Summary
This article covers the configuration of Sites. Merlin facilitates the configuration of Main sites, branch sites and virtual sites.
Note: Changing site name and address fields could invalidate your Merlin License. It is best to contact the MWI Technology Support before making any changes.
Details
Library Configuration
Navigate to Administration > System > Sites > Sites
This library is initially configured on installation by the MWI Technology Team.
You may notice some fields cannot be changed for the main site, these fields are disabled as they are used for licensing purposes. If you wish to change these fields, please contact our Support Team.
Site Name
The way in which the site is referred to whilst you work in the Merlin System, eg at log in, in drop-down menus when selecting site, etc.
Short Name
Occasionally, when space is limited, Merlin uses a short name to identify a site (e.g. on the Daily Cash screen). This parameter allows the practice to choose the short name for the site (eg Woking > Wkg).
Report Name
The report name is the name by which the site is known on printed material eg the site "Woking" may be known as "The Woking Veterinary Surgery" or "Merlin Vets - Woking".
View Order
The order in which the sites are displayed in any list from which you have to select a site.
Name/No, Address 1, Address 2, Town, County and Post Code
The address details for the site.
Phone Fax VAT No Email Address Web Site
The telephone number, fax number, VAT number, email address and website address for the selected site.
Account Code
This is a reference field only and has no function.
Petlog Site
This is a reference field only and has no function.
Destock Site
Specifies the site items are destocked from when dispensed. This enables you to destock from another site’s stock centre when logged in at a different site.
Locale
This is configured by the MWI Support Team.
Time Zone
This is configured by the MWI Support Team.
Default Title
The default title used when registering Clients, ie Mr & Mrs, Mr, Mrs, Miss etc.
Default Client Category
The default Client Category used when registering Clients, ie Small Animal, Large Animal, Farm etc.
Default Supplier
The site's main wholesaler.
Default Surcharge VAT
The default surcharge VAT value.
Default Write Off VAT
The default write off VAT value.
Default Discount VAT
The default discount VAT value.
Default Code Entry VAT
The default code entry VAT value for the site is set here.
Default Manual Treatment VAT
The default manual treatment VAT value for the site is set here.
Administration > System > Sites > Surgeons/Sites |
The Surgeons/Sites screen is used to determine which staff are available at each site. Using the Surgeons/Sites screen (By Site).
Using the Surgeons/Sites screen (By Surgeon).
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