Inventory reports

Two reports for practices that sell products — supports, pillows, supplements. They read the product records in the Procedure catalog: a procedure whose category is a product type carries a quantity on hand, a minimum quantity, a reorder flag and the last order details, and every product charge on a transaction reduces the quantity on hand.

Neither report has a date range or provider filter.

Product Inventory List

Every product in the catalog, active or not:

Column	Shows
Id, Description	The product
Retail Price	The fee on the procedure
Tax	T when the product is taxable
Qty on hand	Current stock
Min Qty Req.	The reorder threshold
Date, Qty, Cost	The last order: when, how many, and the unit price paid
Notes	The notes on the procedure
Status	Active or Inactive

This is the stock take. If the quantity on hand does not match the shelf, correct it on the procedure record.

Low Inventory/Reorder List

The shopping list: active products whose quantity on hand is at or below the minimum, plus any product with Forced Reorder ticked regardless of its stock level.

Column	Shows
Id, Description	The product
QTY on hand, Min QTY Req.	Where it stands against the threshold
Forced Reorder	Yes when the product is flagged to reorder
Date, Qty, Cost	The last order, as a guide to what to order this time
Notes	Supplier details, if you keep them in the notes

Run it weekly

Set a minimum on every product you would rather not run out of, and run this report on the same day each week to place orders. A product with no minimum only appears here when you force it.