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Summary The Stock Transfer functionality is used to move stock items (by batch number if applicable) from one site to another, automatically updating stock levels for each site and stock centre. Details Transferring Stock Navigate to Utiliti...
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Summary The Stock Evaluation screen displays the value of your items in stock. Details Viewing Stock Evaluation Navigate to Utilities > Stock Control and select the ' Stock Valuation ' tab. Ensure you have selected the correct supplier fr...
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Last Updated: 24/10/2024
in System System Tools
Summary The Scheduler is a utility used to view and control which schedules are running (VetXML polling, SMS Schedules etc). This screen is maintained by the MWI Technology Support Team. Details Viewing the Scheduler Navigate to Administrat...
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Last Updated: 23/10/2024
in Finance Finance Tools
Summary The Close Accounting Period Date is an accounting and security feature which prevents any editing of client accounts before the date set. Details Set the Close Accounting Period From the ' Finance ' toolbar menu select ' Close Account...
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Last Updated: 07/05/2025
in Settings Available Settings
Summary Treatment Settings can be accessed via: Administration > Settings and selecting the 'Treatment' category. This page documents each setting. Details Allow Treatment Editing Enabled: Allow users to edit treatments. Disab...
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Summary Stock centre set up allows users to arrive and divert stock to other stock centres for better tracking and stock control. Details Stock Centre set up is done via Administration > Stock Centre Setup. The main stock centre will alw...
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Summary This screen can be used to assist with counting stock in Practice. Users can enter the value of the most recent stock take/count into Merlin, the Stock Variance report will then show any differences. Details Using the Stock Variance To...
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Last Updated: 09/06/2025
in Top Tips
Adding a new colour To add a new colour, navigate to Administration>Patients>Colours>Colours. The Colours screen will load, in the top row you can type the 'Name' and 'Description', once this has been filled in tick the 'System' box for ...
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Last Updated: 14/05/2025
in Reporting Report Wizard
Summary The Report Wizard screen is used to collate data from specified criteria. This data can then be exported or used to communicate with Clients. Details Using the Report Wizard Navigate to Utilities > Reports and select the 'Report W...
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Last Updated: 24/10/2024
in SMS Administration
Summary SMS messaging is used within the system to communicate with clients in the following areas: Diary, Appointment Reminders, Patient Reminders, Compliance Reminders, Reception and Report Wizard. Details Email and SMS messaging are an add...