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Tracking Stock Levels
Tracking Stock Levels

How to keep track of your practice's product stock levels

Jessica Magri avatar
Written by Jessica Magri
Updated over a week ago

With Semble, you can add a stock level for products such as medication and vaccines. When set up, a product's stock level will automatically decrease when it is added to a saved invoice.

Note: To set up stock levels, and add products to consultation notes, you must have a role assigned to you that gives you editing permissions for Products, Patients, and Consultations. For more information on roles, see here.

In this article:

Add a Stock Level to a Product

You can add a stock level to a product when you first create it. You can also add a stock level to an existing product at any time, from the Products page:

1. Select the product that you want to add a stock level to.

2. Click the edit icon in the top right-hand corner.

3. Enter a number into the Stock level box.

4. Click Save.

Now, when the product is added to a saved invoice, the stock level will automatically go down. You can view the product's stock level at any time by going back to the Products page, and selecting the product:

Add a Product to a Consultation Note

A clinician can add a product to a consultation note at any time, from the Patients page:

1. Create a consultation note as you normally would. For information on how to do this, see here.

2. Select the Medication or Product tag at the bottom, depending on the kind of product that you want to give to the patient.

3. Enter the details for the medication or product, by typing in its name into the Product box, then selecting it from the list that appears.

4. Click Save.

The Consultation tab refreshes, and the consultation note appears:

Note: The stock levels of a medication product will not go down until it has been added to both a consultation note and an invoice.

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