> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add your first stock item

> Create a catalogue entry, give it a price and a barcode, and receive opening stock so the till can sell it.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['pharmacy']} plans="All plans" roles="Anyone with 'Receive deliveries into stock'" />

Step 2 of the [setup checklist](/pharmacy/get-started) — "Stock your shelves so you can dispense and sell from live inventory." One item of any kind completes it, and it is the one step the till genuinely depends on.

<Path steps={['Sidebar', 'Inventory', 'Add item']} />

<TaskHeader before="Your currency set, so the price you enter is the price you charge" time="3 minutes for the first one, under a minute once you have the habit" after="A product on the shelf list, priced, sellable at the till, and counted" />

## Catalogue entry, then stock

Two different things, and separating them is what makes expiry control possible:

* **The catalogue entry** is the product — its name, strength, price and barcode. You create it once.
* **The stock** is the physical quantity, held per lot with its own batch number and expiry date. You receive it over and over.

The **Add item** sheet says as much: 'A catalog entry — e.g. "Botox 100U vial". Stock is tracked per lot.'

## Create the item

<Steps>
  <Step title="Open the sheet">
    Select **Inventory** in the sidebar, then **Add item**.
  </Step>

  <Step title="Look the drug up, if it is a known one">
    **Look up drug (NDC or name)** searches a drug reference and fills the details for you. Type a name or an NDC ("e.g. Oxycodone or 0406-8530"). For anything not in the reference — a local brand, a consumable, a device — ignore it and type the details yourself.
  </Step>

  <Step title="Give it a barcode">
    **Barcode / UPC (optional)** is what makes the item scannable at the till. Use **Camera scan** to read the code off the pack, or **Generate in-house code** for anything unbarcoded, repackaged or split down from bulk.

    Skip this and the item still sells — you just have to find it by name every time. See [Scan barcodes at the till](/pharmacy/pos/barcode).
  </Step>

  <Step title="Name and classify it">
    **Name** is what your counter will see and search, so write it the way your staff say it — strength included. Then set **Type**, **Unit** ("U / mL / vial") and, if you sort your shelves, **Category (optional)**.

    Under **Drug details**, **Generic name**, **Brand name**, **Strength**, **Dosage form**, **Manufacturer**, **NAFDAC/FDA No** and **Storage instructions** are all optional — but the generic name is what makes the product findable when a customer asks for the other brand.
  </Step>

  <Step title="Price it and set your reorder points">
    **Unit cost** is what you paid; **Sale price** is what you charge. Only the sale price reaches the till.

    **Low-stock threshold** and **Reorder qty** drive the low-stock badge and your purchasing suggestions. Set them roughly now; they are easy to tune once you know your turnover.
  </Step>

  <Step title="Decide how it is controlled">
    The checkboxes at the bottom change how the item behaves everywhere else:

    * **Sell at the pharmacy POS** — leave this on for anything you sell over the counter. It is what puts the item in the till's product grid.
    * **Track by lot / expiry** — on for medicines. This is what gives you batch numbers, expiry alerts and first-expiry-first-out dispensing.
    * **Refrigerated** — for the cold chain.
    * **Witness required (controlled)** — for controlled drugs. It also means the item **cannot be sold at the till**; it must go through the dispensing flow, where a second person countersigns.
  </Step>

  <Step title="Receive opening stock">
    **Opening stock (optional)** with **Into location** puts quantity on the shelf as you create the item. Enter what is physically there now.

    You do not have to: you can create the entry today and receive the delivery properly later — see [Batches and expiry](/pharmacy/inventory/batches-and-expiry).
  </Step>

  <Step title="Save it">
    Save the sheet. The item appears in the inventory list with its row actions — **Receive**, **Dispense** and **Label**.
  </Step>
</Steps>

## Add its ingredients, if you want screening

**Add ingredients** records what is actually in the product. Interaction screening can only check items whose ingredients are on file — anything without them is listed at the till as "not screened", which is honest but not useful. See [Interaction screening](/pharmacy/dispensing/interaction-screening).

## Check it worked

* The item is in the inventory list with the quantity you received.
* Open **POS**: it appears in the **Available Products** grid, or comes up when you search or scan it. If it does not, check **Sell at the pharmacy POS**.
* Selecting the tile adds it to the cart at your **Sale price**.
* The setup checklist's stock step is done.

## If something goes wrong

<AccordionGroup>
  <Accordion title="The item does not appear at the till">
    Three usual causes: **Sell at the pharmacy POS** is off, the item is hidden from inventory, or it is one of the 100 grid tiles that did not fit — search or scan for it before assuming it is missing.
  </Accordion>

  <Accordion title="The till refuses to sell it, mentioning a witnessed dispense">
    **Witness required (controlled)** is ticked. That is the point of the flag: controlled items go through the dispensing station so a second person can countersign, not through the till. See [The dispensing station](/pharmacy/dispensing/station).
  </Accordion>

  <Accordion title="It sells at zero, or at the wrong price">
    **Sale price** is empty or wrong on the catalogue entry — **Unit cost** is not used at the counter. Edit the item and set the sale price.
  </Accordion>

  <Accordion title="I cannot generate a barcode">
    **Generate in-house code** is disabled while the field already holds a code: "Clear the field to generate a new code." Empty it first.
  </Accordion>

  <Accordion title="It sold even though stock was zero">
    **Selling without stock** is on by default, so the till logs an oversell for reconciliation rather than blocking the sale. Turn it off, or clear the shortfalls on **Inventory › Reconciliation** — see [Ring up a sale](/pharmacy/pos/index).
  </Accordion>

  <Accordion title="I have hundreds of lines to load">
    Do not type them. Import the catalogue from a spreadsheet — see [Import and export](/pharmacy/inventory/import-export).
  </Accordion>
</AccordionGroup>

<StillStuck topic="adding stock" />