Overview

Supplement inventory in Cerbo ties together a prescribable alternate plan item with a charge, and links both of those to your inventory item (with its own quantity in stock, restock at, etc. fields). So you can easily prescribe, dispense, and charge for an item that you sell with a few clicks.


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Details

To add a supplement to your inventory, click on Admin > Inventory, and then on Add New Inventory Item. You will be prompted to select Medication, Supplement, any of the custom Alternate Plan Types that you have in your system (excluding "Recommendations"), or General. Click on Supplement.


 If the supplement you are adding to your inventory is already in your prescribable alternate plan items database, search for it using the search bar on the left.

Or, if it is not yet in your prescribable supplements list, type the name of a new supplement in the field on the right, then click Add Supplement.


Enter details about your inventory item in the fields provided. Note that the "Misc. Notes" are only visible from within the inventory management screen.


In the "corresponding charge" drop down menu at the bottom, you will be able to select from any charges that have a type of "Supplements" in your charge list. OR, you can select NEW CHARGE TYPE to add a new charge to your charge list. 


This brings up fields to enter the wholesale cost, retail cost, and sales tax. The name of the new charge in your charge list will be the same as the inventory item name (but you can edit that later if needed).


When you're finished adding details, click Add to Inventory.


Flavors/ Variants

If you stock multiple flavors or variants of the same item (all of which have the same price), you would follow a slightly different process to add these. Specifically:

  1. Add one generic version to the Alternate Plan Options list. So, for example, Immune Booster.
  2. Add one charge to your Charge List for that same generic item.
  3. Add each flavor separately to your Inventory, starting by selecting the generic supplement, editing the Inventory item name to include the flavor, and then linking that inventory item to the generic charge in the charge list. So you would edit the name(s) to be, for example, "Immune Booster - orange," "Immune Booster - raspberry," etc.

When added that way, adding the generic charge will give the user an option to choose which of the linked flavor/ variant inventory items to dispense.