How to Edit Charge Items

SigmaMD makes it easy to manage and update your Charge Items, whether they are Inventory or Non-Inventory Items, helping you keep billing accurate and up to date. You can edit items individually or make changes to entire categories as needed.

Editing Inventory Charge Items

1. Go to Charge Items from the left sidebar.
2. In the Inventory Items tab, find the item you’d like to edit.

3. Click to expand the row, then select Manage details.

   

From here, you can make changes to:

• Product Overview
  • Item name (the item code can't be changed)
  • Inventory category

• Batch Information
  • Lot number, expiration date, lot label, manufacturer, and supplier
  • The lot label is an optional name for the lot, such as its pack size. It shows under the lot number in the table and next to it when you pick the lot to dispense or invoice.

• Check your Inventory Details and edit your Remaining stock or Low stock threshold.

• Set a Markup for the item individually and override the Category settings, if necessary.

• Update its Sales Tax rule, and override the Category settings if necessary.

• Update its Base price per unit or its Total wholesale cost. Changing one recalculates the other, and the Retail price shows underneath.

Once you're done, click Save to apply the updates.

Editing Non-Inventory Charge Items

1. Go to Charge Items from the left sidebar.
2. In the Non-Inventory Items tab, find the item you’d like to edit.
3. Click to expand the row, then select Edit item.

From here, you can make changes to:

• Product Overview
  • Item name (the code system and code can't be changed)
  • Category

• Batch information, if applicable.
  • Add a Lot number to enable Expiration date, Lot label, Manufacturer, and Supplier fields.

• Set a Markup for the item individually and override the Category settings, if necessary.

• Update its Sales Tax rule, and override the Category settings if necessary.

• Update its Base Price. A preview of the Retail price will show underneath.

Once you're done, click Save to apply the updates.

Editing a Charge Items Category (Bulk Edits)

If your items are set to follow their category's sales tax and markup rules (see above), you can benefit from a quicker setup, where a single change on the category's rule affects all of its items. To update settings shared across multiple items:

1. Go to the Categories tab inside the Charge Items section.

   

2. Choose a category and click Edit category.

   

You’ll be able to:

• Rename the category.
• Apply a global markup by percentage or fixed amount.

Remember to check if the items are following the category's markup.

• Set a default sales tax profile

These settings apply to all Charge Items within the category unless overridden individually.

When finished, click Save to confirm your changes.

If you need to create or delete Charge Items instead, check our article on Managing Charge Items and Categories.