RSS Feed
Knowledgebase : Inventory > General
INSURANCE PROCEDURE CODES are the healthcare industry standard for identifying the products and services provided to patients. Think of them as codes for products and services that are easily recogniz...
Yes! STEP 1: CREATE YOUR SPREADSHEET. You can create this in Excel. Make sure your spreadsheet does not have any headers and the only two columns are Qty and UPC, in that order. Make sure there are ...
1. Go to the _File > Inventory > Transactions > Inventory Transactions_ 2. Click the _Manual_ tab 3. You can then filter by Location, Item Type, Manufacturer, and Collection 4. Select the Item T...
In order to delete items in your inventory follow these steps: 1. Go to _File > Inventory > Click on Corresponding Category (e.g. frames)_. 2. Select the item you want to remove from the catalog (...
Each section of the Inventory modules (frames, spectacle lens, contact lens, services, lens treatment) has a RESTORE DELETED button located in the bottom right-hand corner of the screen. Simply click ...
Doing a physical count will update your on-hand inventory. This should be done at least quarterly. When doing a physical count, do it in steps and not all at once. It is recommended that you do it, by...
With a multi location license, My Vision Express allows you to keep a different inventory listing for each location. The following tools are available to facilitate inventory configuration between l...
It is recommend that if you have time to create the PO for the frame you need to order at the time that you are in the actual order. 1. At the Order, make sure that under Source you have selected Or...
During your initial implementation of My Vision Express you will set up the inventory with the help of your personal Implementation Coordinator. For the set up of your frame inventory you may use our ...
FRAME INVENTORY IMPORT METHOD 1 - FRAMES DATA INTERFACE Frames Data IDA - How to setup and use the Framesdata IDA Integration [http://support.myvisionexpress.com/index.php?/Knowledgebase/Article/V...
1. Go to Tools > Maintenance > Synchronize Inventory. There is a warning that appears before synchronization is finalized. 2. Press Yes to finalize, No to cancel. 3. If you select Yes, another win...
Deleting an inventory item will not affect existing orders and financials. However, the After Sales module will not be able to reprocess any orders where the inventory item no longer exist. These ...
To export/save your existing inventory catalog to an Excel document, it must first be enabled under your Company Setup. -Navigate to _File > Setup > Company_ -Go to the _System _tab -Under OTHER...
When using Procedure Codes, Spectacle Lens Pricing can be adjusted in bulk using one of the two method listed below: PROCEDURE CODE SETUP 1. File > Setup > Insurance > Procedure Codes 2. Select ...
1. Go to _File > Inventory > Transactions > Inventory Transactions_ 2. Click on the _Manual_ tab 3. Specify the Item Type and Transaction Type via the drop-downs 4. In the bottom left-hand corne...
Please see attached the documentation for the Implementation Wizard
Any barcode scanner UPC-A compatible can be used with My Vision Express.
Showrooming is a growing trend among consumers where they will go to a "brick and mortar" store and try a product before they purchase it from an online retailer. This a problem that can become costly...
The primary reason for the _Inventory_ checkbox is to keep an on-hand count of a specific inventory item. The Inventory Catalog Lists within MVE are used to keep track of item details, enter charges, ...
If your practice has one location, you can click either button to remove the inventory item selected. However, if you have multiple locations and you only want to remove the inventory item from one of...
The ITEM DETAILS icon is a useful tool that comes in handy, when you want to view the details of a specific UPC. Simply click the ITEM DETAILS icon and input the UPC number then press enter on t...
The tax screen, located under _File > Setup > Tax_, allows you to record and utilize different types of taxes, including their description and rate. You can specify up to two tax types for each invent...
You must make sure that the manufacturer for the frames or contact lenses that you are trying to include in the PO is mapped to a supplier. Otherwise, the system will give you one of the following err...
Sometimes when scanning an item, the inventory record is not returned. This is usually caused by an incorrect check digit used in the UPC code entered on the item. You can verify the item's UPC as...
You may sometimes notice a discrepancy in your inventory counts. This is usually caused by deleted orders, deleted or changed items on an order. Follow the steps below to synchronize and confirm the...
Copyright © 2015 Insight Software, LLC | My Vision Express