Add New Item Code to Existing Category / Sub-Category

  1. Go to Location Setup > Items tab

  2. Select the category you wish to add the Item to - e.g. Preventative

  3. Next, select the sub-category - e.g. Dental Prophylaxis

  4. Click Procedure

    1. Item Code: There is space for 6 letters, numbers or symbols

    2. Description: Enter the item code description

  5. When finished, click the F5 key on the keyboard to refresh the list




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