If you want to start adding your own data to the database and remove the example data, see Clearing the demo data and starting from fresh.

 

 

 

You can either use the Products selector to add new products, or you can add them via the Products page of the Control Centre > Setup Wizard. We'll work with the Products selector here, but if you're planning on adding lots of new products you'll probably find it easier to use the Products page of the Control Centre.

 

 

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From LabManager's Main Form, choose Product menu > Select or Add New...

 

 

 

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Click 'Add New'

 

 

 

 

You will be prompted if you wish to create a "Normal product or service (priced)" or a "Note product (no price)". The term 'product' refers to any item you can add to a job, so the first type is simply any physical item or service that you would give a price. The second type refers to text or data fields, such as patient name, shade, notation.

 

 

 

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Leave "Normal product or service" selected and click OK, then on the screen that appears start by entering the basic product code and description.

 

 

 

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Choose an appropriate nominal account and usual tax code

 

 

 

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Click the + icon on the right of the 'Prices (excluding Tax)' box and you will be presented with a screen for entering a price. The "Price Band" box shows which price band (ie. price list) you are entering the price for - you can have as many price bands as you like, and there's a selection already set up for you.

 

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Pick the NHS price band now and enter the NHS price for your product, then click OK.

 

 

 

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Once you've added an NHS price, you can click the green plus symbol again and add a price for another price band by changing the "Price Band" box. Enter prices for as many price bands as you like right now.

 

You can create your own price bands, but we won't cover that right here. You can do this from the Control Centre > Setup Wizard > Price Bands.

 

That's it. Once you click on the OK button of the "Add New Product" screen you will have created a new product with the prices you've entered.

 

 

 

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Click OK (or just press RETURN)

 

LabManager will now add this new product onto your current job, so you'll be presented with a screen as below.

 

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You can set the quantity of the product, choose the price band you wish to use when adding this item to your current job - or manually set a new price. Click OK when you're done to add the item to the job.
 

 

 

 

We can now see that product on the Main Form in the job's line-item area. The example below has used an empty form, but in normal use you may have already created a new job first.

 

 

 

 

 

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