Resource Center

Inventory

Add Inventory

  1. Navigate to Inventory
  2. Click on "Add inventory"
    Add Inventory
  3. Select the "Group"
    Select Group
  4. Select the "Category"
    Select Category
  5. Search for the product by entering the product name or add a new product in the stock
    Search Product
  6. Enter the required stock details and click on "Save" button to add the stock to the inventory
    Add Stock Details

Import Inventory

  1. Navigate to inventory
  2. Click on "Import / Export inventory" button
    Import Export Button
  3. In the pop up window select "Import" option, select the category and upload the .csv file from local storage
    Import Inventory
  4. Click on submit button to import the inventory list

    Note:

    • Maximum file size allowed is 10 MB
    • Maximum 500 entries can be imported
    • Please select a Comma Separated Values file with data arranged in below format
    • Product Name, Trade Name, Strength, Unit, Dose Form, Route, Pack, Manufacturer, Storage Location, Batch Number, Expiry Date (mm/dd/yyyy), Quantity, Reorder Level, Cost Price/Item, Retail Price/Item, Product ID, Order Quantity,Supplier Name,Tax Name,Ref. Number
    • Fields marked with are mandatory
    • To import Tax Name ensure that the Tax Name is configured under "Settings >Billing>Billing Settings>Taxes" section
    • Ensure that the file does not contain column names
  5. Search for the product by entering the product name or add a new product in the stock
  6. Enter the required stock details and click on save button to save changes

Export Inventory List

  1. Navigate to inventory
  2. Click on "Import / Export inventory" button
    Import Export Button
  3. In the pop up window select Export option, category, status and appropriate export type
    Export Inventory
  4. Click on "Export" button to import the inventory list.

    Note to select appropriate export type:

    • All Stocks : This will export all products. If a product has multiple available stock quantity, it will export all of them. If a product does not have available stock quantity it will export latest stock details
    • Available Stocks : This will export only products having available stock quantity greater than 0
    • Reorder Products : This will export all the products that reached reorder level. Pack, Manufacturer, Storage Location, Batch Number, Expiry Date (mm/dd/yyyy), Cost Price/Item and Retail Price/Item are shown from latest stock of the products

View Stock Detail

  1. Navigate to Inventory
  2. Click on the gear icon and select "Stock Details" option
    View Stock Details
  3. On the next screen complete stock history will be displayed
    Stock Details

Edit Stock Detail

  1. Navigate into stock details
  2. Click on the gear icon and select "Edit Stock Details" option
    Edit Stock Details
  3. Edit the required details and click on "Update" button to save changes

Manage Damaged/Expired Stock

  1. Navigate into stock details
  2. Click on the gear icon and select "Manage Damaged / Expired Stock" option
    Manage Damaged Stock
  3. Enter the numbers of items that got damaged, expired and returned
    Manage Expired Stock
  4. Click on "Update" button to save changes

Edit Product Details

  1. Navigate to Inventory
  2. Click on the gear icon and select "Edit Product Details" option
    Edit Product Details
  3. Changing the product name is not possible, but the user can update category, product id, tax, reorder level and order quantity
    Edit Product Details
  4. Click on "Modify" button to save changes

Add Reorder Level

  1. Navigate to Inventory
  2. Click on the gear icon and select "Add Reorder Level" option
    Reorder Level Option
  3. Enter the required details
    Add Reorder Level
  4. click on "Add" button to save the changes

Make Items Inactive

  1. Navigate to Inventory
  2. Click on the gear icon and select "Make Inactive" option
    Make Inventory Inactive
  3. Click OK to confirm in the pop up window

Make Items Active

  1. Navigate to Inventory
  2. Change status to inactive to view inactive items
    Change Inventory Status
  3. Click on the gear icon and select "Make Inactive" option
    Make Inventory Active
  4. Click OK to confirm in the pop up window

Delete Item from Inventory

  1. Navigate to Inventory
  2. Click on the gear icon and select "Delete InveNtory" option
    Delete Inventory
  3. Click OK to confirm in the pop up window

    Note: Only active items can be deleted

Manage Inventory

  1. Click on settings~> Lab / Image / Rx~> Manage Supplements and Drugs
    Manage Supplement Drugs
  2. Under "Supplements" and "Drugs" one can delete unavailable supplements and drugs
    Multiple Delete
  3. For multiple record deletion use select boxes and click on "Delete" button
    Delete Multiple Record

    OR


    Delete Single Record
  4. For a single record deletion, select and delete can be used or click on "X" sign beside the product name to delete the record

    Note: Use the search box to narrow the search result