๐ Timeline, ๐ฌ Comments & ๐ Files
Each product in Perfect Inventory Manager includes powerful tracking tabs that go beyond stock levels โ allowing users to see full history, attach documentation, and leave internal notes.
๐ Timeline Tab
This tab displays a chronological log of every interaction with the product:
- Purchases
- Dispenses
- Returns
- Transfers
- Audits and reconciliations
Each entry includes:
- Type of action (e.g., Dispensed, Borrowed)
- User who performed the action
- Date and time
- Quantity involved
- Link to the original bill or record
๐งฐ Example:
Amoxicillin drops from 30 to 5 units. You check the timeline and see 25 units were dispensed to Ward 3. Click the record to view the full transaction.
๐ฌ Comments Tab
This allows internal users to leave text notes on the item. Common uses:
- Warnings (e.g., โThis batch expires quicklyโ)
- Usage instructions (e.g., โOnly for pediatric useโ)
- Procurement alerts (e.g., โSwitch to alternate supplier next timeโ)
Each comment shows who posted it and when.
๐ง Tips:
- Encourage staff to leave comments after audits or anomalies
- Use it for handing off notes between shifts or departments
๐ Files Tab
Upload and manage digital attachments relevant to the product, including:
- Safety data sheets
- Product images
- Invoices or receipts
- Manuals and certificates
Features include:
- Image preview
- Set one image as the main photo
- PDF viewer and file download
- Drag-and-drop uploading
- Delete and reupload capabilities
๐ง Best Practices
- Leave a note for every irregular stock change (especially manual edits)
- Attach supplier certificates at time of first purchase
- Keep the latest invoice attached for compliance audits