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Add New Product
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Add New Product
Adding from an External Catalogue
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Designates whether the item is one of multiple in a pack, or a single item for sale,
and how the price should be divided accordingly. eg a bottle of 100 tablets could be listed twice on the system and sold as "1" or "100" units, depending on the need.
Product category
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Product
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Product categories allow administrators to define a pre-specified set of rules for a product, such as tax rate, mark-up and whether the product is a dangerous drug. Product categories also allow the fine-tuning of discount packages, for example: A 20% discount might be offered on diet but only a 10% discount offered on POM-V medications.
To set product categories, navigate to the "Product module setup" screen within the "Products and Services" menu:
Click "Create Category":
Input your chosen category name, select a category group from the drop down menu (if applicable, e.g. Dog food and cat food might both be placed in category group "Diet") and choose whether the category is exclusively for use with Cascade. Click "Create New Category":
Your Product Category will now appear in the category list. Note the "Members" column on the right hand side, which informs you how many products have been placed in that category:
Complete this action as many times / as often as necessary. You can now set some Product Category Defaults.
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First, ensure that your permissions permit you to view and manage branch specific products and services (System > Permission Group Management > Group Setup > Products and Services):
Note: You will need to logout and back in for new permissions to take effect.
Locate the product you wish to set a branch specific price for and proceed to its pricing perspective. Note the text beneath and above the red outline that states "Using the default pricing":
From the branch drop-down (at the top of the page) select the branch you wish to set a specific price for (in this example it will be "Site 2") and then click "Edit Product Overview":
Make your pricing changes (in this instance the percentage markup is being increased from 50% to 70%) and click "Save Changes":
The product will now display one price if "All branches" or any branch (other than Site 2) is selected from the drop-down and another price if "Site 2" is selected.
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From the main Vet-One page, select the Products and Services module and "Manage Composite Products/Services":
From the Composite Products/Services screen, click on "Create Composite Product/Service":
Complete the fields to create your new composite product / service:
Decide whether your composite will be a product or a service
Input an internal product name (this will be used for searches within Vet-One) and an invoice product name (this will be displayed on customer invoices)
Set the product / service and analysis categories (if necessary / required)
If your composite will not be priced by the sum of its components then set its base price, tax and selling rules. If your composite product's price will be the sum of its components then this these fields will disappear when the "Price by sum of components" drop down is switched from "no" to "yes".
Select whether the composite will be priced by the sum of its components or not (fixed price, regardless of the cumulative value).
Input any relevant instructions or description
Click "Add new product"
You will now arrive at the Composite Overview screen, where products and / or services can be added to your composite item by clicking on "Add Product or Service":
From this screen you can search for, and add, component products or services:
Input your search criteria
Click search (or press enter)
Click on the item you wish to add
The component product will now appear on the composite product overview screen. Click on the product name if you wish to amend the quantity, otherwise repeat steps 4 and 5 until you have added all of the products and / or services you require:
Your composite product (or service) is now ready to be sold and can be edited or deleted at any time by returning to the "Manage composite products/services" screen.
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Navigate to the "Add External Catalogue" screen via the Products and Services module:
Select the supplier that the catalogue relates to (in this example, we've selected Axiom)
Give the catalogue a distinct name (the upload date is often a good choice for identification purposes)
Select the catalogue format (if an appropriate option isn't displayed then you must contact Vet-One support)
Browse your local hard drive to select the file to be uploaded (this process is identical to adding a clinical history attachment and very similar to adding email attachments etc.)
Finally, click "Add Catalogue"
The new catalogue will now appear in the listings:
Fetch a Supplier Catalogue
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Find Product or Service by Name | Search by the product or service's name. |
Find Product or Service by Price | Choose to search for products and services that are equal to, greater than or less than a particular price. |
Find Product or Service by Barcode | Search by the product or service's unique barcode. |
Find Product or Service by Supplier code | Search by the product or service's unique supplier code. |
Find Product or Service from a List | Browse all the Products and Services within the Master Products list. |
Reports
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Product Events
Product events allow a user to program specific, automatic events that occur when a product or service is added to an invoice, e.g. The administration of a dog vaccine might set a reminder for 365 days' time or the addition of a lab test to an invoice could create a lab request to be sent to an in-house analyser.
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In order to set a product event, navigate to the price perspective for the product or service in question:
At the bottom of the price perspective, click "Event Actions":
Presuming no event actions already exist for the product, a message will be displayed stating "The sale of this product currently triggers no events". However, it is possible for more than one event action to be associated with a product or service, e.g. Adding a euthanasia to an invoice might mark the animal in question as deceased and remove the animal from any Practice Discount Plans. Click "Add Event":
Make a selection from the available drop-down menu. In this example, a product event is being created that will set a reminder and as a result a further, second drop-down menu will appear and ask for a Reminder Type to be selected (to read more about reminder types, please click here). When the necessary selections have been made, click "Add Product Event":
Returning to the Product/Service Events screen, the new event will now be listed:
Deleting a Product Event
To delete a product event, navigate to the price perspective for the product or service in question:
At the bottom of the price perspective, click "Event Actions":
Select the event action to be deleted by clicking the radio button to the left of the action and clicking "Delete Event":
Product and Service Details
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Product Defaults
Service Defaults
Product Category Defaults
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Product Category Defaults
Setting product category defaults can save significant amounts of time and avoid variations within one category that might be caused by human error or miscommunication. Before setting defaults, it is necessary to define your product categories.
Navigate to the "Product Category Defaults Overview" via the "Product and Service module setup" within "Products and Services".
Select the product category you wish to edit at the top of the screen and then click "Edit Category Defaults" at the foot of the screen:
Now define your chosen defaults.
A red circle has been placed around what most administrators would consider the most critical options! Note that the default selections made here are not concrete and the goal is simply to increase efficiency and consistency, they are simply the default choice when a product is placed in a category. Users can amend the options when adding products.
Click "Save Category Defaults" when you have finished.
Now, when adding a product, when a product category is selected the default choices will be automatically applied:
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