ADVANCED INVENTORY MANAGER

0Items tracked

0Units on hand

0Low stock

0Out of stock

$0Capital equipment (separate)

$0Billable inventory (at cost)

$0Non-billable inventory (at cost)

$0Total consumables value (at cost)

Summary

0Invoices

0Units consumed

$0Net consumables used

$0Received (this period)

$0On order (pending)

$0Avg invoice value

0Units per invoice

Net Consumables Usage Trend

Top 10 Used Items

#	Item	Units Used	Net Billed

Surgeon Usage

Consumables billed per surgeon, pre-tax. Unit counts exclude the consumables fee line. Refunded invoices excluded.

Surgeons

0%Repeat purchase rate

0Billed surgeons

#	Surgeon	Invoices	Billed

Recent Invoices

#	Surgeon	Total

Billing Aging

Data Health

Inventory Value by Category

Category	Units	Value (retail)	Value (cost)

Inventory Health

Running out soon (under 3 weeks of cover at recent sell rate)

Item	On hand	Cover

Dead stock (no sales in 60+ days)

Item	Last sale	Value held

Add Items

Out-of-stock items are greyed but sellable (count goes negative so you can correct it later). Unlisted product? Use ADD ITEM up top, or a one-off custom line:

Current Invoice

Surgery date

Surgeon / Company *

OR *

Patient initials * (or N/A)

Procedure type / Reason for charge *

Case time * (start and end; feeds hour-based OR utilization) to

Invoice created by

Note to accounting (optional - prints on the invoice)

Internal note (staff only - accounting will NOT see this)

Discounts?

Item	Qty	Price	Disc %	Line

Subtotal$0.00

Consumables Fee (Cost +5%)$0.00

HST (13%)$0.00

Total$0.00

(warning: generating an invoice will deduct items automatically from the inventory)

Put it on the tab

For supplies taken outside an OR case - a garment at follow-up, the CO2 lift, specialty items. Takes seconds; it goes on the tab of whoever gets billed and comes off the shelf count immediately. REMEMBER TO LOG YOUR SUPPLIES.

1Item

2Logged by *

3Qty

4Type *

5Bill to *

Patient initials (optional)

Note (optional)

Open tabs

Closed tabs

Start a case

Open a costing sheet at the start of the case, add items as they are opened, then press End case. An admin reviews it before anything is invoiced.

1Circulating nurse *

2Surgeon *

3OR *

4Initials *

5Procedure *

IN PROGRESS

Case start

Case end

Notes for the reviewer

To review

Recently approved

New order

Every order gets a TOSC purchase order number to quote to the supplier. Ask for approval when it needs a decision: equipment, new products, unusual quantities, anything expensive. Routine replenishment can be ordered straight away.

Supplier

What is being bought *

How many

Estimated cost

Why

Waiting for approval

In progress

Settled

Declined

History

Every purchase raised in the period, with who decided it and the invoice that settled it.

From

Status

Supplier

Add a supplier document

Every delivery goes through here, whether or not it needed approval. Photograph or upload the invoice, purchase order or packing slip and the supplier, number, date and total are read from it. Then check the lines before any stock moves. Nothing is received until someone confirms it.

Invoice, packing slip or photo

Type

Fill in whatever you know. Anything left blank is taken from the document if one was uploaded.

Supplier

Document no.

Document date

Total

Waiting to be received

Received recently

All documents

Every invoice, packing slip and purchase order on file. Open any of them to see the original.

From

Type

Supplier

Capital equipment

Capital assets are tracked here and valued separately. They are never billable to a surgeon and are not part of the consumables inventory value.

Low / out of stock only

Reorder

Item	On hand	On order	Low at	Cover	Status

Everything at or below its low-stock threshold, out-of-stock items first. Cover is how long current stock lasts at the recent sell rate. Open an item to receive stock or mark it on order so nobody double-orders.

Invoice #	Date	Surgeon	OR	Total	Status

View & Print opens the invoice; choose "Save as PDF" in the print dialog to send it to accounting for the surgeon's combined statement.

On Order & Receiving

Currently on order

Item	Units	Ordered by	Since

Order & receiving history

When	Who	Action	Item	Details

Shipments booked in with the Receive button are logged by the database as "Shipment received". Ordering, clearing, and manual stock adjustments are logged automatically too.

Change Log

When	Who	Action	Item	Details

Automatic audit trail: items added/removed/renamed, price and threshold changes, photo updates, refund requests and approvals, and invoice deletions. Written by the database itself - it cannot be edited or bypassed.

Clinic Details (appear on invoices)

Clinic name

Address

Phone

HST registration #

HST rate %

OR day length (hours) (capacity basis for hour-based utilization)

Tab Station (kiosk) mode - this device only

Locks THIS device to the Run a Tab page for a wall tablet. Sign the tablet in with the shared Tab Station account first, then turn this on from the tablet itself. Staff pick their name on every entry, so the record stays personal. Leaving needs the PIN set here, and clearing this browser's site data also removes it if the PIN is ever forgotten. Pair with the tablet's app pinning (iPad: Guided Access) so the browser cannot be closed either.

Exports

Monthly sales CSV in the commission tracker's column order - paste straight into the month's tab.

Backup & Restore

Data lives in the shared cloud database. Backups here are an extra snapshot you can keep on file.

My Account

Install the app on your device:

Team

New signups start as staff. Admins can add products, change pricing, delete invoices, approve refunds, and manage this list.

Dashboard

Summary

Net Consumables Usage Trend

Top 10 Used Items

Surgeon Usage

Surgeons

Recent Invoices

Billing Aging

Data Health

Inventory Value by Category

Inventory Health

Add Items

Current Invoice

Put it on the tab

Open tabs

Closed tabs

Start a case

To review

Recently approved

New order

Waiting for approval

In progress

Settled

Declined

History

Add a supplier document

Waiting to be received

Received recently

All documents

Capital equipment

Reorder

On Order & Receiving

Currently on order

Order & receiving history

Change Log

Clinic Details (appear on invoices)

Exports

Backup & Restore

My Account

Team

Edit tab entry

Where is the paperwork?

Edit invoice

Check what arrived

Equipment details

Tab Station PIN

Create this invoice?

Add Item

Sign in

Install