Pro Tip: Not sure if you’ll be tracking detailed inventory? Check out this guide. If it doesn’t apply, you can skip this step for now.
Product Bundles consist of non-billable, consumable inventory items you wish to automatically deduct from your inventory stock counts when a billable product is charged. For instance, when you perform an IDEXX in-house test for CBC/Chem 17/Lytes, it will use chemistry and electrolyte lab clips from your inventory. To ensure that your Stockroom inventory for lab clips and similar items is updated correctly, you must first create them in Instinct EMR as non-billable products. Consider adding an emoji in front of the item name to easily identify it as a non-billable inventory code!
Next, navigate to the Admin section of Instinct EMR for the IDEXX in-house CBC/Chem 17/Lytes test, and select the Create Bundle button.
This will open a product form, allowing you to add up to 30 non-billable products to the bundle.
Keeping the “Require confirmation on tx completion” toggle activated (orange) prompts your staff to verify the inventory quantities used, which is particularly useful if they use the Product Bundle as a pick-list or have to manually adjust quantities. Turning this option off (grey) will automatically adjust the inventory levels without prompting for confirmation.
When an item contains Product Bundles, a syringe icon will appear next to its label, indicating that it includes inventory items:
💡 Tip: Don’t forget to enroll these non-billable inventory codes in Stockroom!