Inventory Overview

InSched includes a comprehensive inventory management system for tracking products, supplies, and implantable items used in your practice.

Core Concepts

Product Types

A product type defines a category of product (e.g., "Saline Implant 300cc", "Botox 100 Units"). Each product type has a name, model number, manufacturer, vendor, size, price, and cost. Product types serve as the master catalog for your inventory.

Inventory Transactions

Transactions record the movement of stock in and out of inventory. Each transaction records a date, quantity change (positive for stock in, negative for stock out), cost, and notes. Transactions provide a complete history of stock movement for each product type.

Tracked Products

For items that must be tracked individually — such as implants, serialized devices, or high-value items — InSched supports individually tracked products. Each tracked product has its own serial number, lot number, expiration date, and full lifecycle tracking from receipt through implantation, removal, return, or expiration.

Supporting Entities

Entity	Purpose
Manufacturers	Companies that produce the products
Vendors	Suppliers you purchase from
Inventory Locations	Physical storage locations within your practice
Barcode Types	Serial barcode vs. model barcode identification

Data Model

Product Type
├── Manufacturer (who makes it)
├── Vendor (who you buy from)
├── Inventory Transactions (stock in/out history)
└── Tracked Products (individual items, if tracked)
        ├── Serial/Lot numbers
        ├── Lifecycle dates
        ├── Patient association
        └── Inventory Location

Accessing Inventory

• View Inventory — Select Inventory from the menu to open the main inventory grid
• Product Types — Select Billing > Product Types to manage product type definitions
• Manufacturers — Accessible from the Product Type editor
• Vendors — Accessible from the Product Type editor
• Inventory Locations — Select Setup > Edit Locations for Inventory

Key Metrics

The inventory grid shows computed totals for each product type:

Metric	Description
Stock Total	Sum of all transaction quantities
Stock Plus Tracked	Stock total including individually tracked items
Total Unallocated	Items not yet assigned to a patient
Tracked In Stock	Individually tracked items currently in stock
On Order	Items on order but not yet received