Item Management

Overview

Item Management is where you define everything that can be billed: consultation services, procedures, medicines, lab tests, room charges, consumables, and miscellaneous items. Items are linked to accounts in the Accounts Master for proper financial tracking.

Adding an Item

Go to Admin > Item Management.
Click New Item.
Fill in:

Field	Description
Item Name	e.g., "Paracetamol 500mg Tablet", "CBC Test", "General OPD Consultation"
Category	Medicine, Service, Lab Test, Radiology, Procedure, Consumable, Room, Miscellaneous
Unit	Tablet, Vial, Test, Session, Day, Piece
Rate	Selling price per unit
Cost Price	Purchase cost (for pharmacy items)
Tax Type	IGST, CGST+SGST, CST, or Nil
Tax %	5%, 12%, 18%, 28%, or custom
Account	Link to the corresponding income account from Accounts Master
Reorder Level	For inventory items — minimum stock before alert
Is Active	Yes/No

Item Categories

Category	Examples	Tracks Inventory?
Medicine	Tablets, capsules, syrups, injections	Yes
Service	OPD consultation, nursing charge, procedure	No
Lab Test	CBC, LFT, lipid profile, HbA1c	No
Radiology	X-ray, USG, CT, MRI	No
Procedure	Dressing, suturing, catheterization	No
Consumable	Gloves, syringes, bandages, cotton	Yes
Room	General ward, private, ICU (per day)	No
Miscellaneous	Any other charge	No

Inventory Items

For items that track inventory (medicines, consumables):

Stock is updated automatically when items are dispensed from pharmacy.
Stock alerts when below reorder level.
Expiry tracking for medicines.
Purchase orders for restocking. See Pharmacy Workflow.

Bulk Import

For initial setup or adding many items at once:

Prepare a CSV with the required columns.
Contact support for bulk import — this is typically done during implementation.

Linking to Accounts

Every item must be linked to an account in the Accounts Master. This ensures:

Revenue is categorized correctly in financial reports.
Tax is applied based on the item's configuration.
The chart of accounts reflects the actual business structure.

FAQ

Q: Can I change an item's price without affecting past bills? A: Yes. Changing the price updates future bills only. Past bills retain the price at the time of billing.

Q: Can I deactivate an item instead of deleting it? A: Yes. Set "Is Active" to No. It won't appear in dropdowns but stays in historical records.