Introduction
Items are commonly added to stock via product orders and purchase invoices, but sometimes single additions are also needed. This article shows how to add quantities of items to Provet Cloud inventory.
Adding a New Quantity
1. Find the stock item and open the Add to Stock dialogue.
- Go to Settings > Items & Lists > Stock.
- In the Stock section, use the filters and search to find the desired item.
- On the item row, select the button with three dots.
- Select + Add to stock.
2. Fill in the item information and save.
- If your practice uses the 'Stock locations' feature, select a Stock location to add to. The default location is initially selected.
- Define the quantity in the Quantity of packages or Quantity of remainder/units field. You can use either field or both, in which case the quantities will be summed. In the example image below, 1 full package and 5 units were added, which totals 15 units (in this case, ml).
- If batch numbers and expiration dates are in use, add them in the respective fields.
- The system retrieves the default Wholesale price from the item's information, but you can change it for this specific action. If you want to make changes to the item's default pricing scheme, select Update prices. The Wholesale price field is used to calculate the value that is added to the stock.
- Optionally, add extra information about the stock update in the Note field.
- Select Save to add the quantity to the stock.
Adding to an Existing Batch
If you know that items from a specific batch already exist in Provet Cloud's stock and you want to add to it, you can do it as follows:
- Go to Settings > Items & Lists > Stock.
- In the Stock section, use the filters and search to find the item to which you want to add.
- On the item row, select the button with a graph (first in the row). The item's 'Stock log' opens.
- Select Show batches in the top right corner. The Stock item batches dialogue opens, displaying the batches.
- Select the desired Batch number from the item row in the table. The Batch dialogue opens.
- Select Add batch entry in the top left corner. A new dialogue opens.
- If in use, select the desired Stock location.
- Enter the Quantity of packages or Quantity of units.
- Optionally, add a Description.
- Select Save.
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