What are Items?
One of the main functions of Provet Cloud is to provide an option to generate invoices for your services, the items that are used for treating the patients, and for any items that animal owners may purchase from your clinic or hospital. For convenient invoice creation, invoices rely on 'items' that you can create and manage. Items can contain a lot of info, for example, the price of the item for your customer.
You can access your items from Settings > Items & Lists > Items.
Items are automatically grouped into technical item types. This is so that different items could have different advanced functionalities. For example, a medicine item would have a field for defining its active substance, whereas this would not apply to a procedure item.
In many places, you can use filters to sort items by their item type. Item types cannot be customised.
The item types are:
- laboratory items
- laboratory panels
All items on your Provet Cloud account are automatically gathered into what's called an 'item list'. If you only have one department (one clinic), you can only have one item list and you don't have to worry about managing the list in general. Otherwise, it's possible for multiple departments to use a single item list or stay on separate lists. This is usually decided with your Provet Cloud implementation manager.
To provide further item management and reporting options, items can be sorted into 'subgroups'. You can fully customise subgroups or even choose not to use them. Refer to this subgroup management article for further reference.
Creating a New Items
- Navigate to Settings > Items & Lists > Items.
- Select the 'Add item' button and the appropriate drop-down item type selection.
- Complete the item profile. At minimal item name and VAT or sales tax % must be defined before an item can be saved and created. It is recommended that any additional item information is completed as thoroughly as possible.
Searching for an Item within your Item List
Any previously created item can be searched for directly from the item settings page using the combined search field. You can also filter by subgroups or departments if applicable.
Editing an Item
Any previously created item can be accessed and edited by using the edit pen icon within the appropriate item row from the item setting page.
Archiving an Item
Refer to this article for an in-depth guide.
Setting Up Items with Alternative Pricing
Understanding Item Units vs Packages
Please sign in to leave a comment.