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🏬 Master and branch storages

  • A Master storage is the clinic’s main store. Stock is bought into it and distributed to the branches.
  • A Branch storage belongs to a branch, for example a cupboard or a treatment room. Materials used in treatments are always taken from a branch storage.

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➕ Create a storage

Go to Inventory → Storages and click New Storage (1). 1 New Storage New Storage form
  • Name (required, unique).
  • Master Inventory: tick for the main store. This can’t be changed later.
  • Branch and Room (branch storages only): the room’s materials come from this storage.
  • Assigned To: the user responsible. When this user records a usage, this storage is chosen automatically.
Click Create.
Assign a storage to each doctor or room, so the From Storage is filled in automatically when materials are used.
Storages can’t be deleted, only merged into another storage of the same type (edit the storage → Merge). The stock is moved and added to the other storage.

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📦 Stock

Inventory → Stock shows how much of each item is in each storage, with its value and expiry date. Inventory Stock list Amounts in red are below the minimum. Use the Low and Expiration Date buttons to see what needs reordering or expires soon. Click a row to set the storage’s Min. Amount for that item.