Your product catalog, in one list

The Products page is the master list of everything your clinic sells or tracks as physical stock — retail items like supplements, braces, or skincare, as well as consumables you dispense to patients and want to keep an eye on. Every product a practitioner can add to an invoice or a stock count starts life here.

It's deliberately a flat, searchable list rather than a nested folder structure. That keeps the page fast to scan for a receptionist ringing up a sale, while a category field and SKU field give you enough structure to filter, report, and reconcile stock counts without forcing every clinic into a rigid taxonomy they don't need.

At a glance
  • Searching the catalog for an existing product
  • Adding a new product: name, price, SKU, and category
  • Editing a product's details and understanding what a price change does and doesn't affect
  • Archiving a product you no longer sell, and why that's different from deleting it
  • How this list connects forward to stock management for an individual product
Products list page
The Products list page, showing the search bar, a table of products with name, price, and SKU/category columns, and an Add Product button.

Finding what you're looking for

The search bar at the top of the list filters as you type — there's no need to press Enter or open an advanced search dialog. It matches against the product name, so the naming conventions you settle on (see below) directly determine how quickly staff can find things during a busy checkout.

If your clinic uses categories, they act as a second, coarser way to narrow the list — useful when a staff member knows roughly what they're looking for ("one of the topical creams") but not the exact product name. SKU is more useful for reconciliation work: matching what's in ClinyPal against a supplier invoice or a physical stock count, where an internal name might not match the manufacturer's part number.

Naming consistently pays off later Pick one naming pattern early — for example, always <code>Brand — Product — Size</code> — and stick to it. A consistent pattern makes search predictable, keeps near-duplicate entries from creeping in over time, and makes reports that group by product name far more useful.

Adding a new product

Adding a product is a short, genuinely sequential form: open the form, describe the item, save it. Do this once per distinct sellable item — if you stock the same product in two sizes, that's usually two product records, not one product with a size note in the name, so that pricing and stock can be tracked independently for each.

1

Open the Products page

Go to <strong>Products</strong> from the sidebar.

2

Click Add Product

This opens the product form.

3

Enter the product name

Use a name that's clear and searchable, following whatever naming convention your clinic has settled on — staff will find this product by typing part of this name.

4

Set the price

Enter the price you'll charge for this product. This becomes the default price used when the product is added to an invoice.

5

Fill in SKU or category, if used

If your clinic tracks SKUs or categorizes products, fill these in now so the product is easy to filter and reconcile later — it's much faster to do this at creation time than to backfill it across dozens of products afterward.

6

Save the product

Click <strong>Save</strong> to add it to the catalog. It's immediately available to add to invoices and to manage stock for.

Stock isn't set here The product form only captures catalog details — name, price, SKU, category. There's no initial quantity field. Once the product is saved, add its starting stock from its own stock page, covered below.

Keeping pricing consistent

Because the price on a product's catalog entry is what gets pulled onto an invoice by default, it's worth treating this list as your single source of truth for retail pricing rather than letting front-desk staff override prices ad hoc at checkout. If a price needs to change — a supplier cost increase, a promotional adjustment, a currency or tax update — change it once here rather than relying on staff to remember a manual adjustment every time that item is sold.

1

Find the product

Search for it in the Products list.

2

Open the product

Click the product row to open its details.

3

Update the fields you need

Change the name, price, SKU, or category as needed.

4

Save your changes

Click <strong>Save</strong> to apply the update.

Price changes apply going forward only Updating a product's price changes what it costs on future sales from the moment you save. It never retroactively changes an invoice that was already created — past transactions keep the price that was in effect when they were made.

From the catalog to the stockroom: opening a product's stock page

The Products page itself only covers the catalog side of a product — its name, price, and identifying details. It deliberately does not show you how many units are on hand. Quantity, location breakdowns, and the full adjustment history for one specific product live on a separate page dedicated to that single product, and the only way to reach it is by clicking into the product from this list.

There's no separate "Stock" item in the main navigation — stock management is intentionally scoped to one product at a time, so you always adjust quantities in the context of the exact item you mean to change. When you click a row in the Products table, you're taken to that product's own stock page, titled with the product's name so it's unambiguous which item's stock you're looking at.

Product Stock
The full guide to viewing current quantities, recording adjustments with a reason, and reading a product's stock history — reached by clicking into a product from this list.

Archiving vs. deleting a product

Most clinics eventually stop selling a product — a supplier discontinues a line, a promotion ends, a treatment protocol changes. When that happens, archive the product rather than deleting it. Archiving removes it from the active list that staff search and select from day-to-day, but keeps every past sale, invoice line, and stock movement that referenced it fully intact.

Deleting isn't offered as a casual action precisely because of this history: a product that's been sold even once is referenced by invoices, reports, and stock records that need it to stay resolvable. Archiving gets you the same practical outcome — staff stop seeing it as a sellable option — without breaking anything that already points to it.

1

Open the product

Find it in the Products list and click to open it.

2

Archive it

Use the archive option on the product's page.

Archiving is reversible If you start selling a product again later, you can bring it back out of the archive. Its name, price, and full history remain exactly as they were — you aren't starting over.

Frequently asked questions

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