Understanding and Setting up Product Bundles

Product Bundles are pre-set groups of standard products, medications, and/or diagnostic products that can easily be added to billing triggers through appointment or clinical records to which help improve staff efficiency and practice revenue by ensuring no products are left behind.

Product Bundle Benefits:

• Improve staff efficiency with pre-set procedure billing options
• Increase practice revenue with a higher level of control for procedure billing
  
• Simplified editing billed quantities
• Enhance reporting with accurate & powerful procedure billing
• Informed price decisions with accurate discount information for fixed price procedures
  
• Simplify site configuration with the power of product containers, fixed price packages, sales templates, and template products all in one
  
• Complex procedures made simple with a purpose-built user interface

Helpful Hint: Whilst there are huge benefits to adopting product bundles, it's not essential to continue using Version 30, as you and your team can continue to operate ezyVet without Product Bundles. There are also alternative solutions such as electronic whiteboarding, such as Vet Radar, which can achieve the similar results

Want to learn more?
Dive deeper with the ezyVet Help Guide for more information on Product Bundles. Head to the Help Tab in your ezyVet site and search About product bundles (v30).

1. Go to Admin > Products (you will land on an empty product template that is ready to be filled in)
2. Give your Product Bundle a Product Code, Product/Bundle Name, and Primary Group, as you would any new product
3. On the right side, under Properties, change the Bundle from No to Bundle
4. Select whether you want a Fixed or Variable Bundle by checking Yes or No
   1. Note: If you have selected Yes for a Fixed Price Bundle, notice that a Price field appear next to the department under Pricing, enter your fixed price
   2. Note: Fixed Price Bundles include tax, please factor this into your bundle price.
      
5. Once the new product has been saved, you will see new tabs appear at the top of the page.
6. Select on the Bundle Items tab, this is where we will add products into this bundle.
   1. Note: You are only able to add new products from your existing product list
   2. Note: Parent bundles cannot have child bundles that also contain 'grandchild' bundles. An error will show if you attempt to add a parent bundle containing child bundles into a new bundle.
7. Start to add your bundle items by selecting the red + symbol next to Bundle Items, a window will pop up where you can select your bundle products from the list of existing products
   1. Set your default quantity (Default Qty) - this represents the default amount to show when a user is billing the bundle
   2. Set your minimum quantity (Minimum Qty) - your team cannot adjust the quantity below the quantity set when the bundle is being billed
   3. Fixed Qty - your team cannot adjust the quantity of the product when the bundle is being billed
   4. Multiply - if the bundle items quantity is changed the quantity of the product will be multiplied
   5. Multiple selectable items - this setting will appear if the product you add is a bundle, you will be able to select if your team can only use one product (single option) or if they can use multiple products (multi-option) when the bundle is being billed
   6. Printed invoice view - it's here you can set the default for whether the product shows just the bundle name, child lines only, or child lines with prices when printed. Your team can only change this view from an invoice if they have the permissions.
      1. Print top line price only - printed invoice only prints the bundles' name and price (<i class="fa fa-eye-slash">)
      2. Print child line with the prices - printed invoice prints bundle and child lines with prices ($)
      3. Print child lines without prices - prints bundle with prices and child lines without prices (👁)
8. You'll also have the option to fix the quantity (Fixed Qty) of the product so that it's not adjustable from a user level, and/or multiply the quantity which is when the quantity of the product will be multiplied when the parent quantity has changed.