Creating an item

 1. Create a new item

• Go to the Items / Inventory tab.

• Click Create New Item in the top-right corner.

• Enter the required basic details:

  • Item name

  • Category

  • Mark whether the item expires (important for medications)

• Optional setup:

  • Set a restock alert threshold (for example, alert when only 5 remain)

  • Upload an image

  • Scan or override the barcode

  • Add a cost range

  • Add a buy more link

  • Add notes

• Click Save when finished.

2. Confirm the item was created

• Open the newly created item.

• Check the item details to confirm it exists in the system.

• Notice that the item shows 0 available and is out of stock.

• This means creating the item does not automatically add inventory quantity. 

3. Start the restock process

• To add stock, use the Restock option.

• You can either:

  • Click Restock this item from the item page, or

  • Use the plus (+) button at the bottom of the screen and choose Restock Items

• This opens the restock workflow for adding inventory to a storage location.

4. Choose a storage location

• Select the storage location where the stock should be added.

• These locations are pre-created and may represent different sites or rooms.

• In the example, the user selects Upstairs Storage Closet at Central Clinic.

5. Add the item and quantity to the restock basket

• Add the item you just created.

• You can scan the barcode to find it quickly.

• Enter the quantity being added.

• Optionally set the expiration date for the stock.

• The item is added to the restock basket for that storage location.

6. Save the restock

• Click the top-right corner action to complete the restock.

• This finalizes the stock addition for the selected storage location.

7. Verify the stock was added

• Go back to the item record.

• Confirm the item now shows the correct available quantity.

• Open the Stock tab to verify the units were added to the expected storage location.