Materials Management module

The Materials Management module pertains to the clinic inventory handling which includes processes such as stock transfers, purchase orders, and tracking. This module also produces reports and analytics vital to the clinic’s sustenance of supplies and products which also helps in ensuring the clinic staff as everything they need to perform their duties and patients are provided with all the necessary medical materials for their health.

This module has three primary users namely Head – Inventory, Inventory Manager, and Inventory Custodian. Each of these users have their own role and privileges to ensure the clinic’s needs are met and fulfilled in order for them to deliver the utmost care for their patients. In this tutorial, we’ll discuss the users whose task is to oversee and manage inventory transactions as well inventory reports: Inventory Manager.

Inventory Manager
The inventory manager manages the inventory processes within a warehouse location only. They are tasked mainly to oversee the requests, transfers, returns, and adjustments as well as manage the inventory reports. Below is a matrix of their privileges:

Quick links that you may want to check:
Getting Started for Inventory Staff
How do I document stock adjustments like returned and damaged items?
How do I print a purchase order?
Managing your Clinic's Inventory Settings

Stock Adjustment Settings
To add a new adjustment reason, click the “+” button and then the page will automatically scroll down wherein the reason label field can be filled out by the user. After inputting the reason, click the “add” button and then the reason will now be integrated in the system.

Products, Product Types, and Categories.
In products, users will find the list of all the products of the clinic.
Next is the Product Variants. In this page, users can view the list of all the variants available for each clinic product. Users can filter this view by variants that are Sellable or Supplies using the dropdown bar on the upper left corner of the page, as well as search for the ID or the product variant for convenience.

Inventory managers can only access these in a read-only mode.

Stock Requests and Stock Transfers
Users have the ability to request stocks from the warehouse head’s clinic branch. To create a stock request, click the “+” button then the user will be directed to the Stock Request page.

Choose which branch of clinic to request the stocks to and select the due date of the stock’s arrival. Select items to request and its quantity. After that, click save to finalize. Once items are received, warehouse heads must now confirm the number of items received for audit purposes.

Users can view the stock transfers per date range similar to POS. In the order details, users have the option to receive or reject these orders. Once the items are received, input the corresponding amount and then click “Receive”. This will change the status of the transfer order from “Pending” to “Received” If user selects reject, the order will be rejected

Users can print this order by clicking the print button on the upper right corner of the page which will open a prompt for print preview.

Stock Returns
For Stock Returns, users can view the list per date range and can also search for a specific Stock Return ID.

To add a Stock Return, simply click the add button on the upper right corner and then the user will be redirected to the Stock Return page. In the Stock Return page, select the name of the customer, the order type of whether is it sales or stocks, and then click add item and enter the name of the product and the quantity to be returned. Add reason for Return and then click “Save” to finalize.

Stock Adjustments
For Stock Adjustments, users can view the list per date range as well as search for the specific Stock Adjustment ID.

Users can also add a Stock Adjustment Reason by clicking the “+” button on the upper right corner of the page. This will redirect the user to a Stock Adjustment page wherein users can choose from the dropdown list of reasons and then add an item to adjust by clicking the “Add Item” button. Once clicked, a prompt will appear to choose a certain product and its corresponding quantity. Click “Save” to add to Stock Adjustments report.

Inventory Reports
This is where users can read the overall status of the clinic inventory and their materials.
Users can also view inventory reports per day or per week as well as export these reports in a CSV and XLSX format by clicking on the export button on the upper right corner of the page.

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