Products
The Products page manages your practice’s product catalog including retail items, consumables, and equipment. Add, edit, categorize, and track inventory levels.View Products
1
Navigate to Products
Go to Inventory → Products
2
Browse catalog
View name, SKU, price, stock level, and category for each product
3
Search and filter
Use search box or category filter to find products
Add Product
1
Click Add Product
Button in the header
2
Fill product details
- Name: Display name
- SKU: Unique stock keeping unit
- Description: Product details
- Category: Assign to category
- Price: Selling price
- Cost: Your purchase cost
- Tax: Tax category
- Image: Upload product photo
3
Configure inventory
Toggle inventory tracking, set initial stock and reorder threshold
4
Save
Product added to catalog
Edit Product
Click on a product or the edit icon to open the edit form. Modify any details and save.Manage Stock
1
Find product
Locate in the list
2
View current stock
Stock level displayed on the row
3
Adjust stock
Click adjust button, enter new quantity or +/- adjustment
4
Record reason
Note the reason: sale, restock, damage, etc.
Low Stock Alerts
1
Edit product
Open product settings
2
Set reorder threshold
Enter minimum quantity
3
Save
Alert triggers when stock falls below threshold
Product Fields
| Field | Description |
|---|---|
| Name | Display name |
| SKU | Stock keeping unit (unique) |
| Description | Detailed description |
| Category | Product category |
| Price | Selling price |
| Cost | Your cost |
| Tax Category | Tax treatment |
| Stock | Current quantity |
| Threshold | Low stock alert level |
Actions
| Action | Description |
|---|---|
| Edit | Modify product details |
| Deactivate | Hide from sales (preserves history) |
| Delete | Permanently remove |
| Export | Download catalog as CSV/Excel |
Troubleshooting
| Issue | Solution |
|---|---|
| Product not showing | Check if active, check category filter |
| Image not uploading | Check file size (max 5MB) and format (JPG, PNG, WebP) |
| Stock incorrect | Review adjustment history |
| Can’t delete | Product has associated transactions |