Add an Invoice

NextGen® Medication Inventory Control Help 10.6.3.0

Update Invoice Information

You can update an invoice total, due date or terms. Select the invoice from the grid. The information fills into the fields below the grid. Change the invoice total, due date, or terms by editing the entries in those fields. Select Update. The updates are saved to the grid. Parent topic: Invoice Panel

NextGen® Medication Inventory Control Help 10.6.3.0

Filter the Invoice Grid

The invoice grid shows unpaid invoices by default. You can select the Paid or All option above the grid to show paid invoices or all invoices respectively. Parent topic: Invoice Panel

NextGen® Medication Inventory Control Help 10.6.3.0

Mark an Invoice as Paid

Once an invoice has been paid, you can mark it paid in the invoice grid. Select the invoice from the grid. Select the Mark as Paid button. The invoice moves to the list of paid invoices. To see it, select the Paid option. Parent topic: Invoice Panel

NextGen® Medication Inventory Control Help 10.6.3.0

Add a Vendor

When adding vendors to the grid, only the name and phone number are required. Select the field below the Vendor column of the grid and enter the vendor’s name. Select the field below the Phone # column of the grid and type in the vendor’s phone number. To include other information for the vendor, select the fields to type it in. Note: You can enter the lead time in the field below the Lead Time column of the grid. Lead time is how long before you expect to need inventory that you should order it to ensure receipt of the inventory before levels are below par. Select Add to save the vendor information to the grid. Parent topic: Vendor Setup

NextGen® Medication Inventory Control Help 10.6.3.0

Add Invoice Information

You can enter invoice details to add non-vaccine medications to the medication inventory. The Vendor, Cost, and Invoice # fields appear below the medication grid if the Require Invoice #s for Items check box is selected on the Invoice Configuration template, and you select the Add option in the Medication Inventory panel on the Inventory Management template. After entering the details of the medication, you can add values in these fields. Select the Vendor field, select a vendor from the vendors window, and then select OK. In the Cost field, enter the cost of the medication. Select the Invoice # field, select the appropriate invoice number from the invoice window, and then select OK. The invoice details are added to the medication. Parent topic: Add Medications to the Inventory Manually

NextGen® Medication Inventory Control Help 10.6.3.0

Add an Item to a Picklist

You can add an item to any grid that is set to Active. This adds the item into the picklist. Select the field below the grid and type the picklist entry. Select Add to save it to the grid. To clear the field, select the Eraser button to the right of the field. Parent topic: Configuring Source Types

Add an Invoice

Recommendations

Update Invoice Information

Filter the Invoice Grid

Mark an Invoice as Paid

Add a Vendor

Add Invoice Information

Add an Item to a Picklist

Update Invoice Information

Filter the Invoice Grid

Mark an Invoice as Paid

Add a Vendor

Add Invoice Information

Add an Item to a Picklist