Inventory
Receiving an order into inventory
Receiving an order into inventory will automatically update all of the inventory items that are being received, including creating purchase records for those items. It's an easy way to update inventory, especially if you are using one of the ...
Managing the Vetcove integration
Our integration with Vetcove automatically recreates orders that you place through Vetcove in the “orders” tab of the Inventory module. Once your shipment arrives, you can create a receipt against the applicable order(s), which will then update all ...
Quantity Discounts / Price Tiers
An inventory item's price can be set to automatically discount when certain quantity thresholds are crossed. For example, the price of a single can of food might be $3.00, but when bought six at a time, the price per can might be discounted to ...
Ordering inventory through MWI, Patterson, or Victor Medical integrations
If you purchase supplies from MWI, Patterson, or Victor Medical, you can take advantage of our integrations with these companies to streamline the process for ordering inventory. After the applicable integration is enabled, the ordering and receiving ...
Recording inventory purchases
Purchases are used to update an inventory item's balance, costs, and related lot number information. Purchases are recorded in the inventory item's profile. Manually created purchases should be used whenever the purchase is made from a ...
Working with actions
Actions are events that are automatically triggered when a particular record is created for the item to which the action is assigned. For example, actions can be used to change a patient’s status or to automatically print out a rabies certificate. ...
Working with inventory uses
Inventory uses allow you to create child items for a parent item, and assign unique information to each separate use. For example, instead of managing separate items for “Rabies 1 Year” and “Rabies 3 Years,” you can create a single “Rabies” item with ...
Adjusting inventory balances
If the balance of an inventory item is different from the actual balance on hand, an adjustment needs to be recorded to correct the difference and document the change. Adjustments can be recorded on the inventory item's overall balance, or against a ...
Applying volume discounts
Volume discounts allow you to reduce the unit price of an item based on the quantity that is being purchased. In other words, the more a customer buys of an item, the less the per item price is. Volume discounts are managed in an inventory item's ...
Merging inventory items
To merge one inventory item into another: Navigate to the profile of the item that is to be merged Click on "merge item" Select the inventory item into whose profile the current inventory item should be merged Click "merge" Once merged, the merged ...
Managing inventory subcategories
Organizing your inventory items by category is one of the most important things you can do in order to track stock effectively, apply taxes accurately, and report the use of inventory items. We use the AAHA Chart of Accounts as a starting point, but ...
Using the dosage calculator
Our dosage calculator makes it easy to calculate the dosage for a medication based on the patient's weight. The dosage calculator is available when using bundles and when adding an individual medical record. The calculator uses three inputs from an ...
Adding an item to inventory
The Inventory module allows you to track sales and use of products, services, and supplies. Each inventory item is assigned a category, which is used for reporting purposes. Only two fields are required to add a new item to inventory - name, and ...
Popular Articles
Working with medical note templates
Medical notes (also known as "SOAPs") are used for documenting exam findings and plans. Three medical note templates are available by default - Basic SOAP, Simple SOAP, and Standard SOAP. The difference between the three is the level of detail in ...
Intro to DaySmart Vet Training (Workflow) every Tuesday at 10 AM PST
Every Tuesday at 10 AM PST we will be hosting a live and interactive training session for new Vetter customers. This can also be helpful for new employees of existing Vetter customers, as well as for those who simply want a refresher. Please see ...
Treatment board
Introduction The treatment board is a simple way to manage all of your hospitalized patients in one place. It ties together appointments, medical records, inventory, and billing, and updates everyone in real-time to ensure that patients are getting ...
Adding patients
All of your patients are managed under the Patients module. There are several places from which you can add a patient, including from the Patients dashboard, when scheduling an appointment, and when assigning a new relationship to a client. To add a ...
Checking in and checking out appointments
Checking in and checking out appointments is one of the core features of the schedule. There are many automations and efficiencies that are tied into these two functions, including creating medical records and invoices, collecting payments, and ...