Adding and Editing Items and Services

How to add new items and services in Hippo Manager:

1. Go to the Management tab.
2. Click on the Items and Services widget.
3. Click the New Item button in the top left of the screen.
4. Fill out as many of the fields in the new window as necessary and possible for the given item. See below for a full breakdown of all available fields.
5. Click the Submit button in the bottom right of the window.

How to edit existing items and services:

1. Go to the Management tab.
2. Click on the Items and Services widget.
3. Type the name of the item or service you would like to edit in the search bar in the top right corner.
4. When the desired item or service appears in the table, click the Edit button under the Modify column of the row it is on.
5. Change as many of the fields in the new window as necessary and possible for the given item. See below for a full breakdown of all available fields.
6. Click the Submit button in the bottom right corner of the window.

Breakdown of the Update Item window:

Note: Fields in red are required.

1. UPC/EAN/ISBN: Can be used for barcode information if using a barcode scanner. The field can also be used for item numbers (i.e. for wellness plans, lab codes, and specific procedure codes).
2. Item Name: How the item is searchable and how it appears on invoices/medications.
3. Description: Will display on invoice and medication notes (can be deleted/modified).
4. Allow Alt Description: If enabled, allows you to edit the description on the checkout screen.
5. Category: Group together similar items/services. Mainly used for reporting functionalities. AAHA Chart of Accounts come preloaded to use OR you can make your own categories.
6. Supplier: Supplier or manufacturer info. Leave set to None for procedures/services. (To have Suppliers available for selection here, add your Suppliers in the Management → Suppliers widget first).
7. Discount Code: Items with this option enabled subtract from the total on invoices.
8. Cost Price: Price paid by the practice for each dispensable unit of an item.
9. % Mark Up: Will automatically calculate the unit price if populated.
10. Unit Price: Cost to clients for each dispensable unit of an item.
11. Expiration Date: Current expiration date of product (entered when first adding). For help editing this field after the item has been initially created, check out this article on Receiving.
12. Lot Number: Current lot number of product (entered when first adding).
13. Minimum Sale Amount: If entered, cost to customer will never go below this amount.
14. Non-stocking: Reserved for services not requiring call back or hospital items (non-stocking).
15. Procedure: Reserved for services requiring call back (e.g. spay surgery). Services marked as a Procedure will automatically show up on the Reports → Client Communications → Call Back List.
16. Reorder Level: Quantity at which a notification will appear on the  Low Inventory Report to reorder. This field disappears when Non-stocking or Procedure is enabled.
17. Prescription: Item will display in the Medications widget and allow labels and Rx to be created.
18. Dispensing Fee: Additional cost on top of unit price (will not appear as a separate charge on invoices).
19. Controlled Substance: Any time an item with this designation is dispensed/received, it shows on the Controlled Substance Log.
20. Vaccine: Will display in the Vaccines widget and allow vaccine certificates to be printed.
21. Tag/Serial Number: Makes this field required before checkout and/or when creating vaccine certificates. This will ensure that rabies tags are properly tracked on the Rabies Tag list in Hippo Manager.
22. Euthanasia: Items with this designation will mark patients as deceased.
23. Reproductive: Items with this designation will change the patient’s gender accordingly.
24. Lab/Test: Can be used to indicate services as labs. (Currently, no active functionality).
25. Gift Card: When the item is sold at the register, a gift card will be added to the Credits and Gift Cards widget for the client.
26. Account Credit: Only one item can be marked with this designation. Upon creating an item with this field turned on, the Convert to Credit button will be available in the Sales Register. Check out this article for more on credits and gift cards.
27. Hide From Sales Register: Only allows items to be added to an invoice through Chart Templates or Item Kits. The item will still appear on invoices, but will not be searchable from the Checkout page.
28. Location: Select the practice location associated with this item.
29. Tax 1: Tax added from the Store Config widget in the Management tab will populate here, or you can add one.
30. Remove Tax 1: Tax added via the Store Config widget can be removed.
31. Tax 2: Tax added from the Store Config widget in the Management tab will populate here, or you can add one.
32. Remove Tax 2: Tax added via the Store Config widget can be removed.
33. Discounted QTYs: Allows discounted unit prices for items sold in bulk, for up to three tiers. If purchasing “X” amount of product, the price decreases to “Y” per unit.
34. Apply Discount Remainder: If enabled, will apply the discount in between tiers (e.g. if the tier 1 desired price point is purchase quantity 6 @ $3.00, and tier 2 price point is purchase quantity 12 @ $2.50, then the unit price for 8 will also receive the discount price for purchasing a quantity that falls within the tier 1 price point of $3.00).
35. Reminder: Allows the interval to be selected to automatically add the reminder to the patient.
36. Also Replaces: If an item or service added to a patient’s record needs to replace reminders for other items/services when it is added, select those items/services from the drop down. For example, DHPP/Lepto combo should also replace reminders for Lepto and DHPP individually. This is most typically used to handle reminders in a series.