How to register a lot number and an expiration date for a product ?

To enter a product’s lot number and expiration date, click on CATALOG, then PRODUCT LIST

 

Select the product whose lot number you want to enter (here I have chosen the rabies vaccine, Nobivac Rabies)

Once in Product List, enter a lot number and an expiry date for your product.

To do this, click on MANAGE

 

Then on NEW

 

Now, you have two possibilities :

  • either you place your cursor in the « Barcode reading area » and scan the product’s QR code using your laser scanner
  • or you enter the lot number and the expiry date manually in the designated areas

 

Click on SAVE

Then close the next page

Now, you can enter all the necessary information about the product that you want to register :

With regard to the example below of the rabies vaccine « Nobivac Rabies 50 x 1-mL », I have specified how I want to manage my stocks : I want my product to be unpacked in 50 vials; my actual stock level is 70 vials; I want the software to create a new order when only 30 vials are left in stock; I enter my ideal stock (in this example, 50 vials) in « expected stock ».

In the green box on the right, in Registers, I can enter that I want each use of this product to be registered in the Rabies Vaccination Register.

 

After entering this information, click on SAVE

After the rabies vaccine has been administered, click on the red bar code, and the previously registered lot number will appear. Check that it corresponds to the injected vaccine’s lot number and if so, click on SAVE

 

 

 

 

 

How to create my product catalog ?

If your Central Buying Company is not listed on the main CBC listing, you can nevertheless create a product catalog to manage your stocks.

Begin by creating a personal CBC. (See the tutorial : How to create a new Central Buying Company?)

After that, click in CATALOG, Select PRODUCT LIST

 

Click on NEW MODEL

 

You can now input all the details concerning a new product you want to add to your catalog such as its name, price, your stock level, the stock you want to have, if you want to see this product registered in one or several register(s) when it is delivered…

 

For example, imagine you want to add a rabies vaccine called « NOBIVAC RABIES »

Firstly, input the name : Nobivac rabies 50x 1 ml doses vials; secondly, input the supplier’s gross price (the retail price will immediately be calculated based on the tax and margins that you previously registered in the software). Then, specify how the delivery should be broken down (in this case, into fifty individual units). Finally, choose which type of unit is needed i.e vial, pill… (This is essential so that your registers and orders are correctly filled in)

The unpacked price will automatically be calculated

 

For stock management, input the stock level of the product you have in the clinic. For example, I still have 30 vials from an old batch, which when added to the new unopened batch gives me a total stock level of 80 vials.

 

The resupply threshold shows the minimum quantity of the product needed in the clinic (here 30 vials). When the number goes below that threshold of 30 vials, the software will remind the user to include this product in the next order.

The expected stock is the optimal stock level needed in the clinic (I would like to have 50 vials in stock). This expected stock figure will enable the software to calculate the quantity of the product needed for the next order.

Moreover, on the right-hand side of the screen, it is possible to specify that each product delivery will be registered in a Rabies vaccination registry.

 

How do I select my date format ?

To select your date format, go into SETTINGS, then GENERAL SETTINGS 

 

Select FORMAT

 

Then select the date format you want

 

 
If you DON’T select one : the date will automatically appear in the format used with the language selected for the software. For example, if  the French version is used, the date format will be dd/mm/yyyy.

ATTENTION : the English version uses American English. Therefore, if you work with the English version, and NO date format is chosen, the date format will appear as mm/dd/yyyy.

 

 

 

However, you can choose a dd/mm/yyyy or a mm/dd/yyyy date format independently of the language you select.

Thus, you can select a dd/mm/yyyy date format even if you use the American English version of Vetup.

To do this, just click on the date format you want to use

 

Now your dates will now be written in the dd/mm/yyyy format, even if you work with the American English version of Vetupmanager.

 

 

How to create a new Central Buying Company?

If your own Central buying company isn’t in the list in SETTINGS / GENERAL SETTINGS TABS/ PRODUCTS,  or if you’re not used to working with a Central buying company, you can create a list of the products you use after creating your « own Central Buying Company ».

 

To do this, click on CATALOGUE  (see green arrow)

and then select PURCHASING COMPANIES

You will now see the differents Central Buying Companies.

Click on New

 

Create « my own Central Buying Company » and save

 

Now, « my own central buying company » can be found in SETTINGS / GENERAL SETTINGS TABS / PRODUCTS

 

You can now add the products you use to this newly created CBC and manage your stocks

How to start with Vetup

Please follow these instructions carefully so as to use this software correctly.

You have just created your account, so now go into SETTINGS on the left of your screen

 

Now click on the GENERAL SETTINGS TAB

 

In PRODUCTS, you will find the different Central Buying Companies.

If yours is not on the list, or if you do not work with a CBC, you will need to create your own called for example « my own Central Purchasing Company ». (See : « how to create a new Central Buying Company« ).

 

Now, always in General Setting Tab, click on REMINDERS so as to manage how you want to remind pet owners of future messages : for example by e-mail or SMS (only available in the premium version)

In General Setting Tab, click on TAXES to fix the value of your tax. If necessary, click on « apply two taxes » to create a second one and you can change the name of the taxes in « rename tax »

 

Still in General Setting Tab, click on FORMAT to select the chosen currency, country code for telephone numbers, …

And to finish, click on MISC. (MISCELLEANOUS) to help you activate or disactivate the different alerts.

Renewing a drug.

You may create a renewal for each product and drug prescribed during a visit

Firstly, create your visit and complete the MEDICAL EXAMINATION

Once in the INVOICING section, add each drug you want to prescribe.

For each drug added, you can create a renewal :

Click on the line of the product(s) you want to renew

Now enter the number of renewals desired and the time limit in « valid until ». SAVE

In the above example,  the first box of bravecto is bought on the 07/05/2018 and can be renewed 3 times before the 07/05/2019.

This can be done for each product.

All other elements of the visit should now be entered before closing the page.

When the animal’s owner comes to collect the next box, you will know that there is a pending renewal thanks to a specific symbol next to « add product ».

By clicking on the symbol, you will see the product(s) concerned, the initial renewal quantity, and the renewal pending quantity. Now select which product you will give to the owner.

Click on ADD TO SELECTION to add the product to the sales basket.

If you print the prescription after issuing the second box of Bravecto (the first one in the initial visit and now with the first renewal), the number of renewals left will be indicated on it.

 

What is a pack ?

A pack facilitates the invoicing process. You may create your own packs by choosing the different medical services and products necessary for a consultation or procedure. These will then automatically appear on your invoice after having selected a specific pack during a visit.

 

To configure your Vetup account

To get the best out of Vetup’s software, it is advisable to configure your account. 

Click on SETTINGS and enter the necessary details in the following sections : GENERAL SETTINGS, INVOICE ADDRESSES, CLINICS, USER SETTINGS.

In GENERAL SETTINGS, you will be able to register your logo, select the duration of your appointments, choose your tax rate, select your purchasing company etc…

In INVOICE ADDRESSES enter which address will be used on your invoices

In USER SETTINGS you will be able to enter your employees’ details, organize each employee’s work schedule, specify what you want to appear on your prescriptions, etc…

All sections concerning the creation of document models (prescriptions, visits, emails) can be found in SETTINGS. 

How to create automatic reminders for an animal ?

With Vetup, you can create a reminder for as many types of medical acts as you want.

To create a reminder, for example a vaccination reminder, begin by creating a medical service. To do this, click on CATALOG

Select MEDICAL SERVICES LIST

To create a new medical service, click on NEW and enter the description of the new medical service : its name, its category, whether you want to associate a product with this service, the price of the service, and on the right (this goes for each new service created) specify that you want to create a reminder for the service and when it should be automatically sent to the owner.

For example, you want to create a rabies vaccination with an automatic reminder for the owner for the next vaccination in one year’s time. You thus enter the service RABIES VACCINATION in DESIGNATION,  select the category « VACCINATION » and associate the product used for the vaccination (here Nobivac rabies) with the service.

 

Now, enter the price of the service and, on the right, the date when the pet owner should receive the vaccination reminder. (in the above example, (s)he will receive both a reminder by post and an automatic reminder by email 21 days before the due vaccination date)

This type of reminder can be created for every act, such as vaccinations, recommendations before surgery, antiparasite treatments etc.

 

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