Product Types
Product types are used to organize your products into groups of like items to streamline reporting and pricing. For example, you may want to create product types to categorize your Surgical Products, Injections, Anesthetics, and Over-the-Counter products, or Boarding, Grooming, and Wellness Plan services.
You can create and manage product types in Financials > Manage > Types.
Add a Product Type
Select Add New Product Type.
A new Unnamed record then displays at the top of the Product Types grid. Select the record to edit the product type’s details.
Edit or Delete a Product Type
To edit or delete a product type, select the product and edit the desired fields, or select the Delete Product Type button.
You can also select Delete Product Type to cancel adding a new product type.
Product Type Details Reference
The following table describes all available product type details and options.
Field | Description |
|---|---|
Name | The name of the product type. This value must be unique for each product type. |
Revenue Center | Select a revenue center to combine revenue in reporting for all products linked to the product type. Go to Financials > Manage > Revenue Centers to create a revenue center. |
Type | Set the billing category as Product (physical items) or Service (exam, surgery, day care, etc.). |
Default Unit Markup Percentage | The percent at which the unit cost of a product linked to this type will be raised when the product is invoiced. |
Default Dispense Fee | A fixed fee added to the unit cost of a product linked to this type when the product is invoiced. |
Invoice Blurb | Additional information automatically added to the client’s invoice when a product linked to this type is invoiced. |
Yes or No Options | |
Is Medication? | Select Yes if products linked to this type are medications that can be prescribed. Products linked to this type will then display for selection when ordering a medication through an encounter. |
Is Injectable? | Select Yes if products linked to this type are administered through injection but are not vaccines. |
Is Immunization? | Select Yes if products linked to this type are vaccines. |
Is Exam? | Select Yes if products linked to this type are exam services. |
Is Treatment? | Select Yes if products linked to this type are treatment services. |
In-House Diagnostic? | Select Yes if products linked to this type are diagnostics that can be ordered through an in-house lab integration, such as IDEXX or Abaxis. |
Reference Diagnostic? | Select Yes if products linked to this type are diagnostics that can be ordered through an external reference lab integration, such as Antech. |
Is Food? | Select Yes if products linked to this type are physical food items. |
Is Boarding? | Select Yes if products linked to this type are boarding reservation services. |
Is Boarding Add-on? | Select Yes if products linked to this type are offered to clients for boarded patients. |
Track Inventory | Select Yes to enable inventory tracking for products linked to this type. These products are included in the Financials > Inventory > Inventory Counts report and in the inventory CSV downloaded from Financials > Inventory > Inventory Upload. |
Has Lot Number | Select Yes if you use lot numbers in your inventory to manage stock of products linked to this type, such as for vaccines. |
Coerce Integer Quantity? | Select Yes if products linked to this type cannot be sold in partial units. For example: Services, like exams, cannot be invoiced with a quantity that is not a whole number. |
Only Inventory? | Select Yes if products linked to this type are inventory-only records. This allows the system to track inventory of these products but does not allow product IDs to be invoiced. This field is mainly used for white goods and other physical items that are used during encounters but not invoiced. |
About Product Type Tax Rates
You can optionally configure local taxes to be added to product prices at the individual product level or at the Product Type level (so that all products linked to that type are taxed the same).
The system hierarchy is to apply the individual product tax first. If no tax is configured, the Product Category tax applies; if no Product Category tax is configured, the Product Type tax applies.