About Products
About Product Setup
Use the Product Setup section to register and manage your clinic’s retail inventory and professional-use supplies. This is the foundation for your stock tracking, procurement, and Point of Sale activity.
What Product Setup covers
Product Setup allows you to define the master record for the physical items in your clinic. It stores critical data that ensures your financial reporting and inventory levels are accurate.
- Product Identity — Name, Brand, Category, and SKU.
- Procurement Data — Supplier details and units of measure (UoM).
- Financial Settings — Wholesale (cost) and Retail (sale) pricing, including GST configuration.
- Inventory Rules — Minimum and maximum stock thresholds for timely reordering.
Why it matters
Correctly configured products ensure that:
- Checkouts are fast — Staff can search items by brand or product name at the POS.
- Profits are tracked — Accurate wholesale prices allow you to monitor your clinic's margins.
- Supplies never run out — Minimum quantity alerts notify you when it’s time to reorder from your supplier.
How it fits into your workflow
- Stock Levels — Products created here appear in your live inventory lists for daily counting.
- Procurement — Easy creation of procurement orders linked to supplier and brand details.
- POS — Products sold at POS will automatically deduct from your stock levels.
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Last updated: 9/5/26, 12:57 AM