Adjust stock levels

In Neo, on-hand (O/H) amounts are automatically updated when you dispense items, refund/return items, and receive orders when the Min box for the product contains an amount.

This article will teach you how to adjust stock levels and record the on-hand amount adjustment reason for one or more products.

Permissions: System Admin or Product Admin

For answers to common questions, see FAQs: Products.

1. Click your name in the menu bar. Then select Products.
2. In the Search box, enter a search term. The list will filter as you type, and products that match the criteria will be listed.
   Tip: You can search by product name, product ID, or barcode. You can select additional filters to narrow your search results, as desired.
   • From the All Product Classes drop-down, select a product class.
   • To view only products that begin with the search term you entered, click the corresponding letter of the alphabet.
3. Select the product(s) whose stock levels you want to adjust.
   a. To adjust the stock levels of one product, click the menu button on the product row. Then select Edit Stock Levels.
   b. To adjust the stock levels of more than one product, select the checkbox to left of each product name. Then click the Edit Stock Levels button.
   Tip: To select all the products on the page, select the checkbox to the left of the Product / Service column header.
   Note: Diagnostics products do not maintain stock levels, so they cannot be selected.
4. On the Edit Stock Levels page, review the stock level amounts and update, as needed.
   a. O/H = the amount of the product you currently have physically in inventory.
   b. Min = the minimum quantity to have on hand. This can be zero (0).
   IMPORTANT: Min is a required field when you want to track line item quantity changes on consultations and refunds that automatically deplete or increase the O/H amount on the Inventory Audit report.
   Leave the Min blank when you:
   - Only want to track manual adjustments to the O/H amount on the Inventory Audit.
   - Have special order products that you do not want to display on Critical Stock Shortages.
   c. Opt = the optimal quantity to have on hand.
5. If you updated the O/H amount in step 4, select an O/H Adjustment Reason, as applicable. If an applicable O/H Adjustment Reason is not available, please see your practice administrator about adding or updating your o/h adjustment reasons.
   Tip: If the O/H Adjustment Reason drop-down cannot be selected, either press Tab or click anywhere on the screen.
6. If you selected multiple products, repeat steps 4-5, as needed.
   Note: If a product does not need to be updated, you can skip it. For example, you selected the product in error.
7. Click Save.

Additional Information 

• You can edit the stock levels for a product when viewing the product’s details: click Edit Stock Levels below the stock levels on the right side of the page. Then complete steps 4-5 above and click Save.