Inventory Management: Decreasing Inventory Automatically


*Disclaimer: The category ‘Vaccinations’ is default and therefore cannot be deleted. As for the custom categories that are created, they can only be deleted by the user who created the category.

Step 1: Please hover over ‘Clinical’ on the top drop down menu bar

Step 2: Click ‘Inventory Management’:


Step 3: Click ‘Add New Lot or Service’:

Step 4: Choose ‘Product Type’:

Step 5: Enter New Category Name Ex: ‘Hand Cream’:

Step 6: Fill out all information on the pop up screen and click 'Save'

 Once the inventory has been created, it will be deducted from the total number when you use the code in the appointment's billing.

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