Procedure Item Settings

The following tables list the settings available for procedure items.

See how to create a new item.

General

Item description

Field / Option Description
Name The name of the item. This information is required.
Print Name The print name to be shown on client-facing documents and can be edited on the invoice page. If you do not add a print name, the Name is used on printouts instead.
Code The item code can be used in searching for the item. The code can be changed at any time.
Barcode The barcode can be used in searching for the item.
External reporting codes Custom reporting codes can be read or modified through the Provet Cloud Rest API.
Internal instructions Notes added here are shown only in the item dialogue when the item is added to a consultation. You can use this, for example, to add any information that may be important to know before dispensing or administering the medicine.

Item options

Field / Option Description
Item list The item list you want to connect the item to.
Item subgroup A subgroup for the item to be categorized to. Using subgroups helps to organise items for inventory management and reporting purposes. See how to create subgroups.
Performed by requirement Option for whether the Performed by field is required, not required, or based on the item’s subgroup when adding the item to a consultation. This setting is available when the Settings > General > Department settings > Enable consultation treatment item performer info setting is enabled.
Species The item is shown only for the selected species on consultation item search.

Visibility options

Field / Option Description
Hide on consultation When selected, the item is not visible on the consultation page and cannot be found using the item search on a consultation, invoice, counter sale, estimate, or item bundle page or using the super search.
Hide on consultation search When selected, the item cannot be found using the item search on a consultation page but is visible on the consultation page if added from a bundle or used as a linked item. The item is also hidden from the item search on consultation invoices. The item works with bundles.
Hide on counter sale search When selected, the item cannot be found using the item search on a counter sale but is visible on the counter sale if added from a bundle or used as a linked item. The item works with bundles.

Attachments

You can attach documents to be included when adding the item to a consultation. The documents can be printed out to be shared with the client (for example, safety information regarding a medication).

Stock and Pricing

Linked items

Field / Option Description
Linked items Items associated to this item. When an item that has another item linked to it is added on a consultation, the linked item is also automatically added. You can use this, for example, in the recommended vaccine item setup.
Group on invoice printout If selected, the item is grouped to one row on invoice printouts if added more than once. The quantity and price of the item are hidden, and the sum and the totals are shown. A separate row is created for each patient.
Auto open linked item modal This option is available for the US market. When selected, the linked item is automatically opened when this item is added on a consultation.

Cost centers

If cost centers used, you can add the account number to be associated with the item. 

Pricing options

Field / Option Description
VAT group The VAT group for the item. This setting is required. VAT groups can be defined in Settings > General > VAT management.
Exclude from automatic discounts When selected, the item is excluded from automatic discounts (for example, discount schemes associated to a tag or item).
No department rates When selected, the department rates do not apply to the item.
No commissions When selected, commissions do not apply to this item.
Hide zero item row on invoice printout When selected, the item is not visible on printed invoices or estimates if it has a 0 price. The selling price of the item is automatically set to 0.00.

Pricing

Field / Option Description
Selling price Markup percentage is added to the purchase price to calculate the selling price. If a markup is not defined, it is calculated automatically based on the purchase price. Disable automatic selling price calculation: If selected, the markup percentage is not updated when the purchase price is changed. If not selected, changing the purchase price updates the markup percentage.
Minimum price A minimum price below which the item cannot be discounted. For more information, see Set a Minimum Charge and Minimum Price for an Item and Overview of Sales Items in Provet Cloud.
Minimum charge A minimum charge that is always invoiced as the item's base price. If the total exceeds the minimum charge, the normal item pricing applies. For more information, see Set a Minimum Charge and Minimum Price for an Item and Overview of Sales Items in Provet Cloud.

See Also

Overview of Sales Items in Provet Cloud

Create a New Item

Create Item Subgroups

Recommended Vaccine Item Set Up

Set a Minimum Charge and Minimum Price for an Item

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