ā¹ļø The Stock page (found under Inventory ā Products) gives you a clear view of all products with available stock. From here, you can manage batch quantities, track inventory levels, and perform essential stock management tasks ā keeping your clinicās inventory accurate and up to date.
š You can also use the Stock page to quickly access purchase orders related to your stock, making it easier to stay on top of reorders and supplier management.
āļø Setup & Access
You can access the Stock page by navigating to Inventory ā Stock.
To work with this page, make sure your role includes the following permissions:
View Stock ā to see products with available stock
Update stock quantities ā to adjust and manage batch quantities
View Orders ā to access purchase orders linked to stock items
ā¹ļø If you donāt see the Stock page, double-check your role permissions in Clinic Preferences ā Roles & Permissions or contact your clinic admin.
š§¾ Best Practice Workflows
The Stock page is designed to make day-to-day inventory management easier. Here are the key workflows you can use:
View stock quantities at a glance
Quickly see all products with available stock.
Use the list view to check current quantities, batches, and reorder needs.
Manage batch quantities
Select a product to view and update batch information.
Adjust stock levels, batch numbers and expiry dates to keep records accurate.
āBatches are ordered from the most recent to the oldest
āāHide zero quantity batches will ensure that only batches with stock are visible
Filter and create a Shopping List
Apply filters (e.g., low stock, out of stock, expiring soon) to identify products that need reordering.
Select the relevant products and transfer them directly to a Shopping List.
From there, you can later place a purchase order with your suppliers.
Access and review purchase orders
From the Stock page, open related purchase orders for quick reference.
This helps you keep track of whatās been ordered, whatās pending, and when items are expected.
š” Tip: Using filters regularly helps you stay proactive ā avoiding both stockouts and overstocking.
ā FAQs & Related Links
How do I adjust stock quantities?
ā Adjust Stock QuantitiesHow do I create and manage a Shopping List?
ā Overview of the Shopping ListWhy canāt I see the Stock page?
ā Make sure you have the right permissions enabled: View Stock, Update stock quantities, and View Orders.How can I be notified before stock levels get too low?
ā Manage stock alerts