Setting up your stock products

The Stock page tracks the products you hold: what you have, what is running low, and every movement in and out.

Adding a product

1. Go to Stock and find the Add product form.
2. Enter the Brand (for example Allergan) and the Name (for example Botox 100u). Name is the only required field, but including the brand keeps a mixed shelf tidy.
3. Optionally add a Low-stock threshold so the product is counted as low when it runs down. A clinic owner can also set Category, such as Toxin or Filler, and VAT category for future sales.
4. As a clinic owner, tick Retail item if you sell it to patients; this reveals Cost (£) and Retail price (£) fields. Available in the online shop starts ticked, so enter a retail price above zero or untick it for in-clinic sales only.
5. Press Add product.

Adjusting levels

Use +/- Adjust on any product row to change its level. Enter the change (for example 5 or -2), pick a reason (Adjustment, Received or Used) and add an optional Note. The change must be a non-zero whole number. Press Apply. Use Received when a delivery arrives.

Editing a product

Press Edit to change its Product name, Brand, price, cost or low-stock threshold, then Save. Only an owner can change category, VAT category or retail status. A product converted to retail is saved for in-clinic sales first; edit it again to list it online.

The movements log

Stock changes are recorded in the movements log. Recent movements shows the latest 50: date, product, the change, the reason, any note, and who did it. Treatments you sign off appear here automatically as used movements, and stock takes as stock take movements, so the history explains itself.

Archiving

Press Archive on a product you no longer carry. It leaves your active list and stock takes, but its movement history is kept. Use Show archived products, then Reinstate and confirm to bring it back with its previous level, prices and online-shop setting.