Assign Item to a Location

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In Multi-location environments, some locations have their own specific item numbers. E.g. Marketing promotion package, items for specific centres or regions.

Users can setup item/s or assign existing items to a specific location.

By default, all existing and new items entered in the system are assigned to all locations. The practice needs to manually select which items are specific to a certain location/s.

  1. To go Location Setup > Items tab 

  2. Add new item or select exiting item

  3. Click Assign Item to Location...

  4. Click Show at Selected Locations

  5. Highlight location from Not Available list > Click Add Selected to add the location/s to Available list           

This feature will only cover entry of item number/s via Charting 2D/3D, Treatment Plan and Treatment tabs.

The following message will appear when trying to use an item not specific to the current location:

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