Adding products to inventory

Learn how to add products to your inventory.

James avatar
Written by James
Updated over a week ago

In order to keep your stock up to date, you will need to add those products into Digitail when you receive them.

How to add new products to inventory?

There are two ways of adding new products to your stock.

  • You can add them directly in Digitail when receiving them

  • You can import an entire list of products

How to add new products directly in Digitail?

  1. Fill in the mandatory information about the product

Start searching for the product that you want to add by typing the name of it. If it's one already from your database you will see it in the drop-down menu for selection and all saved information will get prefilled.

You can also scan the barcode no. of the product.

When adding products to your inventory you will need to fill in:

  • Batch number and Expiration date: This information is required if you generate certificates directly from Digitail. Otherwise, this is optional, but you'll be able to manage your products better and also set alerts to get notified in time before they expire.

  • Quantity: How many products do we add. Keep in mind that this is always referring to the UNIT and not the subUNIT.

  • COGS: How much you are paying for the product. Keep in mind that this is always referring to the UNIT and not the subUNIT.

  • Discount: Supplier discount

If it's not a retail product, and you only use the product internally within services, check the "Consumables" box. This will tag the product as a consumable and block the markup.

  • Margin: % markup

  • Sales Prices: Retail price including markup and tax. Keep in mind that this is always referring to the UNIT and not the subUNIT.

  • Dispensing Fee: How much you are charging each time you are dispensing this product.

Example 1: If you have a product that is a VIAL of 10 mL, the Unit is the "VIAL", the size is "10" and the Subunit is "mL".

Example 2: If you have a pack of 50 vaccines. And you buy a pack but you use only one dose at a time, the unit is the Pack, the subUnit is dose and the formula 50.

After filling in all fields click the Add Product button.

Repeat the process for all remaining products. If you scroll up, you will see a brief list of all the products that you added.

If you want to edit or delete a product from the list, press the actions button on the right.

To save, scroll down and click on the Save button.

How to import an entire list of products?

You can add an entire list of products in Digitail with one click. You can download our template, fill it in, and upload it back in Digitail.

Learn how to do that by reading this article → Import products from the previous database

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