Replace a product record
If staff must not use a product record again, a practice manager can replace it with a different product record. ezyVet deactivates the replaced product record and keeps the history of the two product records.
- Make sure that your user account has the permission
- Make sure that the product record to keep is active
- Make sure that the product record to replace is active and is not replaced or merged
Note: If a central site controls the product record to replace, do this procedure at the central site.
- Select Admin.
- In the settings list, select Products.ezyVet shows the product records of your site.
- Select OK.
The replace history table of each of the two product records shows the replacement. The replaced product record shows a message that tells you which product record replaced it.
ezyVet changes this configuration so that it uses the replacing product record:
- Sales template items
- Products that ezyVet invoices automatically
- Product bundles that have the replaced product record as an item
- Product records that have the replaced product record as their service fee product
- Standard of Care plans that include the replaced product record
If other configuration uses the replaced product record, change the configuration so that it uses the replacing product record. Two examples are a wellness plan fee product and an appointment type travel fee product. For more information, refer to About product replacement.