Before staff can select and use a template product with a clinical record type, a practice manager must make one.

1. Select Admin.
   
2. In the settings list, select Products.
   
3. Select Template Products.
   
   ezyVet shows a New Template Product screen.
4. In the Product Code box, enter a product code that identifies the template product.
   

   Tip: Enter a product code that helps staff to easily find and select the template product.
5. In the Product Name box, enter a name for the template product.
6. In the Sales Template box, select the applicable sales template.
   
7. Use the Primary Product Group box to select a primary product group for the template product.
8. If necessary, enter more information about the template product in the Product Description box.
   Tip: Enter information that helps staff to know what to use the template product for.
9. Select Save.
   
   ezyVet shows a confirmation message: