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Add and Manage Products

Create and manage products.

Updated over a week ago

Managing your Product List/Directory is essential for maintaining an organized inventory. This guide will help you add and manage new products in Digitail.

Adding New Products to your Directory

To navigate to the Products section, click on your Profile Icon > Administration. From the menu on the left-hand side, click Products. You will then see your list of existing products.

You can also navigate to the list via the Inventory menu > Directory > Products.

To add a new product, click the Create Product button.

product directory filters

Product Definition

When defining a product, you need to fill in these main sections:

  • Name: ensure you use the correct name in order to easily search and find the product; the name will also be visible to the client on Invoices & other documents

  • Barcode No. / SKU (optional): Use this field to add the product's barcode; you can scan it to search for and use the product

  • Category: choose the relevant product category from the drop-down menu.

  • AAHA Code (optional): you can also categorize your inventory using AAHA codes for easier reporting and benchmarking

  • Manufacturer: choose from the drop-down menu the manufacturer; you can add new manufacturers by selecting Inventory - Directory - Manufacturers from the top menu bar

Digitail gives you the possibility to use a product by two measurement units.

Example: If you have a 10 mL vial, you can sell or use the product as a vial or per millilitre.

  • Unit: Main unit of the product

  • Subunit: The second unit of the product

  • Formula: Input here how many Subunits are in a Unit

Example 1: If you have a product that is a VIAL of 10 mL, the Unit is the "Vial", the size is "10" and the Subunit is "mL".

Example 2: If you buy a pack of 50 vaccines but use only one dose at a time, the unit is the Pack, the subunit is the dose, and the formula is 50.

product definition

Price

  • Tax: choose from the drop-down menu the corresponding tax level

  • Recommended Markup: this is the rate that will be used when receiving stock

  • Sales Price: this is the selling price of the product per main unit

  • Dispensing Fee: you can define a dispensing fee which will be added every time you administer this product, regardless of the quantity used

product price

Learn more about adjusting prices for your Stock in this article.

Stock & Details

  • Controlled Substance: you can flag the products that are considered Controlled Substances to generate the Controlled Substances Report (read more about this Report here)

  • Consumable: you can flag the product as a consumable. This disables the markup and the cost of the product will equal the selling price.

  • Minimum/Optimal Stock: these fields are only used with the Vetcove integration (if you want to set general stock alerts, learn how to set them up here)

  • Dispensing Method (optional): you can type how the product is dispensed

  • Active Substances (optional): type the active substances that the product has

  • Usage (optional):

  • Directions (optional): this will appear on the medication/product label or script (read more about customizing label templates here)

  • Recommendations (optional): when using the product on a SOAP/Record, the Recommendations field will populate with the information typed here.

product details
product information

After entering all the necessary information, scroll down and click the "Save" button to add the product to your inventory.

Exporting the Product List

The Product list can be exported in CSV format.

What is a CSV file?

CSV is a widely compatible data file format which can be opened directly in Excel

📌 Larger reports will be sent via email and will not download directly

You will require the necessary permission to perform this export, which can be found under Manage Settings.

product directory permission

Importing Products

You can add multiple products at once by downloading Digitail's template, filling it out, and uploading it back to the system. This method streamlines updating your inventory with large batches of products. Learn how to do that in this article.

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