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ASSISI VETERINARY SYSTEM

STOCK CONFIGURATION

PRACTICE POINT LTD

Datum House

Electra Way

Crewe

Cheshire

CW1 6ZF

SUPPORT/SALES 01270 310046

EMAIL: mail@practicepoint.co.uk

SUPPORT EMAIL: Support@practicepoint.freshdesk.com

Contents

STOCK MAINTENANCE DESKTOP 4

Stock File 4

To Search for an Existing Product 4

To redisplay the complete list of products 4

To Select a Product from the Filter List 4

To Add a New Product 5

To Create a New Product from your Supplier Catalogue 5

To Create a New Product Manually 5

Stock File Fields 5

Nett Nett Pricing 8

Renaming Stock Codes 9

Special Values 10

Quantity Breaks 10

Meat and Milk Withdrawals 10

Stock Holdings 11

Information 11

Notes 11

Branches 11

Special Prices 11

SMS (Stock Reminders) 11

SMS Templates 12

Track 13

STOCK SYSTEM SETUP MENU 13

Dispensing Fees 13

Dispensing Fees 13

To Add a New Dispensing Fee 14

To Edit an Existing Dispensing Fee 15

To Delete a Dispensing Fee 15

Stock Locations 15

To Add a Location 15

To Edit/Delete Existing Locations 15

Outer and Inner Units 16

Generics 16

Makers 16

Analysis 16

To Add a new Analysis code 16

Suppliers 17

To Add a New Supplier 17

Import Wholesaler File 17

Stock Price Update Routine 17

Catalogue Reports 17

Import VetsWest File 18

Fix Expiry Dates 18

STOCK MAINTENANCE DESKTOP

Click Settings on the Assisi Desktop and click Stock to display the Stock System Setup Menu. Click Stock File to display the Stock Maintenance Menu.

Stock File

This displays each product set up for sale – showing the stock code, stock description, stock holding and the price.

To Search for an Existing Product

To filter the list of products:-

  1. Type all or part of the description in the Description field, and/or

  1. type in part, or all, of a stock code; or

  2. type any word/s that appears anywhere on the stock file. Multiple words can be included, separated by a space. For example, if you have a sales analysis classification of Food, then typing Food in the Anywhere box will filter for all products that have that classification code, even though the sales analysis classification is not displayed on the initial list of products.

  3. The Any, All and Phrase check boxes relate to the Anywhere box and allow you to further define the search criteria.

  4. Press the Enter key or click the Refresh tile to display the filter results.

This will display all products that meet the specified criteria. The searches are containing searches, ie all products that contain the text, anywhere in the field, will be displayed.

To redisplay the complete list of products

Clear the entries in the filter box and click the refresh button.

To Select a Product from the Filter List

  1. Move the highlight bar to the product that you wish to select.

  2. The highlight bar can be moved up and down the list with the Up > and Down Arrow keys.

  3. The Enter key can also be used to move down the list.

  4. You can left-click on a product with your mouse to highlight it.

  5. Click the Tick to display the Stock Maintenance screen for that product.

  6. You can also double click with the mouse to both highlight and select it at the same time.

To Add a New Product

There are two choices for adding new products – you can base the new entry on a product contained in your supplier catalogue or you can add the product manually.

To Create a New Product from your Supplier Catalogue

  1. Click the + tile.

Step 1

  1. In the Search Catalogue For box type in either part of the description of the product or part, or all, of the wholesaler’s code (containing searches).

  2. Select the product from the search display screen.

Step 2

  1. Type in a new Assisi stock code for the product and click the brown tick tile. This stock code must be unique. If the code has already been used you will be prompted to select another code, otherwise:

  2. Click the green continue tile to display the new product details. The Stock Code, Description, Cost Price, Supplier and Supplier Code will be auto completed.

  3. Fill in the remainder of the configuration fields (see below) and click the green tick tile to save the new product.

To Create a New Product Manually

  1. Click the Create Manually option.

  1. Type in a stock code by which the product will be identified. This stock code must be unique – click the brown tick to check whether your selected code has already been used.

  2. If prompted Stock Code Available, click the Continue tile to complete the setup of the product. The stock code will be displayed.

  3. Fill in the remainder of the configuration fields (see below) and click the green tick tile to save the new product.

Stock File Fields

Click on each field and set up the product to your requirements. You can use the Tab key or click with your mouse to move to the next field.

Description This is the description that will be displayed when you search for the product.
Invoice Text This is how the description will be displayed on clients’ invoices. Quite often this will be the same as the Description field and you can copy and paste the text from one field to the other, but there may be instances where you wish the two entries to be different.
Alternative This is a field reserved for you to identify an alternative product if this product is not in stock.
Outer/Inner Units These fields identify how the product is bought (outer unit, ie bottle or pack) and how the product can be broken down for sale (inner unit, ie ml or tablet). Entries in these fields are validated and are set up from the Outer Unit and Inner Unit tiles on the Stock File Setup desktop.
Ratio This is how many inner units there are in each outer unit, ie if the outer unit is a pack and the inner unit is a tablet, then the ratio is how many tablets are in a pack. It is important that the ratio is correct as this determines the price at which the inner/sub units are charged. If the product is sold only as an outer unit, leave the inner unit field blank and set the ratio to 1.
Apply Minimum Unit If this box is ticked then, when you dispense less than a whole unit, the remainder of the whole unit will be destocked. It will be priced at the unit actually dispensed.
Classification Stock Sales Classification codes should be set up from the Stock File Setup desktop and these then become available for selection on each product. These are used to summarise stock sales and reports and to identify which groups of products may require batch tracking to be enabled. Select the relevant Classification code for this product.
Generic Generic codes can be used to further classify your products if required. This is an optional field and the generic code can be left at the default entry of 000 if preferred. There is a pre-installed list of generic codes to select from if you wish to use this feature but custom codes can be created if you prefer.
Animal Types Tick the relevant animal types for this product. If you tick all of them, then the product will be available for sale on all animal types, ie Small, Large and Equine. If one of the check boxes is left unticked, then this product will not be displayed when searching for products to sell for that type of animal.
Manufacturer Manufacturer codes can be set up from the Stock File Setup desktop and allocated to products as required.
Barcode If you have compatible barcode scanners, you can position the cursor on this field and scan a barcode which will then enable you to scan the barcode on the product to identify it at the point of sale.
Suppliers This field identifies your wholesaler and the wholesaler’s product reference. You can search their catalogue for this reference number by clicking the magnifying glass – the current price is also displayed on the search results. Selecting the product will automatically add the wholesaler and product reference.
Standard Cost Price This should contain the cost price for the Outer Unit, excluding VAT.
Markup

Specify the percentage markup for this product. Once the markup has been added and you click on the Standard Price Field, the selling price will be updated accordingly.

Note: You can set separate markups for different animal categories, ie large animal, small animal and equine for clients who are allowed nett nett discounts (see page 10). In these circumstances, any markup set up for a specific animal category will override this standard stock markup.
Price Group This allows you to specify a particular price group for a product. It is not a markup code but to allow you to group items for pricing which might otherwise have the same markup percentage. It’s a free text, optional field.
Cash Discount If you add a percentage discount to this field, the product will not be automatically discounted but this discount can be allocated at the point of sale if you choose to do so.
Tax Code Select the relevant VAT code for this product.
Enable Nett Nett Tick this box if you wish to enable this product to allow nett nett pricing according to what percentage/s has been entered into the Supplier, Manufacturer and Special Discount fields.
Supplier, Manufacturer and Special Discount fields Discount values should be entered into these fields if you wish to allow nett nett discount for this product. The nett nett cost field will then be updated when you click on it.
Last Updated When you run the supplier price update routine, the date in the Last Updated field will show the date that the product was last updated.
Inner Surcharge

This field allows an extra surcharge (markup) to be applied when selling Inner (Sub) Units. Type in a percentage value if applicable; leave blank if not.

Note: The standard markup will be added first and the sub unit markup will be added to this already marked-up price.
Minimum Charge This field allows you to set a minimum charge for the product – exclusive of VAT. You can overwrite this minimum charge setup for specific animal categories in the Special Values option (see page 10).
Dispensing Code Dispensing codes are configured from the Stock File Setup desktop. If you select a dispensing code from this list, then the charge associated with that code will be automatically included at the point of sale.
Issue a Recall It is possible to generate a recall reminder – in a specified number of weeks - for this product each time that it is sold. It is also possible to generate an expiry date for that reminder. The recall date will be displayed on the Recalls section of the General Notes on the Animal screen. Tick this box if you wish to generate a recall reminder for this product.
Recall Time Type in the required number weeks after the initial sale that you wish to generate the recall date.
Recall Expiry Time

Enter an expiry interval (in weeks) in the Recall Expiry Time field. This will generate an expiry date for the recall.

The number of weeks in the Recall Expiry Time field will be added to the recall date to calculate an expiry date. When you are sending recall reminders, you will be able to base the reminders upon either the recall date or the expiry date.
Auto Reason Code (Venom Code) If you add a Venom code to this product, this will be added automatically and stored against the animal’s history when the product is sold as a reason for the visit. See the User Manual for more details on Venom Codes.
Label Text Any standard text that you type in this field will appear on a label every time that one is printed. This cannot be edited at the point of sale.
Hide in Searches Click this box if you wish to hide this product in future searches. If users know the stock code, however, they can still sell the product.
Prevent Selling

Click this box if you wish to prevent anyone selling this product. No-one will be able to sell the product with this box ticked.

A message can be added advising why the items is prevented from sale.
Prevent Ordering

Click this box if you wish to prevent anyone re-ordering this product.

A message can be added advising why the items is prevented from ordering.
Medicinal Click this box to signify that this product is a medicinal product. If charity rules have been set up on any of your Account Terms to apply zero rated VAT for medicinal products, then this applies only to medicinal products.
Allow Discounts/ Allow Settlement

Click on these boxes if you wish the product to be included in any discounts that have been set up for any of your clients.

The Allow Discount box will allow any sort of discount, including settlement discount.

The Allow Settlement box will allow settlement discount only.

With these boxes unticked, you can exclude a specific product from ever being discounted.
Allow Branch Differentials

You can specify which specific fees or items of stock are eligible for or excluded from the following discounts by selecting Allow Settlement/Allow Other Discounts/Allow Branch Differentials when configuring the stock and fees. Any product without these options ticked would be excluded from the relevant discounts.

You can mark-up/discount stock and fees by a set percentage per branch. On the branch screen (Settings Menu/Practice Setup/Branches), in the Markup Variation box for stock and the Fee Variation box for professional fees, enter a positive value to mark up or a negative value to discount. It will only apply to those stock and fees that have the Allow Branch Differentials box ticked
Always Allow User Pricing Tick this option if you wish to override a user permission that is set to not allow users to edit prices – for this product only.
Print Label Click this check box if you wish a label to be printed by default for this product. You can overwrite this standard label print setup for specific animal categories in the Special Values option – see overleaf.
Maintain Stock Levels. Tick this box if you wish to maintain stock control for this product. This means that you will not be able to sell a product unless it has adequate stock holdings. It should always be ticked for batch traceable products.
KPI Wormer & Flea Treatments

These settings identify products for inclusion in KPI results and they should be ticked as appropriate on the final version of your stock file as these settings are not available for conversion.

If products treat wormers and fleas, tick both boxes

When the product has been configured, click the Save tile.

Once the product details have been saved, the following options are available to be configured for this product.

Nett Nett Pricing

  1. Each product on the stock file for which you wish to allow nett nett price needs to be activated.

  2. From the Settings tile on the Assisi desktop, click the > Stock tile.

  3. Click the Stock File tile and select a product

  4. Click the Enable Nett Nett check box.

  5. Type in the relevant discounts and the Nett Nett Cost field will > be updated automatically.

  6. Click Save.

  7. Once all of the products have been activated and the discounts configured, you need to identify which clients should receive nett nett discount. This is configured on the clients’ Trading Terms code.

From the same Assisi Settings desktop, click the Customer Setup tile and click the Trading Terms tile.

  • Select > each applicable trading terms code and click the Nett Nett > tile on the right hand side of the screen.

  • From here, you can further filter the discount by Animal Types > and by either Stock Analysis Code or Stock Product Code.

  • In the Enabled Animal Types column, select the relevant Animal > Type/s for clients with that Trading Terms code and click > the green tick. If no animal types are > ticked then the discount will not be allocated at all, even if the > product has been included in the Enabled Stock Analysis or > Enabled Stock Items columns.

  • All of your Stock Analysis codes will be displayed in the > Enabled Stock Analysis column and all of your product codes > will be displayed in the Enabled Stock Items column.

  • Identify which products qualify for nett nett discount by class="underline">either clicking the relevant Enabled > Stock Analysis (which would then include all products with that > Stock Analysis Code) or by clicking the individual Stock > Product Code.

  • Click the green tick.

For products where nett nett pricing has been activated, you can also vary the markup for each animal type using the Special Values option – see page 10.

Renaming Stock Codes

You can rename a stock code. The original code will be updated to the new code in all areas of the application to maintain the integrity for future reporting (except in any history that has been converted from a previous system).

This facility, therefore, is not intended for you to reuse the record for an entirely different product.

  1. Click Settings>Stock>Stock File.

  1. Search for the product.

  2. Click on the product line, click the Rename Code tile and read the notes carefully.

  1. Type in the new stock code and click the tick to check that the new stock code is available.
  1. Once the Stock code available prompt is displayed, click Continue to complete the transaction.

The following options are available for selection on the right-hand toolbar with the stock product screen displayed.

Special Values

This option allows you to overwrite standard settings for Markup %, Minimum Charge and Label Requirements for different animal types.

Please note that:

  • Any variation in Markup % only applies to nett nett clients for that animal type.

  • Any variation in Minimum Charge and/or Label Requirements applies to all clients for that animal type.

With the product displayed, click the Special Values tile on the right-hand toolbar.

  1. If you wish to store any values that are different to the standard values stored against the product, select the relevant animal category from the drop-down box and:

  2. Markup %: Type in the percentage markup required for this animal > category - for nett nett clients only.

  3. Minimum Charge: Type in the required minimum charge for this > animal category – for all clients.

Note: If either the Markup % or Minimum Charge is left at zero, then the standard setting will apply.

  • Label Requirements: Select the required label requirement for > this animal category for all clients.

  • Click the Save tile.

Quantity Breaks

This option allows you to set discounts according to the quantity of product sold. The product can be set up for as many quantity break levels as you wish.

  1. Click the Qty Breaks tile.

  1. Type in the first quantity break at which you wish the price to become discounted (outer units only).

  2. Type in the discount to be allowed when this quantity is purchased.

  3. Click the Save tile.

  4. Continue in this way if you wish more than one level to be to be allowed, saving each level before entering the next one.

Meat and Milk Withdrawals

This option can be used to add any standard label text that applies to a specific species, including meat and milk withdrawal instructions. When a label is printed for that animal species, then that text will be included automatically, together with any standard label text already saved against that product.

Select the species from the drop-down box, type in the text and click the Save tile.

Stock Holdings

For products that have been marked to Maintain Stock Levels, this screen displays the stock levels per branch for the product. To filter for a specific branch, select the branch from the drop-down box.

It displays location, batch number and expiry date (if applicable), stock holding for that location, how many are allocated (eg uncommitted or in the batch).

Information

This option can be used to link documents to a stock item (or fee) so that this document opens automatically when that product (or fee) is charged. The document can then be printed.

It is possible to personalise this document with tokens that mail merge data into the document from the client/animal record and it can be stored in the animal’s digital folder. (Please see the accompanying training notes for more detailed information.)

Notes

This option can be used to link to a web address so that that web address can be accessed easily at the point of sale.

If no web address is entered, notes can be typed or pasted in and the notes can be accessed instead a web address at the point of sale.

Type in the Web Address or Notes and click Save.

Branches

This screen is used to store ideal order levels for the product per branch and is used to generate an order for the branch based upon existing stock holdings as compared to ideal stock levels. See separate notes on Stock Control for more details.

Special Prices

You can choose to automatically discount the cost of this product for a group of clients with a specific Terms Code.

  1. Select a Terms Code.

  2. Type in a discount value for that Terms Code.

  3. Click Save.

SMS (Stock Reminders)

This is a service that is available to remind clients to medicate their animal/s, ie it is useful for repeat medication such as wormers and flea treatment. For example, once they have bought a wormer, they can be reminded in intervals of, say, 1 month that the next tablet is due, prompting them to repurchase the product if they need more supplies.

The reminders work on live Assisi data and data that has been converted from previous Ventana or Midshire systems.

A service will run each day (this will be set up by Support) to check for compliance and sends the messages as they become due. You should configure your products prior to this service being started.

Combined messages will be sent for multiple animals belonging to the same client if they are due for a reminder for the same product on the same day. If they are due the day after, then it sends separate text messages.

For each stock product, you can specify at what interval and how many times the reminder is to be sent following the purchase of the product and how many days in advance of that reminder date the message is to be sent.

  1. Display the product and click the SMS tile on the toolbar.

  1. Click the Enabled box.

  2. Set up the Interval (in months) and Repetition schedule.

  3. Set the Days in Advance that the message is to be sent.

  4. 0 = the actual day that the reminder becomes due

  5. 1 = the day before the reminder is due.

  6. Type in the first part of the message template (see below).

  7. Click Save.

Future purchases of the same, or an appropriate alternative, product will restart the routine. If a different type of wormer is purchased before the first reminder intervals have expired, the system recognises this and overwrites the existing outstanding reminders. You can identify alternative products by allocating the same generic classification to each applicable product. New generic codes can be created if required - Assisi Desktop>Settings>Stock>Generics.

SMS Templates

The SMS template is set up in two parts, the first part of which is on the product file as outlined above. This identifies the animal/s, and any text that is included in this part of the template will be repeated for each animal if the same reminder applies to more than one animal.

Example Template First Part (this goes on the individual stock product):

**AnimalName** is now due for a Drontal Plus tablet

Example Template Second Part

on **DueDate**. Please call the practice for advice if required.

The second part of the message is set up on the Branch screen (Assisi Desktop>Settings>Practice Setup>Branches) and will be included only once, even if the message applies to more than one animal. This can include the branch name or telephone number, for example.

  1. Tick the Compliance SMS box and type in the second part of the message template.
  1. Click Save.

Track

Click this tile to list the stock movements for the existing product.

STOCK SYSTEM SETUP MENU

Dispensing Fees

Dispensing fees can be added (automatically per product) to the work entry screen, or manually added/changed or removed at the point of sale. The description of the dispensing fee will be displayed in front of the description of the product and the charge added to the stock charge before VAT is added. A default dispensing fee can be set for each product and can vary according to the animal type.

They can be configured from the Stock System Setup desktop. Select Settings on the Assisi Desktop, click the Stock tile and click the Dispensing Fees tile.

Dispensing Fees

Dispensing fees can be added (automatically per product) to the work entry screen, or manually added/changed or removed at the point of sale. The description of the dispensing fee will be displayed in front of the description of the product and the charge added to the stock charge before VAT is added. A default dispensing fee can be set for each product and can vary according to the animal type.

They can be configured from the Stock System Setup desktop. Select Settings on the Assisi Desktop, click the Stock tile and click the Dispensing Fees tile.

There is a Sub Units box on the bottom right of the screen – when this is ticked the display shows the settings for inner (sub) units and, when it is unticked, it shows the settings for outer (main) units.

To Add a New Dispensing Fee

  1. Click on the New Fee link on the left-hand side of the screen.
  1. Type in the Code, Description and Sales Prefix for the new dispensing fee and click Save. This adds the new dispensing fee to the list of existing fees.

Prices now need to be added to the dispensing fee for all relevant Animal Types for both Main and Sub Units separately.

Main Units

  1. Select the new fee by clicking on it.

  1. Make sure that the Sub Units check box is unticked and click Add Price.

  2. Select the first Animal Type.

  1. Type in the Value of the charge, excluding VAT.

  2. Select a Charge Basis.

  3. One-off Charge – the value is charged only once, irrespective of > how many units.

  4. Per Item – the value is multiplied by the number of units.

  5. Percentage Value – the value is calculated as a percentage of > the cost of the stock.

  6. Select a Sales Analysis code – this is optional and would enable you to filter your reports for the value of your dispensing fees charged and also be used for discounting the fees for specific clients.

  7. Click Save.

  8. Repeat from Main Units Items 1-7 above until the prices for Main Units for all relevant Animal Types have been added.

Sub Units

  1. Reselect the fee.

  1. This time, make sure that the Sub Units check box is ticked and the screen will refresh.

  2. Click Add Price.

  1. Repeat as per Main Units from Items 3-7 until the prices for Sub Units for all relevant Animal Types have been added.

To Edit an Existing Dispensing Fee

Click on the fee to be edited in the box on the left hand side of the screen. This will display the settings for that code on the right hand side of the screen. There is a Sub Units box on the bottom right of the screen – when this is ticked the display shows the settings for inner (sub) units and, when it is unticked, it shows the settings for outer (main) units.

Make sure that the sub unit check box is set as required and double-click the animal type that you wish to edit. The edit screen will be displayed for that dispensing fee. Make any changes that you wish to make and click the Save tile.

Edit the prices, if relevant, for the other animal categories for both Main and Sub Units before closing the screen.

To Delete a Dispensing Fee

You cannot delete a dispensing fee if this has been assigned to a product on the Maintain Stock Item screen.

Display the fee to be deleted as above and click Delete. Check the Delete prompt to check that the fee has been deleted successfully.

Stock Locations

To Add a Location

  1. All existing stock locations will be displayed on the Stock Location Details screen. Click the New Location link. This activates the location details on the right hand side of the screen. (Stock locations can be shared between branches, irrespective of which default branch is allocated to the location.)

  1. Type in a Code and Description for the new location.

  2. Select the branch for which the new location is to be created.

  3. Cancel Batch Tracing: Tick this box if you wish to disable batch tracing for all products for this location.

  4. Waste Stock: Tick this box (and the Cancel Batch Tracing box) if you are creating a stock wastage location to which waste stock or stock discrepancies can be transferred. You will not be able to sell stock that has been transferred to a wastage location.

  5. Click Cancel Batch Tracing and Waste Stock if the location is not a stock holding location, ie if it is a location from which stock is not to be sold.

To Edit/Delete Existing Locations

Click on the branch to be edited/deleted. Edit any of the existing details and click the Save tile - or click the Delete tile to delete the location.

Note: If a location has current stock holdings, you would need to transfer the holdings to wastage before deleting the location.

Outer and Inner Units

Outer and inner units are validated on the stock file but you can create new unit descriptions, as required. Select Settings on the Assisi desktop, click Stock and click Outer Units or Inner Units.

Click New Unit, type in the description and click the Save tile.

Generics

There is a standard list of generic codes on the system which can be added to a product file for analysis purposes.

  1. Click the Generics tile.

  1. Click the New Code link.

  2. Type in a code (alpha numeric, maximum 10 characters) and description.

  3. Click Save.

Makers

Manufacturers can be stored on the product file – you can create your own list of manufacturers.

  1. Click the Makers tile.

  1. Click the New Code link.

  2. Type in a code (alpha numeric, maximum 10 characters) and description.

  3. Click Save.

Analysis

Sales analysis codes can be created for both stock and services and used to identify that the product is a specific type of product. This allows you to use these codes for financial analysis, for printing reports in sales analysis order and also is the mechanism for specifying that a product is batch traceable.

To Add a new Analysis code

  1. Click the New Code link.

  1. Type in a code (alpha numeric, maximum 10 characters) and description.

  2. In the Analysis Type field, select Stock Item.

  3. Click the Trace Stock check box if the code is to be used to identify products that are batch traceable.

You will not be able to edit this setting in the future if any product with this analysis code already has stock holdings. All current holdings would need to be transferred out to a wastage location and the stock received back in when the Trace Stock setting has been changed.

  1. Force Tracing - There is a setting for each stock location that allows you to not trace stock in that location. By default, that will not trace any stock at all.

The Force Tracing option overwrites that setting for this sales analysis code only.

  1. Suitably Qualified Person – not yet implemented, but it is intended to add a check box to the users screen to identify a user who is qualified to dispense medicinal stock. If this box is ticked, the check will be carried out and anyone who is not deemed to be qualified to dispense such products will be unable to do so.
  1. Omit from History by Default - If this option is selected for a specific Sales Analysis code, then all stock with that code will not be displayed in animal history for any user by default.

If any item is omitted from history, a warning bar will be displayed on the history screen. Clicking this bar will override any do not display settings and temporarily display the entire history. The do not display settings will be reapplied by default the next time that the history is viewed.

  1. Prompt for Prescribe Until Date – If this option is selected, the system will prompt for the user to confirm a Prescribe Until date when selling drugs which are allocated this Analysis Code.  This date is then displayed in the history to aid staff when repeat prescriptions are requested.
  1. Click Save.

Suppliers

To Add a New Supplier

  1. Click the New Supplier link.

  1. Type in a code (alpha numeric, maximum 10 characters) for the supplier.

  2. Complete the contact details.

  3. Leave the Reference Lab and VetConnect Plus settings blank. These will be used by our Support Team if these facilities are to be activated.

  4. Click Save.

Import Wholesaler File

Stock Price Update Routine

  1. Having previously downloaded the file from your wholesaler, click the browse button and open the relevant file.

  1. Select your supplier from the drop down list.

  2. The Update Stock File box will be ticked by default. Leave this ticked to update the cost price of relevant stock products.

  3. The Allow Price Reductions box will not be ticked by default. Only tick this box if you wish to reduce your stock prices when the cost price has been reduced.

  4. Click Import File.

Catalogue Reports

You can print the following stock catalogue reports once the price update routine has been run.

Price Changes

Additions to the Catalogue

Deletions from the Catalogue

Select Reporting>Monthly Reports>Wholesaler Catalogue Reports to print these reports.

Import VetsWest File

If you are a member of the VetsWest Buying Group, and HSAH is your default wholesaler, you can import a price file that is provided by VetsWest to update the relevant Supplier Discount and Manufacturer Discount values on your stock file and calculate the Nett Nett Cost Price for relevant products.

  1. Save the file on your server and click Import VetsWest File on the Stock System Setup Menu.

  1. Browse for the file and click your relevant update options.

  2. Click Import File.

Fix Expiry Dates

If you have inadvertently booked in batch-traceable products with the same batch number but with different expiry dates, this option will highlight the discrepancies, allow you to specify which date is correct and update the records accordingly.