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Inventory

Add item

Overview

Whether you’re adding medications, consumables, or services, the Add Item page gives you full control over item details.

To add a new item, navigate to the Inventory page and click Add Item (top-right corner).

Filling Out the Add Item Form

When adding an item, you’ll see several required and optional fields. Here’s what they mean and how to use them correctly:

Basic Information

  • Name (Required) – The internal name of the item (e.g., active ingredient for medications).
  • Display Name (Optional) – The name shown on invoices (e.g., brand name for clients).
  • Can have custom name on invoice? – Toggle this if you want the Display Name to be used instead of the Name in invoices.
  • Code/SKU – A unique code to track the item (Barcode scanner can be used to fill this field).
  • Type – Choose between:
    • Consumable – Physical products (medications, syringes, bandages, etc.).
    • Service – Non-physical procedures (consultations, grooming, lab tests, etc.).

Item Categorization

  • Category (Required) – Choose the relevant category (e.g., Medications, Retail, Diagnostics, Grooming).
  • Unit of Measure (Required) – Define the measurement unit (e.g., Tablets, Capsules, Boxes, Vials).

Medical & Administration Details (Applicable to medications)

  • Route – Select how the medication is administered (e.g., IV, IM, PO, SC).
  • Location – Recommended administration location (e.g., Right Leg, Neck, Muscle, Skin).

Pricing & Stock Management

  • Minimum Price – If your clinic enforces a minimum charge, enter it here. Example:
    • If a box of medication costs $10 for 28 tablets, but you charge a minimum of $20, the system ensures that any quantity up to $20 will be invoiced at that minimum amount.
  • Starting Stock – The initial stock quantity (only for consumable items).
  • Price – The unit price for this item.
  • Tax Groups (Required) – Select applicable tax groups per clinic location.

Instructions & Patient Guidance

  • Instructions – Enter label instructions that will be printed when dispensing the item (e.g., dosage, frequency, special instructions).
  • Print on Invoice? – Toggle this on if you want the instructions to be visible on the invoice.

Reminder Settings (For vaccines & scheduled treatments)

If the item requires follow-up (e.g., vaccine boosters, repeat treatments), configure reminders:

  • Next Due Number & Unit – Define when the next dose is due (e.g., 6 months, 1 year).
  • Before Due Reminder – Toggle this if you want the system to notify the client before the next due date.

Clinic-Specific Settings (For multi-clinic setups)

If your business has multiple locations, you can assign the item to specific clinics:

  • Select Clinic – Choose which clinics this item applies to.
  • Different Pricing per Clinic? – If an item has varying prices at different locations, enter them here.
  • Different Stock per Clinic? – Manage stock levels individually for each location.
  • Different Maximum price per Clinic?

Final Steps: Saving the Item

Once you’ve filled in the necessary fields:

  1. Double-check all required fields (marked in red if missing).
  2. Click Save to finalize the item.
  3. The item will now appear in your Inventory List, ready for stock adjustments and invoicing.

Adding item Tips

  • Use Display Names to show client-friendly names while keeping internal naming conventions intact.
  • Set Minimum Pricing strategically to ensure profitability on small-quantity sales.
  • Configure Reminders for vaccines and repeat treatments to enhance client engagement.
  • If you run multiple clinics, always double-check stock & pricing per location to avoid inconsistencies.

By efficiently adding and managing inventory in viggoVet, your clinic will maintain better stock accuracy, improve billing transparency, and ensure smooth patient care.