Popular Articles

  1. Stock Centre

    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...
  2. Adding a Town

    Adding a Town To add a new town into Merlin. Navigate to Administration>Clients>Town Next enter the town in the top line and tick the 'System' tick box. Click F5 to refresh Merlin Note - This may take 24 hours to take effect in the Clien...
  3. Stock Level

    Summary This screen displays the current stock levels for specified codes/treatment types. Details Viewing Stock Levels Navigate to Utilities > Stock Control and select the ' Stock Level ' tab. Ensure you have selected the correct su...
  4. Stock Variance

    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...
  5. Stock Transfer

    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...
  6. Stock Evaluation

    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...
  7. Treatment 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...
  8. Creating Default Appointment Reasons

    Creating Default Appointment Reasons To add an appointment reason to Merlin, Navigate to Administration>Appointments>Appointment Reasons. The 'Appointment Reasons' screen will open, from here you can use the filter to show only the 'Appointme...
  9. 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...
  10. 3.1 August 2025

    Version 3.1 Enhancements & Bug Fixes Enhancements Vetsource integration We’re excited to announce a NEW Merlin integration with our trusted partner, Vetsource ! This integration introduces seamless workflows to help veterinary practices ef...

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