Make a product group
After a practice manager makes a product group, they can add products to it.
- Select Admin.
- In the settings list, select Products.
- Select Product Groups.ezyVet shows a New Product Group screen.
- Enter a name for the product group in the Name box.
- If applicable, enter a description of the product group in the Description box.
- Select the applicable default accounts.Note: Default Purchase Account and Default Sales Account are usually applicable to operation of the Xero accounting app with ezyVet. The settings make sure that ezyVet and Xero correctly sync financial information (for example, revenue and COGS information).
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. - If it is not necessary to for the online portal of your ezyVet site to show the product group, select Don’t Show On Customer Panel.
- If necessary, use the Sheet Group box to select an applicable electronic sheet group.Note: The Sheet Group box is only applicable if you use SmartFlow or Vet Radar.
- If necessary, enter the applicable tags for the product group.Tip: Use tags to make reporting of product groups easier. For example, you can use one tag to do reporting of three different product groups. You can also use tags with the Records dashboard tab to easily change the data of many products at the same time.
- Select Save.