[{"data":1,"prerenderedAt":773},["ShallowReactive",2],{"navigation_docs_en":3,"-en-inventory-sales":346,"-en-inventory-sales-surround":768},[4,46,60,94,128,154,176,198,236,250,284,298,336],{"title":5,"path":6,"stem":7,"children":8},"Calendar","\u002Fen\u002Fcalendar","en\u002F1.calendar\u002Findex",[9,10,14,18,22,26,30,34,38,42],{"title":5,"path":6,"stem":7},{"title":11,"path":12,"stem":13},"Calendar Overview","\u002Fen\u002Fcalendar\u002Foverview","en\u002F1.calendar\u002F1.overview",{"title":15,"path":16,"stem":17},"Create and Manage Appointments","\u002Fen\u002Fcalendar\u002Fcreate-appointment","en\u002F1.calendar\u002F2.create-appointment",{"title":19,"path":20,"stem":21},"Doctors Time Slots","\u002Fen\u002Fcalendar\u002Fcreate-time-slot","en\u002F1.calendar\u002F3.create-time-slot",{"title":23,"path":24,"stem":25},"Find Available Appointment Times","\u002Fen\u002Fcalendar\u002Ffind-time","en\u002F1.calendar\u002F4.find-time",{"title":27,"path":28,"stem":29},"Recalls, Bookings, and Tasks","\u002Fen\u002Fcalendar\u002Fsidebar-workflows","en\u002F1.calendar\u002F5.sidebar-workflows",{"title":31,"path":32,"stem":33},"Visit Details","\u002Fen\u002Fcalendar\u002Fvisit-details","en\u002F1.calendar\u002F6.visit-details",{"title":35,"path":36,"stem":37},"Navigation & Filters","\u002Fen\u002Fcalendar\u002Fviews-filters-and-printing","en\u002F1.calendar\u002F7.views-filters-and-printing",{"title":39,"path":40,"stem":41},"Calendar Notes","\u002Fen\u002Fcalendar\u002Fnotes-and-patient-notes","en\u002F1.calendar\u002F8.notes-and-patient-notes",{"title":43,"path":44,"stem":45},"Access & Troubleshooting","\u002Fen\u002Fcalendar\u002Fpermissions-and-troubleshooting","en\u002F1.calendar\u002F9.permissions-and-troubleshooting",{"title":47,"path":48,"stem":49,"children":50},"Automation","\u002Fen\u002Fautomation","en\u002F10.automation\u002Findex",[51,52,56],{"title":47,"path":48,"stem":49},{"title":53,"path":54,"stem":55},"Automation 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Exams","\u002Fen\u002Fsettings\u002Fclinical-notes","en\u002F12.settings\u002F2.clinical-notes",{"title":109,"path":110,"stem":111},"Notifications","\u002Fen\u002Fsettings\u002Fnotifications","en\u002F12.settings\u002F3.notifications",{"title":113,"path":114,"stem":115},"Procedure Settings","\u002Fen\u002Fsettings\u002Fprocedures","en\u002F12.settings\u002F4.procedures",{"title":117,"path":118,"stem":119},"Procedure Template Settings","\u002Fen\u002Fsettings\u002Ftemplates","en\u002F12.settings\u002F5.templates",{"title":121,"path":122,"stem":123},"User Profiles","\u002Fen\u002Fsettings\u002Fuser-profiles","en\u002F12.settings\u002F6.user-profiles",{"title":125,"path":126,"stem":127},"Clinic Access Rules","\u002Fen\u002Fsettings\u002Faccess-rules","en\u002F12.settings\u002F7.access-rules",{"title":129,"path":130,"stem":131,"children":132},"Account & Security","\u002Fen\u002Faccount-and-security","en\u002F13.account-and-security\u002Findex",[133,134,138,142,146,150],{"title":129,"path":130,"stem":131},{"title":135,"path":136,"stem":137},"Sign in to Dentaltap","\u002Fen\u002Faccount-and-security\u002Fsigning-in","en\u002F13.account-and-security\u002F1.signing-in",{"title":139,"path":140,"stem":141},"Reset your password","\u002Fen\u002Faccount-and-security\u002Fresetting-your-password","en\u002F13.account-and-security\u002F2.resetting-your-password",{"title":143,"path":144,"stem":145},"Two-step verification","\u002Fen\u002Faccount-and-security\u002Ftwo-step-verification","en\u002F13.account-and-security\u002F3.two-step-verification",{"title":147,"path":148,"stem":149},"Roles and permissions","\u002Fen\u002Faccount-and-security\u002Froles-and-permissions","en\u002F13.account-and-security\u002F4.roles-and-permissions",{"title":151,"path":152,"stem":153},"Manage clinic users","\u002Fen\u002Faccount-and-security\u002Fmanage-clinic-users","en\u002F13.account-and-security\u002F5.manage-clinic-users",{"title":155,"path":156,"stem":157,"children":158},"Patients Management","\u002Fen\u002Fpatients-management","en\u002F2.patients-management\u002Findex",[159,160,164,168,172],{"title":155,"path":156,"stem":157},{"title":161,"path":162,"stem":163},"Patients Management Overview","\u002Fen\u002Fpatients-management\u002Foverview","en\u002F2.patients-management\u002F1.overview",{"title":165,"path":166,"stem":167},"Create Patient","\u002Fen\u002Fpatients-management\u002Fcreate-patient","en\u002F2.patients-management\u002F2.create-patient",{"title":169,"path":170,"stem":171},"Find Patients","\u002Fen\u002Fpatients-management\u002Ffind-patients","en\u002F2.patients-management\u002F3.find-patients",{"title":173,"path":174,"stem":175},"Patient Profile","\u002Fen\u002Fpatients-management\u002Fpatient-profile-overview","en\u002F2.patients-management\u002F4.patient-profile-overview",{"title":177,"path":178,"stem":179,"children":180},"Medical Profile","\u002Fen\u002Fmedical-profile","en\u002F3.medical-profile\u002Findex",[181,182,186,190,194],{"title":177,"path":178,"stem":179},{"title":183,"path":184,"stem":185},"Medical Alerts","\u002Fen\u002Fmedical-profile\u002Fmedical-alerts","en\u002F3.medical-profile\u002F1.medical-alerts",{"title":187,"path":188,"stem":189},"Questionnaires","\u002Fen\u002Fmedical-profile\u002Fquestionnaires","en\u002F3.medical-profile\u002F2.questionnaires",{"title":191,"path":192,"stem":193},"Consent Forms","\u002Fen\u002Fmedical-profile\u002Fconsent-forms","en\u002F3.medical-profile\u002F3.consent-forms",{"title":195,"path":196,"stem":197},"Self Check-In","\u002Fen\u002Fmedical-profile\u002Fself-check-in","en\u002F3.medical-profile\u002F4.self-check-in",{"title":199,"path":200,"stem":201,"children":202},"Treatment History","\u002Fen\u002Ftreatment-history","en\u002F4.treatment-history\u002Findex",[203,204,208,212,216,220,224,228,232],{"title":199,"path":200,"stem":201},{"title":205,"path":206,"stem":207},"Dental Chart and Tooth Conditions","\u002Fen\u002Ftreatment-history\u002Fdental-chart","en\u002F4.treatment-history\u002F1.dental-chart",{"title":209,"path":210,"stem":211},"Clinical Diagnostics","\u002Fen\u002Ftreatment-history\u002Fdiagnostics","en\u002F4.treatment-history\u002F2.diagnostics",{"title":213,"path":214,"stem":215},"Radiographs and Ortho Photos","\u002Fen\u002Ftreatment-history\u002Fradiographs-and-ortho-photos","en\u002F4.treatment-history\u002F3.radiographs-and-ortho-photos",{"title":217,"path":218,"stem":219},"Clinical Notes","\u002Fen\u002Ftreatment-history\u002Fclinical-notes","en\u002F4.treatment-history\u002F4.clinical-notes",{"title":221,"path":222,"stem":223},"Patient Vitals","\u002Fen\u002Ftreatment-history\u002Fvitals","en\u002F4.treatment-history\u002F5.vitals",{"title":225,"path":226,"stem":227},"Treatment History Procedures","\u002Fen\u002Ftreatment-history\u002Fprocedures","en\u002F4.treatment-history\u002F6.procedures",{"title":229,"path":230,"stem":231},"Periodontal Chart","\u002Fen\u002Ftreatment-history\u002Fperio-chart","en\u002F4.treatment-history\u002F7.perio-chart",{"title":233,"path":234,"stem":235},"Customize the Clinical History","\u002Fen\u002Ftreatment-history\u002Fcustomize-history","en\u002F4.treatment-history\u002F8.customize-history",{"title":237,"path":238,"stem":239,"children":240},"Treatment Plans","\u002Fen\u002Ftreatment-plans","en\u002F5.treatment-plans\u002Findex",[241,242,246],{"title":237,"path":238,"stem":239},{"title":243,"path":244,"stem":245},"Treatment Plans Overview","\u002Fen\u002Ftreatment-plans\u002Foverview","en\u002F5.treatment-plans\u002F1.overview",{"title":247,"path":248,"stem":249},"Send & Print","\u002Fen\u002Ftreatment-plans\u002Fsend-and-print","en\u002F5.treatment-plans\u002F2.send-and-print",{"title":251,"path":252,"stem":253,"children":254},"Invoices & Payments","\u002Fen\u002Finvoices-and-payments","en\u002F6.invoices-and-payments\u002Findex",[255,256,260,264,268,272,276,280],{"title":251,"path":252,"stem":253},{"title":257,"path":258,"stem":259},"Invoices Overview","\u002Fen\u002Finvoices-and-payments\u002Finvoices-overview","en\u002F6.invoices-and-payments\u002F1.invoices-overview",{"title":261,"path":262,"stem":263},"Create and Edit an Invoice","\u002Fen\u002Finvoices-and-payments\u002Fcreate-and-edit-invoice","en\u002F6.invoices-and-payments\u002F2.create-and-edit-invoice",{"title":265,"path":266,"stem":267},"Payments and Refunds","\u002Fen\u002Finvoices-and-payments\u002Fpayments-and-refunds","en\u002F6.invoices-and-payments\u002F3.payments-and-refunds",{"title":269,"path":270,"stem":271},"Credit and Debit Notes","\u002Fen\u002Finvoices-and-payments\u002Fcredit-and-debit-notes","en\u002F6.invoices-and-payments\u002F4.credit-and-debit-notes",{"title":273,"path":274,"stem":275},"Installment Plans","\u002Fen\u002Finvoices-and-payments\u002Finstallment-plans","en\u002F6.invoices-and-payments\u002F5.installment-plans",{"title":277,"path":278,"stem":279},"Attach a Document to an Invoice","\u002Fen\u002Finvoices-and-payments\u002Fattach-document-to-invoice","en\u002F6.invoices-and-payments\u002F6.attach-document-to-invoice",{"title":281,"path":282,"stem":283},"Patient Discounts","\u002Fen\u002Finvoices-and-payments\u002Fdiscounts","en\u002F6.invoices-and-payments\u002F7.discounts",{"title":285,"path":286,"stem":287,"children":288},"Follow Ups","\u002Fen\u002Ffollow-ups","en\u002F7.follow-ups\u002Findex",[289,290,294],{"title":285,"path":286,"stem":287},{"title":291,"path":292,"stem":293},"Book Next Visit","\u002Fen\u002Ffollow-ups\u002Fbook-next-visit","en\u002F7.follow-ups\u002F1.book-next-visit",{"title":295,"path":296,"stem":297},"Queue Follow Up","\u002Fen\u002Ffollow-ups\u002Fqueue-follow-up","en\u002F7.follow-ups\u002F2.queue-follow-up",{"title":299,"path":300,"stem":301,"children":302},"Inventory","\u002Fen\u002Finventory","en\u002F8.inventory\u002Findex",[303,304,308,312,316,320,324,328,332],{"title":299,"path":300,"stem":301},{"title":305,"path":306,"stem":307},"Inventory Overview","\u002Fen\u002Finventory\u002Foverview","en\u002F8.inventory\u002F1.overview",{"title":309,"path":310,"stem":311},"Inventory Products","\u002Fen\u002Finventory\u002Fproducts","en\u002F8.inventory\u002F2.products",{"title":313,"path":314,"stem":315},"Inventory Orders","\u002Fen\u002Finventory\u002Forders","en\u002F8.inventory\u002F3.orders",{"title":317,"path":318,"stem":319},"Inventory Sales","\u002Fen\u002Finventory\u002Fsales","en\u002F8.inventory\u002F4.sales",{"title":321,"path":322,"stem":323},"Inventory Product Requests","\u002Fen\u002Finventory\u002Fmy-requests","en\u002F8.inventory\u002F5.my-requests",{"title":325,"path":326,"stem":327},"Inventory Stock Transfers","\u002Fen\u002Finventory\u002Ftransfers","en\u002F8.inventory\u002F6.transfers",{"title":329,"path":330,"stem":331},"Inventory Suppliers","\u002Fen\u002Finventory\u002Fsuppliers","en\u002F8.inventory\u002F7.suppliers",{"title":333,"path":334,"stem":335},"Stock Adjustments","\u002Fen\u002Finventory\u002Fstock-adjustments","en\u002F8.inventory\u002F8.stock-adjustments",{"title":337,"path":338,"stem":339,"children":340},"Expense Management","\u002Fen\u002Fexpense-management","en\u002F9.expense-management\u002Findex",[341,342],{"title":337,"path":338,"stem":339},{"title":343,"path":344,"stem":345},"Expense Management Overview","\u002Fen\u002Fexpense-management\u002Foverview","en\u002F9.expense-management\u002F1.overview",{"id":347,"title":317,"body":348,"dateModified":761,"datePublished":761,"description":762,"extension":763,"image":761,"links":761,"meta":764,"navigation":765,"path":318,"seo":766,"stem":319,"__hash__":767},"docs_en\u002Fen\u002F8.inventory\u002F4.sales.md",{"type":349,"value":350,"toc":744},"minimark",[351,364,367,374,379,406,410,452,455,462,466,469,495,498,502,505,572,575,578,582,588,591,596,602,628,631,635,663,669,672,676,683,687,694,698,717,720,724,741],[352,353,354,355,359,360,363],"p",{},"Sales move products out of stock. A sale can be assigned to a ",[356,357,358],"strong",{},"Doctor"," or a ",[356,361,362],{},"Room",", depending on how the clinic tracks product usage.",[352,365,366],{},"In Dentaltap, doctors are selected from clinic users. Use a doctor sale when the product is issued to a specific provider. Use a room sale when the product is issued to a treatment room, storage room, or another room-based workflow.",[352,368,369,370,373],{},"Open ",[356,371,372],{},"Inventory → Sales",".",[375,376,378],"h2",{"id":377},"configuration-links","Configuration links",[380,381,382,392,399],"ul",{},[383,384,385],"li",{},[386,387,391],"a",{"href":388,"rel":389},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Fclinic\u002Fusers",[390],"nofollow","Users",[383,393,394],{},[386,395,398],{"href":396,"rel":397},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Fclinic\u002Fbranches",[390],"Branches and Rooms",[383,400,401],{},[386,402,405],{"href":403,"rel":404},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Ftemplates\u002Fdictionary?id=inventory",[390],"Inventory Categories",[375,407,409],{"id":408},"create-sale","Create Sale",[411,412,413,417,420,425,436,439,442,445,448],"ol",{},[383,414,369,415,373],{},[356,416,372],{},[383,418,419],{},"Confirm the selected branch.",[383,421,422,423,373],{},"Click ",[356,424,409],{},[383,426,427,428,431,432,359,434,373],{},"In ",[356,429,430],{},"Sell To",", choose a ",[356,433,358],{},[356,435,362],{},[383,437,438],{},"Select the assigned doctor or room.",[383,440,441],{},"Add products to the sale.",[383,443,444],{},"Enter quantities and review product amounts.",[383,446,447],{},"Add a note if the inventory or billing team needs context.",[383,449,422,450,373],{},[356,451,409],{},[352,453,454],{},"A sale cannot be created until it has a source branch, an assigned doctor or room, and at least one product item.",[352,456,457,458,461],{},"If the doctor wants to request products personally instead of having the inventory team create the sale first, use ",[386,459,460],{"href":322},"My Requests",". My Requests is still connected to the same inventory sale flow, but it is presented as a request workflow for the current user.",[375,463,465],{"id":464},"sale-statuses","Sale statuses",[352,467,468],{},"The sale detail window includes status steps. Sales commonly move through:",[380,470,471,477,483,489],{},[383,472,473,476],{},[356,474,475],{},"Created",": the sale is drafted.",[383,478,479,482],{},[356,480,481],{},"Prepared",": the products are prepared for use or issue.",[383,484,485,488],{},[356,486,487],{},"Received",": the products are confirmed as received\u002Fused and stock is finalized.",[383,490,491,494],{},[356,492,493],{},"Canceled",": the sale should no longer be completed.",[352,496,497],{},"When a sale is received, Dentaltap asks for a confirmation signature. Receiving confirms the stock-out movement and records who confirmed it.",[375,499,501],{"id":500},"prepare-and-receive-a-sale","Prepare and receive a Sale",[352,503,504],{},"Use the sale status steps to control how far the product issue has moved.",[411,506,507,511,514,520,523,529,549,552,555,560,565],{},[383,508,369,509,373],{},[356,510,372],{},[383,512,513],{},"Open the sale.",[383,515,516,517,519],{},"Confirm the source branch and the ",[356,518,430],{}," recipient.",[383,521,522],{},"Review the requested products and quantities.",[383,524,525,526,528],{},"Move the status to ",[356,527,481],{}," when the products are ready to be issued.",[383,530,531,532,535,536,535,539,535,541,544,545,548],{},"Expand each product row to review ",[356,533,534],{},"Requested",", ",[356,537,538],{},"In-Stock",[356,540,487],{},[356,542,543],{},"Collected",", and ",[356,546,547],{},"Returned"," values where available.",[383,550,551],{},"If Dentaltap shows expiry rows, review which expiry batches will be used.",[383,553,554],{},"Adjust the received quantity if only part of the requested quantity is issued.",[383,556,525,557,559],{},[356,558,487],{}," when the recipient has received the products.",[383,561,422,562,373],{},[356,563,564],{},"Save Changes",[383,566,567,568,571],{},"Sign in the ",[356,569,570],{},"Confirm Receiving"," window.",[352,573,574],{},"The expiry rows help the team see which available stock batch is being used. This is especially useful for products where expiration dates matter, because the sale can consume stock from a specific received batch instead of only reducing the total product count.",[352,576,577],{},"If the sale is assigned to a room, the stock-out is connected to that room. If it is assigned to a doctor, the stock-out is connected to that provider.",[375,579,581],{"id":580},"sales-returns","Sales Returns",[352,583,584,585,587],{},"The Sales page includes a ",[356,586,581],{}," panel. Use it when products were issued through a sale and later came back.",[352,589,590],{},"Use a return when products were issued and later came back. Do not delete a sale simply because part of it was returned.",[592,593,595],"h3",{"id":594},"create-sales-return","Create Sales Return",[352,597,598,599,601],{},"You can start a return from a received sale by using the return action on the product row, or by opening the return record from ",[356,600,581],{}," when it already exists.",[411,603,604,607,610,615,618,621,624],{},[383,605,606],{},"Open the received sale.",[383,608,609],{},"Expand the product that was returned.",[383,611,422,612,373],{},[356,613,614],{},"Return Product",[383,616,617],{},"Enter the returned quantity. The returned quantity cannot be higher than the received quantity.",[383,619,620],{},"Review the returned amount.",[383,622,623],{},"Repeat for any other returned products.",[383,625,422,626,373],{},[356,627,564],{},[352,629,630],{},"The sale keeps separate values for requested, received, collected, and returned quantities. This lets the team understand the original issue and the later return without losing history.",[592,632,634],{"id":633},"manage-sales-return-from-the-returns-panel","Manage Sales Return from the Returns panel",[411,636,637,641,647,650,653,656,659],{},[383,638,369,639,373],{},[356,640,372],{},[383,642,643,644,646],{},"Expand ",[356,645,581],{}," if the panel is collapsed.",[383,648,649],{},"Open the return record.",[383,651,652],{},"Review the source sale, recipient, returned products, returned quantity, subtotal, and total.",[383,654,655],{},"Add or remove returned products while the return is still editable.",[383,657,658],{},"Change the return status when the returned products are confirmed.",[383,660,422,661,373],{},[356,662,564],{},[352,664,665,666,668],{},"When the return is marked as completed, Dentaltap asks for a ",[356,667,570],{}," signature. In this context, the signature confirms that the returned products were accepted and recorded.",[352,670,671],{},"Returns are useful when a doctor or room received more stock than needed, when unopened products are sent back to inventory, or when a sale was partially fulfilled and the unused quantity should be tracked clearly.",[375,673,675],{"id":674},"print-sale","Print Sale",[352,677,678,679,682],{},"Open a sale and click ",[356,680,681],{},"Print"," when you need a printable copy for internal records, product issue confirmation, or reconciliation.",[375,684,686],{"id":685},"clone-sale","Clone Sale",[352,688,689,690,693],{},"Open an existing sale and use ",[356,691,692],{},"Clone"," when you need to repeat a similar product issue. Review the assigned doctor or room, branch, items, quantities, and status before saving.",[375,695,697],{"id":696},"update-sale","Update Sale",[411,699,700,704,710,713],{},[383,701,369,702,373],{},[356,703,372],{},[383,705,706,707,373],{},"Click a sale row, or use the row action menu and choose ",[356,708,709],{},"Edit",[383,711,712],{},"Update assignment, products, quantities, note, or status as allowed.",[383,714,422,715,373],{},[356,716,564],{},[352,718,719],{},"Be careful editing received sales because they represent stock already removed from inventory. Use returns or stock adjustments when the change is a correction rather than a normal update.",[375,721,723],{"id":722},"delete-sale","Delete Sale",[411,725,726,729,738],{},[383,727,728],{},"Open the row action menu or open the sale details.",[383,730,731,732,735,736,373],{},"Choose ",[356,733,734],{},"Delete"," or ",[356,737,723],{},[383,739,740],{},"Confirm the deletion.",[352,742,743],{},"Delete a sale only when it was created by mistake and your clinic policy allows removing it. For already received or partially returned sales, use a return or adjustment so the stock history remains understandable.",{"title":745,"searchDepth":746,"depth":746,"links":747},"",2,[748,749,750,751,752,757,758,759,760],{"id":377,"depth":746,"text":378},{"id":408,"depth":746,"text":409},{"id":464,"depth":746,"text":465},{"id":500,"depth":746,"text":501},{"id":580,"depth":746,"text":581,"children":753},[754,756],{"id":594,"depth":755,"text":595},3,{"id":633,"depth":755,"text":634},{"id":674,"depth":746,"text":675},{"id":685,"depth":746,"text":686},{"id":696,"depth":746,"text":697},{"id":722,"depth":746,"text":723},null,"Create inventory sales, assign products to doctors or rooms, manage status, returns, printing, cloning, and deletion.","md",{},true,{"title":317,"description":762},"qRx8SzDmY96Wo9t1TAvGIO22IesvuSMtKlaTknHbQRs",[769,771],{"title":313,"path":314,"stem":315,"description":770,"children":-1},"Create supplier orders, receive stock, manage order status, returns, printing, cloning, and deletion.",{"title":321,"path":322,"stem":323,"description":772,"children":-1},"Create and manage your own inventory product requests from the request-focused Inventory view.",1784371856268]