Inventory Products

Products are the inventory catalog. Each product stores its code, name, category, stock unit, package size, reorder point, purchase fee, sale fee, sale type, photo, and current stock values by branch.

Open Inventory → Products.

Configuration links

• Inventory Categories
• Branches and Rooms

Create Product

1. Open Inventory → Products.
2. Click Create Product.
3. Enter the Product Name.
4. Confirm or edit the product Code.
5. Enter the stock Unit, such as pc, box, or another clinic unit.
6. Set the Package value to define how many units are in one package.
7. Set the Reorder Point so low-stock warnings appear when branch stock falls below the threshold.
8. Select a Category if your clinic uses inventory categories.
9. In Sale, choose whether the product is Not for Sale, For Doctor, or For Patient.
10. Enter the Purchase Fee and, when the product is for sale, the Sale Fee or margin.
11. Upload a product image if it helps staff identify the item.
12. Click Create Product.

The product appears in the Products list and can be used in orders, sales, transfers, and stock adjustments.

Product list

The Products list shows the product code, name, category, expiration date or margin, in-stock quantity, and valuation for the selected branch.

Low-stock products are highlighted when the current branch quantity is zero or below the reorder point. Use Low Stock to focus on products that need attention.

Product stock summary

Open a product to review its stock summary. The side panel shows total stock and branch-level quantities based on the product unit.

Use this summary before ordering or transferring stock. It helps confirm whether the selected branch is actually short or whether another branch has available quantity.

Product pricing and margin

The product form separates purchase and sale values:

• Purchase Fee is the cost basis used for valuation and margin calculations.
• Sale Fee is available when the product is marked for sale.
• Sale Margin can be edited to calculate sale fee from purchase fee.

If a product should not be sold or invoiced, set the sale type to Not for Sale.

Import and export products

Use the export button on the Products tab to download product data. Use the import button to upload product data in bulk.

Review imported data carefully before relying on it. Product codes, units, package sizes, and prices affect later stock movement and financial reporting.

Update Product

1. Open Inventory → Products.
2. Click the product row, or use the row action menu and choose Edit.
3. Update the product name, code, unit, package, reorder point, category, pricing, sale type, or photo.
4. Click Save Changes.

Changing a product affects future inventory work. Be careful when editing the unit or package value after the product already has stock history.

Delete Product

1. Open the product.
2. Click Delete Product.
3. Confirm the deletion.

Delete a product only when it was created by mistake or clinic policy allows it. If the product already has orders, sales, transfers, or adjustments, consider whether it should remain for historical reporting instead of being removed.