Link service and inventory products

With Neo you can link products you maintain inventory on, but do not want to appear on client invoices, to products that are invoiced. Linked products can help you manage your on-hand levels by automatically depleting the preset inventory quantity any time the invoice product is added to a consultation.

Note: Linked products will not affect the sell price of your invoice products.

Here are some examples of when to link products:

• Accurately maintain a single inventory of items like vaccine biologics by linking them to one or more corresponding vaccination services.
• Create compounded medications that deplete the correct quantities at point-of-sale.
• Sell a package or single dose of flea and tick preventative that depletes inventory maintained on the single-dose product.

Permissions: Users must have Product Admin or System Admin permission to set up linked products.

Setup

1. Create a product for each inventory product, as needed. 
   Tip: If you use the same inventory for different services, you only need to create one inventory product. For example, rabies vaccines/biologicals.
2. Enter the stock level values for each inventory product.
   Note: Only products that have a Min quantity can be linked.
3. Search for and select a product that is invoiced and uses the inventory product(s) created in step 1. For example, Rabies Canine 1 year. 
   Note: Create the product if it is not found.
   Tip: All special actions to update reminders, create callback tasks, and print forms should be set on the invoice products. Batch numbers and expiration dates must be added to the invoice product, so the batch information can be selected when the product is entered on a consultation.
4. Click the Linked Products button.
5. Click in the Search for products box, and enter all or part of the product name you want to link.
   Note: Only products that have a Min quantity will be returned in the search results.
6. Select the desired product.
7. Edit the quantity, if needed.
   Note: The quantity is the amount that will be depleted each time the invoice product is added to a consultation.
8. Repeat steps 5-7 for each product you want to link.
9. Click the trash can button to delete a linked product.
10. Click Save.
11. Repeat steps 3-10 for each additional service that uses the inventory product(s) created in step 1. For example, Rabies Canine 3 year, Rabies Feline 1 year.

Usage

1. Start a consultation for the patient.
2. Search for and select the invoice product. For example, Rabies Canine 1 year.
3. Enter the quantity for the product that is being given to the patient.
4. Optional. Click the information icon on the consultation product line to view the linked products in the Extra Information window.

Tips

1. If you inactivate an invoice product, you do not need to remove the linked products.
2. If you inactivate a product that is linked to one or more other products, the linked product will:
   
   • automatically be disabled on the products it is linked to.
   • no longer be depleted from inventory.
3. If you need to refund or return a product, be sure to use the invoice product, so the refund amount will be correct. Any linked product quantities will be automatically be re-added to the on-hand stock levels.