There are multiple ways to create and link Inventory Items to Admin Products:
Before we jump into creating these items, let's take a quick look at the available fields within the item setup:
Name: individual item name, or “umbrella product” name
Vendor: the vendor you order this item from (see our vendor guide for more info)
Item location(s): where in your clinic this is stored (see our location guide for more info)
UOM: larger unit of measurement (bottle, box, case, etc.)
Units: number of units in the UOM
Unit Type: smaller unit of measurement (tablet, capsule, can, etc.)
Order quantity: the quantity you want to order each time you place the order
Min. quantity: the minimum you want to have on hand
Max quantity: the most you want to have on hand; anything over this will be overstock
You can filter by max quantity to see if there’s anything you can return (like food) and free up some space
Reorder point: the point you want to be notified to order this item
Can be different than minimum quantity if you want to make a buffer (useful for high-volume/more volatile items that can spoil or are temperature sensitive)
Cost per UOM: how much you purchase the item for from the manufacturer
Initial Count (Units): starting number currently in stock
Note: this is across all locations
Initial Cost (per Unit): Initial cost per unit (per tablet, capsule, ml, etc.)
Creating Inventory Only Item from Inventory
This option will be for any items you would like to keep track of, but will not be selling. For example, this could be something like consumables (gloves, gauze, needles, etc.), which are used, but usually not sold to clients.
Navigate to 'Inventory' in the Admin section
Go into the Inventory Items tab
Click "Add New"
Creating Inventory Item from New Admin Product
You will be able to create an Inventory Item at the same time you are creating a new Admin Product to cut down on setup time!
Navigate to 'Products' in the Admin section
Click "Add New"
Fill in Product Type, Product Category, and Display Name
Toggle on "Linked Inventory Item" and select "Create New Item"
Once all appropriate fields have been filled in, click "Create"
Continue setting up Product Price, Discharge Instructions, Automatic Task, Medical Record Note, etc. Click "Save"
Creating Inventory Item from Existing Admin Product
If you already have an Admin product created that you wish to track in Inventory, all that's left is to create the Inventory Item!
Navigate to 'Products' in the Admin section
Select the existing product you would like to add to Inventory
Toggle on "Linked Inventory Item" and select "Create New Item"
Once all appropriate fields have been addressed, click "Create"
Take your Initial Selling Price and input it into the Selling Price per Unit field
Creating Admin Product from Inventory Item
You are able to create an Admin Product while setting up your Inventory items to cut down on set up time!
Navigate to 'Inventory' in the Admin section
Click the 'Inventory Items' tab
If the item already exists in Inventory
Select the item from the item list
Click "Create Product"
If the item doesn't exist in Inventory yet
Click "Add New"
Fill in all appropriate fields and click "Save"
Go back into the Inventory Item and click "Create Product"
Linking Inventory Item to Admin Product from Inventory
If you have already created the Inventory item, or still need to create it, you can link this item to an Admin Product directly from within the Inventory section!
Navigate to 'Inventory' in the Admin section
Click the 'Inventory Items' tab
Select the Inventory item you would like to link
Select the corresponding Product from the Product List dropdown menu
Linking Inventory Item to Admin Product from Admin
If you've already created an Inventory item and would like to link it to an Admin product from within the Admin section:
Navigate to 'Products' in the Admin section
Select the product you would like to link
Toggle on 'Linked Inventory Item'
Select the appropriate Inventory item from the dropdown menu
Scroll down, click 'Save'
