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OfficeMate Home Office User's Guide - OfficeMate Software Solutions

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Updating Many Products & Services<br />

Chapter 4 Maintaining Product & Service Information<br />

For information on<br />

updating many<br />

products and<br />

services, see the<br />

“Product<br />

Maintenance”<br />

recorded video<br />

tutorial.<br />

<br />

<br />

<br />

<br />

Note<br />

To select products & services to update<br />

Open the Products window using one of the following methods:<br />

<br />

<br />

Only users in distribution centers and the home office can modify<br />

information in the Product Maintenance window.<br />

Click the Products icon and select Product Maintenance.<br />

Click Tasks on the main window toolbar and select Product<br />

Maintenance.<br />

Select a product type from the Product Type drop-down menu.<br />

Enter search criteria in the remaining fields as needed. You must enter at least<br />

one search criterion. Enter as much or as little search criteria as needed. The<br />

more criteria you add, the narrower your search results.<br />

a. Type a name in the Product Name field to limit the search to products<br />

with that name.<br />

Note<br />

b. Type a name in the Print on FS field to limit the search to products with<br />

that name.<br />

Note<br />

c. Select a manufacturer from the Manufact drop-down menu.<br />

d. Type a product code in the Prod Code field.<br />

Note<br />

For the best results, type only the first few characters of the<br />

product name.<br />

For the best results, type only the first few characters of the fee slip<br />

name.<br />

For the best results, type only the first few characters of the<br />

product code.<br />

e. Select a financial group from the Fin Group drop-down menu.<br />

f. Select a production group from the Prod Group drop-down menu.<br />

g. Select a procedure code from the CPT/HCPCS drop-down menu, if<br />

applicable.<br />

h. Type the Sphere Low and High values, if applicable.<br />

i. Type the Cylinder High and Low values, if applicable.<br />

j. Select the Inactive check box to limit the search results to inactive<br />

products.<br />

k. Select the On Consignment check box to limit the search results to<br />

consignment items.<br />

l. Select a store from the Location drop-down menu and enter the<br />

minimum and maximum quantity on hand in the Qty on Hand text<br />

252 <strong><strong>Office</strong>Mate</strong> <strong>Home</strong> <strong>Office</strong> User’s <strong>Guide</strong>

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