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Overview


  • Provides the ability to

create

  • view, print, add, edit, and

inactive Product Categories

  • delete Estimate Templates.

  • Features of the
Product Category:
  •  Include in Inventory Reorder - An option that designates the Product Category, and all products that are associated to it, as a product that should be evaluated by the 'Inventory Reorder' screen.
  • ASAQ Eligible - An option that designates the Product Category, and all products that are associated to it, as an 'ASAQ Product'.  Additional options for ASAQ Products include:
    • Apply to Limits, Don't Report to ASAQ, and Percent Paid Defaults - Default values for attributes of ASAQ Products.  These will be applied to the ASAQ Product if they are not configured for the product.
    • Credit and Debit Adjustment Code, and Reasons - When the system posts ASAQ credit and debit adjustments, these codes and reasons will be used for the transactions.
    • ASAQ Client Account - When ASAQ credit adjustments are posted to a client's account, they will be paired with a debit adjustment that is posted to the client's account designated by this option.

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Excerpt
Child pages (Children Display)
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pageUG:Product Category Setup Tab
excerptTyperich content

  • Estimate Setup tab:
    • Estimate Name and Range
    • Categories
    • Items


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Navigation


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Section


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  1. Click the 'Navigation' button on the VetView button bar at the top of the screen.

    Expand


  2. Select the 'Product Setup' hyperlink.

    Expand


  3. Click on the 'Estimage Estimate Setup' tab.

    Expand



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titleInfo
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The availability of menu items is controlled by privileges that are assigned to each user, so the 'Navigation Menu' will not look the same for all users.





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titleFunctionality
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Functionality


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titlePlanned
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Planned Improvements


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titlePlanned
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Open Issues


Expand
titleClick to expand ...


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Jira Legacy
serverSystem JIRA
columnskey,summary,type,priority,status,fixversions,components
maximumIssues1000
jqlQueryproject = LIMS AND issuetype in standardIssueTypes() AND issuetype != Epic AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND component="Product Setup - Estimate Setup tab" ORDER BY key DESC
serverId1eaad4fc-3379-3e15-bde0-30da46e7598b


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UG:Setup & Admin Guides
UG:Setup & Admin Guides
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Info

This page may contain functionality not found in the current version of VetView.


Info
titleDefinitions

Refer to the 'Inventory and Accounting Definitions' wiki page for definition of inventory terms, and for details about fields and controls.


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Table of Contents