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• Managing your Clinic's Inventory Products and Variants

  Inventory > Items This is where users can find a list of all the products and variants of the clinic as well as track the clinic supplies. Users can Create, Read, Update, and Delete these features accordingly. Products Steps to Manage Products To filter this view by product type: Click the dropdown bar. Search for the ID or the product name. To add a new product: Click on the `“+”Few readers

• Tracking your Clinic's Stocks

  Stock Tracking Stock Tracking is where users can monitor the supplies used in the clinic. It shows every variants' count of In Stock, In Use, Consumed, and its corresponding status. You can watch the video or follow the steps below Video Steps Steps in Stock Tracking To input the number of variants consumed: Select variant. Input the number of variants consumed. Click Save. The amount put in consumed will automatFew readers

• Managing your Clinic's Inventory Purchase Order

  Inventory > Stock Control This is where users have the ability to Create, Read, Update, Delete, track, and print stock orders and other inventory processes. Purchase Orders In Purchase Orders, users can view the list of the orders per selected date range by clicking the dropdown bar on the upper left. They can also search for the specific Purchase Order ID in the search bar on the upper right for convenience. Video ${youtube}[Managing your Clinic's Inventory Purchase Order](0knpUIbFew readers

• Managing your Clinic’s Stock Transfers and Stock Requests

  Inventory > Stock Control This is where users have the ability to Create, Read, Update, Delete, Track, and Print stock orders and other inventory processes. Stock Request Steps in Managing Stock Requests Warehouse custodians have the ability to request stocks from the warehouse head’s clinic branch. This can be done under the Inventory module found on the left sidebar of the user's dashboard. ![](https://storage.crisp.chat/users/helpdesk/website/8372c544cf3da000/image_xln5cf.pnFew readers

• Managing your Clinic's Stock Adjustments

  Stock Adjustments You can watch the Video or follow the Steps below: Video Steps Steps to Manage Adjustments Go to Inventory > Stock Control > Stock Adjustments For Stock Adjustments, users can view the list per date range as well as search for the specific Stock Adjustment ID. To add a Stock Adjustment: Click the `+ buttFew readers

• Tracking your Stock Dispenses

  Stock Dispenses Video Steps To add a Stock Dispense: Click the + button. Users will auFew readers

• Managing your Stock Returns

  You can watch the video or follow the steps below: Video Steps to Manage Returns from the Menu > Inventory > Stock Control > Returns To add a Stock Return: Click the add button "+" next to Search. User will beFew readers

• Viewing your Clinic's Inventory Reports

  Inventory > Reports This is where users can read the overall status of the clinic inventory and their materials. Daily, Weekly and Monthly Reports 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. Daily Reports Weekly Reports ![](https://storage.crisp.Few readers

• Managing your Clinic's Stock Transfers and Stock

  Inventory > Stock Control This is where users have the ability to Create, Read, Update, Delete, track, and print stock orders and other inventory processes. Stock Request Steps in Managing Stock Requests Warehouse custodians have the ability to request stocks from the warehouse head’s clinic branch. This can be done under the Inventory module found on the left sidebar of the user's dashboard.Few readers

• How do I add a purchase order?

  Adding a purchase order The purpose of a Purchase Order (PO) is to increase your stock levels by ordering things from a supplier. After adding your suppliers, you may then create purchase orders for them. You can watch the video: or read the guide below: Add a purchase order by clicking Add Purchase Order. ![](https://storage.crisp.chat/users/helpFew readers

• How do I replenish my inventory items?

  For your inventory items to get replenished automatically, you can just simply create a purchase order.  The purpose of a Purchase Order (PO) is to increase your stock levels by ordering things from a supplier. After adding your suppliers, you may then create purchase orders for them. You can watch the Video or follow the steps below: Video ${youtube}[How do I replenish my inventory items](GskLibtq0Few readers

• How do I add an inventory supplier?

  Adding a supplier profile In order to create purchase orders, you must indicate the name and other details of the supplier that you wish to send that order to. Here's how to add a supplier for your inventory. You can either watch the video or follow the steps below: Video: Steps: Go to Settings >Inventory > Suppliers Add a new supplier by clicking the "+" icon. ![](https://storage.crisp.chat/users/helpdesk/weFew readers

• How do I print a purchase order?

  Printing a purchase order After creating the purchase order, it's now time to print it out for your supplier to receive. Watch the video to see how it works. Go to INVENTORY > STOCK CONTROL > PURCHASE ORDERS. Click an existing purchase order. Click Print to start first step of the printing process of your purchase order. ![](https://sFew readers

• How do I document stock adjustments like returned and damaged items?

  Documenting stock adjustments A stock adjustment is used for reasons such as spillage, damaged, shrinkage, returned, new products, promotion, and production of goods. If you need to document stock adjustments, you can watch the Video or follow the Steps below: Video Steps Go to INVENTORY > STOCK CONTROL > STOCK ADJUSTMENTS. Click Add Adjustment Order. ![](https://storage.crisp.chat/users/helpdesk/website/8372c544cf3daFew readers