- Module:
- Consumables catalogue (stock used at a visit), switched on in Settings → Modules
- Access:
- Consumables and stock at Manage, set by role in Settings → Roles
On this screen
Catalogue item — new and edit
A consumable you stock, and what it costs per payer.
Supplier — new and edit
Who you buy consumables from.
Record what you used
Record consumables used on a visit, individually or as a kit.
- What you record here is what gets billed to the payer, so record what was actually used.
Batch — record and edit
A batch of stock with its expiry date.
Kit — new and edit
A named bundle of items that go out together.
Stock location — new and edit
Where stock physically sits: a store or cupboard, a vehicle, or one staff member's own bag. The default one is preselected when somebody records a consumable on a visit note.
- Only one location can be the default. Setting it here clears it everywhere else.
- A location that holds stock or has any history is archived rather than deleted, so the record of what was used on whom stays readable.
Reorder point
How few of an item is too few at one location, and what a reorder tops it back up to. This is what switches the overnight low-stock alert on for that item in that place.
Receive, correct or write off
Add stock you have received, correct a count after a stocktake, or write stock off as expired, damaged, contaminated or lost.
- A write-off and a stocktake correction both need a reason.
- A correction can be negative — enter -3 if the count was three too high.
- Stock comes out through a consumable on a visit note, so that every decrement names what it was used on.
Consumables · tab
Catalogue
The items you stock and what each one costs.
Consumables · tab
Stock on hand
How many of each consumable are left, in each place you keep them — the store, a vehicle, or one person's own bag. Set a reorder point and you get a low-stock alert overnight.
- A count only exists where you have said you stock the item there.
- A count can go below zero.
Consumables · tab
Batches & expiry
Stock by batch, with expiry dates.
Consumables · tab
Kits
Named bundles of items that go out together.
Consumables · tab
Suppliers
Who you buy consumables from.
Consumables · tab
Recently used
What has been consumed lately, and on whom.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
