Clinic Supply Chain ERP

Consolidate requests and available stock into purchasing, transfer or production tasks. Track partial deliveries and outstanding demand.

Separate receipt from inspection and release. Confirm eligible batches, quantities and expiry dates before dispatch.

Request supplies, track progress, record actual receipts, scan consumption and raise returns with supporting photos.

Reconcile by clinic, warehouse, region and currency. Trace summaries back to movements and investigate shortages or discrepancies.

Manage suppliers, items, packaging units, locations and regional prices. Link requests to quotes, purchase orders, receipts and returns; version unit conversions and pricing.

Distinguish physical, reserved, frozen, available and in-transit stock. Propose earlier-expiring batches first and record overrides. Adjust counts through approved transactions.

Associate labels with items, batches and packaging levels. Follow receipts, transfers, dispatches and clinic deliveries from a batch record.

Retain transaction currency, accounting currency, rate and rounding rules. Rate updates do not rewrite posted transactions. Start with operational reconciliation and accounting exports.

Route approvals by organisation, amount and document type. Log releases, amendments and reversals. Retrying a notification must not repost stock.

Add versioned bills of materials, work orders, batch consumption, inspection of finished goods and subcontractor-held stock where production is part of the business.

Split dispatches and receipts by line. Keep discrepancies in transit or under investigation, then resolve them through replacement, return or loss records.

Exclude held, failed or expired batches from normal allocation. Identify affected stock and destinations, with dispositions linked to inspection records.

Reverse posted transactions rather than overwriting them. Deduplicate scans and external events; keep failed integrations available for investigation and retry.

Scope access by organisation, clinic, warehouse and role. Control cost visibility and exports separately; revoke access when employees are deactivated.

Agree the source of sales, consumption and returns. Exchange document and line identifiers, and confirm entity, account, currency and reconciliation mappings.

Assess the chosen approval platform and test actual scanners, printers and labels. Offline operation requires a separate synchronisation design.

Use transactional stock records as the source of truth. Select hosting around access and data requirements; test backup restoration and monitor integration failures.

Document purchasing, inspection, returns and reconciliation rules, data definitions and interface responsibilities.

Review prototypes using anonymised documents. Test batch allocation, regional prices, permissions, approvals and devices.

Connect requests to receipts. Reconcile master data, opening stock and outstanding transactions before migration.

Complete user acceptance, stock checks, restoration tests and training. Control posting during cutover and retain a rollback plan.

Opening balance plus movements must equal closing balance, including concurrent issues, duplicate scans and returns.

Locate a batch’s origin, current stock and destinations. Held batches cannot be dispatched through normal workflows.

Recalculate agreed currency examples. Repeated or delayed events must not create duplicate postings.

Test location isolation and sensitive fields. Restore a backup in the target environment and validate agreed peak volumes.

Replenishment, purchasing, quality checks, stock, batches, receipt and operational reconciliation. Assess manufacturing and complex accounting separately.

Clinical records, prescribing, diagnostic advice, insurance claims, statutory tax filing and payroll are outside the core supply-chain scope.

Separate design, development, integrations, migration, device testing and support from cloud and hardware charges. Agree source-code deliverables, deployment guides, API documentation and training.