You can use Gensolve Practice Manager to keep track of the products purchased, sold or used by your practice.

Follow the processes below and watch the tutorials to learn more about managing products in GPM.

• Create a product
  The first step is to enter the details of the products managed by your practice. If you have a large number of products to enter into GPM, you can import the data from an existing Excel spreadsheet.

• Enter a product purchase
  When a product is purchased by the practice, the new stock can be recorded as an expense into GPM.

• Add a product charge to an appointment
  When a product is used during an appointment and is charged to the client, it can be added to the appointment fee as a Product charge. NB: A product sold over the counter can also be added to an invoice or recorded as part of a cash sale.

• Record the use of a product
  When a product is used by a clinician but is not charged to the client, its usage can be recorded into GPM to keep stock levels up to date.

• Transfer a product
  If a product stock is transferred from one site to another, you can record that process into GPM. This will ensure that stock level at either site remain consistent and accurate.

• Update the product list
  You can make changes to the product list by editing a product in GPM. If you have many changes to make, you can export the product list from GPM into Microsoft Excel, make the necessary changes, save them and import them back into GPM.

• Create a stock take
  You can check that your actual product stock levels match the numbers in GPM by creating a stock take.

• Running Products Reports You can use Gensolve Practice Manager to run products-specific reports that allow you to keep track of them