Service/Stock - Stock Management

Overview

The Stock section allows you to manage retail products and inventory for your practice. This feature helps track product quantities, costs, and sales.

Stock List

The main screen displays your inventory items:

  • Code: Unique identifier for the product
  • Description: Name or description of the product
  • Wholesale: Your cost for purchasing the item
  • Tax code: Applicable tax category
  • Retail: Price charged to patients
  • Held: Current quantity in stock
  • Restock: Minimum quantity before reordering
  • Supplier: Product vendor
  • Order: Display order in product listings

From this screen, you can:

  • Search: Find specific products using the search bar
  • Delete: Remove products from inventory
  • Add Stock Item: Create a new product entry
  • Save changes: Update modified stock information

Adding Stock Items

When adding a new stock item, you need to provide:

Product Information

  • Code: Short unique identifier
  • Description: Product name or description
  • Wholesale cost: Your purchase price
  • Tax code: Applicable tax rate
  • Retail price: Price charged to patients

Inventory Management

  • Held: Initial quantity in stock
  • Restock: Threshold for reordering
  • Supplier: Product vendor or manufacturer
  • Order: Display position in product listings

Navigation

  • Save: Create the new stock item or update changes
  • Back: Return to the previous screen
  • Rows Per Page: Control how many products display per page

The system shows 277 total inventory items, with pagination controls at the bottom to navigate through multiple pages.

Stock items configured here will be available for retail sales to patients and can be tracked for inventory management purposes.


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