Packages
Packages in Vetspire are used to group related products and services that are often invoiced together during an encounter. For example, let’s say a typical annual wellness exam for dogs at your clinic includes a nail trim, heartworm preventative, and rabies vaccine. You can create a package to easily order these products during an encounter instead of having to search for and select them one-by-one.
Go to Financials > Manage > Packages to get started.
Create a Package
In Financials > Manage > Packages, select Add New Package.
Enter a Package Name that briefly describes its purpose or contents.
Package Name Prints on Client Invoice
The Package Name will print on the invoice for an encounter. We recommend using a client-friendly name for sensitive circumstances, such as euthanasia services.
Choose the Pricing Type:
Select Fixed to set a specific price for the package. The client will be invoiced for the Package Price instead of for each product included in the package.
Select Dynamic Discount % to invoice the client for a discounted sum of the products included in the package.
Enter additional package details:
Field | Description |
|---|---|
Package Price | Displays only when Pricing Type is set to Fixed. The total amount to be invoiced for the package. |
Dynamic Discount % Fields | Display only when Pricing Type is set to Dynamic Discount %.
|
Is Picklist? | Set to Yes to enable users to select which products from the package they would like to order. |
Is Disabled? | When set to No, the package is enabled at all of your organization’s locations. When set to Yes, the Enable at Specific Locations and Enable at Specific Location Tags fields display. Use these fields to select which location(s) the package is enabled for. |
Is Locked? | Set to Yes to disable editing of the package. |
Revenue Center (Optional) | Select a revenue center to track revenue from sales of this package. |
In the Package Items section, select Add to open the Edit Package Items window.
Search for and select the product you want to add to the package, then edit the following fields:
Field | Description |
|---|---|
Quantity | The default amount of product units added to the invoice when the package is ordered. This field is not a limit on the number of units that can be ordered. |
Is Included | Select this checkbox to include the product price in the package price:
|
Override Price | Select this checkbox and then enter a value in the Fixed Price field to invoice the product for a price other than the price configured in the product details. This option is useful for discounting products at a fixed price when they are ordered as part of a service, such as IV fluids administered during an emergency procedure. |
Is Required | Select this checkbox to always add this product to an invoice when the package is ordered, even if Is Picklist? is set to Yes. |
Repeat Step 6 as needed for all products included in the package, then select Save.
Additional Options for Packages
Restrictions: Select Edit Restrictions to restrict the ordering of this package to a specific species, patients in a set age or weight range, or non-neutered patients.
Location Differentiated Pricing: Select Show Pricing to add an Additional Price Markup (%) to the package cost by location.
Tax at Location Options: These sections are only available when Pricing Type is set to Fixed. Apply the state, county, city, or other tax rates for all or selected locations to the package cost.
When Pricing Type is set to Dynamic Discount %, the tax settings configured in the details for each product in the package will apply to the package cost. See Manage Products for information on editing product details.
Nested Packages
If you frequently invoice the same packages together, you can “nest” one package inside another to always include the “child” package products with the “parent” package. For example, if you have a package for general anesthesia, you may choose to nest that package within your surgery packages.
When creating or editing a package, select Add Nested Package at the bottom of the screen, then choose one of your other packages from the drop-down menu.