Create and Manage Products

This article will help you define the Products used in your facility, including their pricing.

To perform the following procedures, open the Product Manager.

Add Product

1. Click [New Product] on the toolbar.
2. Ensure the Status is set to Active.
3. Enter a unique Product ID to be used to reference the Product throughout your facility. Use a short, descriptive ID that will make it easy to find Products when working with patient files and invoices.
   Note: A Product ID cannot be changed once it has been saved.
4. Enter the cost for the product in the Order Price field.
5. Enter a Product Description. This will appear in charges and invoices for the Product.
   Note: Balance in Stock is not used at this time.
6. Optionally, select a supplier from the Product Supplier drop-down or, click the Add Supplier button to add a new supplier. See the Add and Manage Suppliers article for more information.
7. Choose the type of Measurement and enter the Unit of the Product.
8. Double-click each Rate that applies to the Product.
   The Rate Details window opens.
   
9. Complete the fields, then click Save & Close.
10. Where available, enter the Make, Model No, and Serial No of the Product. This information is required on WSIB invoices.
11. Click [Save Product] on the toolbar.

Search for a Product

In the search box above the list of products, enter the first few characters of the Product ID and click Search or press Enter.
The list changes to show just products that start with those characters.

Note: To restore the full list, clear the field and click Search or press Enter.
Tip: To search based on product description, click the arrow next to Search and choose Description or Supplier.

Deactivate or Reactivate a Product

Notes:

• Deactivated products cannot be charged for or added to invoices.
• By default, only active products are listed. To view both active and inactive products, click the arrow next to View (above the list of products on the left of the screen) and choose All.

1. Select a Product from the list on the left.
2. Click [Edit Product] on the toolbar.
3. Change the Status to Active or Inactive.
4. Click [Save Product] on the toolbar.

Edit a Product

1. Select a Product from the list on the left.
2. Click [Edit Product] on the toolbar.
3. Make changes to the Product details.
   Note: The Product ID cannot be modified.
4. Click [Save Product] on the toolbar.

Delete a Product

Note: Deleted products cannot be referenced in claim forms and invoices.

1. Select a Product from the list on the left.
2. Click [Delete Product] on the toolbar.
3. Click Yes when prompted.