Pick lists
Make lists of what to take off the shelves, print them, and take the stock when they are picked, or check off a day's treatment kits.
A pick list says what to take off the shelves, and from which room. Find them in Inventory, on the Pick lists tab, for the location you are looking at.
Anyone who can take and restock stock can make, pick and cancel pick lists.
Make a pick list
Click New pick list.
Give it a name and, if you like, the Day it is for.
Add each item with Add an item, and enter how many.
Click New pick list to save it.
Pick it
Each line shows the item, its room and how many to take. Click Print for a paper copy with a box to tick on each line.
When it is picked, change the Picked number of any line you took more or fewer of, and click Mark picked. Smileline takes what was picked from stock in one go, under your name, soonest expiry first. If an item doesn't have enough left, nothing is taken and the item is flagged: correct the number, or count the item, and try again.
A list is taken from stock once. If two people mark it picked, the second moves nothing. Cancel list closes a list without taking anything.
Find a list
The search bar at the right of the tabs finds open lists by name or by an item on them, and filters them by Show (From bookings or Hand-made) and Item. A list the search hides keeps what you typed as picked on it.
From bookings
Where your practice uses the Shop, From bookings builds a checklist from the procedure kits of the treatments booked at the location on the day you choose.
- Each line is the item in your stock that holds what the kit uses, with the kit's number of pieces.
- A size the dentist hasn't chosen yet shows Size not chosen — choose it on the treatment, then build the list again.
- What no item in your stock list holds shows Not in your stock list.
- Building it again for the same day refreshes the list.
The list names no patient. It is a checklist only: Mark picked takes nothing from stock. Completing a treatment takes the implanted items whose size was chosen — see Materials — and anything else is taken as usual, from the item or with a hand-made pick list.