Inventory and stocktake
Follow clinic materials from receipt to counted stock
Inventory and stocktake in Modirify follow materials through receipt, issue, adjustment, service consumption and periodic counting. An item catalog defines the quantity and unit, movements leave reviewable history, low-stock signals help the team notice shortages, and each stocktake preserves both the system snapshot and the quantity that was actually counted.
Direct answer
What does the inventory pillar manage?
It manages the item catalog, quantities, units, receipt and issue movements, adjustments, service bills of materials, low-stock signals and periodic stocktakes. At count time it keeps the recorded and counted snapshots together, then uses controlled close and reopen operations so a variance can be reviewed instead of silently replacing the history.
01Inventory and stocktake
The inventory record connects stock movement, service consumption and counting.
Core capabilities
The verified inventory controls
The inventory record connects stock movement, service consumption and counting.
Receipt, issue and adjustment movements with a reviewable history.
Connect consumable materials to services through a bill of materials.
Low-stock signals that help teams notice shortages.
Periodic stocktakes with system and counted quantity snapshots.
Controlled close and reopen operations for a stocktake.
Recorded quantity versus counted quantity
Use variance as a question, not a replacement number
The inventory record connects movement history, consumption, cost and the detailed stocktake review.
Begin with a consistent item record
The item catalog keeps the name, quantity, unit of measure and core details in one place. Opening balances matter for a new clinic because recording them before the first patient allows later consumption to be followed from the start. A consistent unit also makes a counted quantity comparable to the quantity stored by the system.
Every change has a movement
Receipt, issue and adjustment operations create a reviewable movement history. The team can follow materials from addition through consumption rather than editing one number without a reason. That history is the context needed when the physical count and the system snapshot do not agree.
Connect materials to the service that consumes them
A bill of materials links consumables to each service. That relationship supports both inventory consumption and service economics: the recorded material components contribute to the cost and margin view instead of requiring a separate estimate after the procedure.
Count against a snapshot
A periodic stocktake keeps the quantity recorded by the system and the quantity actually counted. The difference is visible as variance and can be investigated against movement and consumption history. Closing and reopening the stocktake are controlled operations, preserving a reviewable process rather than an informal overwrite.
Workflow
From opening stock to a closed count
The sequence preserves the reason for each quantity change.
Define items and units
Create the material catalog and record opening quantities using consistent units.
Record each movement
Use receipt, issue and adjustment operations rather than replacing the stored quantity without history.
Connect service consumption
Define the consumable components used by services so stock and cost share the same recorded relationship.
Count, review and close
Compare the system snapshot with the physical count, investigate variance, then close or reopen through the controlled operation.
Daily value
Why reviewable stock matters
Fewer unexplained quantities
Movement history shows how stock reached its current recorded state.
A count with context
The system and physical snapshots remain together for variance review.
Cost connected to consumption
Service materials support both inventory follow-up and the procedure cost calculation.
Clear answers
Frequently asked questions
What is preserved during a stocktake?
The stocktake keeps the system quantity snapshot and the physically counted quantity so the difference can be reviewed.
Can a closed stocktake be reopened?
Yes, through a controlled reopen operation rather than an informal change to the final count.
How does inventory connect to service cost?
Consumable materials can be linked to services through a bill of materials, supplying recorded components for the cost calculation.
What helps the team notice a shortage?
Low-stock signals help the team focus on items that need review.
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