Overview of Sales Items in Provet Cloud

Your products and services (such as medicines, food, procedures, laboratory analyses etc.) that are used for treating patients and sold to animal owners are handled as items in Provet Cloud. Invoicing is based on these items which can contain a lot of information, including the price of the item for your customer.

Your items can be found in Catalog > Items.

• Items are automatically grouped into item types so that different items can have different advanced functionalities. For example, a medicine item has a field for defining its active substance whereas this does not apply to a procedure item. In many places in Provet Cloud, you can use filters to sort items by their item type.

  Note that item types cannot be customised. The following item types are available in Provet Cloud:

  • procedures
  • medicines
  • supplies
  • foods
  • laboratory analyses
  • laboratory analysis panels

  See how to create an item.

• All items in your Provet Cloud are automatically organised into item lists. If you only have one department (location), you can only have one item list and do not have to worry about managing the list. If you have two or more active departments in your Provet Cloud, you can use one shared item list or have separate lists for the departments. With one item list, all the items and prices are the same and you cannot set different prices for different departments. With separate item lists, you can have different products and pricing for items, but you must manage all the item lists and item pricing separately. Usually, you will decide your item list setup with your Provet Cloud implementation specialist.

  See how to create an item list.

• You can manage your item list by grouping items into subgroups and also create subgroups under subgroups to further organise items for inventory management and reporting purposes. For example, you could add a 'Pharmacy Revenue' parent subgroup with subgroups 'Parasite prevention', 'Analgesics', 'Antibiotics', and 'Steroids'.You can fully customise subgroups or choose not to use them.

  See how to create an item subgroup.

• Item bundles provide an easy way to create a grouped pricing and invoicing structure for a set of items routinely used in combination. Item bundles also improve workflow efficiency because the items do not need to be added individually on a consultation or a counter sale.

  Item bundles are commonly used for surgical procedures or other standard professional services such as IV catheter placement or pre-anaesthetic medication administration, but they can also be used in many other ways, for example, for routine allergy injections.

  See how to create an item bundle.

• Alternative prices

  Usually items have a single selling price, but sometimes a standard pricing variance is needed depending on the use of the item. For example, you may sell a food item as a box of 10 bags but also sell the bags individually. In this case, you can add a default price for the box option and an alternative price for individual bags so that when a client buys the food by bags, the price is a higher than when they buy a whole box.

  See how to set up items with alternative pricing.

  Minimum charge and minimum price

  Using a minimum charge, you can make sure that a minimum amount is always invoiced as the item's base price. If the total exceeds the minimum charge, the normal item pricing applies.

  Using a minimum price together with a minimum charge, you can make sure that an item is not discounted below the minimum price. The minimum price cannot be greater than the item's highest selling price.

  The minimum charge settings are available for all item types and are department-specific. Handling and injection fees apply in addition to the minimum charge.

  See how to set a minimum charge and minimum price for an item.

  Injection and handling fees

  You can add handling and injection fees to medicine items to cover the costs of handling the medicine or administering the medicine to a patient.

  A handling fee can be applied to administered and dispensed medicines, and you can use separate handling fees for full and partial packages. For example, you may want to have one handling fee for handling and selling a medicine item as a full package, but a bigger fee when you sell only 4 tablets out of a package.

  An injection fee can be applied only to medicines administered in consultations. An injection fee can be a fixed for the medicine item regardless of the administered quantity or added per used unit.

  See how to set handling fees for medicines.

  See how to set injection fees for medicines.

  The Pricing Tool

  The Pricing Tool helps organisations to streamline their item management in Provet Cloud while retaining the possibility to have different pricing for different departments. If the same item list is used by multiple departments, managing items is easy in Provet Cloud, but prices will be the same for all departments. If the departments have their own item lists, prices can be set differently for the same item for different departments, but managing items becomes difficult, because all item edits must be made separately to each list. Using the Pricing Tool, you can manage items for different departments and set department-specific prices for them in one place. The Pricing Tool is intended for corporate customers with multiple departments and is included in the Provet Cloud Enterprise level plan. Learn more about the Pricing Tool.

Updated 14 May 2024 07:20