What the Products page is for
The Products page is your clinic's catalog of sellable or trackable items — retail goods, supplies, or anything else you stock and price. From here you can search the catalog, add new products, edit existing ones, and archive products you no longer sell.
- How to find a product in the list
- How to add a new product
- How to edit a product's details
- How to archive a product you no longer sell
- Where to go to manage stock levels for a specific product
Finding a product
Use the search bar at the top of the list to filter products by name. The list updates as you type, so you don't need to press enter.
Adding a product
Open the Products page
Go to <strong>Products</strong> from the sidebar.
Click Add Product
This opens the product form.
Enter the product name
Use a name that's clear and searchable, since staff will look it up by name.
Set the price
Enter the price you'll charge for this product.
Fill in SKU or category, if used
If your clinic tracks SKUs or categorizes products, fill these in so the product is easy to filter and reconcile later.
Save the product
Click <strong>Save</strong> to add it to the catalog.
Editing a product
Find the product
Search for it in the Products list.
Open the product
Click the product row to open its details.
Update the fields you need
Change the name, price, SKU, or category as needed.
Save your changes
Click <strong>Save</strong> to apply the update.
Archiving a product
If you no longer sell a product but want to keep its history intact, archive it instead of deleting it. Archived products drop out of the active list but stay linked to any past sales or stock records.
Open the product
Find it in the Products list and click to open it.
Archive it
Use the archive option on the product's page.
Managing stock for a product
The Products page covers the catalog itself — name, price, and identifying details. Stock levels, adjustments, and history for an individual product live on that product's own stock page.