How to add Subcategories, Generic names and Manufacturers?

• Subcategories are used to organize inventory items and are mandatory when creating an inventory item.

• Generic Names allow grouping of items that share the same underlying product or substance but may have different trade names.

• Manufacturers identify the producing company of an item and support better traceability and reporting.

Among the 3, only Subcategory is required during inventory item creation, configuring Generic Names and Manufacturers is optional and recommended for clinics that want cleaner item classification, improved reporting, and scalable inventory management across branches.

🧩 Add Subcategories (Mandatory)

Subcategories help group inventory items under logical classifications. They are used to:

• Organize inventory

• Improve filtering and reporting

• Maintain clean item structure

📍 Where to Configure

Control Panel → Inventory → Subcategories

➕ How to Add a Subcategory

Steps

1. Go to Control Panel → Inventory → Subcategories

2. Click + Create

3. Select the applicable Branch(es)

4. Enter the Subcategory Name

5. Click Submit

6. Verify the subcategory appears in the list

Repeat the same steps to add additional subcategories.

🧪 Add Generic Names (Optional)

Generic Names allow you to standardize items that may have multiple brand or trade names but represent the same underlying product or substance.

They are especially important for:

• Medical inventory

• Clinical consistency

• Reporting across equivalent items

📍 Where to Configure

Control Panel → Inventory → Generic Name

➕ How to Add a Generic Name

Steps

1. Go to Control Panel → Inventory → Generic Name

2. Click + Create

3. Select the applicable Branch(es)

4. Enter the Generic Name

5. Click Submit

6. Confirm it appears in the list

Repeat as required.

🏭 Add Manufacturers (Optional)

Manufacturers represent the producing company for an inventory item. This field is optional but recommended if you want:

• Traceability

• Manufacturer-wise reporting

• Better supplier and item insights

📍 Where to Configure

Control Panel → Inventory → Manufacturers

➕ How to Add a Manufacturer

Steps

1. Go to Control Panel → Inventory → Manufacturers

2. Click + Create

3. Select the applicable Branch(es)

4. Enter the Manufacturer Name

5. Click Submit

6. Verify it appears in the list

Repeat for additional manufacturers if required.

🔄 How These Masters Are Used Later

Once configured, these masters are:

• Selectable while adding inventory items

• Shared across branches based on selection

Without these masters:

• Purchasing workflows lack structure

💡 Tips & Best Practices

• Set up all required masters before bulk-adding inventory items

• Keep names clean, standardized, and unambiguous

• Avoid duplicate Generic Names or Subcategories

• Periodically review and clean up unused entries

• Use branch selection carefully to avoid unnecessary duplication