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Go to Inventory → Items and click New Inventory Item (1). 1 New Inventory Item New Inventory Item form
  • Item Name (required). Search Inventory fills in the name, price and barcode from a ready-made catalogue.
  • Type and Subtype: the item’s category, such as Restoration or Endo.
  • Min. Amount: below this, the item is marked Low. Preferred Amount: above this, it’s Overstock. Av. Monthly Usage: used to estimate when it will run out.
  • Price per Item or per Box, and Total Items in One Box.
  • SKU (Barcode) and Supplier.
  • Has Variations / Sub Items: for items in several sizes or shades, each with its own price and barcode.
  • Locations for Current Stock: the opening stock in each storage, with its expiry date.
Click Create.
Variations, box size and opening stock can only be set when creating the item. Later, add variations with New Inventory Variation on the item’s page, and add stock with a Purchase or Amount Adjustment order.

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📋 The items list

The list shows each item’s available amount and value, in the branches and the master store, how long it will last, and when it was last used. Use the Low, Good, Overstock and Expiration Date buttons to see items that need attention. Expiry alerts are set in Settings → Clinic → Advanced (Alert Before Inventory Expiration With).