with the category ' Stock'.

Price - Set the price for the stock item.

2. Advanced Details

Pricing Group - Enter values to appear in drop down via custom lists under configuration in TM3 settings.

Private-only Charge - Ticking this means that you can not add it under charges that are assigned to a group. As the title suggests, the charge will only be available for private patients.

Stock Level - Enter the level of stock item you have.

Minimum Level - You can run a stock report which notifies you when you need to reorder more of the stock item. The report bases this on the minimum let set. For example if you set your minimum level at 10, it will come up on the report to 'reorder' when only 10 of those stock items are left.

Total Cost - Cost of the stock item.

Total Worth - Once you enter the price/cost and the stock level, it then calculates the Total Worth.

Price - If you have a certain amount of VAT (percentage or amount) this is where you can add it.

If you tick 'Display In Price List Report' then it will appear in the report. If you do not wish for it to appear in the report, please untick the box.

If you tick 'In Use' the stock item is active. You can untick the box if you no longer wish to sell the stock item.

You can click 'Cancel' to cancel out of the charge screen or 'Update' to save the changes.


Consultancy Item

We will now discuss the consultancy item. This category does not contain as many fields to complete as the physical stock record does.

The image below shows the fields that have to be populated for a consultancy charge.

In section one (Basic Details) it contains the same details as section one in the stock item record. It additionally allows you to set a colour for that item and the consultancy time.

In section two (Advanced) it contains the same details as section two in a stock item record except it does not contain the stock level details as these are not necessary.


Cancellation/DNA Item

We will now discuss the Cancellation/DNA category. The image below shows the fields that have to be populated for a Cancellation/DNA charge.

In section one (Basic Details) it contains the same details as section one in a stock item. In section 2 (Advanced) it contains the same fields as section two in a consultancy charge.


Class/Course

We will now discuss the Class/Course category. The image below shows the fields that have to be populated for a Class/Course charge.

In section one (Basic Details) it contains the same details as section one in a stock item. In section 2 (Advanced) it contains the same fields as section two in a Consultancy and Cancellation/DNA charge.

If you want the Class/Course available at all of the locations you manage, you can set 'Location Specific Pricing.'

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