Manage Product Inventory
PracticeQ has an easy-to-use product inventory management solution to improve your customer service.
Enable Inventory Tracking
Once your products are added individually or in bulk, you can manage their inventory.
- Click Lists → Invoices → Invoice Settings.
- Select the Products tab.
- Click Edit for the Product you wish to track.
- Click the Track Inventory checkbox.
Options
- Action Dropdown Menu:
- Add units to the inventory
- View log of events for the product
- Visit the Vendor website
- Low Inventory Notification:
- Select when you want to be notified when the inventory gets below a certain number
- Lot Number:
- Add a Lot number for tracking purposes
- Lot Expiration Date:
- Add a date of when the lot expires
- Notification for Expiration:
- Check this box and enter the number of days before the expiration you want to be notified
Note: Click the "Inactive" checkbox if you want to hide the product from the "Show Products" list during the creation of invoice.