Add Inventory

Add Inventory

Add Inventory

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.   



Instructions to Add Inventory



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 

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)
 

    • Related Articles

    • Inventory Overview

      Inventory Overview Inventory Overview Video keeping track of inventory is the most important part of the Dispensary Tree Program. We define inventory as ‘how much’ you have of herbs, formulas and products. This video will give you an overview on how ...

    • Inventory History

      Inventory History Go to Admin > Inventory > History The inventory history displays every inventory transaction going in and out of your dispensary. The following are the type of transactions you can view. New Inventory Will display every new addition ...

    • Inventory Levels

      Inventory Levels Go to Admin > Inventory > Inventory Levels Inventory Levels shows you how much quantity of each item in your dispensary you currently have. Knowing how much stock you have on hand is important. We put this information at your ...

    • Inventory Settings

      Inventory Settings Go to Admin > Settings > Inventory The inventory settings let you choose options pertaining to tracking how much quantity of each item or how much inventory you have of single herbs, premix formulas and products. Inventory Tracking ...

    • Modify Inventory

      Modify Inventory Go to Admin > Inventory > Modify You can modify your inventory by using the modify inventory page. You can increase or decrease the amount for any item in your dispensary. Instructions for Modifying an Inventory Quantity 1. Enter the ...