Importing Products from Fullscript and Vendor Catalogs

The Product Catalog is where you find products to add to your own list. It searches two kinds of catalog at once:

• Fullscript, once your practice is connected - see Connecting Fullscript to OfficePro.
• Vendor catalogs - natural-products companies in the NaturaeSoft Vendor Program publish their own catalogs, with your wholesale cost, so you can stock their products and reorder from them directly.

Open it from Product Admin with the Product Catalog button. It has two tabs: Browse & Import, for adding products and connecting the ones you already have to the vendor that makes them, and Link to Fullscript, for matching your existing products to Fullscript by hand.

Finding a product

Use Search - by product name, brand, SKU or UPC. Source chooses where to look: All sources, Fullscript, or a single vendor. Choosing a vendor lists its whole catalog, with the products the network recommends most at the top.

Each row shows the Brand and Size, and under Source where it comes from: Fullscript with its price, a vendor's name followed by direct with your cost, or both.

One product, one row. When a vendor's product is also on Fullscript - matched by its UPC barcode - it appears once, showing both sources, and imports as one product.

The catalog hides what you already stock. The Show: filter starts on products I don't stock, which is sensible when you are looking for something new and misleading when you are not - search for a product you already carry and nothing comes back. … plus other sizes & brands also shows products that look like something you carry in another size or from another brand, and everything, including mine hides nothing. Switch to everything, including mine before concluding a product is unavailable, and remember the list runs to more than one page.

When you browse without a search, the Network rank column ranks products by how often they are recommended across the NaturaeSoft network. It is not your own prescribing history - Fullscript does not report per-practice popularity - so read it as a general signal rather than as a reflection of your patients.

Adding new products

Tick the products you want, check Your price, and click Add Selected to My Catalog. Products you do not have yet are ticked for you. They arrive as ordinary OfficePro products, using the defaults set in ProductPro settings.

• From Fullscript a product brings its name, brand, size and Fullscript's price. Leave create missing brands as vendors ticked. It records each product's brand as a vendor as it imports, which is what makes Filter By Vendor useful afterwards and what lets those products go on a purchase order at all. Untick it and you get a catalogue of products with no supplier against any of them.
• From a vendor catalog a product brings the vendor's name, SKU and size, your cost, and the vendor set up as its supplier, ready for a purchase order. The vendor is added to your vendor list if it is not there already - under the name you already use for it, if you have one.
• From both you get one product with both: the vendor as supplier with your cost, and Fullscript for treatment plans and default dosing.

Your price starts at the MSRP. Keep it, and later MSRP changes from the vendor reach your price automatically; change it, and your price stays yours. Your cost follows the vendor's wholesale price, updated overnight.

To adjust a product before it goes in, use add & edit… on its row. It opens the product form already filled in.

Set Default Dosing appears when some of your Fullscript products have no dosing instructions. It fills them in from how each product is most commonly dosed across the network, so they do not have to be typed on every plan. Worth doing for anything you dispense regularly - the instructions are what the patient actually follows, and providers can still change them when prescribing.

Products you already have

A row marked you have this as is a product you already carry that a vendor now publishes. The badge at the end of the row says what ticking it does - usually add the vendor as supplier. Tick it and click Add Selected to My Catalog: your existing product gains the vendor as its supplier and your cost from their catalog, and nothing else changes - its name, code and price stay as you set them.

Nothing is added twice. Ticked products you already have are linked, not added again, and one that is already fully linked is skipped. If a product code cannot be derived cleanly the row is refused rather than creating a clashing one.

Linking products to Fullscript

Most practices already stock some of what Fullscript carries. Link to Fullscript matches your catalogue to theirs so the two are treated as the same product rather than two competing entries.

The list pairs Your product and Your code against a proposed Fullscript match. Check the suggestions before accepting them - a match is proposed on name and brand, and two products with similar names can differ in strength or size, which matters clinically. When you are satisfied, use Link Confirmed Matches.

Do this before importing from Fullscript in bulk. Linking first means you end up with one entry per product; importing first usually means finding and merging duplicates afterwards.

Adding one product at a time

On Add Product, start typing the product name. After three letters a list of matching Fullscript and vendor catalog products opens under Product Name - a vendor's product shows its name followed by direct. Pick one and the form fills itself in, including your cost for a vendor's product. See Adding and Editing Products.

What to watch

• Check the Type on the first few imports. If Default Product Type is set to anything not in the supplied list, the Type box on the product form renders blank. Import two or three, look at them, then import the rest.
• Fullscript prices are Fullscript's, not yours. They arrive as the catalogue price - review anything where you set your own margin.
• Discontinued products stay on until you decide. When a vendor discontinues a product you carry, the Product Catalog says so at the top. The product stays active in your list; when you discontinue it, Discontinue Notify lets you tell patients who still have it in a cart or refill plan.
• Codes typed by hand can still collide. The import derives unique codes, but nothing stops someone later creating a product by hand with a code that already exists. Run the Duplicate Products report occasionally.
• Import in batches. Adding a few hundred products you will never dispense makes the catalogue harder to use for everyone.

Writing a plan

With products in place, a provider can create a Fullscript plan for a patient from the chart - see Fullscript Treatment Plans and Create Fullscript Plan. The plan is written under that provider's Fullscript account, which is why each provider has to be linked individually.