Configure Inventory Picklist

Inventory Picklists are configured via the ‘Product Setup' screen → ‘Billing / Inventory Picklist' tab. Picklists are either used for ‘Billing’ or ‘Inventory’. Inventory Picklists are either ‘Public’ or ‘Private’, and can be assigned to an Inventory Area (Hospital Unit). As of Version 4.3, they will be editable from within Inventory Management screens.

An Inventory Picklist can be Private or Public.
An Inventory Picklist can be assigned to an Inventory Area (Hospital Unit).
An Inventory Picklist can be assigned to a specific User (Employee).
Picklists can contain one, or more, Picklist Categories.
Picklist Categories contain one, or more, Picklist Items (Products and Services).

To Create an Inventory Picklist:

Navigate to the 'Product Setup' screen → 'Billing / Inventory Picklist Setup' tab.
'Product Setup' screen → 'Billing / Inventory Picklist Setup' tab
Select ‘Inventory Picklist’ from the ‘Type’ dropdown list.
1. The other option is ‘Billing Picklist’.
Double-click the row that represents an existing Picklist; OR,
Click the ‘New Picklist' button to create a new Picklist.
The ‘Add / Edit Picklist' dialog will open.
'Product Setup' screen → 'Billing / Inventory Picklist Setup' tab → 'Add / Edit Picklist dialog
1. Enter a ‘Name' and 'Description’ for the Picklist.
2. Select ‘Inventory Picklist’ as the ‘Type’.
3. Select the ‘Unit’.
  1. To have access to a Picklist, the User (Employee) must be assigned to the Hospital Unit to which the Picklist is associated.
  2. Users (Employees) are assigned to Hospital Units via the ‘Hospital Setup’ screen → ‘Unit Setup’ tab → ‘Assigned Users’ subtab.
4. Select the ‘Employee’.
  1. If the Picklist is not ‘Public’, only this Employee will have access to the Picklist.
5. Select the ‘Public Picklist’ checkbox if the Picklist should be accessed by any User (Employee) that is assigned to the ‘Unit’.
  1. If the Picklist is not ‘Public’, only the Employee, that is assigned to the Picklist, will have access to the Picklist.
  2. To have access to a Picklist, the User (Employee) must be assigned to the Hospital Unit to which the Picklist is associated.
  3. Users (Employees) are assigned to Hospital Units via the ‘Hospital Setup’ screen → ‘Unit Setup’ tab → ‘Assigned Users’ subtab.
6. Select the ‘Editable Picklist’ checkbox if the Picklist should be editable from within the Inventory Management screens. (Available in version 4.3)
7. Click the ‘Save’ button to save the Picklist.
8. Click the ‘Cancel’ button to exit the dialog without saving.
Double-click the row that represents an existing Category; OR,
Click the ‘New Category’ button to create a new Category.
The ‘Add / Edit Picklist Category' dialog will open.
1. Enter the ‘Category’ name and ‘Description’.
2. Click the ‘Save’ button to save the Picklist Category; OR,
3. Click the ‘Cancel’ button to close the dialog without saving.
Double-click the row that represents an existing Item; OR,
Click the ‘New Item’ button to add a new Picklist Item (Product or Service).
The ‘Add / Edit Picklist Item' dialog will open.
1. Select the ‘Product’
2. Enter the ‘Quantity’ as the default quantity for when the Picklist Item is used.
  1. The Quantity can be zero.
  2. If the Product can be sold in fractional units, the Quantity can be specified in fractional units with a precision of 2 decimals.
3. Click the ‘Save’ button to save the Picklist Item.
4. Click the ‘Cancel’ button to close the dialog without saving.
The order in which the Picklist Categories, or the Picklist Items, appear in the Picklist, can be modified using the ‘Up’ and ‘Down’ buttons, or the ‘Sort List’ drop-down menu.