Managing Products

As an Admin of Noterro, you can efficiently manage the products available at your clinic. Let's explore each action you can take to manage your products whether you need to add, edit, disable, or delete a product.

Adding Products

Adding a new product to your clinic is a simple process. Here's what you need to do:

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: You must create at least one Product Category before adding products. When you click the Add New button, you can either Create a New Category or select an Existing Category.

Adding Products in an Existing Category

If you want to add a product to an existing product category, here's what you need to do:

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 Details of the product, such as the name and price.

7. Customize any additional settings, such as the UPC code or a Description.

8. Click Save to add the product to your clinic.

Editing Products

 If you need to make changes to a product, 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. Locate the specific product you want to edit and Click on its Name.
6. Update the necessary details, such as the name or price.
7. Click Save to save the changes.

Disabling Products 

Disabling a product is useful when temporarily removing it from your offerings. Here's how you can disable 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 disable and click on the Three Dot drop-down menu.
6. Click on Disable.

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

Disabling Product Categories

Disabling a product category is useful when temporarily removing a set of products from your offerings. Here's how you can disable a product 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 its Name.

6. Click Disable.

Enabling Products 

Enabling a product is useful when you want to use it again. Here's how you can disable 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. Click on the link Show Disable Products.
6. Locate the Specific Product you want to enable and click on the Three Dot drop-down menu.
7. Click on Enable.

Enabling Product Categories

If you’ve previously disabled a product category. Here's how you can enable the product 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 Show Disabled Products in the Products section.

6. Locate the Specific Product Category you want to enable and Click on its Name.

7. Click on the Enable.

Deleting Products

Deleting a product should be done cautiously, as it permanently removes it from your clinic's offerings. If you're certain you want to delete a product, 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. Locate the Specific Product you want to delete and click on the Three Dot drop-down menu.
6. Click on Delete.

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

Deleting Product Categories

Deleting a product category should be done with caution, as it permanently removes the products in that category from your clinic's offerings. If you're certain you want to delete a product category, follow these steps:

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 its Name.

6. Click on the 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, and any associated data is lost. Make sure to back up any important information before proceeding with the deletion.

Renaming Product Categories

If you ever feel the need to rename the category of a set of products, here’s how you can do it:

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 its Name.

6. Click on the Rename.

7. In the prompt that appears, Type the New Name you want to assign to the category.

8. Click Save.

By effectively managing your products in Noterro, you can ensure that your clinic's offerings are 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.