Help Centre
Open FastVet

Help Centre Stock & pricing

Stock & inventory

Receive deliveries, keep counts honest, track lot numbers and expiry dates, and see where stock went.

FastVet tracks stock for any catalogue item you tell it to. Charging or selling that item draws it down automatically; receiving a delivery puts it back up. Everything in between is recorded so a count that looks wrong can be explained.

What you have#

Who can do this
Administrators only.

HomeStock & PricesManage Stock

Current stock levels.
Current stock levels.

Every stocked item with its quantity on hand. Items that have run out or fallen low are flagged so they stand out. Tap an item to add or remove stock, or to see its movement history; Export in the footer sends the list to a spreadsheet.

Tip
Stock levels are always read live rather than cached, so what you see here is what the system will use when somebody charges the item a second later.

Receiving a delivery#

Booking a delivery into stock.
Animated Booking a delivery into stock.
Adding stock.
Adding stock.
  1. Go to Stock & PricesManage Stock and tap the item. The Add/Remove Stock screen opens, with the lots you already hold listed at the top.
  2. Type a transaction description — “Delivery, inv 4471”. This is what shows in the history, so make it findable.
  3. Enter the measure amount. The unit beside the box is the item's own — millilitres, tablets, each — so check it before typing.
  4. Record the lot number and lot expiry date where the product has them. Both are optional, but a lot with no expiry cannot be watched for going out of date.
  5. Add a comment if there is anything else worth knowing.
  6. Save.
Note
Cost price is not captured here — it belongs to the catalogue item, under Update Prices. Booking a delivery in does not change it.
Note
Book deliveries in as they arrive rather than in a weekly catch-up. Between the delivery and the booking-in, the system believes you have less than you do.

Lot numbers and expiry dates#

A lot number turns a count into a traceable batch. Once one is recorded, FastVet keeps the balance of each lot separately — the Stock Summary table at the top of the item shows lot, expiry and how much of that batch is left.

Where it matters is dispensing. When an item you hold in named lots is added to a consultation, a hospital or boarding day, a grooming, a protocol or a sale, a Please select lot table appears under the quantity. Choosing a row records that batch against the movement, so months later the stock history — and any recall — can say which box a patient's dose came out of.

Note
The picker only appears when the item actually has named lots. Stock booked in without a lot number has no batch to choose, and nothing extra is shown.

Expiry is flagged, not enforced. A batch past its date is struck through in the picker and warns in red once chosen; one inside 30 days warns in amber. Both are notes rather than blocks — there are legitimate reasons to reach for an old box, and the line saves either way. The same flags appear on the Stock Summary table.

Tip
What is about to go out of date across the whole practice is a report of its own — Expiring stock.
Note
For scheduled drugs the batch is not just good practice, it is the record: see Controlled drugs for the whole chain, from the schedule on the catalogue item through to the monthly register.

Adjusting a count#

The same screen removes stock — for breakages, expiry, or to correct a count after a stock take. Enter a negative measure amount and say why in the description.

Careful
Always give a reason for an adjustment. The description is the only thing the history will show, and a count that changes with no explanation is indistinguishable from stock going missing.

Where stock went#

Stock movements for an item.
Stock movements for an item.

The history shows every movement for an item — receipts, sales, items charged on consultations and hospital days, and manual adjustments — with the date and who did it.

Tip
This is the first place to look when a count is wrong. Nine times out of ten it is a delivery that was never booked in, or an adjustment somebody made without a note.

Suppliers#

HomeSettingsSuppliers

Suppliers.
Suppliers.

Items can be linked to the supplier you buy them from, which makes reordering and cost reporting easier.

Stock reporting#

ReportAnswersWatch out for
Stock usedWhat was dispensed over a month — the basis for reordering.It counts only what went onto a patient. Counter sales, shop orders, deliveries and write-offs are not in it.
Stock valueWhat the shelves are worth, for month-end.A snapshot of now — there is no month to pick. A row with a blank value means the item's price could not be matched; a negative count subtracts from the total.
Expiring stockWhich batches are near their date, or past it.One row per lot, not per item. Stock booked in without a lot number and expiry date cannot appear at all.
Schedule drugsControlled-drug movements, for your register.Schedule 5 and above only, and only for items that have a stock record.
The stock used report.
The stock used report.

All three are on the reports screen, and each is written up there with what it reads and when to run it.

How stock and prices connect#

A catalogue item and its stock record are two halves of the same thing, paired on the item's category, subcategory, description and unit.

Renaming an item is safe. Edit it under Update Prices and FastVet finds the stock record by what the item was called a moment ago, carries the new name, category, subcategory and unit across to it, and writes a Price List Change line into the stock history recording exactly what changed. The two never come apart on a rename.

Note
Where they can disagree is if the two records were created separately — most often a catalogue imported from another system, where the stock side ended up with a subcategory the price side never had. An item in that state shows no stock badge on the price picker and no value on the stock value report.
  1. On Manage Stock, note how the item's category and subcategory read there — they are printed under the description.
  2. Open the same item under Update Prices and make its category, subcategory, description and unit read the same.
  3. Save. The badge and the valuation come back straight away — the two records are matched on those four fields each time they are read, so there is nothing to re-link.
Tip
Change the price record to match the stock one, not the other way round: the Add/Remove Stock screen does not offer category or subcategory, so the price side is the only one you can edit.