Stock

Stock Overview

The Stock module allows you to track exactly how much inventory you have, where it is located, and when it is time to order more. It keeps a real-time count of your products across different warehouses and specific storage bins. It also helps you track specific batches or "Lots" of a product, which is vital for managing expirations and recalls.

When Do I Use This?

• When you need to quickly check if an item is available for a patient or customer.
• When you are putting away received goods and need to log them into a specific warehouse, shelf, or lot.
• When you want to set up automatic alerts for low inventory so you know exactly when to reorder.

How To Use

Using the Stock Lookup Tool

The system provides a dedicated lookup screen to help you find items fast.

1. Navigate to the Stock Lookup screen from your inventory menu.
2. Use the search filters to find the specific product you need.
3. Review the current stock level, warehouse, and exact storage location shown on the screen.

Managing Low Stock and Reorders

The system automatically monitors your inventory. You simply need to set the rules:

1. Open a stock record for a specific product.
2. Set the Low Stock Level. If your stock drops to or below this number, the system will flag the item as "Low Stock".
3. Set the Reorder Point to indicate the exact quantity at which the purchasing team needs to buy more.
4. Click Save.

Field Descriptions

General Stock Fields

Lot (Batch) Fields

If you track items by batches (like medicines or perishable goods), you will also use these fields: