Inventory tracking helps us manage the products used in our clinic. By using the inventory feature, you can easily find answers to questions such as which product is consumed the most and which product needs to be purchased immediately, without searching.
We set up a healthy inventory management function in a total of 4 steps:
1. Defining Institutions for Inventory Purchases
2. Creating Records for Products
3. Product Entry into the Warehouse
4. Regular Product Distribution and Counting
Note: To use the inventory feature, the user must have the necessary permissions.
Creating Product Records
First, go to the Process Follow-Ups screen and navigate to Stock Management. In the top left corner of the page, there is a "Create New Stock" button.
Clicking this will open a small window where you'll need to fill in the required information for the product you want to add.
The information needed includes:
- Name - The name of the product you want to add to inventory
- Barcode - The barcode of the product
- Unit Price - The price for one unit
- Unit - The unit type (e.g., Piece, Kg, Lt)
- Critical Limit - The quantity at which you want to receive a warning
Entering New Products into Inventory
To add a new product to inventory, you need to click the "+" icon next to the product in the "Actions" section.
Stock Movement Types:
- Entry - To indicate an increase in product quantity
- Exit - To indicate a decrease in product quantity
- Count - To show quantity changes during inventory counting
ENTRY: We use this to show an increase in product quantity.
1. Select "Entry" as the transaction type.
2. Choose the Institution from which you purchased the product.
3. Enter the quantity of the product you are adding.
4. Enter the total purchase price. For multiple purchases, the unit price is calculated automatically. (If the unit price of the product has changed, you can update it by clicking the "Update Unit Price" button during entry.)
5. Select the date of entry.
6. If you have any notes about the product, write them in the description field and click "Add".
EXIT:
Select "Exit" as the transaction type.
Choose the exit direction. If you haven’t created exit directions yet, go to Settings > Stock
Exit Direction and add an exit direction.
Enter the quantity of the product being removed.
Select the date of the transaction.
If there are any notes, write them in the description field and click "Add"
COUNT: Used to update quantities when there is a discrepancy found during a stock count.
1. Select Process Type: Choose "Stock Count."
2. Enter Count Result: Input the quantity obtained from the stock count.
3. Enter Count Date: Specify the date when the stock count was performed.
4. Add Comments (Optional): Include any relevant comments if needed.
5. Click "Add": Confirm and save the changes by clicking the "Add" button.
To track stock movements and view the product's journey, go to the "Stock Movements" section.
You can also perform these actions through the mobile app.
After entering the stock management window, click on the barcode icon to add a product. Scan the barcode with your phone camera and fill in the remaining information to add the product.
As products are used, they may fall below the critical limits. To view products that are below their critical limits, activate the "Show Below Critical Quantity" option located at the top right corner to see all products that are below the critical limit at once.
If our article on the subject is not sufficient, you can get more detailed information by contacting us via the live support button located at the bottom right corner.