When you're getting started with inventory in AcuBliss, the goal is to set three things for each product: your cost (what you pay the vendor), your sales price (what you charge patients), and your quantity on hand (how many units you currently have in stock).
There are two ways to do this. For most practices, the Purchase Order method is the recommended starting point — especially if you're using vendors already built into AcuBliss like Mayway or Spring Wind.
Method 1: Use a Purchase Order (Recommended)
This is the most efficient way to initialize inventory for built-in vendors. It lets you set the cost and quantity on hand for multiple products in one session, and if you've configured a default vendor markup, the sales price will calculate automatically.
Steps:
Go to Inventory > Purchase Orders and create a new Purchase Order.
Select your vendor (e.g., Mayway).
Start typing a product name in the product field to search, then select it.
Enter the quantity on hand in the Qty field.
Enter your cost (what you pay the vendor) in the Cost field. If you have a default markup set up, the sales price will update automatically.
Repeat for each product.
Save the Purchase Order when you're done. Don't close the window without saving.
Then set the PO to "Order" indicating that you ordered it and then to "Receive" and indicate that you received everything.
The screenshot below shows what a Purchase Order looks like when you're entering products and costs:
Keyboard Shortcuts Make This Faster
If you have many products to add (especially hundreds!), keyboard shortcuts are the way to go. You don't need to use your mouse at all once you're in the Purchase Order.
Select your vendor, then Tab to the product field.
Start typing the product name, use the arrow keys to navigate the dropdown, and press Enter to select.
Tab to the quantity field, enter the quantity.
Tab to the cost field, enter the cost.
Tab Tab to move to the next product line and repeat.
The GIF below shows this workflow in action — no mouse clicks required:
When you're finished, remember to save the Purchase Order before navigating away.
A Default Vendor Markup automatically sets your sales price based on cost. For example, a 100% markup turns a $28 cost into a $56 sales price — no manual math needed.
As vendor costs change over time, your sales price updates with them. You'll never accidentally sell a product below cost because you forgot to update a flat price.
Method 2: Edit Quantity Directly on the Products Page
If you only need to update the quantity on hand for a product without creating a Purchase Order, you can do this directly from the Products list.
Go to Inventory > Products.
Find the product you want to update.
In the QOH (Quantity on Hand) column, click the value — it will show 0 if nothing has been set yet.
Enter the correct quantity and save.
This method is useful for quick one-off adjustments, but the Purchase Order method is more straightforward when initializing a large number of products.
What About Products Not in the Built-In Vendor Catalog?
If you're working with vendors that aren't yet in the AcuBliss built-in catalog, you can import products using the "Import Products" spreadsheet template found on the page with that name. Download the template from the Import Products page, fill in your product data, and upload it. You can include cost and quantity on hand as part of the import.
Keep in mind that imported products won't include the additional product data (descriptions, images, standard dosing, etc.) that comes with activating a built-in vendor. And... consider adding in 4-5 products first and then sending us a copy of your spreadsheet to take a look at it! 😊