To add an item as new
- Select Item Management in the Administration menu.
- Select Items > Add on the Item Management page. The Add Item : Step 1 page is displayed.
-
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.
- Click Next to display the items that fit your search criteria. The Add Item : Step 2 page is displayed.
- Click Add As New. The Add Item : Step 3 page is displayed.
-
Specify this information:
- Manufacturer Name
-
Select the name of the manufacturer for the item.
- Manufacturer Number
-
Specify the number of the manufacturer for the item.
- Item Description
-
Specify the description of the item as you want it to appear in the Surgical Instrument Management application.
- 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.
Note:Only JPEG in RGB format is supported.
-
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 window shows the General tab.
Note:To track the item in all locations, check Instrument Tracking is enabled in each Location.
-
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 is displayed 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.
-
To add instruments in a location, select the Instruments
tab in the Item in Location popup window.
Note:
Instrument Tracking is enabled during Assembly check box must be selected to enable the Instruments tab.
The Instruments tab of the Item in Location popup window is displayed.
-
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
-
Check to make an instrument available for use.
- Click Edit on an instrument ID to make changes to the information for that instrument ID.
- Click OK to save your changes.
- On the Add Item : Step 3 page, click Done to add the item.