Managing your products and stock

You can easily track and update the stock levels of your private billing products, or edit and delete products from the list.

Before you can manage your products and non-insurable services, you must add them to your product list.

1. From the main menu, click Settings > Inventory.

If a product is stockable, the current stock Quantity appears under the product name.

If a product is stockable and has a Low quantity threshold set, a warning triangle appears beside Quantity when stock is below the threshold.

2. Update stock or edit a product, using the following table as a reference.

Action	Steps
Update stock	Update the stock amount of a product to match your actual inventory. Click the drawer icon to the right of the product. In the Update stock window, type the current stock amount under Update to. Click Update. A confirmation message appears in the upper-right.
View Stock history	View past stock changes by staff and all patient purchases for this product. Click the clock icon to the right of the product. When you are finished reviewing stock changes and causes, click Cancel.
Edit	Change the product name, cost, low quantity threshold, and other details. Click the product name or the pencil icon to the right of the product. In the Edit product window, make your changes and click Save. A confirmation message appears in the upper-right. To learn more about editing product details, visit Adding private billing products and services.
Remove	⚠️ Important: If you delete a product you can no longer bill for it but existing bills are not affected. To the right of the product, click the trash can icon, then click Delete. A confirmation message appears in the upper-right.

Updated November 6, 2023