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How To Set Up Stock Management

Learn how to set up our stock management feature within ANS

Updated over 6 months ago

This article will talk you through how to set up and start using our stock management section of Aesthetic Nurse Software.

Our stock section allows you to keep an eye on the levels of stock that you have for your treatment products and also retail products in your clinic. You can add extra stock to this section and products automatically deduct when added to an invoice in ANS.

To learn how to set up our stock management section, watch our short video below. Alternatively, follow our simple steps.


Treatment Stock

First you will need to set up the two sections of stock needed within your account for stock management. Your first is treatment stock, this is for products being used on your patients for their treatements.

Step 1 :

From the main menu, head to settings.

Step 2 :

Once in settings, head to treatment products under the heading products.

Step 3 :

If you are updating your exsisting treatment products, you will just need to head into the brand and then via the pencil icon for the specific treatment product.

If you need to add a new treatment product to your account, follow our specific guide on this feature.

Step 4 :

Then when in your edit product section, you will need to head to the stock control area.

Step 5 :

If you do not want your treatment product to pull through to the stock page keep this section as N/A. Otherwise, you will need to update this to product and state the number of stock you would like it reach before it states it is low.

Step 6 :

Then you can also choose if you would like to recieve an email when this product gets low in stock.

This will then pull through the treatment to the stock section. You will need to repeat this for all of your treatment products you would like to show in the stock area.


Retail Stock

Secondly you will need to set up all of your retail products within ANS. Retail products will be anything that you are selling to your patients.

Step 7 :

Back in the settings area head to retail products under the heading products.

Step 8 :

This section will hold all of your retail products. to add a new retail product, select the new retail product button.

If you need to edit a retail product that is already on your software head into the brand and select the pencil icon.

Step 9 :

You then have the brand box, where you can choose a brand from the drop down. Alternatively, if you need to add a new brand into this section you can free type in the top box and select enter to add the new category.

You must select the ENTER button to save your new brand into the software.

Step 5 :

You can then name your specific product you are looking to sell within ANS and add the cost to the patient for this purchase.

Step 6 :

You then have the option to enable a repurchase reminder. This is set by your product interval for how often a patient should be buying the product.

To learn how to set up your repurchase reminders within ANS follow our specific guide for more information.

Step 7 :

You also have the option to recieve a notification when your running low on this product. In the stock control just pop the amount you would like to recieve the notification at and tick to recieve the email notification.

If you do not want to recieve a notification for the stock level this section can be left blank

Step 8 :

Once happy, hit save and this will add the new category and retail product to your list.


Managing Stock Levels

Once you have added all of your treatment products and retail products to your software you will then be able to add how much stock you have of each item to the software.

Step 9 :

Head back into settings and to the stock section under the heading products.

Step 10 :

This is will show you all the retail products you have saved alongside any treatment products you have marked that you would like to control stock for.

If you are missing any treatment products within this section you just need to make sure you have filled in the stock control section in the treatment product settings.

Step 11 :

In each brand it will show the individual products and if you are low in stock this will state next to the product.

Step 12 :

To then start adding your stock levels for the products, you will need to select the add or deduct stock option.

Step 13 :

You will then need to state if you are adding stock on for a treatment product or a retail product.

Step 14 :

Then you can choose to assign the stock to a clinic.

If float is selected, this will be products which are not used in a specific clinic.

Step 15 :

Then select the product you are adding stock for and the amount of stock you are adding.

Step 16 :

To then add another product and stock, choose the add another product button and repeat the process again. Then when happy with your list hit save changes.

Step 17 :

This will then update your stock levels on your list of products. The amount of stock will then deduct once products are added to invoices on the patients appointment and record.

If you have set a reminder to be recieved once this stock hits the low stock level this will send once you have met this mark again.


For further information about our stock management section, visit our additional guides.

Additionally, to help you fully utilise and understadn your Aesthetic Nurse Software, we do offer 1-1 support zoom calls which can be booked here : Book a zoom call

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