Product Type Guide

Product options and requirements vary based on the product's type. See how to create a product and the differences between product types.

Updated over a week ago

Having product types at the core of your product database helps ensure consistency while allowing you the options to customize individual products and services to suit your practice's needs.

Shepherd products and services are broken down into the following types:

  • Injections: Injections are all non-vaccine, injectable products (remember vaccines have their own type).

  • Medications: Similar to injections but with different administration routes.

  • Products: Products is sort of a catch-all that covers everything from food and treats to merchandise.

  • Services: Services usually encompass procedures (spay/neuter, nail trim, laser treatments, exams) and can also include things like emergency visits. Services also allow you to automatically update a patient status. For example, a spay can change a patient status to 'Male, Neutered' or 'Female, Spayed' and euthanasia would change the patient status to 'Deceased.'

  • Vaccinations: While technically injections, they have different fields and requirements.

These product types differ from product categories.

If you want a high level view, check out this overview for products and services.

When creating a product, there are several sections allowing you the most customization on a per product (or service) level.


These fields will generate the rest of the page appropriately based on the type of product you're creating.

  • Use the Active toggle to activate or deactivate a product you've created

  • Select the Product Type

  • Select the Product Category

  • Create the Invoice Line Name (For services, products, and vaccines, this is how the product will appear on an invoice)

  • Mark the product controlled (This is in the general section only for Product product types)


This section is custom to each product type and contains the specific details of the product being added to your database. This section is not applicable and not included for product and service product types.

Injection Details

  • Injection Name: as it should appear in the medical record

  • Controlled: check for controlled injectables

  • Concentration: Using the medication unit and volume, set the concentration of the injection which will be used when Shepherd automatically calculates the quantity needed based on patient weight.

  • Medication Unit: g, mg, mcg, IU

  • Volume: ml

  • Administration Routes: select all that apply - CRI, IM, IV, OTM, PO, PR, SC, and Other

Injection Concentration Calculation in SOAP
​If you enter the dose in mg/kg, Shepherd will calculate the dose in ml in a gray field below. If you enter the dose in ml in the SOAP during administration, Shepherd automatically confirms the dose calculation in mg/kg in the same field.

Medication Details

  • Medication Name: as it should appear in the medical record

  • Controlled: check for controlled medications

  • Concentration: Using the medication unit and volume, set the concentration of the injection which will be used when Shepherd automatically calculates the quantity needed based on patient weight. The invoice line name shows the full

  • Medication Unit: g, mg, mcg, IU

  • Volume: capsule, caplet, tablet, ml

  • Administration Routes: select all that apply - CRI, IM, IV, OTM, PO, PR, SC, and Other

Vaccine Details

  • Combo Vaccination: Select the toggle to indicate the product is a combo vaccine and add multiple vaccination names and due dates. Use this when adding vaccinations like DHPPL where boosters are due at different times.

  • Label Name: The name you wish to display on vaccination reports

  • Controlled: Check for controlled vaccines

  • Vaccination Name: Displays on vaccination history & certificates

  • Due In/Time Unit: Select the date the vaccination will become due again

Linked Inventory Item

(Service product types cannot be linked to an inventory item)

If adding a product you track in inventory, link this product to an existing inventory item or add a new one.

Learn more about creating and linking inventory items here.

Track Product Lots

(Vaccines product types only)

This section allows you to enter and track multiple Vaccine product lots. Enter the following details and save the lot in Lot History. You'll be able to select from which lot you're administering a vaccine when adding it in the SOAP Plan.

  • Manufacturer

  • Serial Number

  • Lot Number

  • Lot Expiration Date

Visit this section at any time to add or archive vaccine lots.

Product Price

This section will determine how your product is automatically priced when added to an invoice. All product types have a product price section with the following fields:

  • Selling Price: what the product sells for

  • Min. Price: the lowest price a medication will cost, regardless of quantity

  • Dispensing Fee: allows you to select one of your pre-made dispensing fees and automatically populates the amount (which can be overridden).

  • Dispensing Fee Amount: you can also set a unique amount for specific products

  • Calculate by: This field is generated when he product you're creating or editing is linked to an inventory item. You'll be able to decide if you wish to calculate the selling price based on the UOM or % markup. You'll see the Calculate By field and Markup % fields appear when Linked Inventory Item section above is selected. Depending on the selection you make in this field, you can manipulate either the selling price per unit OR the markup % to adjust the selling price accordingly.

Product Price Settings

These options allow you to determine which automations are applicable for this product i.e., should discounts automatically apply when applicable? Should this be taxed?

  • Included on Invoice: When this is checked, the product will automatically be added to the invoice when administered in the SOAP

  • Taxable: This product selling price will be multiplied by your selected tax rate and tax will be added to the invoice.

  • Rabies Vaccine: This will automatically populate a rabies tag number field when administered and create a rabies certificate once the tag number is entered

  • Client Discount Eligible: A client's selected discount will apply by default to this product when added to their invoice.

  • Pet Assure Discount Eligible (25%): The 25% Pet Assure discount will be automatically applied to this product on Pet Assure members' invoices.

  • Update Patient Status: (For Service product types only) select if the administering the service should update the patient status to Spayed/Neutered or Deceased.

Default Product Discount

The default product discount is a custom discount - it cannot be applied in conjunction with client discount or Pet Assure discount eligibility on a product. Products with a Default Product Discount will be added to the invoice with the discount applied automatically. It will look the same as applying a discount directly from the invoice, but it won't be editable since it is a product setting.

Product Default Directions

(Product and Medication product types only)

If you'll be printing a label for the product or medication, enter the standard product directions here so you don't need to create them every time you prescribe the medication. You can adjust them directly in the SOAP if necessary.

Below are options/settings for all product types

Discharge Instructions

Create automatically added product discharge instructions on a per-product basis here. Find more about how to do it in this article.

Automatic Task

If there is follow up work to the administration of your product or service, add an automatic task that will be created when after administration. Find out more about this feature here.

Included in Medical Record

Include notes with the product or service by default in the medical record by depicting them here in the product settings. Click here for more information on adding a default medical record note.


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