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

- To add a new clinic supplier information, click the “+” button.
- Input the details of the new supplier.
- Click save to finalize.
- To edit a clinic supplier, click the edit icon.
- To delete a clinic, click the delete icon.
- Confirm the action.
Steps in Importing a list of Suppliers
- Click the import icon.
- Download Excel file template and fulfill details.
- Upload the template back to the system
- The system will automatically recognize the list of suppliers.
Inventory > Adjustment Reasons
Steps in Adding a New Adjustment Reason
- To add a new adjustment reason, click the “+” button.
- Input the reason.
- Click the “add” button.
- The reason will now be integrated in the system.
- To delete an adjustment reason, click the delete icon.
- Confirm the deletion.
Inventory > Price Types
Steps in creating a price type

- To create a price type, click the “+” button.
- Input the new price type details such as name, code, and then select the currency.
- Set the price type if cost
- Tick the box if cost.
- Untick the box if not cost.
- To delete a price type, just click the delete icon.
- Confirm the deletion.
Was this post helpful?
Let us know if you liked the post. That’s the only way we can improve.