Managing your Product List / Catalog 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 add a new product, go to the Inventory section from the Admin area and click on Products. Here, you will see your list of existing products. To add a new product, click the "Create Product" button.
When defining a product, you need to fill in three main sections:
Product Definition
These are the basic details about the Product, such as:
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 ones just 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 milliliter.
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.
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
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.
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.
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.