Link inventory to services
Have supplies come along automatically when you bill a service.
Some services always use the same supplies — a vaccination uses a syringe and a dose of vaccine. You can link inventory items to a service so they're included automatically, keeping both billing and stock accurate without extra clicks.
Prerequisites: the service and the inventory items exist.
Steps
- Go to Settings → Service catalog and open the service.
- Find where you can attach inventory to the service.
- Add the inventory item(s) it consumes, with the quantity used by default.
- Save.
What happens at the visit
When you add that service to a visit, the linked supplies come with it. The right amount of stock is deducted, and you can adjust the quantity if a particular visit used more or less.
You'll know it worked when…
Adding the service to a visit also pulls in its linked supplies, and stock for those supplies drops accordingly.
Tip: Link the consumables you always use together. For occasional extras, just dispense them on the visit as needed.