Product Details
- Cathy Allison
- Rick Eggleston (Unlicensed)
Product Details Screen
The Product Details Screen is reached when creating a new product from scratch, or when viewing or editing an existing product.
New Product Details Screen
The initial view of the product details screen only displays the minimum information needed to create the product in the database. After the first save, the rest of the information will become visible.
| Field | Description |
|---|---|
| Product Line Number | The product line that the new product will be added to. These are the custom product lines defined under product setup. If this product does not fit into an existing product line category, you should make the new product line for it before making the new product. |
| Sequence | The number that will be assigned to this specific product within the product line. Together, the line and sequence will make up a unique identifier for the product, so that it can be easily found and added to a patient's order. |
| Next button | For all products that were added to an existing product line, this will check the database and find the next available number from the last one generated. If this is a brand new product line with no products assigned, the system will recognize this and start with the number 1. |
| Active | As products are discontinued, you may need to set them as inactive. This prevents them from being added to patient orders going forward, but preserves the historical data. We recommend creating new products and deactivating old ones if there are major changes in the product formulation, dosage or size, company name, etc. |
| Name | The name of the product. This will become a searchable phrase, so be as accurate and complete as possible. For drugs, this would be the brand name, the generic name, and the dosage (e.g. "Heartguard (ivermectin) 272 mcg"). Container and packagingt information will be tracked separately. |
| Description | Additional information that did not fit into the name that describes the product in more detail. In the Heartguard example above, this may include "1 box of 6 chewables for dogs 51-100 lbs.") |
| Billing Description | How the product name should appear on the patient orders, if different from the product name used internally. |
| Standard Code | If your hospital uses its own internal product identifiers, it can be entered here. Alternate IDs such as barcode scanners can also be entered separately. |
| Product Type | Hard coded internal categories that will restrict how the product will draw from inventory. Services and Services fees are considered non-inventory items. Inventory, Equipment, and Packages are considered inventory items. Setting a product as an inventory item will automatically add the Inventory tab to this page. |
| Category | A custom category for the product, to allow for more granular separation beyond the hard coded product types. |
| Service Unit | If this product should always provide revenue to a specific service unit by default, it can be selected here. |
| Product Setup Options | These are flags that can be set on the product that will allow for additional tabs to display. Multi-item allows you to create simple combination products outside of packages, such as a pharmacy compound. Prescription Setup allows you to set the pharmaceutical attributes of the product. CDM setup allows you to describe how the product should be billed or displayed when drawn from a CDM machine. ASAQ eligible will mark the product as being part of the ASAQ reimbursement process and allow you to define the attributes as part of that. |
After entering in the required information and clicking on the Save Button, the remaining product attribute tabs and the tabs related to the flags you selected will appear on this screen.
Save to Show Inventory Tab
After selecting a Product Type of Inventory, you must click on the Save button before the Inventory tab will appear.
In this example, the only two tabs that will appear are the Product Details Subtab and the Medical Record Options Subtab.
If all the other attributes are turned on for an Inventory item, there may be up to seven subtabs visible.
Product Details Subtab for New and Existing Products
Product Pricing Section
The product pricing section contains the various base price attributes for this product. You can also enable various modifiers, such as prescription volume discounts or markups.
Fractional quantity indicates that this product may be sold as partial units, such as 0.25 bottle or 0.5 box. For products which must be sold in whole units, keep this disabled.
For products for which the price should always be fixed, such as shipping fees, you can disable the client type discount to always charge the full amount.
Product Tax Category
The product tax category allows you to choose which tax system this product will utilize, if any. Services and service fees may not have taxes depending on your local or state laws.
Taxes are customized under Tax Setup.
Price Calculator
The Price Calculator is a tool included on this tab as well as the Controlled Drug Machine tab.
This tool allows you to preview the final cost of a product for a client type, based on the settings in the Product Pricing section plus any other Service Fees defined in the service fee section.
Client type price sets are defined under Price Set Setup.
If the calculated price is too low or too high based on your settings, you can modify them and then rerun the calculator to see how the price changed.
Reorder Quantities
Reorder Quantities allow you to define the minimum amount of stock you should have on hand for this product, before it should be reordered.
You can use historical sales information or Just-in-time inventory management to adjust these numbers as necessary.
Default Vendor's Product Info
If this product has a default vendor assigned (under the Inventory tab) you can modify the information provided by that vendor for their stock of the product in this section.
Prior Purchase Orders
This section gives you a brief overview of the last two purchase orders that included this product.
Additional Product Attributes
Service Fee / Add-on Definitions
If you charge a service fee for a specific type of product, e.g. a pharmacy product, and it does not need to be listed in its own line item, you can include it automatically in the price of the product by adding it here.
Fees that require their own line item on a bill should instead be listed as their own separate product.
Product Notes
The product notes section is included to give you a place to store any other information about this product that you need to record, but which is not accounted for in the base VetView software. These are simple comments.
Synonym Definitions
The synonym section allows you to associate other similar products or product names that are related to this product, so that if a user enters in that word as a search string, this product can appear.
This can include brand names vs generic names, or an internal nickname you have for a specific product.
Alternate ID Definitions
This section allows you to associate an alternate ID number with this product. VetView supports barcodes for stock and sales, CDM product numbers (if different from your regular line and sequence number), identical products on the lab software, or any other internal numbering system you need to associate with this product.
VetView Wiki Most recent releases of VetView: Version 5.0.2 and 4.2.8 Hotfix (Released 12/20/2024)