What is a product?

A product is anything your agency stocks and tracks. It could be a box of gloves, a roll of tape, a backboard, or a set of batteries. Each product has a record in the system that describes what it is and how you measure it.

Getting to the Products page

Click Inventory in the menu. Along the top of the Inventory page you'll see tabs for Inventory, Products, and Categories. Click Products.

Managing products is an admin-only task. If you don't see Inventory in the menu, your account doesn't have the Admin role for this agency.

Creating a new product

On the Products page, click Add Item. Fill in the following fields:

  • Item name — a clear, descriptive name. Use names your team will recognize. For example, "Nitrile Gloves, Large" is better than just "Gloves."
  • Category — the group this product belongs to, such as "PPE" or "Airway Supplies." Categories keep your product list organized.
  • SKU / Identifier — a unique code for this product. This can be the manufacturer's part number, your agency's internal code, or any short string that helps you identify the product quickly. For example, GLV-NIT-LG.
  • Manufacturer — the company that makes the product. Optional but helpful when you order from multiple suppliers.
  • Unit of measure — how you count this product. Pick from the list (Each, Box, Case, Bottle, Kit, Roll, Pair, Set, Pack, Tube, and others). Pick the unit that matches how you receive and use the product.
  • Package quantity — how many individual units come in one package.
  • Default PAR — the quantity you want to keep on hand. This default shows up when you set PAR on a location template.
  • Lot tracked — turn on if the product has lot numbers and expiration dates to track.
  • Active — keep this on for products you currently stock.

Click Create to save.

Editing a product

In the Products table, click the pencil icon (Edit) on the row you want to change. Make your changes and click Save changes.

Deleting or deactivating a product

If your agency stops using a general-inventory product, open its row and click the trash icon (Delete). If the product still has on-hand inventory, the delete modal lists every location that holds it so you can empty those locations first. You can also turn the Active toggle off on a product (via Edit) to keep its history but remove it from daily lists.

Worked example

Your agency just started stocking a new type of trauma shears. Here is how you would set it up:

  1. From the menu click Inventory, then the Products tab.
  2. Click Add Item.
  3. Item name: Trauma Shears, 7.5"
  4. Category: Tools
  5. SKU / Identifier: SHEARS-75
  6. Manufacturer: Prestige Medical
  7. Unit of measure: Each
  8. Package quantity: 1
  9. Default PAR: 12
  10. Click Create.

The product is now available to place on a location template, receive stock against, and include in reports.