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guides:dispensary:colorado [2011/12/09 21:31] markphillips |
guides:dispensary:colorado [2011/12/10 02:21] markphillips |
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| There are two sections of 4 reports that CCS Provides. Product & Inventory Sales, Patient and Center of Choice Report\\ | There are two sections of 4 reports that CCS Provides. Product & Inventory Sales, Patient and Center of Choice Report\\ | ||
| + | |||
| + | ==== Employee Setup ==== | ||
| + | For some of the reports to run, the employee has to have an ID. For employees, the State ID field needs to be filled out in the Employee Management section. | ||
| ==== Product Sales & Inventory: ==== | ==== Product Sales & Inventory: ==== | ||
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| Origin (origin) - Indicates where the product was grown. 'Local' would indicate it's grown in house. | Origin (origin) - Indicates where the product was grown. 'Local' would indicate it's grown in house. | ||
| + | |||
| + | This shows the sales of items to patients:\\ | ||
| + | {{:guides:dispensary:co:reportingpatients.png|}} | ||
| + | |||
| + | This shows the current quantities in Inventory:\\ | ||
| + | {{:guides:dispensary:co:itemquantities.png|}} | ||
| ==== Patient Reports ==== | ==== Patient Reports ==== | ||
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| Patients that are center of choice should also have a different Contact Type set. You can add a type called "Patient - Center" this will make some of the reporting easier. To add a new contact type - From the Main Toolbar go to CRM - Contact Types. | Patients that are center of choice should also have a different Contact Type set. You can add a type called "Patient - Center" this will make some of the reporting easier. To add a new contact type - From the Main Toolbar go to CRM - Contact Types. | ||
| + | **Center of Choice Patients:**\\ | ||
| + | {{:guides:dispensary:co:patientpreferred_report.png|}} | ||
| - | + | **Standard Patients:**\\ | |
| - | + | {{:guides:dispensary:co:patientreport_-_standard.png|}} | |
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