Dispense inventory on a visit
Hand out medication or supplies during a visit so the client is billed and your stock stays accurate.
When you give out a medication or supply during a visit, record it from your inventory. This puts the item on the bill at the right price and reduces your stock on hand, so your counts stay accurate.
Prerequisites: the item exists in inventory, ideally with dispensing options set up.
Steps
- On the visit, click Add service and choose to add from inventory.
- Search for and select the item (for example, a vaccine or an oral medication).
- If the item has dispensing options (such as a single dose vs a course), pick the one you used. decavet knows how much stock each option consumes.
- Adjust the quantity if you used more or less than the default.
- Add client notes if the owner should see dosing instructions.
- Add it to the visit.
You'll know it worked when…
The item appears as a line on the visit at the correct price, and the item's stock on hand drops by the amount dispensed.
Tip: Set up dispensing options once (e.g. "single dose" vs "10-day course") so the right amount of stock is deducted automatically every time.
