Inventory - Transactions

Inventory Transactions, such as charges and returns, are created in the Ledger in the same manner that procedure charges are posted:

  • Inventory Charges: Within the Ledger, select the Charges menu > New Charge and use the resulting New Charge Window to post the item as sold.
  • Returns: Select the item in the Ledger and select the Other menu > Return.
Items identified as "Consumed" in the fee schedule cannot be returned in MacPractice. They must be designated as "Sold" in order to be returnable.
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