General Store - Item Set Up

Let's get you started with setting up your General Store!

This is an area where you can sell any cash pay product, including:

  • Retail in your practice
  • Punch card (Cash Pay Packages)
  • Cash Pay Single Visits
  • Wellness visits
  • And more!

General Store

To set up your products, you need to begin by establishing your business lines. Click on the Business Lines tab.

Setting up business lines allows you to create multiple businesses inside your General Store (e.g. retail, supplements, equipment, therapy). 

  • Green Box: To edit an existing business line, click on the Pencil.
  • Orange Box: The name column lists the name of your business line
  • Red Box: The Display Order column lists the order you wish your business lines to show up
  • Blue Box: The Description column will list any description you put for your business line. This will also show within your General Store when selecting the item.
  • Purple Box: To create a business line, click Create.

Once you have clicked Create, your going to input the following: 

  • Blue Box: Input the name of the business line.
  • Orange Box: Input the order number you wish the business line to be in
  • Red Box: Put in any description (if needed) for the business line
  • Purple Box: When you're ready, click Create.

*Please note: You can make the business line Active or Inactive by checking and un-checking the box

Now that you have your business line created, you're going to start adding Categories to tie to those businesses. Categories allow you to break down the type of items that are sold by that business line.

  • Blue Box: This is where the Line of Businesses you created will be.
  • Orange Box: This column lists the Display Order of the category.
  • Red Box: This column displays the Name of your categories
  • Pink Box: Here you will find the  Description of your category.
  • Black Box: Click the pencil to edit any existing categories
  • Grey Box: Click Create to create a new category  

 Once you click Create, you're going to make your new category

  • Green Box: Input your Category Name
  • Orange Box: Select the Line of Business you want your category to fall under
  • Red Box: Put the display order number you want your category to show up
  • Blue Box: put the description of the category here (i.e tube, 1 hr therapy, tub, etc...)
  • Grey Box: Click Create when you are satisfied.  

Now that you have created your category, you're going to add your items. Here under Items tab, you will see a lot of the same columns as the Business Line and Category tabs. However, there are some new columns.

  • Yellow Box: This column displays the Net cost of the item
  • Pink Box: You will find the Sales Price for each item
  • Light Green Box: If there are any Sales Taxes, you will find them in this column
  • Red Box: Here, you will see any Active or Inactive items
  • Orange Box: This is is where the number of Punches allowed for the item will be.
  • Black Box: If there are any commissions for the item, this column shows the number of commissions tied to the item.
  • Green Box: If you need to edit any existing items, click the pencil
  • Grey Box: To add a new item, click Create

Once you click on Create, you can start filling out information needed for your item. 

  • Red Box: Enter a category (based on the ones you created).
  • Orange Box: Enter item name.
  • Green Box: Enter the net cost (this is important for reporting profits)
  • Purple Box: Enter the sales price (this is important for reporting profits).
  • Brown Box: Enter if it will be an individual or case item. 
If the item requires multiple uses, such as reoccurring services or offers, you can create a punch card by entering a number in "punches". If you want to know how to create a Punch Card, check the  Creating Punch Cards article.

Optional 

  • Check the sales tax flag, if taxes apply to the items sale
  • Enter a note you would like to appear in the receipt for the patient
  • Enter bar code number
  • Manufacturer item number and/ or model numbers
  • Shipping cost
  • Shipping labels cost
The Commission area (Pink Box) allows you to add employees that will get commission from this item being sold (if they sold it of course)

Click Create (Blue Box) when you are satisfied