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31. Stock Adjustment

    Last Updated: 24/10/2024 in Stock Control Using Stock Control
    Summary The Stock Adjustment screen is used to manage current, minimum and maximum levels of stock. Details Viewing Stock Levels Navigate to Utilities > Stock Control and ensure the ' Stock Adjustment ' tab is selected. Ensure you have sel...

32. Devices and Printers

    Last Updated: 24/10/2024 in System System Tools
    Summary Devices and Printers are defined in the system to dictate system behaviour such as printing labels and opening tills. You can choose to define a Profile by a physical machine or by a generic location, for example 'Godalming Reception' ca...

33. Pre-Invoice

    Last Updated: 23/10/2024 in Treatment Add Treatment
    Summary The Pre-Invoice tab can be enabled by Species, see Reception Setting   for further details. This screen is used to invoice clients over a long period rather than generating an invoice each time the 'Save' button is selected. Detail...

34. Adding Treatments

    Last Updated: 01/07/2025 in Treatment Add Treatment
    Summary The 'Add Treatment' tab of the Treatment Screen is used to add clinical and non-clinical work to a patient's Treatment History. This screen is used for billing, storage of clinical history, production of estimates, addition of treatment i...

35. Treatments - Composites

    Last Updated: 16/09/2025 in Treatment Add Treatment
    Summary Composite Treatments are a means of selling several items/services automatically when a trigger or 'Parent' item is dispensed in the Add Treatment screen. This is a useful way to sell ‘Bundles’/'Packages' such as neutering procedures. ...

36. Document Management

    Last Updated: 23/10/2024 in Treatment Add Treatment
    Summary In the Treatment Screen you are able to generate and attach documents to the patient's Treatment History. This can be achieved in multiple ways. Details Using Document Management When in the Treatment Screen, select the ' Doc Mgmt ' bu...

37. Barcode Scanning

    Last Updated: 23/10/2024 in Treatment Add Treatment
    Summary As an alternative to adding treatment using the methods documented in Adding Treatment , items can be scanned using a hand-held device.  In order to use this functionality, barcode data will need to be imported into Merlin . Details ...

38. User Profiles

    Last Updated: 24/10/2024 in System Users
    Summary Merlin remembers certain preferences of the logged in user, unlike system settings these are user specific and not system or site specific. These saved preferences are known as 'User Profiles'. Details User Profile Saved Preferences T...

39. Adding Patient Weights

    Last Updated: 09/12/2024 in Treatment Add Treatment
    Summary A Patient's Weight can be added through the Patient details screen, from any of the day lists, from the Treatment Screen or the Reception screen. This functionality allows you to add a Patient's weight to their treatment history ...

40. User Creation

    Last Updated: 24/10/2024 in System Users
    Summary This page of the manual is a guide to user creation within Merlin. Details A User is an identity which can be used to log in to and access different areas of the software system depending on access-rights assigned to that user. This is ...

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