Managing Products

Manage your clinic's products effectively by adding, editing, disabling, or deleting them as needed. This guide will help you navigate these actions in Noterro.

Adding Products

Add new products to your clinic effortlessly. Follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll down to the Products section.
5. Click on Add New.
6. Select an Existing Category or create a New Category.
7. Enter the details of the product, such as the name and price.
8. Click Save to add the product to your clinic.

Important Note: A Product Category must exist before adding products. You can create a New Category or select an Existing Category when you click the Add New button. This sets the product price for billing purposes.
 

Adding Products in an Existing Category

To add a product to an existing category:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Products section.
5. Click on the + Add Product button on the respective product category.
6. Enter the product details, such as the name and price.
7. Customize any additional settings, such as the UPC code or description.
8. Click Save to add the product to your clinic.

Editing Products

Follow these steps to make changes to a product:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll down to the Products section.
5. Locate the specific product you want to edit.
6. Click on the Three Dots on the same line as the product's name, then select Edit.
7. Update the necessary details, such as the name or price.
8. Click Save to save the changes.

Disabling Products

Temporarily remove products from your offerings by disabling them:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll down to the Products section.
5. Locate the specific product you want to disable and click on the Three Dot drop-down menu on the same line as the product.
6. Click on Disable.

Important Note: To display disabled products, click on the link "Show Disabled Products."

Disabling Product Categories

Remove a set of products temporarily by disabling their category:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Products section.
5. Locate the specific product category you want to disable and click on the Three Dots on the same line as the category.
6. Click Disable.

Enabling Products

To re-enable a disabled product when ready:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll down to the Products section.
5. Click on the link Show Disabled Products.
6. Locate the specific product you want to enable.
7. Click on the Three Dot on the same line as the product name.
8. Click on Enable.

Enabling Product Categories

Re-enable product categories as needed:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Products section.
5. Click on Show Disabled Products in the Products section.
6. Locate the specific product category you want to enable.
7. Click on the Three Dots on the same line as the category name.
8. Click on Enable.

Deleting Products

Permanently remove products with caution:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll down to the Products section.
5. Locate the specific product you want to delete and click on the Three Dot on the same line as the product name.
6. Click on Delete.

Important Note: Deleting a product permanently removes it from your clinic's offerings.

Deleting Product Categories

Permanently remove product categories with caution:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Products section.
5. Locate the specific product category you want to delete and click on the Three Dots on the same line as the category.
6. Click on Delete.
7. In the prompt that appears, click on "Yes, Delete".

Important Note: Deleting a product category permanently removes it and any products under it from your clinic's offerings. Ensure to back up any important information before proceeding.

Renaming Product Categories

Rename product categories as needed:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Products section.
5. Locate the specific product category you want to rename and click on the Three Dots on the same line as the category.
6. Click on Rename.
7. In the prompt that appears, type the new name you want to assign to the category.
8. Click Save.

Charge for Products in Noterro

To charge for products in Noterro, the product first needs to be set up in Base Setup, and then it can be added to an invoice for billing.

Follow these steps to add a product to Noterro so you can use it for billing on invoices.

1. Log in as the Admin.
2. Click the Gear icon in the top-right header.
3. Select Base Setup.
4. Go to the Products section.
5. Click Add New to create a new product category, or select an existing product category.
6. Enter the product details, such as:
   • Product name
   • Description
   • Price
   • UPC code, if needed
7. Click Save.

Once the product is created, you can use it for billing purposes on invoices.

By effectively managing your products in Noterro, you can ensure that your clinic's offerings remain up-to-date and accurately reflect the products you provide. If you have any questions or need further assistance, our support team is always here to help.