With Semble, you can add and manage your stock level for medication and products such as labs and vaccines.
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:
Note: To effectively manage stock levels for products in Semble, it's crucial to complete two steps:
Creating a consultation note
Generating an invoice.
The stock level will only decrease when both steps are followed.
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 consultation note and 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:
Note: Even if the stock level is at 0 or if you did not enter a stock number, it will still decrease (into the negatives) if both requirements (consultation note and invoice) are fulfilled.
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 (eg: vaccine).
3. Enter the name of the medication or product into the relevant field, then select it from the list that appears.
4. Once you have added all the relevant details, click Save.
5. The Consultation tab refreshes, and the consultation note appears:
Add a product to the Invoice
1. Once the product has been added to the consultation note, you may now go to the "Invoice" tab:
2. The product you have added will be shown automatically however you may update the price if needed by clicking on the line item or you can also add different line items. For more information on how to create an invoice see here.
Note: VAT is added to the invoice automatically as you add a line item. The amount of VAT added depends on how you set up the product. For more information, see here.
3. Click Save invoice in the top left-hand corner of the page.
