This is the second article (of the three part tutorial) on Inventory Management System . Here we will learn about adding stock to already exiting inventory catalogue item in Healcon Practice software :
How to add recently purchased stock batch against an inventory item ?
How to edit/delete batch details of recently added stock ?
How to change available quantity of a batch ?
How to find all the stock batches added for an inventory item ?
How to find expired or expiring soon stock batch ?
How to add recently purchased stock batch against any existing inventory item ?
Step-1 : Go to 'Stock Purchase' interface as shown in the screenshot below :
Step-2 Click on 'Add Stock To Inventory Item' :
Step:3 : Add details of the stock purchase and save :
Step-4 : Recently purchased batch details will be visible in the interface as highlighted below :
Imp : You can buy stock against one 'Inventory Catalogue Item' multiple times in batches and each batch of purchase of stock will be shown in a new row so that you can check out purchase details of each batch . You can search and filter a particular 'Inventory Catalogue Item' from the 'Item Name' filter on the top and then find all the batches of stock purchased against that item .
How to edit/delete batch details of recently added stock ?
Click on 'Action' dropdown and select required option :
How to change available quantity of a batch ?
Step:1 :
Step-2 : This will open a pop up form , please fill this form. Following two are major use cases in which you would like to use this functionality :
Increase Available Quantity : You need to use this option incase you have billed some inventory items to customer (leading to automatic reduction in available quantity ). but later you have to delete the bill for some reason . In this case you will have to manually come to this interface and increase availability .
Decrease Available Quantity : Incase there is theft or some quantity of stock is missing/lost then in that case you can decrease available quantity .
How to find all the stock batches added for an inventory item ?
How to find expired or expiring soon stock batch ?
You can use 'Stock Status' filter on the top to filter batches of stock which have expired or are expiring soon :
In the next & last tutorial on 'Inventory Management' you will learn about how to sell (bill ) inventory items to your customers and how automatically stock get consumed through billing here : Inventory Billing
Please read following three tutorials to understand how to manage inventory of your clinic seamlessly:
- Creating Inventory Item Catalogue
- Adding Purchased Stock to Inventory (This article)
- Inventory Billing
We hope above articles will help you get started with creating inventory catalogue , adding stock items to inventory and billing inventory stock items to customers in a seamless manner .
NEXT SUGGESTED READ on 'HEALCON PRACTICE WORKFLOWS ' >>. Inventory Billing
Healcon Practice Workflow is divided into following sections :
- Adding New Patient
- Searching Patient Records
- Scheduling Patient Appointment
- Updating Patient Health Records
- Creating New Treatment Plan
- Adding Clinical Notes
- Writing Prescriptions
- Patient Case Sheet
- Lab Management System
- Inventory Management System
- Generating Bill
- Generating Receipts
- Adding Clinic Expenses
- Sending SMS To Patients
- Sending Email To Patients
- Adding Clinic Staff
- Adding More Clinics
- Online Appointment Booking
- Consultant (Visiting Doctor) Tutorial
NEXT SUGGESTED READ on 'HEALCON PRACTICE WORKFLOWS ' >>. Inventory Billing
- Team Healcon
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