One product, one stock page
Product Stock is not a page you navigate to directly from the sidebar — there's no standalone "Stock" entry in the main navigation. It's reached only by clicking into an individual product from the Products list. The page title is that product's own name, so no matter how you got there, it's always obvious which product's stock you're looking at.
This one-product-at-a-time design is intentional. Stock questions are almost always about a specific item — "how many of this do we have left," "why does this count look wrong" — so ClinyPal keeps you scoped to exactly one product's quantity, location breakdown, and history at a time rather than presenting one giant cross-product inventory grid.
- How to get to a product's stock page from the Products list
- Reading current stock, including per-location breakdowns
- Recording a stock adjustment, and why a reason matters
- Common causes of stock discrepancies to check before you adjust
- Reading the stock history log
Getting here from the Products list
Go to Products
Open the <strong>Products</strong> page from the sidebar.
Search for the product
Use the search bar to find the product you want to manage.
Open the product
Click the product row. This takes you to its dedicated stock page, titled with the product's name.
Reading current stock
The top of the page shows how much of this product is currently on hand. If your clinic operates from a single location, that's a single number. If you run multiple locations, quantities are broken out per location, so you can see, for example, that a product is well stocked at your main clinic but nearly out at a satellite site — a distinction a single combined total would hide.
Treat the on-hand quantity shown here as what staff and any stock-aware checkout flow will treat as available right now. It isn't a report generated on a delay — it reflects every sale and adjustment recorded up to this point.
Recording a stock adjustment
Use a stock adjustment whenever the on-hand quantity needs to be corrected outside of a normal sale — receiving a new shipment from a supplier, reconciling after a physical stock count, writing off damaged or expired stock, or correcting a mistake from an earlier adjustment.
Open the product's stock page
Find the product and open it from the Products list.
Start an adjustment
Use the stock adjustment control on the page.
Select the location, if applicable
Choose which location's stock you're adjusting.
Enter the new quantity or the change
Set the corrected stock level.
Record a reason
Note why you're making the adjustment — a new shipment, a stock count correction, damage, or expiry.
Save the adjustment
Click <strong>Save</strong> to apply it. The change, along with your reason, is recorded in the product's stock history.
Recording a reason on every adjustment is worth the extra few seconds. Months later, when someone asks why a count doesn't match what's on the shelf, an unexplained adjustment is a dead end — a reason turns it into a trail you can actually follow back to a delivery date, a stock count, or a specific write-off.
Before you adjust: common causes of a stock discrepancy
Not every mismatch between the shelf and the system is a data problem — it's worth ruling out the usual suspects before assuming the record is wrong and overwriting it with a fresh adjustment.
| Likely cause | What to check |
|---|---|
| Sale recorded against the wrong location | Check the stock history for a sale entry at a different location than where the physical item actually left from. |
| Received shipment not yet entered | Confirm whether the delivery has been recorded as an adjustment yet, or is still sitting as a pending count. |
| Product sold without going through an invoice | A unit handed out informally, without an invoice line, won't reduce stock on its own and needs a manual adjustment. |
| Duplicate product records | Two similarly named entries for the same item split what should be one stock count in two — check the Products list for a near-duplicate name. |
| Damage, sampling, or expiry not logged | Items removed from the shelf without a corresponding adjustment will always look like unexplained shrinkage later. |
Reading the stock history log
The stock history log lists every change to this product's stock — sales, manual adjustments, and any other movement — in order, so you can trace exactly how the current quantity was reached rather than taking it on faith.
- Each entry shows <strong>what changed</strong>, <strong>when</strong>, and <strong>who made the change</strong> for manual adjustments.
- Sales are logged automatically alongside manual adjustments, so the two are never in separate places.
- History is specific to this product — check each product's own stock page for its own log.