Skip to main content

​
🔔 When the Usage form appears

When a treatment is marked Completed, and its procedure uses inventory items, the Usage form opens with the items and amounts filled in. You can also open it from the chart: + → Inventory Usage. Usage form

​
📝 Fill in the usage

  • Status: choose Completed to deduct the items from stock now.
  • For each item: the Amount and unit (Item or Box), the storage it comes From, and the linked treatment. Apply to All copies the first row’s choice to the others.
  • Add New Item for items that weren’t listed, and Show Available Stock to see what’s left.
Click Create to save.
Only Completed takes the items out of stock. Other statuses just save the record. A completed usage can’t be edited or deleted; use Return Usage to put items back. Closing the form without saving records nothing.
Choosing Box multiplies the amount by the number of items in a box. Moving a completed treatment back and completing it again opens the form again, so check you don’t record the same materials twice.
Which items a procedure uses is set on the item, in Inventory → Items → Inventory Usage.