Our valuable feature at your disposal is the ability to stock a service by adding it as a Stockable Item. This functionality allows you to meticulously track items and apply them seamlessly to invoices. In this guide, we’ll delve into the process of setting up Stockable Items, empowering you to streamline your practice operations.
🛑 Service types may not save if their description contains special characters such as ' , / - & $ () {} | etc. Try removing these special characters and saving the service type again
Making an item stockable
1. From the Dashboard, click on Setup then Settings
2. Click Service Types
3. Click Create Service
4. Enter the initial details
5. Tick on This service is stockable and enter all other additional details
6. Save
Breakdown of all fields
Levels: Enter the current levels you have, the minimum and maximum stock you would like to have on hand.
Email Alert: When you have reached your minimum or maximum stock levels, an email will be sent to this address.
Supplier: You can add a supplier for your item via Edit > Add Supplier
Model: In order to add the model of your item, you'll need to add the supplier first. Then you can add a new model via Edit > Add Model
Class: You can add a class for your item to categorise it via Edit > Add Class
Style: Similar to all the above, you can add style via Edit > Add Style
Cost Price: The cost price you paid for your stockable item
Cost GST: The cost GST you paid for your stockable item
RRP: This is the suggested price for your item by its manufacturer
Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!