Adding and Managing Treatment Items in Inventory

Go to Stock Management and open the Inventory section.

Review the list of existing products already in your AesthetiDocs account.

Use this area to manage both retail and non-retail items.

Use the tabs at the top of the inventory screen to filter by stock status.

Check for:

Use these filters to quickly identify treatment items that need reordering.

Select Add New Item at the top of the inventory page.

Choose the correct item type:

Use the expiry/lot option when traceability is required.

Enter the product name.

Add the unit price if you want to track purchase cost from the supplier.

Leave retail price blank for treatment items, since these are not sold directly to patients.

Optionally add:

If you want to track stock levels, enter the quantity being added.

Select the supplier if you want supplier tracking enabled.

Assign the item to the correct location(s) where the stock will be stored.

If the item is stored in multiple locations, create or assign it accordingly so stock is tracked accurately.

Assign the item to a product category if needed.

Set the medical status appropriately for the item.

Do not mark it as a retail item if it is only used during treatment.

Enable record item so it can be linked to treatment records and facial mapping tools.

Select the relevant treatment category (for example, toxin).

Choose the instrument(s) used with the product (for example, needle).

Enter the correct measurement unit such as:

Turn on prescription required if the product needs a prescription.

If using stock management, set a reorder level.

Choose a threshold that reflects the minimum stock you want to keep on hand.

When stock reaches or drops below this level, the system will flag the item as low stock and prompt reordering.

Select Submit to save the new treatment item.

Open the Calendar and select the patient’s appointment.

Click Start to begin the appointment.

Go to the Record page.

Use the facial mapping / treatment recording tool to select the product used.

Choose the correct brand/item from the list.

Enter the treatment details, including:

Click Add and then Save to attach the product to the treatment record.

Open the final tab/page of the treatment record.

Confirm the product appears under the procedures section.

Check that the lot number and expiry date are displayed if they were entered.

Use this final record for printing notes or reviewing what was used for the patient.

Do not mark a treatment item as retail if it is not sold directly to patients.

Use the expiry and lot number option for products that require batch traceability.

Make sure the location is assigned correctly so stock counts remain accurate.

Set the reorder level carefully to avoid running out of essential treatment stock.

If a product requires a prescription, ensure the prescription required setting is enabled.

If you are unsure whether an item should be retail or treatment-only, confirm before saving to avoid incorrect stock and treatment records.

Use the low stock and out of stock filters regularly to stay ahead of reordering.

Create treatment items with consistent naming so they are easy to find in records.

If you use the same product in multiple locations, set up location-specific stock tracking from the start.

Add lot and expiry details at the time of stock entry to reduce manual corrections later.

Keep measurement units standardized across similar products for easier treatment documentation.

Use the chat support area if you need help configuring a product correctly.