Description
Use this pop-up for creating new supplies.
Note
Users with limited rights (or who are outside the system) may also request or create a new supply using the Client Services Request link in the System Defined Links section of your system's main navigation pane.
Access
AdminCenter > Manage > Client Services > Supplies tab > Options > Create New Supply
Technical Manual
| Name | Enter the name of the supply. This field is required. |
|---|---|
| Count Type | Enter the name that represents what a single instance of this supply would be called (e.g., slide, cup, tube, etc.). This field can also be configured on the Tube/Container Types page. |
| Active | Select to indicate that the supply is active in the system. Clear this checkbox to make the supply inactive. |
| Client Services Only | Select to limit the usage of the selected tube/container type to the Client Services module. When selected, this supply type will not appear anywhere in your system except the Client Services module. |
| Orderable Client Services Supply | Select to control whether or not the container shows up as a supply on the Supply Request or Supply Shipment pop-ups. When enabled, the supply is available on the external Supply Request pop-up from Quick Links and on the Ship Supplies pop-up within the Client Services module. |
| Restricted to Clients | Select to open the Restricted to Clients pop-up to allow a supply to be restricted for use by selected clients only. The pop-up displays a multi-select search-as-you-type field to search for specific clients in the system. Clients that are selected on this pop-up will be the only clients able to be shipped that supply from the Ship Supplies pop-up, which is accessible from the Edit Item pop-up, the Routes tab, and the Supplies tab.
|
| Lots | The list displays all of the lots that contain the selected supply, listed per warehouse. Each lot is listed with its ID, Expiration Date, and Count. Select the column headers to sort the list of lots by the selected column.
|
| Add Lot | This button is disabled until you select the Save button and save the supply. After saving the supply, you can select this button to add or edit a lot record for the supply item using the Edit Lot pop-up. See Supplies Tab for details on the Edit Lot pop-up. |
| Save | Select to save changes and close the Add Supply pop-up. |
| Cancel | Select to close the Add Supply pop-up without saving changes. |
