Items Home Screen

In this section, learn how to navigate and use the Items Module home screen.

Click on an item once to highlight it. Double click on an item to enter into that item's properties. For more information on after you enter into an item's detail page, visit Item Detail.

Select a Facility

If your healthcare system includes multiple facilities that use Sonar, you may select any facility's items to search from. Your primary location will be the default.

Organize Your Search

Organize the items on your screen by any of the above headers. Click on the header to organize them alphabetically/numerically starting with A or 0. Click the header again to reverse the alphabetical/numerical sort to begin with Z or the highest number.

Note that these arrows appear next to the header that is being used to sort (in the above instance it's # Inst). The Up Arrow indicates an A->Z or Low->High sort. The down arrow indicates the opposite.

Top Buttons

Search Bar

Search for an item by its name.

Add Button

Start the process of adding an item. For more information on this, visit Item Detail.

Actions 

Print Count Sheet - Print the blank count sheet for the selected item.

Print Permanent Labels - Print the desired quantity of permanent labels for every inventory.

Print Production Labels - Print the desired quantity of production labels for every inventory. Your name and the current date/time will print on the label. The pRefs will not be associated to an assembly record, this does not take the place of assembling the sets.

Count Sheet(s) To Excel - Export the selected item's count sheet in Excel format

Inactivate - If it is currently active, inactivate the selected item. The item will no longer show up in searches unless the Status filter is set to All or Inactive.

Reactivate - If it is currently inactive, reactivate the selected item. The item will now show up in searches with the Status filter set to All or Active. It will no longer show up if the filter is set to Inactive.

Reset Button

Reset your search filters to the default "All."

Find By Product Button

Select a product to find which items contain this product. The list will be organized by item instrument quantities.

Filter Options

Use the filters above to help find an item you are looking for or to view all items within your filter.

Filter Button

Once you have chosen the filters you would like applied, select this button to view any items with these properties.

Filter by Category 

Filter by Item Category such as Clinic, Facility, Loaner, or Storage (Meaning the item's storage location). Selecting any four of these options will open the opportunity to filter even further, such as a specific clinic, department, vendor, or storage location, respectively.

Filter by Specialty

Filter by Item Specialty such as Dental, ENT, or Eye.

Filter by Type

Filter by Item Type such as Camera, Power, or Vendor Set.

Filter by Status

Filter by Item Status (Active or Inactive). Note that active status is the default search.