Managing your products and stock
Updated over a week ago

You can easily view the history and track stock amounts of your private billing products. Before you manage your products and non-insurable services, you must add them to your product list (see Adding private billing products).


  1. From the main menu, navigate to Settings > Product. The products section opens showing a list of all your products along with the product code. If the product is stockable and has a Low Quantity Threshold set, you can visually see if you are low on stock within the level circle. The Current Stock amount shows under the product name.

  2. The following actions are available for your products.



Product details

Edit the product name, low quantity threshold, code, and other details.

  1. Click the product name. The Edit Product window opens.

  2. Edit the product details as needed, and click Save (see Adding private billing products and services).

Update Stock

Update the current stock amount for an item to match your actual inventory.

  1. To the right of the product, click Update Stock. The Update Stock window opens.

  2. Your Current Stock shows on the left; under Update To, type the new stock amount.

  3. Click Save.


View past stock changes by staff and all patient purchases for this product.

To the right of the product, click History. The Product Stock History window opens.


If required, delete the product.

To the right of the product, click X.

⚠️ Important: If you delete a product, it is removed from all bills even if they are paid. Instead of deleting it, make the stock zero.

Updated August 10, 2022

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