The inventory home page gives you a detailed overview of all inventory. In the summary section at the top, you’ll see:

This represents the total dollar amount you’ve invested in the inventory you currently have on hand. It’s the combined wholesale cost of all items that are physically in stock right now.

Here you can see how many items are running low on stock. Clicking this section will filter your inventory list to only show low stock items.

Here you can see how many items are expiring soon. Clicking this section will filter your inventory list to only show items that are about to expire.

Product- Name of product (e.g. Botox, Kysse)

Vendor- Vendor associated with the product (e.g., Allergan)

Available- Total quantity available across all locations

Unallocated- Total quantity not currently allocated to a location. Unallocated items cannot be used as consumables during an appointment, or sold as retail until they are moved to a location.

Location Name- Each location has its own column. Within the location column the total quantity available at that location is listed.

To make adjustments to a pre-existing product (i.e. if you need to require a lot number or expiration date, change the name, etc.) you can follow these instructions.

Name- The name of the product as it will appear in the inventory

Barcode- Barcode on product packaging (can be scanned)

Vendor- Where the product was purchased

Categories- For organizing products in your inventory

Required Fields- Fields that must be filled when creating new consumables (i.e. lot #)

Enable Low Quantity Warning- If you want to receive a notice when stock is running low, toggle this on

Expirable Item- If the product has an expiration date, toggle this on

Unit Name- box, bottle, unit, case, etc.

Increment Step- Smallest inventory increment

Default # Units- Default quantity used when adding (generally same as increment step- can always be adjusted on the fly)

If quantity at a certain location needs to be changed, simply click on the pencil below the quantity for that location:

A pop-up will appear that allows you to make the adjustment:

Received new inventory- You just got a new shipment of a retail product, taking your stock from 3 to 12 (put in 12)

Manual adjustment- Did a hard count and needed to minorly change the amount (e.g. counted 4 instead of 5)

Shrink- Had a lot expire, vial break, etc.

Other- Anything that doesn't fit into one of the categories above

This tab shows a detailed history of all product movements related to your inventory. It will also display product movement within appointments. To access the appointment associated with the transaction, you can click directly onto the patient's name:

You can also export a list of these transactions, or apply filters:

Available filters:

User- Who moved the item

Product Type- What item was moved (i.e. Botox, Kysse)

Vendor- The vendor associated with the moved item

Location- The location(s) affected by the movement of the item

Date Range- When the item was moved

Hide Archived- Enabled by default. Can be changed to show archived to show items that have been archived out of inventory view

Before adding an item to your inventory, it’s important to understand the difference between a product and a consumable.

Product: The main item record. A product is created once and serves as the overarching container for all related stock.

Consumable: The individual lots or units of that product you currently have in stock. Consumables live under their associated product and represent your actual inventory counts.

The very first time you add a new item to inventory, follow these steps to add a product. This only needs to be done once, and can be thought of all the settings for that item.

Once a product has been added, you can then add a consumable.