If you are working with an extensive product database in Animana, managing settings for individual products can be time-consuming. Especially when you want to update the same information (such as product group, units, prices, or stock settings) for multiple products at once, this can become a lengthy process. This article explains how to quickly update settings for several products at the same time.
Before you start
You need permission to be able to manage products. Permissions can be adjusted by your practice administrator in Settings > General Settings > Role Management.
Step-by-step instructions
As an example, we want to disable batch tracking for all products in the product group “materials – disposables”.
- Go to Extra > Products > Edit Products.
- In the first field at the top, select a category of settings you want to adjust from the dropdown menu. In our example, we choose the option “Stock & batch”. More about this.
- In the second field, select a product group from the dropdown menu. In our example, we select the product group “materials – disposables”.
Or search for a product in the third field and click Find. - If needed, you can use the fourth field, “Type”, to filter your search results on whether it’s a product or a service. More about this.
- Adjust the product information as needed.
- Depending on the selected category, you must either confirm your changes per product by clicking Save behind each modification, or – if there is no Save button – the changes will be saved automatically.
More about this
Which product settings can I manage in bulk in Edit Products?
In the menu Extra > Products > Edit Products, you can select a category of product settings in the dropdown menu at the top, which you can then edit. The table below shows the available categories and the fields within each category.
| Product settings category | Fields | Save changes per product or automatically? |
|---|---|---|
| Analysis groups | Analysis group 1, Analysis group 2, Analysis group 3. | Save per product |
| Barcode | Barcode. | Save per product |
| Extra product info | Controlled drugs, Off-license, Euthanasia, Display product, Type. | Save per product |
| Label | Dosage, Free text, Product information sheet. | Save per product |
| Prices | Cost price, Sales price, Fee, VAT. | Save per product |
| Prices and units | Cost price, Sales price, VAT, Sales unit, Package unit, Order unit. | Save per product |
| Product name | Product name, Invoice text, Code. | Save per product |
| Registration | Registration, Pharmaceutical form, Active ingredient(s) and concentration, Channel. | Save per product |
| Reminder | Remind period, Reminder type, Reminder text. | Save per product |
| Stock & batch | Batch-tracking | Automatically |
| Supplier | Supplier, Supplier code, Stock on package. | Save per product |
| Units | Package factor, Order factor | Save per product |
Where is a product configured as a product or as a service?
The product details indicate whether an item is a product or a service. You can find the product details via Extra > Products > Products > open a product > Product Info tab > “service” field. If this field is set to “yes”, the item relates to a service.