Inventory

How Inventory Management Works

With Sanboard, you can efficiently manage your inventory. You have the option to create different storage locations and store materials in them. Using material transactions, you can add materials to a storage, move them between storages, or remove them from a storage.

Once your inventory is set up, the consumed material can be recorded on the patient records. At the end of an event, the consumed material can be deducted from the inventory with a material transaction. See Record Material Consumption

Setting Up Inventory Management

The following steps are necessary to set up inventory management:

1. Record Materials

Import the materials used in your organization, either via an Excel list or individually. Use the + Record Material button for this. Each material has various properties such as name, packaging unit, dispensing unit, material code, expiration date, package insert, and supplier information. More about material properties can be found here.

2. Create Storage

A storage is a place where materials are kept. This can be, for example, a material room, a vehicle, a backpack, or a box. More information about storages can be found here.

3. Create Material Transactions

To bring materials into storages or move them, material transactions are required. Create a new material transaction to perform material entries into the storage you have created. More information about material transactions can be found here.

Inventory Management Overview

In the “Inventory” side menu, you can access inventory management. The following areas are available to you:

1. Expiration Date Overview

Here you will find an overview of all materials that are about to expire or have already expired.

2. Recorded Storages

An overview of the storage locations where material is stored.

3. Material Transactions History

The history of all conducted material transactions.

4. Overall Material Overview

A tabular overview of all materials in your organization.