Add new products to inventory

Add new products to inventory

Add new products not currently listed as inventory using inventory setup (admin menu > inventory > inventory setup).

*Note, when receiving new stock of an existing item, this will be updated in the Inventory transaction window NOT the inventory setup window.

  1. Click new.
  2. Enter the item details at the bottom of this window.
  3. Some key details:
    1. Description – the name of the product that will appear on invoices/receipts etc.
    2. Price – the cost a patient will be charged per item.
    3. Unit cost – the price the clinic paid for the product per unit. (Optional)
    4. The reorder level – if set up in program setup, a message will pop up if the inventory drops to or below this level.
    5. Quantity on hand - the system will calculate how much stock is in hand (noted on the right side).
  4. Add as much supplier/manufacturer information on here as desired, these fields are optional.
  5. Click save when all information is documented.

When a new product is added in the inventory setup, it will automatically add this item to the price list for use on invoices. Also, if a new item is added to the price list, it will automatically get added to the inventory setup list of products.

    • Related Articles

    • Adding new forms

      New forms must be created by Healthquest. To request a new form to be added to the database, email forms@microquest.ca with a pdf document attached or a weblink to the pdf. Time for completion can vary. Ensure you have checked your Forms Management ...
    • Managing inventory

      Let Healthquest keep track of how much inventory is on hand, by entering the new stock when it arrives, and subtracting inventory as it is sold. Open the inventory transactions window (admin > inventory > add/delete inventory. Editing inventory could ...
    • Adding a new form to a chart

      Click new. Select form of choice. Click here to learn about form management. Click the preview to view the form prior to applying it to the patient chart if not certain of the form name. Highlight the form and click ok, or double click the form name. ...
    • Adding interest

      Adding interest to overdue invoices If you want to add interest to invoices that are overdue, click on admin and select ‘Add interest to overdues’. Select the company. Select the practitioner to bill the interest to. Choose between patients and third ...
    • Inventory reports

      There are several inventory reports that provide valuable information to help manage inventory within the clinic. Use these reports to track items that have sold, those not sold, items requiring reordering, and transactions such as adding in new ...