Low-stock warnings and retail products

Two small pieces of setup make the Stock page much more useful day to day: low-stock thresholds and retail flags.

Low-stock thresholds

Give each product a Low-stock threshold when you add it (or later with Edit), for example 2 vials. The product's level badge then changes colour with its state: green when healthy, amber once it falls to the threshold, and red at zero or below. A product with no threshold still shows a red level badge at zero or below, but is not counted in Low stock. The Low stock card at the top of the Stock page counts how many products currently need reordering, so a glance at the page tells you whether an order is due.

Retail items

Tick Retail item when you add a product you sell to patients, such as skincare, and record its Cost (£) and Retail price (£). Available in the online shop starts ticked for a new retail product, so set a price above zero or untick it for in-clinic sales only. Only a clinic owner can change Retail item, when adding a product or later with Edit. Price and cost can also be changed with Edit. A product converted to retail is saved for in-clinic sales first; open Edit again to tick Available in the online shop if you want to list it online. Retail products show their price in the products table, and the Retail items card at the top counts them. Retail sales appear in the movements log with the reason sold.

Reading the summary cards

• Stocked products: how many active products you track.
• Low stock: how many are at or below their threshold.
• Retail items: how many are flagged for resale.

Tips

• Set thresholds from your reorder lead time: if delivery takes a week, the threshold should cover a week's usage.
• Recording cost as well as price supports the margin figures in the Product sales report.