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Stock Management

This guide provides step-by-step instructions on managing inventory stock levels and alerts.

Updated over 4 months ago

By following this guide, users can effectively manage their inventory and receive alerts when stock levels are low.
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Add Stock for Services

2. Click "Inventory"

3. Click "Your Inventory"

4. Select the inventory item

5. Click "Traceability"

6. Click "Options"

7. Click "View Batches"

8. Click "Add"

9. Enter the Expiration date, Batch id (Lot Number) Stock in Units, and your Cost to Company per unit

Note:

  1. For Toxins, you will track the stock and Cost to Company per unit (stock in units)

  2. For Fillers, you will track the stock and Cost to Company per syringe (stock in syringe)

10. Click "Save"

Tip: The Cost to Company in this section allows you to be very specific based off of that lot number

Example: You received complimentary or discounted product from a rep

Add Stock to an Existing Batch

11. Go to the "Inventory" tab, "Your Inventory", click on the inventory item, then click on "Traceability"

12. Find the batch number and Click "Options"

13. Click "Add"

14. Add the units and cost to company

15. Click "Add"

Add Stock for a Retail Item or Medical Supplies

16. Click "Your Inventory"

17. Click on the retail item or medical supply

18. Click "Traceability"

19. Toggle on "Stock and Inventory" and add stock

20. You can also set a stock alert and the system will notify you when you hit that amount!

Stock Alert for Product

21. Click the inventory item

22. Click "Traceability"

23. Click "Options"

24. Click "Edit Stock Alert"

25. Add the amount of units

26. Click "Update"

Tip: Once you hit this amount, you will be alerted with the bell icon at the top of the screen and sent an email.

27. To choose what day you would like to be alerted, go to the settings icon

28. Click "Stock Alert Emails"

29. From there, you can pick which days you would like to be alerted!

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