Stock Management

Setting Minimum, Maximum, and Re-Order Quantities for stock items is a key part of effective inventory management in your Practice. 

By establishing a Minimum Quantity, you ensure that essential items never run too low, preventing stockouts and disruptions in Patient care. The Maximum Quantity helps prevent overstocking, ensuring that valuable space and resources aren’t tied up in excess inventory that might not be used before expiration. Meanwhile, the Re-Order Quantity helps streamline the ordering process, prompting timely reorders to maintain a consistent supply without the risk of running out or overstocking. 

Together, these settings help the Practice maintain an efficient, cost-effective inventory system, improving both operational flow and the ability to provide high-quality care for Patients.

• This user manual will start on the Stock Setup screen.

• For more information regarding the Stock Setup screen, please refer to the user manual: Stock Setup Screen: Navigation and Use.

• Click on the desired Stock Item.

• Click on the Sidebar Expander button.

• The Stock Items sidebar will open.

• Click on the Levels Breakdown button.

• The Stock Level List screen will open.

• Click on the Enable/Disable Inline Editing button.

• The Minimum Quantity‎, Maximum Quantity, and Reorder Quantity‎ fields will become editable.

• Click on the relevant field to enter the levels that best suit your Practice.

• Minimum Quantity: The lowest amount of stock that should be available before a re-order is needed to prevent running out.
• Maximum Quantity: The highest amount of stock that should be kept to avoid overstocking and unnecessary costs.
• Re-order Quantity: The suggested amount to order when stock reaches the minimum level, ensuring a steady supply without delays.

• The line will be highlighted once the Quantities have been entered.

• Click on the Save button to save the data that has been entered.