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Adding Products to Your Inventory

Two Ways to Add Products
Upload supplier invoices for AI-powered bulk receiving (faster for multiple products) or manually enter products one at a time (more control for single items).

There are two ways to add products to your inventory: AI-powered invoice upload for bulk receiving and manual entry for individual products. Choose the method that best fits your workflow.


Method 1 - AI Invoice Upload

The AI invoice extraction feature automatically scans supplier invoices and extracts product information, saving you hours of data entry. Simply upload the invoice, verify the extracted data, and process payment to add all products to your inventory instantly.

1

Upload Invoice Document

Navigate to Receiving Hub → Click 'Upload Invoice' → Select PDF or image file from your computer or mobile device.

2

Review Extracted Data

AI auto-extracts supplier, products, quantities, prices, and batch information. Verify accuracy of extracted information before proceeding.

3

Edit Products

Click any product to adjust batch numbers, expiry dates, pricing, or product details. The system provides a detailed editing modal for each item.

4

Enter Payment Details

Choose payment status (Paid/Unpaid). For paid invoices: select method (Cash, Bank Transfer, M-Pesa), enter receipt number and upload receipt image if available.

5

Complete Receipt

Review total amount and click 'Process Invoice' to add all products to inventory instantly. The system updates stock levels automatically.

Time Saver
AI extraction can process 50+ line items in seconds, automatically matching products to your catalog. Always verify critical fields like expiry dates and quantities.

Method 2 - Manual Entry

Manual entry gives you complete control when adding products one at a time. This method is ideal for phone orders, verbal orders, or when you prefer to enter product details yourself without scanning an invoice.

1

Select Supplier

Choose existing supplier from dropdown or create new one by clicking 'Add New Supplier'. Enter supplier details including name, contact, and address if creating new.

2

Add Products

Search product catalog or create new products. Add multiple products using the spreadsheet-like interface for efficient data entry.

3

Enter Details

For each product: batch number, quantity received, expiry date, purchase price, and selling price. System validates all entries before saving.

4

Process Payment

Enter invoice number and date. Record payment details (status, method, receipt) and complete to add products to inventory.

Product Catalog
Products entered manually are saved to your catalog for faster entry next time. The system remembers pricing, categories, and supplier associations.

Next Steps

Related Documentation

Managing Inventory

Learn how to view, search, filter, and manage your inventory list

Bulk Editing Products

Make changes to multiple products simultaneously with bulk operations

Low Stock Alerts

Set up automatic alerts and create requisitions from low stock items

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Inventory Management

Adding Products | Inventory Management | PharmaSync