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
There are two ways in which you can navigate to the Products page:
Click on your Profile icon (top right) > Administration > Inventory section (left panel) > Products tab
Click on the Inventory tab (top menu) > Directory > Products
To add a new product, click the Create Product button in the top right corner.
The product setup is divided into three main sections: Product Definition, Price, and Stock & Details. Below, we’ll break down each section in detail.
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
Manufacturers: choose from the drop-down menu the manufacturer; you can add new manufacturers by selecting Inventory - Directory - Manufacturers from the top menu bar.
Digitail allows you to use a product with two measurement units: Unit and Subunit.
Unit: The main unit of the product (e.g., a bottle or pack).
Subunit: The smaller unit contained within the main unit (e.g., tablets or doses).
Formula: Enter how many subunits are in one unit (e.g., 100 tablets in a bottle).
Example 1: If you have a vial of 10 mL, the Unit is "Vial," the Subunit is "mL," and the Formula is "10."
Example 2: If you buy a pack of 50 vaccines but use only one dose at a time, the Unit is "Pack," the Subunit is "Dose," and the Formula is "50.".
Price
The Price section contains the following fields:
Tax: choose from the drop-down menu the corresponding tax level
Recommended Markup: this is the rate that will be used to calculate the Sales Price 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
Minimum Price: allows you to set a special price that applies until a specified threshold of units is reached. Once this threshold is exceeded, the standard pricing will be used.
+ Add Volume Discounting: allows you to set multiple discounting rules based on quantity. Learn more about setting this up in this article
📌 Product prices may appear including tax or without tax depending on your country.
Example: In the USA, the prices appear without tax on the Product pages.
Learn more about adjusting prices for your Stock in this article.
Stock & Details
Below is a breakdown of each field contained in this section:
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 on the product and the cost of the product will default as 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 enter how the product is dispensed
Active Substances (optional): enter the active substances that the product has
Usage (optional): enter information on how the product should be used or possible exceptions of use
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.
Plan section for the record:
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, by clicking on the blue csv button on the right-hand side.
What is a CSV file?
CSV is a widely compatible data file format which can be opened directly in Microsoft Excel or Google Sheets.
From the Filters area, you can narrow down your list by specific product, AAHA code, category, manufacturer, or to filter by product status (active/inactive) and stock availability.
📌 Larger reports will be sent via email and will not download directly
Please make sure your user has the permission to Export Product Directory. If you do not see this option, please ask someone with Administrator permissions in your practice to enable this option for you. Please read this help article on how to manage user permissions.
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.