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DocumentationInventoryMaterial

Material

New materials can be recorded using the + Record Material button. Materials can be imported individually or via an Excel list. The Excel list import is described here.

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Each material has the following properties:

Name & Description

Examples:
- Adhesive bandage, bandage for minor external injuries
- Adhesive bandage, bandage for minor external injuries

Material Code

The material code is a unique code that identifies the material. (e.g., AR3, MAT2, 1234)

Packaging Unit (PU) & Dispensing Unit (DU)

The packaging unit is the unit in which the material is delivered. The dispensing unit is the smallest unit in which the material is dispensed. The packaging unit is usually larger than the dispensing unit. Examples of packaging units are: package, bottle, roll. Examples of dispensing units are: piece, tablet.

Examples:
Adhesive bandage: 1 package (PU), 50 pieces (DU) => One package contains 50 pieces of bandage
Medication: 1 package (PU), 10 tablets (DU) => One package contains 10 tablets

Exceptions:
Cooling spray: 1 bottle (PU), 4 sprays (15 seconds) (DU) => One bottle contains 4 sprays of 15 seconds each

Purchase Price

The purchase price is the price you paid for 1 packaging unit of the material. (e.g., 1 package of adhesive bandage = 4.00 CHF)

Number of DU per PU

The number of dispensing units per packaging unit. (e.g., 1 package of adhesive bandage = 50 pieces)

Dispensing Price per Dispensing Unit

The price you charge for 1 dispensing unit of the material. (e.g., 1 piece of adhesive bandage = 0.10 CHF)

Minimum Stock of Dispensing Units in Inventory

The minimum stock of dispensing units that should be available in inventory.

Expiration Date

The expiration date of the material. The material will be displayed in the expiration date overview if the expiration date is within the next 30 days.

Package Insert / Note for Dispensing

A package insert or note for dispensing can be added to each material. This note appears when selecting materials on the patient record.

Supplier Info

Information about the supplier of the material. (e.g., company, phone number, email)