FORM Retail - Inventory and Invoicing

0Items tracked

0Units on hand

$0Inventory value (retail)

0Low stock

0Out of stock

$0Net sales this month

Sales Summary

0Invoices

0Units sold

$0Net sales (pre-tax)

$0Discounts given

$0HST collected

0Refunded invoices

$0Avg invoice value

0Units per invoice

-Discount rate

-Refund rate

$0Gross profit (est.)

Net Sales Trend

Top 5 Sellers

#	Item	Units	Net Sales

Inventory Value by Brand

Brand	Units	Value (retail)	Value (cost)

Patients

0%Repeat purchase rate

0Buying patients

#	Patient	Invoices	Spend

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

Sales by Staff SUPER-ADMIN

Follows the Sales Summary period above.

Who	Invoices	Units	Discounts	Net

Commission SUPER-ADMIN

$0Net retail sales

$0Commission earned

-Effective rate

Tier 15% to $6,500 - 10% above

Recent Invoices

#	Patient	Total

Add Products to Sale

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 Sale

Sale date

Patient name (required)

NexTech patient ID (required)

Serviced by

Payment method

Card number

Memo (optional - prints on the invoice)

Internal note (optional - staff only, never printed)

Item	Qty	Price	Disc $	Line

Subtotal (after discounts)$0.00

HST (13%)$0.00

Total$0.00

Low / out of stock only

Needs Reordering

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	Patient	NexTech ID	Total	Status

View & Print opens the invoice; choose "Save as PDF" in the print dialog to file it in NexTech or send to accounting.

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 %

Invoice prefix

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:

Month-End Close SUPER-ADMIN

One click: downloads the sales CSV for the commission tracker and opens a printable commission summary (save as PDF for payroll and accounting).

Commission Employees SUPER-ADMIN

Name	Rate 1 %	Threshold $	Rate 2 %	Active

Rates are percentages. 5 / 6500 / 10 means 5% on the first $6,500 of monthly net sales and 10% above. Set threshold to 0 for a flat Rate 2 on everything. The name must match what staff pick under "Serviced by" on each sale.

Team

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

Dashboard

Sales Summary

Net Sales Trend

Top 5 Sellers

Inventory Value by Brand

Patients

Inventory Health

Sales by Staff SUPER-ADMIN

Commission SUPER-ADMIN

Recent Invoices

Add Products to Sale

Current Sale

Needs Reordering

Change Log

Clinic Details (appear on invoices)

Exports

Backup & Restore

My Account

Month-End Close SUPER-ADMIN

Commission Employees SUPER-ADMIN

Team

Sign in

Install

Scan barcode

Dashboard

Sales Summary

Net Sales Trend

Top 5 Sellers

Inventory Value by Brand

Patients

Inventory Health

Sales by Staff SUPER-ADMIN

Commission SUPER-ADMIN

Recent Invoices

Add Products to Sale

Current Sale

Needs Reordering

Change Log

Clinic Details (appear on invoices)

Exports

Backup & Restore

My Account

Month-End Close SUPER-ADMIN

Commission Employees SUPER-ADMIN

Team

Add Item

Sign in

Install

Scan barcode