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The Inventory Module allows you to see all of the items your clinic carries, in addition to various details about each product.
There are 2 ways to add new items. The first is to click on the 'Click here to add new row' line to activate a new item.
You may then enter details for the new Inventory Item.
Setting the In Stock amount will allow you to enter the current amount you have in stock.
You can only set the In Stock level ONCE when you first create the Item. After creating the item you can only edit the In Stock level by
adjusting the Item count in the Inventory Counts tab, or receiving Items in Inventory Adjustments tab, or receiving Items in a Purchase Order.
Setting the Remind In and Reminder Unit allows you to set the follow-up reminder duration for each Item.
You can check off the taxes that apply to the Item, ClinicND supports multiple tax types per item.
Clicking Save will process the Item into your Inventory.
The In Stock level will be set, but you can no longer change the In Stock level from the Inventory Tab.
The second way to add a New Item is to right-click and select New>Material
We will leave the In Stock level for 'New Product 2' at zero to show you how to add Items after the Item has been created.
The Advanced tab will allow you to set if discounts apply to the Item, if the Item requires a prescription, is serialized or can be consumed
The Advanced tab will allow you to set if discounts apply to the Item, if the Item requires a prescription, is serialized or can be consumed
partially. Partial Consumption Items will not decrease automatically from Inventory when given to Patients.
partially. Partial Consumption Items will not decrease automatically from Inventory when given to Patients.
Clicking Save or Save and Close will add the Item to your Inventory.
Our 'New Product 2' is now listed in Inventory.
The Inventory Adjustments tab will allow us to select the Item, and choose the quantity of the Item we want to receive.
Once we have added the Items we want to receive into Inventory. Click Save to process and receive the Items.
Clicking on Calculate Levels will refresh your Inventory, not only based on Inventory Adjustments, but also for Visit Items as well.
Here is our 'New Product 2' with 10 Items In Stock after the Inventory Adjustment. Inventory Adjustment ADD to existing stock.
Inventory Counts allow you set what you actually have on hand.
The amount you enter here will actually override your current In Stock level. This number will REPLACE the current In Stock level.
It is very important to note the Effective Date of any Inventory Counts or Adjustments, as they calculate chronologically with Visit Items.
Items highlighted Red are currently 'Out of Stock.'
The current In Stock level has been overridden based on the Inventory Counts entry.
The Services screen allows you to view the current services you offer.
You can view and change details like the default duration for a service, the reminder follow up time...
...if a discount applies to this service (these options are also available for Inventory items.)
You can also set the price of the service.
From the Reports Module, you can run the Materials to re-order by Distributor report which will calculate how many items you need to
order to be back up to your Desired Level. These Items are all below their Reorder Level. This report breaks down the order by Distributor.