What this tab controls
The tab is headed Inventory — “Expiry alerts, dispensing enforcement and inventory data controls.”
The Danger Zone is hidden entirely from managers and accountants — not greyed out, simply not drawn. Only the practice owner sees it.
Require expiry date on new lots is the one that protects everything else. Picking works earliest-expiry-first, and an undated lot has no expiry to sort on — so it is invisible to the picking order and to every expiry alert. Turning it on closes the gap at the door: “Applies to direct receiving and purchase-order receipts; topping up an existing dated lot is unaffected.”
Set it up
1
Set your expiry horizons
On Expiry alert horizons, type a number of days and select Add. Up to four — 90, 60 and 30 is a common ladder. Remove one with the small x on its chip, then select Save horizons. An empty list falls back to the default shown on the card.
2
Decide your receiving rule
On Receiving quality, turn on Require expiry date on new lots if you hold anything that expires.
3
Decide what the till does when stock runs out
On Selling without stock, leave Allow selling items with no recorded stock on to keep selling and reconcile later, or turn it off to make the till refuse.
4
Set new-item defaults
Enter a Low-stock threshold and a Reorder quantity in whole units, then Save defaults. Leave either empty for no default. These matter most for imports, which arrive with no thresholds at all.
5
Choose your dispensing strictness
Turn Enforce inventory on dispense on only if every medication you dispense is linked to inventory. On, an unlinked medication or insufficient stock aborts the whole dispense, like the till.
What changes once you save
For how lots, expiry dates and earliest-expiry-first picking work day to day, see Batches and expiry.
Check it worked
Each card confirms itself — “Expiry alert horizons saved”, “New-item defaults saved.”, “Receiving now requires an expiry date on every new lot.”, “Strict dispensing enabled”. Reload the tab and the switches should hold. Then test the one that matters to you: open the Receive form and try to save a new lot with the expiry blank, or take an out-of-stock item to the till.Common issues
There is no Inventory tab in my settings
There is no Inventory tab in my settings
The Inventory care area is switched off for your practice. See Care areas.
I can see the cards but not the Danger Zone
I can see the cards but not the Danger Zone
You are a manager or accountant. The reset is owner-only and is hidden rather than disabled.
"Up to 4 horizons." or "Enter a whole number of days between 1 and 365."
"Up to 4 horizons." or "Enter a whole number of days between 1 and 365."
You already have four chips, or the value you typed is not a whole number in range. Remove a chip before adding another.
"This inventory cannot be reset"
"This inventory cannot be reset"
Clinical administration records reference your lots — vaccine administrations, ward medication administrations, VAERS reports or patient-linked ledger entries — and a reset would destroy that traceability. The dialog lists how many of each. Adjust quantities through a stock count instead; resetting is only for inventories with no clinical history.
Expiring stock never appears on the Alerts tab
Expiring stock never appears on the Alerts tab
Its lots have no expiry date, so nothing can compare them to a horizon. Turn on Require expiry date on new lots to stop it recurring, then correct the existing lots.
The till sold something we had no stock for
The till sold something we had no stock for
Allow selling items with no recorded stock is on. That is deliberate — each oversold quantity is recorded and reconciles itself when stock is received. Turn the switch off to restore the hard stock check.