Managing In-Office vs Shipped Products

Overview

When assigning and recommending products, you control whether items are fulfilled:

• In-Office

• Shipped

Inventory Awareness (Shipped Products)

For shipped products, the system checks live inventory availability.

Inventory Indicators

• 🟢 Green Icon → Product is in stock

• 🟡 Yellow Icon → Low inventory

• 🔴 Red Icon → Product was automatically replaced

Automatic Product Replacement

If a shipped product is out of stock, the system automatically selects the next available product in that category and displays a red icon.

In-Office Inventory Behavior

In-office products are always shown as available because inventory is managed by your practice outside the platform.

If a product is out of stock in your office, you can switch it to Shipped during the consult.

Why It Matters

You do not want to recommend a product that the patient cannot immediately purchase.

Pro Tip

Always ensure the patient can purchase the full routine—use shipped products to fill any inventory gaps.

Common Mistakes

• Recommending products that are out of stock

• Ignoring inventory indicators

• Not switching to shipped when in-office stock is unavailable