Receive stock and add batches
- Admin and clinic owner
- Pharmacist
Short answer
In Clinizy Care, open Inventory and search for the medicine. If it is new, press Add Medicine first. Then press Add Batch on its row and enter the batch number, expiry date, quantity, MRP and purchase price. The stock is ready to sell as soon as you save.
Before you start
- Have the supplier’s bill or the medicine pack in hand.
- Note the batch number, expiry date, quantity, MRP and purchase price.
- Know the GST rate if the medicine is new.
Steps
Open Inventory from the left menu.
Step 1 of 7 Tip:If your menu shows Pharmacy instead, open it and choose Inventory.
Search for the medicine by name or code to see if it is already listed.
Tip:The chips filter by Low stock, Expiring ≤ 60 days and Out of stock.
Press Add Medicine for a new medicine. Enter its name and GST rate, then press Add Medicine.
Tip:Add the barcode if you want to scan the pack at the counter.
Press Add Batch on the medicine’s row.
Enter the batch number, expiry date, quantity, MRP and purchase price.
Step 5 of 7 Tip:The manufacturing date is optional.
Careful:The expiry date must be in the future. If the purchase price is above the MRP, you are asked to confirm.
Press Add Batch to save the batch.
Open the medicine’s row to check the new batch, its quantity and its expiry.
Tip:The row is highlighted for a moment after you save.
If something goes wrong
Which details are needed for a batch?
Batch number, expiry date, quantity, MRP and purchase price are needed. The manufacturing date is optional. The expiry must be a future date, and the MRP and purchase price must be above zero.
How do I fix a mistake in a batch?
Open the medicine, press Edit batch on the batch, change it and press Save Changes. Changing the quantity is a manual correction. It does not record a sale or a purchase.
Can I add many medicines at once?
Yes. Press Import inventory and upload a CSV or XLSX file of your stock. Each row is a medicine with one batch, and a medicine that already exists only gets the batch added.
Related guides
Dispense medicines
Open Point of Sale from the left menu. Pick the patient or a walk-in customer, then scan or search each medicine to add it. Check the batch and quantity, enter the payment, and press Complete Sale. Stock goes down at once, and the receipt is ready to print or send.
4 minIncluded in Clinic and aboveFind stock that is expiring
Open Expiry & Alerts. It groups batches that have already expired and those expiring in 30 days, 31 to 60 days and 61 to 90 days. Use the ⋯ menu on a batch to view it in stock, sell it at a discount, or send it back to the supplier.
3 minIncluded in Clinic and aboveAdjust or return stock
Open Procurement. To remove damaged, expired or miscounted units, press Write off stock, choose the batch and quantity, and give a reason. To send goods back to a supplier, press Purchase return, choose the receipt and batch, and give a reason. Both are saved with a record.
4 minIncluded in Nursing Home and above
Was this guide helpful?
Last updated 23 Oct 2026By the Clinizy Care product teamSee the feature page