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Make a product group for controlled drugs

After a practice manager makes a product group for controlled drugs, they can add a search group tag to all products of the product group. The search group tag helps to make it easier to do controlled drug reporting. For example, staff can use the search group tag as a filter for the Controlled Drug report so that the report output only shows take-home drugs.

To make a product group, 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 Product Groups.
    The Product Groups setting
    ezyVet shows the New Product Group screen.
  4. Enter a name for the product group in the Name box.
  5. If applicable, enter a description of the product group in the Description box.
  6. Select the applicable default accounts.
    The Default Purchase Account setting and Default Sales Account setting
    Note: The Default Purchase Account and Default Sales Account settings are usually used with the Xero integration for ezyVet. The settings make sure that ezyVet and Xero correctly sync financial information (for example, revenue and COGS data).

    You can also use the settings without the Xero integration. For example, you can use them for reporting or for data export to a different accounting app.

    Note: Do not use the Default Inventory Account setting. It has no function.
  7. If it is not necessary to show the product in the client portal of your ezyVet site, select Don’t Show On Customer Panel.
    The Don’t Show On Customer Panel setting
  8. If necessary, select an applicable electronic sheet group.
    The Sheet Group setting
  9. If necessary, use the General box of the Tags section to enter applicable tags for the product group.
    The General box of the Tags section
    Tip: For take-home drugs, enter take-home controlled drugs as the tag name.
  10. Select Save.
    The Save button
    ezyVet shows a confirmation message:

Your ezyVet site has the configured product group.