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A presentation is a package a supply is bought and received in, such as a box of 100 gloves. It says how many base units of the supply it contains, so that receiving 3 boxes of 100 adds exactly 300 units to stock. A code is an identifier printed on that package: a barcode (GTIN), a supplier’s reference or a code your clinic assigns. When someone scans or types a code on the receiving screen, muveya finds the presentation, and through it the supply and the quantity.
Package codes say what a product is: every box of the same article carries the same code. They are different from box codes such as BX-000123, which identify which physical container is on the shelf. Box codes are created when stock is received. See Stock boxes.
The supply form has a free-text field called Packaging. That field is only a description and never changes a quantity. This page is about the Presentations section of the supply detail page, which is what muveya counts with.

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What is available

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Who can do it

See Roles and permissions.

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Where

Open a supply from Catalog. The Presentations section is below the status section, with the description How this supply is bought and received. Receiving N of a presentation adds N × its content. Each presentation shows:
  • Its name, for example “Box of 100”.
  • Its content, for example Contains 100 × Unit.
  • Its version and status, for example Version 2 and Active or Retired.
  • Correct and Retire buttons, for managers, on active presentations.
  • Below it, Codes of followed by the presentation name, with the active codes.
The list shows the current version of every presentation, retired ones included. When the supply has none, it shows No presentations yet and, for managers, Add the package you buy, such as a box of 100, and the code printed on it. (others read A catalog manager can add presentations to this supply.).

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Add a presentation

1

Open the dialog

In Presentations, click Add presentation. The dialog New presentation opens.
2

Name it

Enter the Presentation name as your team calls the package, up to 120 characters.
3

Say what it contains

Enter Base units it contains: a whole number from 1 to 1,000,000,000. The help line reminds you of the supply’s unit, for example Base unit of this supply: Unit.
4

Publish

Click Publish presentation. The list shows the new presentation and the screen announces it was published as version 1.
You can add presentations while the supply is still a draft. The presentation keeps a copy of the supply’s unit at the time it is published.

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Examples

Decimals are not accepted: if a package holds half a unit, choose a smaller base unit for the supply before it is fixed.

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Correct a presentation

A correction never edits the stored presentation. It publishes the next version and leaves the earlier one readable, because boxes received under version 1 must keep meaning what they meant.
1

Open the dialog

Click Correct on the presentation. The dialog Correct followed by the name opens with the current values and the note A correction publishes version 3. Boxes already received keep the version they were received under. (with the next version number).
2

Change the values

Edit Presentation name or Base units it contains.
3

Publish

Click Publish correction. The screen announces the new version.
  • The codes of the presentation stay attached: they belong to the presentation, not to one version.
  • A correction also republishes the presentation under the supply’s current unit. Use it if the supply’s unit changed after the presentation was published.
  • If someone receives stock with the presentation while you correct it, the receiving screen stops and shows the new content. See Receive stock.

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Retire a presentation

1

Open the dialog

Click Retire on the presentation.
2

Confirm

The dialog asks Retire followed by the name and warns It can no longer be received. Boxes and movements already recorded keep their quantities. This cannot be undone. Click Retire presentation.
Retiring marks every version of the presentation as Retired. It stays in the list without Correct or Retire. Its codes stay listed so you can move or retire them; a scan of a code that still points to it tells the receiver This presentation is retired and no longer accepts new entries. To keep receiving that package, add a new presentation and move the codes to it.

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Codes

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Code types

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Add a code

1

Open the dialog

Under Codes of the presentation, click Add code. Only active presentations offer it.
2

Fill in the code

Choose the Code type, type the Code (Exactly as printed, leading zeros included.) and, if useful, the Issuer (optional), for example the supplier’s name, up to 120 characters.
3

Save

Click Add code. The code appears in the list with its type and, if given, Issued by and the issuer.
How muveya reads a code:
  • Spaces and hyphens are ignored and letters are compared in upper case. 7 501234 567890 and 7501234-567890 are the same code. The list keeps showing the code as printed.
  • A GTIN keeps its leading zeros. After removing spaces and hyphens it must have 8 to 14 digits, or the form says A GTIN has 8 to 14 digits.
  • A GTIN’s check digit is verified. If it does not match, the code is still saved and marked with The check digit does not match. Confirm the printed code. Real labels are sometimes wrong, and refusing them would stop the clinic from recording stock it holds.
  • A code of a given type can be active on one presentation only, across your whole dental clinic. Adding it to a second presentation fails with Another presentation already uses this code. Retire it or move it there first. Adding it again to the same presentation changes nothing.
  • The same value can exist under two different types, for example as a GTIN on one presentation and as a supplier code on another. A scan of that value then asks the receiver to choose: This code names more than one presentation. Choose the one that arrived.

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Move a code

Use it when a code was attached to the wrong package of the same supply.
1

Open the dialog

Click Move next to the code. The dialog Move code explains Choose another active presentation of this supply. The code leaves the current presentation in the same step.
2

Choose the target

In Move to, choose a presentation (Choose a presentation). Only other active presentations of the same supply are offered. If there is none, the dialog says Add another active presentation of this supply first.
3

Confirm

Click Move code. The code moves with its printed value, issuer and check digit warning.
To move a code to a different supply, retire it here and add it to a presentation of the other supply.

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Retire a code

1

Open the dialog

Click Retire next to the code.
2

Confirm

The dialog warns that receiving stops finding the presentation by this code and that You can add it again later. Click Retire code.
The code disappears from the list and scans no longer find it. muveya keeps the retired code, who retired it and when, as evidence.

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How receiving uses them

On Receive stock, the receiver scans or types a code. muveya looks it up across the three types: Codes can only be attached from the catalog, not from the receiving screen.

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What the system records

  • Each presentation version is stored permanently with its name, content, the supply’s unit at the time and who published it. A box received through a presentation records which version it was received under.
  • Retiring a presentation marks all its versions as retired. No quantity already recorded changes.
  • Each code records who added it. Retiring or moving a code keeps the old row with who retired it and when, and writes an audit entry, catalog.identifier.retired, that for a move also names the target presentation.
Internally a presentation has a stable presentationId shared by all its versions and a version number. The console never shows these ids.

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What can go wrong

Receive stock

Scan a code and receive packages into a warehouse.

Catalog items

Set the supply’s base unit.

Stock boxes

The containers created when stock arrives.

Roles and permissions

Who can manage the catalog.