Manage Your Inventory

In the Inventory section, you can add, edit, or make inactive any of the items in your clinic's inventory. 

Manage Your Inventory

To add a new item:

• Select the red box in the upper right corner and fill out the appropriate info about the item. Save the item and it will appear in the list.
  
  

To edit an item:

• Select the item from the list. If you want to edit an inactive item, make sure that you've checked the box labeled Include inactive items.
  
  • In the edit screen you can edit any aspect of the item information. To adjust quantities on hand, use the two buttons at the top of the edit screen: Receive and Adjust.

Receive allows you to add more quantity of the item from your supplier. You can mark the amount received, the supplier, the cost of the items, the date you received them, and any comments you may have.

Adjust allows you to add or remove any quantity of the item from your inventory. You can mark the amount you are adding or removing and any comments you may have.

The history of additions and removals of item quantities is viewable when you click History on the right side of the inventory list.

You can watch a video tutorial of the Inventory feature HERE.