Inventory Overview
Open Inventory from the main clinic workspace.
Inventory is organized around products and stock movement. Products define what the clinic can store or sell. Orders bring products into stock. Sales move products out to a doctor or room. My Requests lets a doctor or team member request products without working in the full sales management view. Transfers move stock between branches. Suppliers store vendor details. Stock adjustments correct quantities when the real shelf count does not match the system.
What does Dentaltap Inventory manage?
Short answer: Dentaltap Inventory manages products, suppliers, orders, sales, requests, transfers, and stock adjustments across clinic branches.
Configuration links
Main inventory areas
The Inventory workspace can include these areas:
- Products: catalog items, stock levels, valuation, categories, sale settings, import/export, and stock adjustments.
- Orders: supplier purchase orders and order returns.
- Sales: product issues or sales to doctors or rooms, including returns.
- My Requests: product requests created and managed by the current user. This is useful when a doctor needs products prepared or issued by the inventory team.
- Transfers: product movement from one branch to another. This appears only when branch setup allows transfers.
- Suppliers: supplier contact details, addresses, and order insights.
If your role does not include order and sale management, the workspace can open in a request-focused layout instead of the full Manage layout.
Branch selection
Use the branch selector to choose the branch whose stock you want to review. Product quantities, valuation, orders, sales, transfers, and adjustments are shown in the context of the selected branch.
If the wrong branch is selected, a product may look out of stock even when another branch has inventory. Always confirm the branch before creating orders, sales, transfers, or adjustments.
Search and filters
Use the search box to find records by text. Use the filter button beside search to narrow records by fields that match the current tab.
Common filter examples:
- Products: expiration date, average unit cost, in-stock quantity, and category.
- Orders: order date, status, supplier, and total amount.
- Sales: sale date, status, assigned user, assigned room, and total amount.
- Transfers: transfer date, status, and destination branch.
- Suppliers: ordered value, last order date, and open orders.
Quick filters
Each tab can also show quick filters. Products include Near Expiry, Low Stock, and Negative Margin. Orders, sales, transfers, and suppliers include sorting views such as latest, oldest, highest total, last order, or open-order focused views.
Product import and export
The Products tab includes export and import actions. Use export when you need to review or work with the product catalog outside Dentaltap. Use import when adding or updating product catalog data in bulk.
Use import carefully. Bulk changes can affect product codes, names, categories, pricing, and stock-related reporting depending on the imported data.
Stock lifecycle
Inventory records are connected:
| Workflow | What it changes |
|---|---|
| Product | Defines the item, unit, package, price, category, and sale behavior. |
| Order | Adds stock when received from a supplier. |
| Sale | Removes stock when products are issued or sold to a doctor or room. |
| My Request | Lets a user ask for products, track preparation, and confirm receiving. |
| Transfer | Moves stock from one branch to another. |
| Stock Adjustment | Corrects stock manually or writes off expired products. |
Use orders, sales, and transfers for normal operations. Use adjustments only when the recorded stock needs correction.