Creating a New Product

To add a new Product to your 4D EMR System follow these steps:

Go to Practice > Products > Product List
Click
Fill out the Product Details form with all the information related to your new inventory item.
- Title - The name of the item that will be displayed in Money
- Code - A 3-4 digit unifier for the item. Not displayed to patients.
- Category - The type of product being added.
- Price - The price of the item billed to patients
- Base Unit - How an individual quantity of the item is billed.
- Taxable 1 and Taxable 2 - Indicates if tax is collected and at which predefined rate. See this article for instructions on changing the tax rate.
- Wholesale cost - the cost your office paid for the office.
Set the product settings
- Show in money - Displays the item as a tile on the Money screen if checked
- Returnable - Allows the item to be returned if checked
- Show for Quotes - Will allow the item to be added as a supply item on a quote if checked
- Includes a Procedure - If the inventory item is linked to an included procedure, patients who are charged for this item will be included in procedure-based reports.
- Inventory Item - Allows for the tracking of inventory if checked. When enabled, an additional setting for reorder threshold will appear. If the product's inventory level falls below the reorder threshold, a specified user will receive an alert to order more.
- Commission Item - Allows for the tracking of sales commissions for this item. When enabled, additional options for the commission amounts will display.
Click to save the new product