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)

  • Unit Type: smaller unit of measurement (tablet, capsule, can, etc.)

  • 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)

  • UOM: larger unit of measurement (bottle, box, case, etc.)

  • Units: number of units in the UOM

  • Order quantity: the quantity you want to order each time you place the order

  • Cost per UOM: how much you purchase the item for from the manufacturer

  • Initial Count: starting number currently in stock

    • Note: this is across all locations

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.

  1. Navigate to 'Inventory' in the Admin section

  2. Go into the Inventory Items tab

  3. 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!

  1. Navigate to 'Products' in the Admin section

  2. Click "Add New"

  3. Fill in Product Type, Product Category, and Display Name

  4. Toggle on "Linked Inventory Item" and select "Create New Item"

  5. Once all appropriate fields have been addressed, click "Create"

  6. Continue setting up Product Price, Discharge Instructions, Automatic Task, Medical Record Note, etc.

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!

  1. Navigate to 'Products' in the Admin section

  2. Select the existing product you would like to add to Inventory

  3. Toggle on "Linked Inventory Item" and select "Create New Item"

  4. Once all appropriate fields have been addressed, click "Create"

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!

  1. Navigate to 'Inventory' in the Admin section

  2. Click the 'Inventory Items' tab

  3. If the item already exists in Inventory

    1. Select the item from the item list

    2. Click "Create Product"

  4. If the item doesn't exist in Inventory yet

    1. Click "Add New"

    2. Fill in all appropriate fields and click "Save"

    3. 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!

  1. Navigate to 'Inventory' in the Admin section

  2. Click the 'Inventory Items' tab

  3. Select the item you would like to link

  4. Select the corresponding Admin Product from the Item 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:

  1. Navigate to 'Products' in the Admin section

  2. Select the product you would like to link

  3. Toggle on 'Linked Inventory Item'

  4. Select the appropriate Inventory item from the dropdown menu

Did this answer your question?