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Add or Manage Products Sold in Your Clinic

How to add new products and edit existing product details, including the meaning of each product field, in Clinicminds.

Written by Pablo

You can add or manage products that are sold in your clinic in Clinicminds.

Go to > Menu > Record Settings > Products

  • Click the plus button in the top right corner to add a new product.

  • You can also edit an existing product by clicking on the product name in the list.

  • Enter the product details.

  • Click Save.

Product fields explained

  • Name: the name of the product as it will appear throughout Clinicminds.

  • Brand: select the brand the product belongs to.

  • Sales price (incl. taxes): the price the patient pays for the product. This is also known as the retail price.

  • Tax rates: add the applicable tax rate(s). All chosen tax rates are applied, so only add multiple rates if more than one tax type applies (for example a federal tax and a local tax).

  • Supplier: optionally select the supplier you purchase this product from.

  • Purchase price: the price you pay to purchase the product.

  • Article number: an optional reference number, for example for stock keeping or purchasing.

  • Barcode: an optional barcode for the product.

  • General ledger account: shown in reports for import into bookkeeping systems.

  • Info on invoices: optional extra information shown on invoices, for example an insurance code.

  • Minimum stock: set a minimum stock level per location. You will be notified when stock drops below this level.

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