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Adding Products to your Catalog
Adding Products to your Catalog

How to add items to you company's catalog

R
Written by Rachel
Updated over a week ago


The product catalog is the first step in defining how and what you will manage in your inventory and the attributes that may impact other business processes. The properties that you define here for specific products will impact inventory management through billing.

You can add a new item to your catalog by going to: Management/Inventory/Catalog

You can click the +Button and either select: Add Product or New Product

Add Product (Please note: This searches a vendor product list however not all products will be available. When adding to your catalog from here it is your responsibility to update all product properties as you seem fit.)

You can search through this database for the item(s) that you need to add to your catalog. You can search in the top field by name or item number, then by HCPCS, group, category, or manufacturer. Click search once you have entered your parameters.

Go through the items that appear and click select on the products you wish to add to your catalog. You can select multiple products at once. When finished click Add on the bottom right and the product will be available in your catalog.
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Adding A New Product

You can add and manage any product in your catalog you wish by clicking the +Button and selecting New Product.


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In this Product details screen you can now enter your new catalog item.
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Here you can;

  • Add Description

  • Set a Status

  • Assign Manufacturer/Category/Group/Part #/ SKU

Properties:

  1. Select Attributes for either Serialized, Non-Serialized, or a Bundle.

  2. You can indicate if this item will be treated as part of Lot for inventory.

  3. If Resupply is checked off, the system will recommend a resupply program for this item when delivered to patient.

  4. Parenteral and enteral Nutrition

HCPCS: You can enter one or multiple HCPCS codes associated with this product.

Unit of measure requires that you enter how many units comes with that item number and then the unit measure associated with the item.

PRICE: This is the default Purchase price for this product that you pay from your vendor. This will be used to calculate the COGS. Pricing can be changed on individual purchase orders as needed.

Once you have entered all required information, select Create on the bottom right.

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