Maintaining Location Inventory Details

If you are not maintaining inventory and you want to itemize the size and color of frames or lenses with the same name, complete the instructions below (if you have the proper access). If you are maintaining inventory, go to Recording Product Inventory Details to add product details.

1. Open the Products window. For more information, go to Opening the Products Window.
2. Select a product from the Product Type drop-down menu.

   Frame and lens add-ons are included in the Other and Lens Treatment product types.

3. Complete one of the following tasks:
   • Click New Product to add a new product. For more information, go to Adding or Modifying Products.
   • Enter additional search criteria and click F2 - Find or press Enter to search for and find an existing product. For more information, go to Finding Products and Services.

   • Click Copy to copy the product details and then make changes to them to record a new product.

   • Click Next and Previous to add or modify the previous or next product in your database.
4. Click the Product Details tab.
5. Click the All Locations Inventory tab.
6. For each product, enter the following information as needed for each location:
   • Board Location
   • Prod Cost (wholesale amount) for each location if it varies from the Prod Cost on the Product Details tab.
   • Prod Fee (total product retail fee) for each location if it varies from the Prod Fee on the Product Details tab.
   • Stock Level
   • Min Reorder Point
   • Min Reorder Qty
   • Min Display Qty
     • When the quantity on hand drops below the minimum reorder point, OfficeMate adds the product to a purchase order when the purchase order is created from the quantity on hand. For information on creating purchase orders based on quantity on hand, refer to Creating and Maintaining Purchase Orders from Quantity on Hand.
     • The Avg Cost field is informational only and displays the average cost of the product. The average cost is weighted, based on the cost of the product at the time each unit was received into inventory.
     • The Qty on Order field represents the quantity on order when a purchase order is created. Compare the Qty on Order to the Qty Committed to know what is available as stock and is not already committed.
     • The Qty Committed field represents the quantity of a product sold that was not on hand, is currently on order, and is still owed to a patient. This eliminates the previous quantity going negative. The only way to clear this quantity is to mark the product as Dispensed on the Order window.
     • The Qty In Process field represents items that have not been dispensed to the patient. The only way to clear this quantity is to mark the product as Dispensed on the Order window.
   • Select the Discontinued check box to discontinue the product at the individual location.
7. Click Save and select one of the following options:
   • Save to save the information and keep the Products window open.
   • Save and New to save the information and create a new product.
   • Save and Exit to close the Products window.