Walkthrough: Adding and Editing Products

Overview

In Product Administration, you can manage your inventory by adding new products, editing existing product details, or deleting products as necessary.

Adding a Product

Access the Product List:

• Click the plus sign at the top of the product list or select Add A Product from the left-hand menu.

Enter Product Information:

• In the Add Product window, fill in the following details:
  • Manufacturer: Select from the dropdown. If the manufacturer isn’t listed, click the plus sign to add a new one.
  • Product Code: Enter the unique code for the product.
  • Cost and Price: Specify the wholesale cost and retail price.
  • Dosage Information: Include dosage instructions, specifying the amount, unit, time interval, and any additional notes.
  • Description: Type in a description or copy from the manufacturer’s website.
  • Contraindications: List any contraindications and inactive ingredients.
  • Image and Barcode: Upload an image for easier identification and enter the barcode number.

Validation Option:

• Click Validate to search for the product on the Emerson Ecologics website, which helps confirm product codes and access detailed information.

Product Status:

• Check the Active box if you currently prescribe or sell this product.
• Determine if the product is taxable based on your state laws and prescription status.
• Check the box to include the product in your inventory if you keep it in stock.

Saving Options:

• Save and New: Opens a new Add Product window for entering another product.
• Save and Edit: Opens the Edit window for this product to add vendors, set stock levels, and categorize the product.

Editing a Product

Directly in the Product List:

• You can change details like retail price, wholesale cost, mark a product as inactive, or adjust its sorting order directly in the product list.
• After making changes, click the Update button at the top or bottom of the list to save your changes.

Full Edit Window:

• Open the product in the Edit window to modify comprehensive details of the product record.

Deleting a Product

To Delete:

• Click the minus sign next to the product you wish to delete.
• Note: Deleting a product will not affect any associated transactions or patient records.

Making Products Inactive:

• Instead of deleting, you can mark products as inactive. This removes them from your active product list but keeps their records intact for reference. Inactive products will be moved to the end of your product list and won’t appear during patient encounter edits.

Conclusion

Now that you know how to add, edit, and delete products in OfficePro, you can efficiently manage your product inventory. This enables you to stock the necessary items or prescribe via drop shipment as needed. If you have any further questions or need assistance with specific tasks, feel free to ask!