Once in the items section, all linked clinic items will be shown and he grid organizes your inventory into sortable columns, which can be customizable to show only the data you need.

Need to add or remove any data columns? Click the 3 dots at the top of any column, and select the Choose Columns option from the dropdown.

Once selected, you will be presented with list of columns. Simply uncheck the column box to remove or check the box to add the desired column. Search or scroll to see all available columns.

Any column can be filtered by clicking the filter button (3 descending lines) on the top of the column.

Click the dropdown from the first field, which will give you your filter options. This is how you will narrow down exactly what data you want to see n this column.

Next, type in the search field what you are filtering for. The system will search in live time based off the filter chosen and text typed in.

You can streamline your filtering by using the Save Filter option on the top right of the screen.

This feature lets you apply filters to individual columns, then save your customized view by clicking Save Filter and assigning it a descriptive name—making it easy to reuse those specific filters whenever needed.

Once created—for example, a vaccine item filter—it appears at the top of your items grid, allowing you to quickly apply those saved parameters anytime. You can created multiple saved filters as needed for your clinic management.

You can easily sort your columns by using the 3 bots on the top of a columns.

Once clicked, your sorting options will be shown.

Simply hover your cursor over the applicable field under a column, and select the edit button (pencil).

Once selected, make the desired change and click out of the box to save.

Click the item name from the grid, which will take you into the item's profile.

Click Update Item on the top right of the item's profile. Additionally you can Delete Item if needed.

You will be presented with a form, where you can edit any of the fields as needed. On the bottom of the form, there is a Show Advance button, where it will unhide the Minimum Price, National Drug Code, Route and Location fields.

Once you have made the desired edits, click Save on the bottom right.

In order to bulk update, filter for your desired items. Check the box next to the items that need updating. If there are multiple items filtered for, select the checkbox at the top, next to the Name field and all filtered items will be selected. Next, select Update from the Bulk Actions button. If needed, Delete can be selected from the Bulk Actions dropdown as needed.

Any items can be deselected at this point using the checkbox next to the item if needed. Confirm your intend to edit the selected items, and click Next on the bottom right. On next page, you will need to select which fields need to be edited.

Once the field is selected, you will be able to make your edit. Once the field(s) have been edited, click Next on the bottom right.

There is the Save Draft option on the finally, review & confirm page.

If selected, give it a name and save. You will be able to access this draft from the top of the item grid.

Otherwise, if you are ready to apply the changes, select Save & Apply.

There is the ability to add a new inventory item to any clinic(s) linked to the portal. To create a new item, start by clicking the green Add Item button on the top right.

The first field will require you to select the clinic or clinics to add the new item to.

Next, fill in all the item fields. There is an option for Show Advanced options on the bottom, which allows you to add additional item details.

Click Save on the bottom right when done, and the item will be added to the applicable clinic(s).

Once in the categories section, all linked clinic categories will be shown and the grid organizes your categories into sortable columns, which can be customizable to show only the data you need.

Need to add or remove any data columns? Click the 3 dots at the top of any column, and select the Choose Columns option from the dropdown.

Once selected, you will be presented with list of columns. Simply uncheck the column box to remove or check the box to add the desired column. Search or scroll to see all available columns.

Any column can be filtered by clicking the filter button (3 descending lines) on the top of the column.

Click the dropdown from the first field, which will give you your filter options. This is how you will narrow down exactly what data you want to see n this column.

Next, type in the search field what you are filtering for. The system will search in live time based off the filter chosen and text typed in.

You can easily sort your columns by using the 3 bots on the top of a columns.

Once clicked, your sorting options will be shown.

To create a new category, select the Add Category button on the top right.

Fill in the form that appears. The For Clinic, Name, Class and Type fields are required in order to save.

Once the form is completed with the required field, select Save. Items can then be moved to added or moved to the new category as needed from the Items page.

Simply hover your cursor over the applicable field under a column, and select the edit button (pencil).

Once selected, make the desired change and click out of the box to save.

Select the checkbox next to the item and select the Actions button, and select Delete.

The Inventory Management section allows you to manage and monitor inventory across multiple business locations. It helps you add and edit items, track stock levels, pricing, and sales performance, and maintain accurate, real-time inventory records for informed decision-making.

To access inventory items, navigate to Inventory from the main menu and select Items. This will display all linked clinic items in a customizable grid. Clicking on any item opens its details for the selected clinic.

Yes. Click the three dots at the top of any column and select Choose Columns. From there, you can check or uncheck columns to add or remove them. You can also drag columns left or right to reorder them.

You can filter any column by clicking the filter icon at the top of the column and selecting a filter condition (such as Contains or Equals). Sorting options are available through the three dots on each column, allowing you to sort ascending or descending, pin columns, autosize columns, or reset sorting.

Yes. After applying filters, click Save Filter in the top-right corner, give the filter a descriptive name, and save it. Saved filters appear at the top of the grid and can be reused anytime for quick access to frequently viewed data.

You can use Quick Edit by hovering over a field in the grid and clicking the pencil icon. Make your change and click outside the field to save. A temporary popup appears allowing you to undo the change within 10 seconds.

Quick Edit allows you to update individual fields directly from the grid. Full item editing is done by selecting an item, choosing Update from the Actions menu, and editing multiple fields through a form—including advanced fields—before saving or applying changes.

To bulk update items, filter the grid to the desired items, select the checkbox at the top to select all filtered results, and choose Update from the Actions menu. Any changes applied will affect all selected items. Updates involving more than 200 records run as a background process.

Click the Add Record button in the Items section. Select the clinic or clinics where the item should be added, complete the required fields (and optional advanced fields if needed), then click Save. The item will be added to the selected locations.

Categories help organize inventory items and can be managed similarly to items. You can create, edit, and filter categories from the Categories section. However, a category can only be deleted if it contains no items, ensuring inventory data remains accurate and organized