Dispensary > Sundries

Key Info  
Purpose:

Configure the sundries for use in the Dispensary module.

Related Module(s):

Dispensary
Accessed From:

Maintenance > Dispensary > Sundries
Window(s):

Sundry List

Sundry Code

Bar Code Content Information

Inventory Products List

Dependencies:

None.

Sundry List Window

The Sundry List window allows you to search for and manage sundries used in the Dispensary module.

Most sundries are items that are single-use only and will be used up during the appointment or must be disposed of after they have been used by a provider during the appointment.

Examples: Gloves, masks, and cements.

However, some types of sundries may be returnable.

Examples: Impression trays and filling guns.

Sundries are organized by levels and level headings and each sundry displays under a heading based on their specific code. You must add and manage the sundries that will be used by providers at your institution.

Important:

  • A sundy’s code cannot be modified once added to axiUm. We recommend you plan out how you want your sundries structured before entering them.r

  • If new products have been added to the Inventory module, Dispensary users cannot see matching entries until they are created manually here.

The Dispensary and Inventory modules can be integrated to facilitate easier tracking of product and sundry levels. As part of the configuration, you can link each sundry item that you want to track to a product in the Inventory module.

Field Description
Criteria

A text field that is used to enter your search criteria.

Tip: You can enter the first few characters of the word, or enter an underscore (_)to return all results.

Search On

A drop-down list that indicates the field to search on:

  • Sundry Code
  • Sundry Description
Task Procedure
Search for Sundries
  1. Use the Criteria field and the Search On drop-down list to set the search parameters.
  2. Click the Search For Data () icon and review the results.

    3. Note: If your search has more than 100 results, a prompt displays. Click Yes to continue your search or click No to stop and change your criteria to narrow the results list.

Add Sundries
  1. Click the Create a new Record () icon to display the Sundry Code window.
  2. Complete the fields as necessary and click OK.
Edit Sundries
  1. Search for and select a listed entry.
  2. Click the Edit Record () icon to display the Sundry Code window.
  3. Make any necessary changes and click OK.

    4. Tip: You can also double-click a listed entry to display the Sundry Code window.

Delete Sundries
  1. Search for and select a listed entry.
  2. Click the Delete Record () icon.
  3. When prompted, click Yes to confirm the deletion.
Preview/Print Report
  1. (Optional) To preview the Sundries report, click the Preview Report () icon.
  2. To print the Sundries report, click the Print Report () icon.

    3. Note: The Sundries report uses the sundry.rpt file.

Sundry Code Window

(Maintenance > Dispensary > Sundry List)

The Sundry Code window allows you to specify sundry information. It displays when you open the Sundry List window and click the Create a new Record () icon or Edit Record () icon .

Field Description
Code

A text field that indicates the code that identifies the sundry.
Inactive

A check box that, when selected, indicates the field is inactive and not in use.

Notes: 

  • Inactive sundry codes can still be included in reports.

  • Inactive sundry codes display an (I) in the Sundry List window.
Node Level

A drop-down list that indicates the node level of the entry which indicates where the sundry item displays in the tree in the Sundry List window.

  • Level 1: If selected, the sundry code will display on the first level of the tree list.

    • Note: Level 1 sundry codes may contain level 2 sundry codes.

  • Level 2: If selected, the sundry code will display on the second level of the tree list, and users must expand a level 1 sundry code to view this code.

    • Note: Level 2 sundry codes may contain level 3 sundry codes.

  • Level 3: If selected, the sundry code will display on the third level of the tree list and users must expand a level 1 and 2 sundry code to view the code.
Description

A text field that describes the sundry.
Is this a Sundry (not a header)?

A check box that, when selected, indicates that the record is a sundry instead of a header record.
Disposable Item A check box that, when selected, indicates the sundry is disposable and is not returned to the dispensary after use.
Cost

A text field that indicates the cost of the sundry.

Note: If Disposable Item is not selected, this field displays as Cost (when not returned) and indicates the replacement cost.

Bar Code

A text field used to scan the generic bar code to use when checking out/in this sundry item.

The Information () icon displays the Bar Code Content Information window which allows you to scan and view extended bar code information.
Has a limit upon checkout for each user

A check box that, when selected, indicates that there is a maximum number of this sundry item that a student can have checked out at one time.

Note: If selected, the Max Allowed field is enabled.
Max Allowed

A text field that indicates the maximum number of this sundry item a student can have checked out at one time.

Note: This field is only enabled if the Has a limit upon checkout for each user check box is selected.

Sync with Inventory product

A check box that, when selected, enables the text field and ellipsis.

The ellipsis is used to open the Inventory Products List window and select an inventory product.

The X is used to remove the currently selected inventory product from the field.
Task Procedure
Add Sundry Codes
  1. Complete the fields as necessary and click OK.
Edit Sundry Codes
  1. Make any necessary changes and and click OK.

Bar Code Content Information Window

(Maintenance > Dispensary > Sundry List)

The Bar Code Content Information window allows you to scan an extended bar code to view information contained within it. It displays when you open the Sundry List window and click the Bar Code Content Information () icon.

Note: No information is saved and is only displayed for informational purposes.

Inventory Products List Window

(Maintenance > Dispensary > Sundry List > Sundry Code)

The Inventory Products List window allows you to search for products in the Inventory module to link to sundries in the Dispensary module. It displays when you open the Sundry Code window and click the Sync with Inventory product ellipsis.

Field Description
Product Type

A drop-down list that indicates the type of product being searched for.

Note: This list is based on the product types configured in the Product Type window.

For Location

A drop-down list that indicates the inventory location to search on.

Note: This list is based on the inventory locations configured in the Location Codes window.

Criteria

A text field to enter your search criteria.

Tip: You can enter the first few characters of the word, or enter an underscore (_) to return all results.

Search On

A drop-down list that indicates the field to search on:

  • Category
  • Product Code
  • Description
  • Vendor
  • Manufacturer
  • Bar Code
Include Inactive

A check box that, when selected, includes inactive products in the result list.

Note: For additional inventory product tasks, see the Inventory Products window.

Task Procedure
Link Sundries to Inventory Products
  1. Locate and double-click a listed inventory product.

    2. Notes:

    • Inactive or dividable items can be linked.

    • If you attempt to link an inventory product that is already linked to a sundry, a warning message displays. If prompted, click Yes to continue or No to cancel.

  2. (Optional) To remove a linked product, click the X.

  3. Click OK to save and close the Sundry Code window.

    4. Once linked, an () icon displays in the Sundry List window to indicate that the sundry code is linked with an inventory product.

    Note: The sundry also displays in the Inventory Products window> Sync with Dispensary item field.