SupportInventory & Supplies

How to Manage Inventory

7 min read
Last updated: February 22, 2026

How to Manage Inventory

Keep track of your dental supplies, materials, and consumables with the inventory management module. Know what you have, what you need, and when to reorder.

Accessing Inventory

Navigate to Inventory in the sidebar. The dashboard shows:

  • Total Items — Number of unique products tracked
  • Low Stock Alerts — Items below their reorder threshold
  • Out of Stock — Items with zero quantity
  • Recent Activity — Latest stock movements
  • Adding Inventory Items

  • Click + Add Item
  • Fill in the item details:
  • - Name — e.g., "Composite Resin A2"

    - Category — Restorative Materials, Instruments, PPE, Anesthetics, etc.

    - SKU/Code — Internal product code (optional)

    - Unit — Box, Pack, Piece, Tube, Cartridge

    - Current Quantity — How many you have in stock

    - Reorder Level — Minimum quantity before an alert triggers

    - Cost Per Unit — Purchase price per unit

    - Supplier — Preferred supplier name

  • Click Save
  • Recording Stock Movements

    Stock In (Receiving)

    When new supplies arrive:

  • Open the item from the inventory list
  • Click + Stock In
  • Enter: quantity received, supplier, purchase date, invoice number
  • Click Confirm
  • Stock Out (Usage)

    Record when supplies are used:

  • Open the item
  • Click - Stock Out
  • Enter: quantity used, reason (Treatment, Damaged, Expired, Other)
  • Click Confirm
  • Automatic Deduction

    For treatments linked to inventory items, stock is automatically deducted when a treatment is marked as completed. Configure this at Settings → Inventory → Auto-Deduction.

    Categories

    Organize inventory into categories for easy management:

    CategoryExamples
    Restorative MaterialsComposite resin, glass ionomer, amalgam
    AnestheticsLidocaine cartridges, topical anesthetic
    PPEGloves, masks, gowns, face shields
    EndodonticFiles, gutta percha, sealers
    SurgicalSutures, forceps, elevators
    Impression MaterialsAlginate, silicone, trays
    DisposablesCotton rolls, gauze, bibs
    OrthodonticBrackets, wires, bands

    Search and Filters

    Use the search bar and filters to find items quickly:

  • Search by name or SKU
  • Filter by category
  • Filter by stock status (In Stock, Low, Out of Stock)
  • Sort by name, quantity, or last updated
  • Expiry Tracking

    For items with expiry dates:

  • Enter the expiry date when receiving stock
  • The system warns you 30 days before expiry
  • Expired items are flagged in red on the inventory list
  • For reorder alerts, see How to Set Up Reorder Alerts. For inventory reports, see Where to Find Inventory Reports.

    Still need help?

    Our support team is available Monday-Friday, 9am-6pm WAT.