To add items associated to Procurement

  1. Select Item Management in the Administration menu.
  2. Select Items > Add on the Item Management page. The Add Item : Step 1 page is displayed.
    Note: 

    We recommend you perform your search using Manufacturer Name and Manufacturer number. Searching with Item Description may limit the search too much.

  3. Specify this information:
    Item Group

    Select the item group to search for a group of items associated with your company.

    Manufacturer Name

    Select either SIM Manufacturers or Procurement Manufacturers to choose a manufacturer category.

    Select the name of the manufacturer to search for items from a particular manufacturer in the selected group.

    Manufacturer Number

    Specify the catalog number to search for items from a particular manufacturer.

    Item Description

    Specify an item description to search for a specific item.

  4. Click Next to display the items that fit your search criteria. The Add Item : Step 2 page is displayed.
  5. If you cannot find the item you are searching for, try one of these steps:

    • Click Search Again to broaden search criteria and search again.

    • Click Add As New to add a new Item. See To add an item as new for information on how to add an item as new.

  6. If you found the item you were searching for, click Select in the item row that you want to add. The Add Item : Step 3 page is displayed.
  7. Specify this information:
    Item Description

    Specify the description of the item that you want to add.

    Usage Limit

    Specify the number of times an instrument may be used. Number should be between 1 and 9999.

    Image

    Specify the path for the image that you want to associate with the item. You can also click Browse to search for the image on your computer. Click View Image to preview the image.

    Note: 

    Only JPEG in RGB format is supported.

  8. To use the item in a specific Location, click Add Item to Location in the Item in Locations section. To track item in a specific location but not all locations , click Add Item to Location.

    The item in Location shows the General tab.

  9. Specify this information:
    Company

    Select the name of the company for the item.

    Instrument Source

    Select the name of the source for the item.

    Sub-Location

    Specify the name of the sub-location for the item or search for it through the Find button.

    Local Item Description

    Specify the description of the item as it appears in instrument source location.

    Image Location

    Specify the path for the image that you want to associate with the item. You can also click Browse to search for the image on your computer.

    Note: 

    Only JPEG in RGB format is supported.

    Cost

    Specify the cost of the item.

    Instrument Tracking is enabled during Assembly

    Click to track instruments during assembly. This will already be checked if you activated Instrument Tracking is Enabled in each Location check box on the Add Item: Step 3 page.

    Note: 

    To track the item in all locations, check Instrument Tracking is enabled in each Location.

  10. To add instruments or make changes to instruments in a location, select the Instruments tab in the Item in Location popup window.
    Note: 

    Instrument Tracking is enabled during Assembly checkbox must be selected to enable the Instruments tab. The Instruments tab of the Item in Location window is displayed.

  11. Specify this information:
    Add New ID

    Click to add a new instrument to the list.

    Inactivate All

    Click to make all listed instruments not available for use.

    Show active instruments only

    Select to display only active instruments in the list.

    Reset

    Click to reset Usage Count to 0.

    Active

    Select to make an instrument available for use.

  12. Click Edit on an instrument ID to make changes to the information for that instrument ID.
  13. Click OK to save your changes.
  14. To display a list of all active instruments in the Surgical Instrument Management catalog, click View All Instruments. The Active Instruments window is displayed.
  15. After you have viewed the instruments in the list on the Active Instruments popup window, click Close.
  16. Specify this information:
    Show Locations in use only

    Click to display only locations that the item is used at.

    Co. ID

    The ID of the company for the item.

    This field is read-only.

    Location

    The name of the location for the item.

    This field is read-only.

    Sub-Loc

    The name of the sub-location for the item.

    Local Item Description

    The description of the item as it appears in instrument source location.

    This field is read-only.

    Img.

    Displays whether local image exists at this location.

    Cost

    Specify the cost of the item.

    Qty.

    Displays number of active instruments that are tracked at this location.

    Track

    Displays whether instruments are tracked at this location.

    Use

    Click to use the item at this location.

  17. On the Add Item : Step 3 page click Done. The Confirmation: Added Item page is displayed.
  18. Click OK.