Inventory And Financials

Who this is for

Center administrators and operations staff on plans that include inventory, dialysis costing, and financial summary features.

Open Inventory if your plan supports stock control.
Add categories and item masters first.
Record purchase receipts to add stock and batches.
Use stock adjustments for opening balances, decreases, write-offs, and manual issues.
Review low-stock and near-expiry alerts at the top of the page.
If transfers are enabled, create an inter-center transfer and receive it from the target center.
Open Financials if your plan supports dialysis costing.
Add center cost components and overhead profiles.
Record manual cost entries against specific dialysis sessions when needed.
Record financial entries such as revenue, collections, expenses, refunds, or other income.
Open My Expenses to log personal treatment expenses and review monthly spend.

Inventory and center financial summaries are disabled on individual plans.
Session consumption inside the Sessions page pulls from inventory batches and can affect cost summaries.
Inter-center inventory transfers appear only when transfer features are enabled.
Use the transfer details requested on screen to send stock to the correct center.
Personal treatment expenses remain available for individual users even without inventory or financial modules.

If the Inventory page shows an access message instead of stock forms, the current plan does not include inventory.
If a transfer cannot be received, make sure you are signed into the target center and that the source batch still has enough quantity.
If manual session cost entry fails, confirm that the chosen session and cost component both exist in the current center.