Stock of supplies
Count supplies such as worksheets or test kits at each location, record what comes in and goes out, and see on Home when one runs low.
Add an item
- Go to Stock (under Practice) and choose Add item.
- Type the Name and, if you like, what it is Counted in (such as sheets).
- Set Low at to be told on Home when a location has this many or fewer.
- Under Used per session, type how many each completed in-person session of a service uses.
- Choose Add item.
Record stock
- Open the item. Under Record stock, choose In, Out or Count.
- Pick the Location, type how many and a Reason.
- Choose Record.
- Every entry stays in the item's history; nothing in it can be changed. Correct a mistake with a new entry or a count.
- Completing an in-person session takes its use off that location's stock, once. A session is never blocked for lack of stock.
- Low stock shows under Needs your attention on Home for owners and admins. Nothing is emailed.
Still stuck? Contact us and tell us what you were trying to do.