The Inventory module gives you full visibility and control over all ingredients, premix formulas, and products in your dispensary. It is designed to support accurate stock tracking, lot control, compliance, and day-to-day operational adjustments as orders are fulfilled.
Below is a high-level overview of each inventory function and how it fits into your workflow.
Inventory History provides a detailed audit trail of all inventory changes. This includes:
Fulfilled orders
Manual adjustments
Inventory additions
Waste, corrections, or reversals
Lot-level changes
This section is critical for accountability, troubleshooting discrepancies, and regulatory or internal auditing.
Inventory Levels show the current on-hand quantities for each ingredient, premix, or product. This view is focused on what you have right now and typically includes:
Total available quantity
Lot or batch breakdowns
Low-stock indicators
Out-of-stock status
This is the primary view used to assess availability before fulfilling orders or creating purchase orders.
Modify Inventory allows admins to manually adjust inventory quantities when needed. This is useful for situations such as:
Correcting counting errors
Recording waste or spoilage
Adjusting quantities after physical stock counts
Reconciling discrepancies
All changes made here are recorded in Inventory History for transparency.
Add Inventory is used to increase stock levels when receiving new ingredients or products. This typically includes:
Assigning quantities to specific lot or batch numbers
Recording supplier information
Setting expiration dates if applicable
Updating available inventory for fulfillment
This function ensures new stock is properly tracked and immediately available for use in formulas and orders.
Together, these inventory functions allow you to:
Track inventory accurately at the ingredient, lot, and product level
Maintain a complete audit trail of all inventory activity
Prevent stock issues during order fulfillment
Support compliance, reporting, and operational efficiency
The Inventory module is tightly integrated with order fulfillment, formula preparation, and purchasing workflows to ensure your dispensary remains accurate and scalable.