Stock Control

Stock Control lets you track medication and vaccine inventory across your practice, with batch-level management, expiry monitoring, and automatic alerts.

How to Enable

1. Go to Apps > Clinical Features > Stock Control
2. Toggle Enable Stock Control to on
3. The Data tab appears, giving you access to the Inventory, Movements, Locations, and Alerts views

Setting Up Locations

Before adding stock, set up your storage locations (e.g. "Main Fridge", "Treatment Room Cabinet"):

1. Open the Data tab, then select Locations
2. Click Add Location
3. Enter a name and optional description

Adding Stock

1. Open the Data tab, then select Inventory
2. Click Add Stock
3. Fill in the required fields:
   • Product Name -- search the NHS medication database (VMP or branded)
   • Batch Number -- from the packaging
   • Expiry Date -- the batch expiry date
   • Quantity -- number of units
   • Location -- which storage location
4. Optionally add a supplier name and notes
5. Click Save

Inventory Management

The Inventory view (under the Data tab) shows all stock batches with their product name, batch number, expiry date, remaining quantity, and location. Expired batches are highlighted in red.

Stock Movements

The Movements view (under the Data tab) records every change to stock levels, including:

• Stock added or removed manually
• Stock used during medication administration
• Adjustments and corrections

Each movement shows the product, batch, quantity change, reason, and timestamp.

Alerts

The Alerts view (under the Data tab) flags three types of issue:

Alert	Trigger
Expired	Batch expiry date has passed
Expiring Soon	Batch expires within 30 days
Low Stock	Fewer than 5 units remaining

Integration with Medication Administration

When administering a medication or vaccine from a patient record, clinicians can select a stock batch. The stock level is automatically reduced and the movement is logged.

Disabling

Toggle Enable Stock Control to off in the Overview tab. Stock records are retained.

Tip: Check the Alerts view regularly to stay on top of expiring batches and low stock levels.