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    ezyVet

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      Getting started

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      Clients

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      Patients

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      Appointments

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      Products

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        Find and show product information

      • Differences between product containers, packages, and bundles

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        Product bundles

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        Product containers

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        Product groups

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        Product configuration

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          Product configuration for financial work

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          Product configuration for medications

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          Product configuration for controlled drugs

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          Product inventory configuration

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          Product label configuration

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          Configuration of alternative product names

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          Product configuration for clinical procedures

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          Product record maintenance

          • Disable products that are not frequently invoiced

          • Merge a product record

          • Show a list of merged product records

        • Add a barcode to a product’s configuration

        • Configure a product to make and save a PDF file attachment after staff approve an invoice

        • Configure a product to make a document after staff approve an invoice

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          Product configuration for Vet Radar

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        Product troubleshooting

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      Veterinary care

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      Invoicing

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      Payments

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      Refunds

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      Financial controls

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      Xero

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      Insurance

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      Document management

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      File attachments

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      Printing

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      Electronic signatures

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      Inventory

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      Staff management

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      ezyVet administration

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      Reference information

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      Customer support information

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      Release notes

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      Glossary

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      ezyVet for partners

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    Vello

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    ezyVet Scan

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    ezyVet Go

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    Vet Radar

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    ezyVet Data Lake

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    IDEXX SmartFlow

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    ezyVet Connect

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    Knowledge Center: New and published

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    Pilot features

  1. Browse documentation
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  3. ezyVet
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  5. Products
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  7. Product configuration
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  9. Product record maintenance

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Product record maintenance

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Merge a product record

If your ezyVet site has two product records that have the same function, a practice manager can merge one with the other.

To merge the records, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Products.
    The Products setting in the settings list
  3. Select Products.
    The Products setting
    The left sidebar shows the configured products of your site.
  4. Find and select the product record that you want to keep.
    ezyVet shows the settings of the product record.
  5. Select Merge.
    The Merge tab
  6. Use the box to select the product record to merge with the product record that you want to keep.
    The box to select the product record
  7. Select Merge.
    The Merge button
    ezyVet shows a warning message:
    A warning message
  8. Select OK.
    ezyVet shows a confirmation message:
    A confirmation message
ezyVet merges the product record. And ezyVet shows which product record you merged in the Records Previously Merged into this Record section:
The Records Previously Merged into this Record section
Parent topic: Product record maintenance
Related tasks
  • Disable products that are not frequently invoiced
  • Show a list of merged product records
Concepts
  • About record merge

Procedure
ezyVet
Practice manager

Last updated: July 18, 2024

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Related Articles:

  • About record merge
  • Product record maintenance
  • Disable products that are not frequently invoiced
  • Show a list of merged product records

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