Allocate stock to a patient

You can allocate stock to a patient, either for a trial or as sold.

In this article we'll cover how to:

• allocate stock for a trial.
• allocate stock as sold.
• allocate multiple accessories to one patient.

Allocate stock for trial

• Navigate to Stock Management. 
• Locate and click the Checkbox of the required Stock item. 
• Locate the Allocate - On trial button.

• Click the Allocate - On trial button.
• Search for the required patient. 
• Complete the form. 

• Click Submit to allocate the stock item on trial to a patient. 

The status and allocation are now updated for the selected stock item.

Allocate stock as sold

• Navigate to Stock Management. 
• Locate and click the Checkbox of the required Stock item. 
• Locate the Allocate - Sold button.

• Click the Allocate - Sold button.
• Search for the required patient. 
• Complete the form. 
• Click Submit to allocate the stock to the patient as sold. 

Once a stock item has been allocated to a patient as Sold it will be removed form the stock list and added to the Products section of the patient dashboard.

Allocate multiple accessories to one patient

• Navigate to Stock Management. 
• Locate and click the Checkbox of the required Accessory. 
• Locate the Allocate - Sold button.

• Click the Allocate - Sold button.
• Search for the required patient. 
• Complete the form including quantity. 

• Click Submit to allocate the quantity of Accessories to the patient.