Inventory

This guide explains how to manage stock in ProMediClinic, including categories, item records, and quantity adjustments.

Access

• Menu: Dashboard -> Inventory
• Routes:
  • /dashboard/inventory
  • /dashboard/inventory/create
  • /dashboard/inventory/{inventory_item}/edit
  • /dashboard/inventory/categories
  • /dashboard/inventory/{inventory_item}/adjust

Inventory Overview

The main inventory page provides:

• item count
• low-stock count
• out-of-stock count
• total quantity snapshot
• recent stock movement feed

You can filter by:

• category
• stock status (low, out)
• search text (name/SKU)

Categories

Create categories before adding items.

Allowed category types:

• pharmacy
• supplies

Route: /dashboard/inventory/categories

Add an Item

1. Open Inventory -> New Item.
2. Choose category.
3. Fill details:
   • name (required)
   • SKU (optional)
   • unit (default pcs)
   • reorder level
   • current quantity
   • location
4. Save.

Edit or Delete Items

• Edit updates metadata (name, SKU, unit, reorder level, location).
• Delete removes the item from inventory records.

Adjust Stock

Use the Adjust action from the inventory table.

Required fields:

• quantity_delta (positive or negative)
• type (adjustment, purchase, usage, transfer)
• optional reference

Behavior rules:

• usage is always stored as negative movement.
• purchase is always stored as positive movement.
• total quantity cannot go below zero.
• zero-delta adjustments are rejected.

Each successful adjustment creates an InventoryMovement record with movement date and user reference.

Reorder and Stock Status

• Low stock: current_quantity <= reorder_level and reorder level > 0
• Out of stock: current_quantity <= 0

Use these states for procurement and replenishment workflows.

Validation and Common Errors

• Category required: create/select a category first.
• Negative resulting quantity: reduce delta magnitude or perform purchase adjustment first.
• Quantity cannot be zero: provide non-zero delta.
• Invalid type: only the four supported types are accepted.

Related

• reference/route-map.md
• features/invoicing-payments.md
• reference/troubleshooting.md