Inventory Management in SimpleClinic starts with ordering new inventory items from your supplier(s). It is in effect doing an initial 'stocktake'.
On this page:
- Important Information
- Create an Order
- Edit an Order
- Receive Stock
Important Information
- only order products which you already have in the Items list, either feed items or items you have added yourself. If you want to order something new, you will first need to add the new item into your inventory.
- remove any duplicates from your inventory, as you may record an order and stock for one version and then add the OTHER version of the item to an invoice. This WILL affect your stock on hand totals.
- If you have cloned a default item, you need ensure the Manufacturer Code has been changed as the stock on hand report will match totals for items based on the Manufacturer Code even if they have been hidden from the inventory.
- Inventory Management menu and options are restricted to the clinic's admin staff, and not accessible to the practitioner users
Create an Order
Step 1. Select Inventory -> Orders menu from the left hand main menu -> select Add
Step 2. Select a supplier -> Click the green plus button to start adding your items to your order and the quantity -> click SAVE.
At this point, your inventory will not be updated by these entries until the order is marked as received.
Select the supplier from the dropdown list, which is populated from the Supplier name in Your Items.
The Created date is the date the items will be (or were) ordered, and defaults to the current date. Change the date if needed, by clicking on the calendar button and selecting the correct date.
The Received date is the date the order is delivered to you. If you are placing a retrospective order into SimpleClinic, you can enter this date, or leave it blank for when the items are received.
Click on the green + button to start adding each item to the list of products to order.
Type in the quantity to be ordered, and the name of the product. Typing in 3 or more characters will display a list of matching items to pick from. The Unit Price can be changed if required, and the Total Price is automatically calculated for each item.
Click on the green + button at the end of the last row to add another item.
When all items have been added to the order, click on Save.
Optionally, you can email the order to your supplier from within SimpleClinic, to save time! To do this, click on the Email button on the action bar.
Complete the email message box with your text and instructions as needed. The order details selected will be attached to the email and sent to your supplier.
When the items are delivered, you will need to confirm delivery of the order to update your Inventory. Refer to the separate article on this.
NB – You may wish to use the steps in this section to retrospectively enter previous orders, so that the Inventory Management features will be available on more products. However, once you have finished entering those old orders, you MUST check and adjust the TOTAL stock on hand for those items by following the instructions in the "Adjust the Stock on Hand" support article, or the automatic stock count in SimpleClinic may go out of sync with your actual physical stock and also show incorrect stock levels on the Stock Report!