Inventory / Order Management System

After you’ve created a purchase request, the My Orders section is your central hub to track its status from placement to delivery. This guide will show you how to view, search, and manage all your purchase orders effectively.   Step-by-Step Guide     Step 1: Go to the My Orders Section   On the left sidebar, click on Inventory. From the options that appear, select My Order. This will take you to the main orders screen.   Step 2: Understand the My Orders Dashboard   This screen provides a complete list of all the purchase orders you have created. If you are seeing “No Records Found,” it simply means you haven’t created a purchase order yet. Once you place an order using the “New Purchase” feature, it will appear here.   Step 3: Search for a Specific Order   Need to find a particular order quickly? Use the Search Order Request bar at the top. You can typically search by an Order ID, supplier name, or other details to instantly filter the list.   Step 4: Review Your Order List   Each order in the list will display key information at a glance, such as: Order ID: A unique identifier for your purchase. Order Date: The date the purchase was created. Supplier Name: The vendor you ordered from. Status: The current state of the order (e.g., Pending, Received, Canceled). Total Amount: The total cost of the order. Action: Options to view details or manage the order.   Step 5: View and Update Order Status   Clicking on an order allows you to see more details, including the specific items and quantities purchased. Most importantly, this is where you will update the order’s status once the items arrive. Marking an order as “Received” is the final and most crucial step. When you do this, DrPro will automatically add the purchased quantities to your main inventory, updating your Stock levels accurately. 👉 Now that you’ve mastered the full inventory cycle, head back to our guide on How to Manage Stock in DrPro to see your updated inventory levels!

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.

Keeping your clinic inventory updated is simple with DrPro’s Stock Management section.Here’s a quick step-by-step guide to view and manage your available stock. Step-by-Step Guide Step 1: Open the Inventory Module From your left sidebar, click on Inventory.You’ll see options like Stock, New Purchase, and My Order.Select Stock to open the Stock Management screen. Step 2: View Stock Overview At the top of the page, you’ll find a summary of your stock status: Current Stock – Total items available in inventory. Running Low – Items nearing their alert level. Out of Stock – Items completely unavailable. This gives you a quick glance at your clinic’s stock condition. Step 3: Search or Filter Items Use the Search Inventory bar to find specific items instantly by name.This helps you quickly locate an item without scrolling through the list. Step 4: View Inventory Details Each item in the list displays: Inventory Name Type (e.g., Medicine, Equipment, Consumable) Alert Stock (minimum threshold) Total Stock (current available quantity) Action (to view or edit details) Step 5: Add New Inventory Click on the Add New Inventory button in the top-right corner to create a new item record.You’ll be asked to enter details like name, type, and stock level.After saving, it will appear in the stock list automatically. Step 6: Use Inventory Click on Use Inventory when you want to record stock usage (for example, if an item is used in treatment).This action will deduct the used quantity from your total stock. 👉 Continue learning with our next guide: How to Add New Purchase in DrPro Inventory

The Clinic Settings section in DrPro gives you full control to configure how your clinic works — from patient forms and visit tabs to lab preferences, billing, and notifications.In this guide, you’ll learn what each setting does and how to use it effectively. 🎥 Video Walkthrough(Watch the video below for a complete step-by-step tutorial. If you prefer reading, continue with the guide.) Step-by-Step Overview of Clinic Settings Step 1: Access Clinic Settings From your Clinic Dashboard, scroll to the bottom of the left sidebar and click on “Setting” (⚙️ icon).You’ll now see multiple configuration options grouped by category. 1. Patient Profile Add or edit the information fields collected during patient registration.You can include details like name, gender, contact number, medical ID, and more. 💡 Tip: Customize these fields to collect only the information relevant to your clinic. 2. Visit Tabs & Visit Settings Define what tabs appear during a patient’s visit — such as Complaints, Diagnosis, or Prescription.In Visit Settings, you can also manage visit types (OPD, Follow-up, Emergency) and consultation preferences. 3. IPD Settings Configure your In-Patient Department (IPD) workflow — including bed categories, room charges, and admission forms. 4. Treatment Settings Set up default treatment lists or pre-defined procedures that doctors can quickly select during consultations. 5. Templates Simplify doctor documentation with ready-to-use templates.You can manage templates for: Complaints Diagnosis Prescription Forms & Documents Medical & Surgical History Custom Fields Advice Notes 💡 Tip: Templates save time and maintain consistency in medical records. 6. Lab Setting & Lab Configuration Add your preferred labs or connect with the DrPro Lab Network.You can enable or disable In-house Facilities, and set default labs for test orders. 7. Billing Settings Set up your services and charges — such as consultation fees, lab test costs, or procedure rates.You can also define tax percentages or discounts if applicable. 8. Notification Settings Manage how your clinic communicates with patients.Under WhatsApp or Notification, you can: Enable automated appointment reminders Send follow-up alerts Share reports or promotional messages directly Step 9: Save All Changes After configuring each section, click Save Settings.All updates will automatically reflect in related modules like Appointments, Billing, and Visits. Troubleshooting Tips Changes not reflecting? Refresh your browser or clear cache. Unable to save? Ensure all required fields are filled. Wrong logo or timing showing? Double-check Clinic Info settings. 👉 Continue learning with our next guide: How to Manage Invetory module