Item or Service Categories are a useful way to identify or group items and services together for provider production, and other reporting purposes. For example, a Spay may fall under the “Surgical” category, whereas Apoquel may fall under a “Pharmacy” category.
Creating a New Item Category
1. Click the Administration tab, and then select the Item Categories widget.
2. In the top right corner of the screen, click Create New Category.
3. Add the desired Category name into the Category Name field, and then click Save Category.
4. Once you're back on the main Item Categories page, this new category should be listed in the table below.
Updating an Item Category
1. Click the Administration tab, and then select the Item Categories widget.
2. Within the list, find the Category you wish to update and click Edit.
3. Once all updates have been made, click Save Category.
4. Once you're back on the main Item Categories page, this category should be listed in the table below.
5. Repeat steps 2-4 for as many category adjustments as needed.
Removing an Item Category
1. Click the Administration tab, and then select the Item Categories widget.
2. Within the list, find the Category you wish to remove and click Delete.
3. As a precaution, an alert box will appear as confirmation that you wish to proceed. If you wish to continue, click Remove Category, if not, click Cancel.
Important Note: If that Inventory Category has items linked to it in Items and Services, it cannot be removed until it's removed from those items.
- To locate items tied to this category, click the Administration tab and select Items and Services. Then from the Category dropdown, select the category you wish to remove. The Items and Services list will filter to only include items linked to that category. Click Edit and remove the category from the Category dropdown in the Item Definition section at the top. Once all items have been adjusted, repeat steps 1-3
4. Once you're back on the main Item Categories page, this category is no longer listed.
What areas of the system use this feature?
1. The categories are recorded when an item or service is generated through the Checkout tab.
2. Each Sale is recorded in a variety of Summary, Detailed, and Inventory Reports to help with tracking quantities and spending, and there are several that capture this information by inventory category.