General steps to configure and use CUBEX with ezyVet
It is important to know the general steps to configure and use the CUBEX system with ezyVet.
This table gives each general step and the related documentation:
| Step | Task | Documentation |
|---|---|---|
| 1 | A practice manager has a kick-off call with the CUBEX implementation team. The CUBEX implementation team gives the practice manager a integration activation worksheet. The worksheet includes a list of the necessary work to configure the integration. For example, the practice manager must make a ezyVet user account for the CUBEX implementation team. | Not applicable. |
| 2 | A practice manager makes a dedicated supplier contact record for the CUBEX integration. | Make a supplier contact record for the CUBEX integration |
| 3 | A practice manager configures the CUBEX integration. | Configure the CUBEX integration |
| 4 | A practice manager:
| Export ezyVet product data for the CUBEX integration |
| 5 | A practice manager configures products to show in the CUBEX system. | Configure a product to show in the CUBEX system |
| 6 | A practice manager uses MyCubex to configure how staff use the CUBEX system with ezyVet. For example:
| For more information about the configuration of MyCubex, refer to the documentation in MyCubex.com. |
| 7 | Staff dispense products from a CUBEX cabinet. | Dispense a product from a CUBEX cabinet |