Adding stock items
Create an inventory item with category, unit, supplier, and reorder rules.
Overview
Inventory tracks consumables — gloves, anaesthetic, restorative material — and equipment. Each item has stock levels, a reorder threshold, and a supplier. Stock decrements when used in a procedure or sold to a patient.
Prerequisites
- Owner or Admin role
inventory_managementfeature flag (Professional+)- Item details: name, category, unit, supplier, reorder threshold
Steps
Open Inventory. Top nav → Inventory (under "More" if not pinned).
Click "+ New Item". Form opens.
Enter item basics. Name, SKU/code (auto-generated if blank), category (Disposables, Restorative, Anaesthetic, Equipment, Office Supplies).
Pick the unit. Each, Box, Pack, ml, g. Drives how stock counts and how procedures consume.
Set the supplier. Pick from existing suppliers or + New supplier ad-hoc.
Set unit cost and selling price. Cost for accounting; selling price for items sold to patients (mouthwash, toothbrushes).
Set reorder threshold and reorder quantity. When stock drops below threshold, system alerts; reorder quantity is the standard PO size.
Set initial stock count per location. Multi-location: enter starting count for each.
Save. Item appears in inventory list, ready for use.
Expected outcome
- A new InventoryItem entry exists with clinic, category, unit, supplier, thresholds
- Per-location stock balances initialised
- Item appears in procedure-consumption pickers
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Inventory module missing | Tier doesn't include inventory_management | Upgrade or buy inventory addon |
| SKU collision | Auto-gen guarantees unique; manual entry doesn't | Pick a different SKU |
| Categories list empty | None defined yet | Inventory → Categories → + New |
| Supplier missing | No suppliers added | Inventory → Suppliers → + New |
| Wrong location stock | Location filter | Verify primary location |