Keeping your stock levels accurate is crucial for smooth clinic operations. DrPro’s “New Purchase” feature makes it easy to record new inventory as it arrives. This guide will walk you through creating a new purchase order step-by-step.
Step-by-Step Guide
Step 1: Navigate to the New Purchase Section
From the left sidebar, click on Inventory. This will expand to show more options. Select New Purchase to open the purchase order screen.
Step 2: Choose Your Ordering Method
On the New Purchase page, you have two primary ways to add items to your order:
- Order by Product: This is the default option. Use this when you know the specific products you want to buy.
- Order by Supplier: Use this if you want to purchase multiple items from a single, specific supplier.
Step 3: Search and Select Your Product
Using the default Order by Product tab:
- Click inside the Search Inventory bar.
- Start typing the name of the item you want to purchase.
- A list of matching items from your inventory will appear. Click on the correct item to add it to your purchase list below.
Step 4: Enter Purchase Details
Once an item is added to the list, you’ll need to fill in the following details for that row:
- Quantity: Enter the number of units you are purchasing.
- Supplier Name: Select the supplier you are buying from.
- Price: Input the cost per unit.
- Total Price: This will be calculated automatically for you (Quantity x Price).
If you are buying multiple items, simply repeat Step 3 and Step 4 for each product.
Step 5: Review Your Cart
As you add items, you will see the shopping cart icon (🛒) in the top-right corner update with the number of unique items in your order.
Click on this icon to review a summary of your entire purchase order before finalizing it.
Step 6: Finalize the Purchase
After reviewing your cart and ensuring all details are correct, proceed to confirm the purchase. This will create a new purchase record in your system, which you can track in the My Order section.
👉 Continue learning with our next guide: How to Track Your Orders in the ‘My Order’ Section.
