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    Product suppliers

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      General configuration for product supplier integrations

      • Add products of a product supplier integration to ezyVet (general procedure)

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  5. General configuration for product supplier integrations

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General configuration for product supplier integrations

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Add products of a product supplier integration to ezyVet (general procedure)

After a practice manager configures a product supplier integration, they can add products of the product supplier to ezyVet directly.

Make sure that your ezyVet site has the necessary product supplier integration with the correct configuration.
To find and add products, do this procedure.
Note: These steps give only a general procedure. If necessary, refer to the documentation in the Help tab for the applicable product support integration.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Products.
    The Products setting in the settings list
    ezyVet shows a New Product screen.
  3. Select Lookup Product.
    The Lookup Product button
    ezyVet shows the Add Product(s) from Integration Supplier dialog box.
  4. In the Supplier box, select the applicable integrated supplier.
    The Supplier box
  5. Enter the applicable product category, product code, or product name to use for the search.
    Boxes for product category, product code, and product name
    Note: Use these boxes to select or enter the information:
    • Supplier Product Category
    • Supplier Code
    • Supplier Prod. Name
    Note: The Supplier Code box is for the product code of the supplier’s products.
    Note: To find products, it is not necessary to select or enter all the information. For example, you can select a product category but not enter a product code.
  6. If it is necessary to set the default values and settings of many products at the same time, use the settings in the Product Setting Defaults section.
    The Product Setting Defaults section
    Note: For example, you can select a tax rate or department for many products.
  7. Select SEARCH.
    The SEARCH button
    ezyVet shows the search results from the product supplier:
    Search results from the product supplier
  8. Select the applicable products to add to ezyVet.
  9. If necessary, change the available properties of each product.
    Note: For example, you can:
    • Select a different tax rate
    • Select a different product group
    • Change the markup
    Note: The available settings to change the properties are the same as in the Product Setting Defaults section of step 6.
  10. To add a product, select ADD.
    The ADD button
    ezyVet shows a confirmation message:
    A confirmation message
    Tip: To add all products, select Add All:The Add All button
  11. Close the Add Product(s) from Integration Supplier dialog box.
ezyVet has the products.
Parent topic: General configuration for product supplier integrations
Related concepts
  • Access to products of a product supplier integration
  • The supplier contact record of a standard product supplier integration
  • Settings of a product supplier integration that control automatic changes
  • Manual approvals of product price changes of product supplier integrations
  • Settings of a custom product supplier integration that control automatic changes
Related tasks
  • Make a supplier contact record for a product supplier integration
  • Manually approve the product price change of a product supplier integration
Procedure
ezyVet
Practice manager

Last updated: August 1, 2024

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Related Articles:

  • General configuration for product supplier integrations
  • Access to products of a product supplier integration
  • The supplier contact record of a standard product supplier integration
  • Make a supplier contact record for a product supplier integration
  • Settings of a product supplier integration that control automatic changes
  • Manual approvals of product price changes of product supplier integrations
  • Manually approve the product price change of a product supplier integration
  • Settings of a custom product supplier integration that control automatic changes

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