Products need to be associated to SmartFlow within the Inventory module. This can be accomplished by updating your existing products or by importing the products that are used within your practice. If you have added products manually in the past, you can import the identical product and deactivate the manually added product. If you deactivate a manually added product and import the identical product, when running reports, there will be line-items from your original product and line-items from your newly imported product listed separately within the report.
- Imported products:
- Are automatically associated to SmartFlow.
- Automatically include Model and and Sub Category. Note: These fields are based on the SmartFlow ID and are not editable.
- For practices with multiple locations, after the Setup has been completed at one location, they can be copied to other locations within your practice.
Instructions
Import
- Access Inventory > Products.
- Hover your cursor over the + icon.
- Select Import Products.
- In the Category field, select Eyeglass Lens Treatments.
- After step 4 is completed, a field for Treatment Type displays. "All Treatment Types" displays as the default, select a different option from the dropdown menu, if appropriate.
- Type Hoya into the manufacturer field and complete additional search information in any of the fields.
- Click 'Search.'
- Click the checkbox beside the treatments you would like to import, or, click the checkbox at the top of the column to include all treatments in the current view of the grid.
- It might be helpful to expand the number of eyeglass lens treatments that display in the grid by changing the number in the Show dropdown menu.
- Click 'Import.' A banner message displays that indicates the eyeglass treatments have been successfully imported.
- Repeat steps 4-7 for all treatments used by your practice.
- Click 'Back to Products.' Note: The newly imported products are listed at the top of the Dashboard grid.
- Open each eyeglass lens treatment; update the pricing and any other information pertinent to your location.
- If you have imported eyeglass lens treatments, deactivate any matching products that have previously been added to your catalog.
Update Existing Eyeglass Lens Treatments
- Access Inventory > Products.
- Search for and open an eyeglass lens treatment.
- Select Hoya (SmartFlow) from the Manufacturer dropdown menu.
- Type the product description into the SmartFlow ID field. As you type, a list of options displays the products that match the product description, select the product from the list.
- If a Treatment Type has been selected, the SmartFlow ID product options only display products from the Treatment Type selected.
- If a Treatment Type has not been selected, the Treatment Type field auto-populates after a selection has been made in the SmartFlow ID field.
- Click 'Save.'