Updated Articles

41. Making a Recommendation

    Last Updated: 16/09/2025 in Vetsource
    Summary This page documents creating a standard and pre-approved product recommendation for a patient in Merlin to allow the customer to place an order via Vetsource. Note: Vetsource carry out specific training on their platform. This relates onl...

42. Client Libraries

    Last Updated: 16/09/2025 in Libraries Available Libraries
    Summary This page documents the libraries available under the Clients library. For information on how to update/sort libraries, see: Libraries Introduction . Details To view the client library area, navigate to Administration > Clients. Ca...

43. Deactivate or Hide a Code

    Last Updated: 16/09/2025 in Code Entry Code Maintenance
    Summary Codes can be deactivated via the Code Maintenance screen. Details Codes can be maintained through the Code Entry Maintenance screen (accessed via Administration > Code Entry > Code Maintenance). Deactivating a Code You may choose to d...

44. Register a Client

    Last Updated: 16/09/2025 in Reception Client & Patient Registration
    Summary Client Registration is carried out on the Reception Screen using the same fields as those used to search for existing clients.  While entering the client details, the system will automatically search for existing clients with the same d...

45. Accounts List All

    Last Updated: 16/09/2025 in Accounts General Accounts
    The 'List All' screen is the default view when entering a Client's Account screen. This screen displays all the purchase, payment, refund, credit, discount and surcharge history for a client.  It can also be used to print statements, invoice...

46. Create Monthly Invoices

    Last Updated: 16/09/2025 in Finance Finance Tools
    Summary This feature offers an alternative to manually invoicing by animal. It allows you to invoice all customers who have had treatments between specified dates in bulk. Any items that have been added to the ' Pre-Invoice ' tab in the Treatmen...

47. Barcodes

    Last Updated: 16/09/2025 in Inventory Wholesale Wholesale Capabilities
    Note: This tab does not display for MWI Wholesale users as all batch information is displayed within the Dashboard tab of the ASN. Details To view the Barcodes tab, navigate to Inventory > Wholesale > Barcodes tab. When an item is imported in...

48. Using the Diary

    Last Updated: 16/09/2025 in Diary Diary and Appointments
    Summary This page provides information on how to navigate the Diary screen. Details The Diary screen can be configured to meet your practices needs. The below screenshot is an example of a typical practice's diary screen which contains columns ...

49. Price List

    Last Updated: 16/09/2025 in Finance Finance Tools
    Summary This screen can be used to quickly lookup the the price of item/s (with dispensing fees, minimum charges etc) without requiring the user to add the item to a patients treatment draft or create an estimate. The price list is a list of all...

50. Treatments - Composites

    Last Updated: 16/09/2025 in Treatment Add Treatment
    Summary Composite Treatments are a means of selling several items/services automatically when a trigger or 'Parent' item is dispensed in the add treatment screen. This is a useful way to sell ‘Bundles’/'Packages'. Composite Treatments are co...

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