Location Tax

File Maintenance Help for NextGen® Enterprise 8

Setting Up the Inventory Adjustment Reason

Use the Inventory Adjustment Reason master file to specify the reason for an adjustment to inventory in the NextGen® Optical Management application. When building this master file, you must consider not only why the change in inventory is occurring, but also whether it is a write off, return, or transfer. From the Master Files - Optical Management list, select Inventory Adjustment Reason. The Inventory Adjustment Reason List window opens. From the list, do one of the following: To add a new item, select Open Menu and then select New. To modify an item, select the item in the list, select Open Menu, and then select Open. The Inventory Adjustment Reason window opens. Enter a short description explaining the reason for the adjustment in the Description field. In the Type of Adjustment field, select one of the following types of adjustment: Inventory Return Inventory Write Off Inventory Transfer Enter any additional information in the Note field. If you want to hide the item in the list, s

File Maintenance Help for NextGen® Enterprise 8

Retail Price Formulas

The Retail Price Formula master file enables you to easily price your inventory en masse instead of opening each master record individually. The retail price is calculated from a formula based on markup percentages, add-ons, and rounding. You can set up a default retail price or set up pricing by location. To access the Retail Price Formula master file: From the Master Files - Optical Management list, select Retail Price Formula. The Formula Maintenance window opens. Set Up a Default Formula You can set up the default formula to set the retail pricing. Set Up Formulas with Location(s) Apply a Formula Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise 8

Configure Optical Vendors

The Vendors master file enables you to create a list of manufacturers used in NextGen® Optical Management. CAUTION: You must set up the Vendors master file before creating a brand in the Brand master file. Open File Maintenance and select Master Files > Optical Management and select Vendors. The Vendors List window opens. To include the hidden items in the master file list, select the Include Hidden Items check box . From the vendors list, do one of the following: To add a new vendor, select the open menu button and select New. To modify an existing vendor, double-click the item to open it. The Optical Vendor window opens. On the Vendor Detail tab, enter the vendor information in the respective fields. Note: To hide the vendor in the vendors list, select the Hide check box. On the External tab, do one of the following: To add a new item, select the open menu button and select New. To modify an existing item, double-click the item to open it. From the External System list, select VSP as

File Maintenance Help for NextGen® Enterprise 8

Locality Tax Rate

The Locality Tax Rate master file stores tax rate information for each city that uses the Tax Rate functionality. When charges are rebilled the tax rates for date of service for charges will define the tax rates that apply to taxes. Only one tax rate can apply per date of service. From the Master Files – System list, select PM > Locality Tax Rate. The Locality Tax Rate Search window opens. Do one of the following: To add a new item, select Open Menu, and then select New. To modify an item, select it in the list, select Open Menu, and then select Open. You can also double-click the item to open it. The Add Locality Tax Rate Information window opens. Enter the effective and expiration dates for the tax rate. Note: The effective time period for each Location Tax file is unique. Only one Location Tax file can be in effect at any one time. Enter the city, state, ZIP code, and county for the location. Note: For the tax rates to be used, the ZIP code you entered has to match with the service

File Maintenance Help for NextGen® Enterprise 8

Remake Reasons

You can only access the Remake Reasons master file if you are licensed for NextGen® Optical Management. Use the Remake Reason master file to create a list of reasons for remaking a contact or eyeglass order. To add or modify a remake reason: From the Master Files - Optical Management list, select Remake Reason. The Remake Reason List window opens. From the list, do one of the following: To add a new item, select the Open Menu button and then select New. To modify an item, select the item in the list, select the Open Menu button, and then select Open. The Remake Reason window opens. Enter the remake reasons according to the following table. Field Description Description Enter a description that explains why it is necessary to remake the contact or eyeglass order. Some examples include: non-adapt, customer change, wrong Rx, and not made as ordered. This is a required field. Note Enter any additional information. If you want to hide the item in the list, select the Hide check box. Select

NextGen® Document Management User Guide,

Configure Document and Image File Storage Locations

Open File Maintenance. In Master Files, select System > Document Management, and then select Storage Locations. The Storage Locations List window opens. Select the open menu button, and then select New. The Storage Location window opens. Storage location window In Storage Name, enter a name for the location. Note: You can specify the function of each storage location when you set up the storage type workgroups. In Storage Type, select the File System option. In File Storage, enter the path of the storage location, or select the open folder button to select the network folder to serve as the storage location. The IP Address field displays the IP address of the selected location. In Application, select the Doc Mgmt option. Optional: If you want NextGen® Background Business Processor to monitor the storage location and assign added images to a NextGen® Document Management batch for filing, then in Directory Import, select the Automate Directory Import checkbox, and then configure the rela

Location Tax

Recommendations

Setting Up the Inventory Adjustment Reason

Retail Price Formulas

Configure Optical Vendors

Locality Tax Rate

Remake Reasons

Configure Document and Image File Storage Locations

Setting Up the Inventory Adjustment Reason

Retail Price Formulas

Configure Optical Vendors

Locality Tax Rate

Remake Reasons

Configure Document and Image File Storage Locations