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 be due to different scenarios, such as receiving new stock, returning
product back to the supplier, or if product has expired.
- Select
the company at the top.
- Click
new (to create a new transaction).
- Select
the applicable type:
- Purchase
– new stock received from the suppliers.
- Adjustment
– to add or remove stock from inventory, for example, complimentary giveaways
or expired products.
- Return
– product that was returned to the supplier and subtracted from the inventory
on hand in the clinic.
- Loss
– product that is missing.
- Defect
– product that was defective and returned to the supplier.
- Select
the product being added or removed from inventory. If the product is not found
in the dropdown, click the three dots button to add a new product. Click here to review more on
adding items to the inventory.
- *Note, this list matches the price list found under the admin menu.
- Enter
the transaction date, right click to open the calendar.
- Enter
the quantity being added or removed from inventory.
- Enter
the cost per unit for all new stock received.
- If
the product has an expiry date, add that in.
- All
other fields are optional.
- Click
save, the transaction will appear in the top half of the window.
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