Managing your Clinic’s Inventory Settings

This is where users can Create, Read, Update, and Delete supplier information and price types, as well as Create and Delete adjustment reasons.

Inventory > Suppliers

Steps to Add New Supplier

1. To add a new clinic supplier information, click the “+” button.
2. Input the details of the new supplier. 
3. Click save to finalize.
4. To edit a clinic supplier, click the edit icon.
5. To delete a clinic, click the delete icon. 
6. Confirm the action.

Steps in Importing a list of Suppliers

1. Click the import icon. 
2. Download Excel file template and fulfill details. 
3. Upload the template back to the system
4. The system will automatically recognize the list of suppliers.

Inventory > Adjustment Reasons

Steps in Adding a New Adjustment Reason

1. To add a new adjustment reason, click the “+” button.
2. Input the reason.
3. Click the “add” button.
4. The reason will now be integrated in the system. 
5. To delete an adjustment reason, click the delete icon.
6.  Confirm the deletion.

Inventory > Price Types

Steps in creating a price type

1. To create a price type, click the “+” button.
2. Input the new price type details such as name, code, and then select the currency.
3. Set the price type if cost 
   • Tick the box if cost.
   • Untick the box if not cost.
4. To delete a price type, just click the delete icon.
5.  Confirm the deletion.