This page covers how to view, add and edit items in your inventory. Please read the important information below before starting to use your inventory for the first time.  



On this page: 

  • Important Information 
  • View Inventory Items
  • Add Inventory Items
  • Edit Inventory Items


Other helpful articles:  

  • Please start here if you are setting up your inventory for the first time.
  • Items can be hidden or shown  as per this article.
  • Set minimum stock levels for items as per this article.


Important Information

  • Please start here if you are setting up your inventory for the first time.
  • The SimpleClinic inventory should contain ALL the items you wish to sell through SimpleClinic.  This will include both services and supplement items.  For you to invoice something there must be an item associated with it.
  • Before adding any items, you do have access to preloaded information from popular suppliers, read more about this here. This will save you having to add items manually, and they are automatically kept up to date.
  • All products for sale are subject to GST (whether you are registered for GST or not), services may be subject to GST or not depending on the service, check this with your accountant prior to adding items. 
  • Archived or Discontinued Ingredients cannot be added to prescriptions, see this article for more information. 


View Inventory Items


Step 1. Select Inventory from the left hand main menu -> select Items -> view the page below. This screen has the following main sections. 

  • The add new item button - allows you to add new items
  • Search bar – allows you to search and filter the inventory items.  The inventory listing can be filtered based on category and manufacturer.  You can also search for an item by typing in the search box and pressing Enter on your keyboard. 
  • Status - shows Active or Inactive items. The Inactive list shows all items 'deleted' from the active list. These can be moved back to the Active list. See below for more information. 
  • View - click on the name of the product to view and edit in the sidebar. You cannot edit or delete the preloaded products, you can only toggle the visibility of these products to inactive. 
  • Clone - use this button to make a copy of a preloaded item so that you can change the prices or other details. 
  • Adjust Stock - use this button to adjust the level of the stock - enter the current stock level. 
  • Delete - the red button will delete a product from the active list and move it to the inactive list. 


The columns listed on this screen are as below: 

  • Item Name - this is the name of the product, either set by the preloaded feed or yourself. 
  • Supplier - this is the name of the supplier of the product, either set by the preloaded feed or yourself. Set to the supplier where you purchase this product. See this article to add more suppliers.
  • Category - this is a reporting category. It is best to keep this simple, e.g. product, testing, shipping, service. See this article for more on category reporting. 
  • Cost -  this is the price you purchase the item for from the supplier exclusive of GST - either set by the preloaded feed or by yourself 
  • Sell - this is the price used to sell to the customer inclusive of GST - either set by the preloaded feed or by yourself
  • Stock - this is the current level of stock 





Add Inventory Items


Step 2. Click the Add New Item button and enter the details as below (all fields are required): 

  • Name – This can be anything you wish up to 256 characters.
  • Category – Select from an existing category or add a new one by typing into the field, then clicking to a new field. This will allow you to break down reporting items into categories, e.g. service, product, shipping. 
  • Supplier – Select from an existing supplier. See this article to add more suppliers. 
  • Manufacturer code (Vendor SKU) - use the vendors SKU with a prefix for your clinic. Adding a prefix is required so that stock levels are not associated to feed items with the same code, e.g. AI-BCLYM60 for an item where the vendor SKU is BCLYM60 and your clinic is the Autoimmune (AI) Clinic. 
  • Cost – This is how much you buy the item for exclusive of GST.
  • Sell - This is how much you sell the item for inclusive of GST.
  • Size - This will be the number of tablets, capsules, mL or grams in the container without a unit of measurement.
  • Tax Settings – This specifies whether the item is GST free or not. See important notes above regarding GST settings. 
  • **Type - Different types of items will trigger certain workflows within SimpleClinic. See below for more info. 
  • Description - Public description of this item that will be displayed on invoices.



**The types control different workflows in SC. 

  • Supplement - if you want to track stock
  • Service - if you don't want to track stock
  • Liquid Herbal - for ingredients or the containers the ingredients are put in
  • Compounding - for ingredients or the containers the ingredients are put in
  • Bundle - for use with bundles only 



Edit Inventory Items 


Step 3. Click on the name of the product to view and edit product details in the sidebar. Only items added by you can be edited, feed items cannot be edited, other than to add minimum stock levels. 

  • please see this article for more info on ordering.