Inventory Planner

Introduction

This tutorial provides a step-by-step guide on using the Inventory Planner tool from Maisha Meds. The Inventory Planner is designed to help manage stock levels effectively, ensuring that healthcare facilities have the necessary supplies on hand while minimizing waste. This guide will help you understand how to utilize the tool efficiently for better inventory management.

Step 1: Accessing the Inventory Planner

• Visit the Maisha Meds platform and log into your account.
• Navigate to the Inventory Planner section, usually found in the dashboard or main menu.
• Ensure you have the appropriate permissions to access inventory management features.

Step 2: Setting Up Your Inventory

• Begin by adding your products to the Inventory Planner.
  • Click on the "Add Product" button.

  Fill in the required details, including

  • Product name
  • SKU (Stock Keeping Unit)
  • Category
  • Supplier information
• Save the product details to include them in your inventory list.

Step 3: Monitoring Stock Levels

• Regularly check the stock levels displayed in the Inventory Planner.

Use the following methods to keep track of inventory

• Set reorder points for each product to receive notifications when stock is running low.
• Review stock movement reports to understand usage patterns over time.

Step 4: Forecasting Demand

• Analyze historical data to forecast future inventory needs.
  • Utilize features that show trends based on the past usage of products.
  • Adjust reorder points and quantities based on forecasted demand to optimize stock levels.

Step 5: Generating Reports

• Generate inventory reports to assess stock status and make informed decisions.
  • Select the report type you need, such as stock summary or usage reports.
  • Customize the reporting period to focus on specific time frames.
• Regularly review these reports to identify trends and make adjustments as necessary.

Step 6: Managing Suppliers

• Keep track of your suppliers directly within the Inventory Planner.
  • Ensure that supplier details are updated, including contact information and lead times.
  • Evaluate supplier performance based on delivery times and product quality to ensure reliability.

Conclusion

By following these steps, you can effectively utilize the Inventory Planner from Maisha Meds to manage your inventory. Regular monitoring and analysis will help ensure that you maintain optimal stock levels, reduce waste, and improve overall efficiency in your healthcare facility. As a next step, consider customizing your alerts and reports further to enhance your inventory management strategy.