Dispensary Tree Favicon
Inventory

Add Inventory

Estimated reading: 2 minutes

Go to Admin > Inventory > Add

As you purchase more inventory you will need to add your new stock to your dispensary to track it.  The Add Inventory page lets you manually add more quantity to single herb ingredients, premix formulas and products.    This is not the section to add the actual item to your dispensary.    If the item doesn’t exist in your dispensary you need to add it first before adding a quantity and lot to the item.    

Go to  Add Single Herb, Add Premix Formula, Add Product or Add Herb Product to actually add the item to your catalog.   

add inventory f98ce939fdc0

Instructions to Add Inventory

add inventory f98ce939fdc0 1

1.  To add stock to your dispensary, type the herb, product or premix name in a row.  You can also scan a barcode. 

2.  Make sure to choose the correct herb type when selecting it if the same item exists with multiple ingredient types

3. Enter the quantity, lot number and expiry date (optional) for each item and then press submit.

4.  Lots in Red indicate closed lots.  Once you add more stock amount to the closed lot it will open again automatically.

5.  You will be taken to a confirmation page showing you exactly what you have added to inventory. You can confirm the inventory you have added to your dispensary. 

**If you do not see a confirmation page, then the items have not been added to your dispensary**

6.  If you made a mistake you can delete the transaction or modify the amount you added on the confirmation page. 

7.  If you need to add more inventory, click on add more inventory a688f1236a01

Notes: 

If the lot number already existed, the new amount will be added to the existing lot

If the lot did not already exist, the new lot will be automatically created

You can view these transactions in your Inventory History (Admin > Inventory > Inventory History)

Book a Demo

Fill out the form below, and we will send you the demo.