Inventory

Inventory is the workspace for managing clinic stock from the moment a product is added to the catalog until it is ordered, sold, transferred, adjusted, or written off.

Open Inventory from the main clinic workspace. The exact tabs and actions available depend on your clinic permissions and inventory setup.

Inventory tutorials

• Overview
• Products
• Orders
• Sales
• My Requests
• Transfers
• Suppliers
• Stock Adjustments

Typical inventory flow

1. Create products with code, unit, package size, sale settings, and category.
2. Add suppliers so purchase orders have a source.
3. Create orders when products need to be purchased.
4. Receive orders when stock arrives.
5. Create sales when products are issued to a doctor or room.
6. Use My Requests when a doctor or team member needs to request products for themselves or a room.
7. Transfer stock between branches when a product is needed elsewhere.
8. Use stock adjustments for manual corrections or expired product write-offs.

The Inventory page also includes search, quick filters, branch selection, product import/export, and summary cards for valuation and pending work.