The Recommended Stock Ordering workflow helps you save time, increase efficiency, and improve stock management.
You can easily filter products by their minimum or optimum stock levels, then move selected items to your Shopping List. From there, you can place orders directly with integrated suppliers like CDMV and Vetcove, or email CSV orders to other suppliers — automatically creating a Purchase Order in your Order List.
⚙️ Access & Setup
To begin, go to Inventory → Products → Stock. From here, you can filter products to identify which items need to be reordered.
If you plan to place orders directly through integrated suppliers (like Vetcove or CDMV), make sure your supplier integrations are enabled first.
To do this, navigate to Administration → Integrations and connect your supplier accounts.
Once integrated, you’ll be able to send orders directly from your Shopping List to those suppliers.
🧭 Step-by-Step Workflow
1️⃣ Start in the Stock page
Go to Inventory → Products → Stock.
Use the predefined filters at the top of the page to view products based on minimum stock levels, optimal stock levels, or expiration dates.
You can combine these with the standard filters to narrow down your results further.
2️⃣ Select the products to reorder
Once filtered, select one, multiple, or all listed items.
Click Add to Shopping List to move the selected products to your Shopping List.
3️⃣ Review and adjust your Shopping List
Navigate to the Shopping List.
Optionally filter by supplier to focus your view.
Update the Purchase Quantity field to confirm how many units to reorder for each product.
4️⃣ Send your order to suppliers
If your clinic uses CDMV or Vetcove, click the corresponding button to send the selected items directly to your supplier’s platform.
If you don’t have integrations enabled, click Send to Supplier instead.
5️⃣ Email orders to non-integrated suppliers
The Send to Supplier option opens a window where you can:
Select the Supplier
Enter one or more email addresses
Add a short message
Click Send
This will automatically email a CSV file to the supplier and create a Purchase Order in Pending state within Digitail.
❗Ensure that your Supplier Agent information is kept current to further optimize this step.
6️⃣ Receive stock when it arrives
Once your order is delivered, open Inventory → Orders List.
Locate the relevant Pending Purchase Order and begin the receiving process.
💬 Tips & Common Questions
🔄 Keep minimum and optimum stock levels up to date
The Recommended Orders filters rely on accurate stock thresholds to identify which products need reordering. Regularly reviewing these levels ensures your reorder suggestions stay accurate.📨 Verify supplier email addresses
When sending CSV orders to non-integrated suppliers, double-check that the supplier’s email address is correct to ensure the order is delivered successfully.🛒 Remove ordered items from the Shopping List
After sending an order to the supplier, the selected items will remain on your Shopping List. To prevent accidental duplicate orders, make sure to select those items and remove them once the order has been sent.
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