This guide is beneficial for individuals who want to internally track and monitor inventory activity in a detailed manner.
1. Navigate to https://app.aestheticrecord.com/inventory/products/active
2. Click Inventory
2. Search for and click on the inventory item for viewing
3. Click Traceability - as a reminder, Traceability is where you add and manage stock levels for your inventory items that need stock tracking.
For more information on Traceability, you can view this article: https://learn.aestheticrecord.com/en/articles/9268485-stock-management
View Logs
4. Let's first look at View Logs.
These logs are helpful to use when you need a quick glance at inventory that has been manually added or removed from a specific batch by a user, along with the stock amount and the reason for the action.
5. If a user manually removes stock for a Batch through Inventory Reconciliation, for example, you could use this report to find the date and reason for the action, as well as which BatchID the total amount of stock was adjusted for.
6. Utilizing the date picker will also help narrow down to a specific range if needed.
View Detailed Logs
7. Now, let's look at the View Detailed Logs report- located in the same section as the above steps.
8. [[This report is helpful for viewing additional information such as:]]
If the stock adjustment was done through Traceability or Inventory Reconciliation
Patient name if the inventory was charted during a procedure
Beginning balance before the action, and the new balance following the stock adjustment
9. Some key bits of information to see through this report are
If the stock adjustment was done through Traceability or Inventory Reconciliation
Patient name if the inventory was charted and tracked through a procedure
Beginning balance before the action, and the new balance following the stock adjustment
This report is extremely helpful to export if you want more information on the patient-side. The "View Logs" is helpful for more internal use and quick glances at stock movement.
10. Keep in mind here, that you can also filter by specific clinic, date range, and download in the upper right hand corner if you need to export this information.
We recommend using these logs, so you can have better insight to real-time updates on inventory items when updates aren't tied to tracking stock through procedures!