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Product Management

Praxi includes a product management module for practices that sell physical products alongside their clinical services — supplements, therapeutic aids, exercise equipment, sensory items, orthotic devices, and more.

Overview​

The module handles your product catalogue, stock levels, pricing, and point-of-sale integration with Praxi's invoicing system. Products can be sold during appointments, from the front desk, or via a client self-service order.

CapabilityDescription
Product catalogueMaintain a searchable catalogue with categories, descriptions, and pricing
Stock trackingMonitor stock levels with low-stock alerts and reorder reminders
Invoicing integrationAdd products to client invoices alongside service fees
ReportingView sales reports by product, category, practitioner, and date range
GST handlingAutomatic GST calculation based on product type

Getting Started​

Adding a Product​

  1. Navigate to Products in the sidebar
  2. Click Add Product
  3. Enter the product details:
    • Product name
    • SKU (required) and barcode (optional)
    • Product type: Physical, Service Add-On, or Consumable
    • Category (e.g., Supplements, Equipment, Therapeutic Aids)
    • Description
    • Sell price and cost price (for margin tracking)
    • GST category (Standard, Medical Aid, Consumed in Service, or Herbal Dispensing)
    • Product image URL (optional)
  4. Set the initial stock quantity and reorder point
  5. Optionally set a reorder quantity for restocking reminders
  6. Click Save

Product Categories​

Organise your catalogue with custom categories.

CategoryExamples
SupplementsMagnesium, fish oil, probiotics, protein powder
Therapeutic AidsStress balls, fidget tools, weighted blankets, aromatherapy
Exercise EquipmentResistance bands, foam rollers, hand grippers, balance boards
Orthotics & BracesAnkle braces, wrist splints, knee supports, insoles
Sensory ItemsNoise-cancelling headphones, sensory cushions, visual timers
PublicationsWorkbooks, self-help guides, educational materials

Key Features​

Stock Management​

Track current stock levels and receive alerts when items need reordering.

  • Each product displays its current quantity on hand
  • When stock falls below the low-stock threshold, a notification is sent to the practice manager
  • Record stock adjustments for received deliveries, damaged items, or stocktake corrections
  • View stock movement history for any product

Recording a Stock Adjustment​

  1. Open the product
  2. Click Adjust Stock
  3. Enter the adjustment quantity (positive for additions, negative for reductions)
  4. Select the reason (delivery received, damaged, stocktake correction, other)
  5. Add a note if needed
  6. Click Save

Bulk Receiving Stock​

When a delivery arrives with multiple products:

  1. Go to Products > Receive Stock
  2. Add each product and the quantity received
  3. Submit the batch -- all stock levels are updated in one operation

Selling Products​

Products can be added to a client invoice at any time:

  1. Open the client's invoice or create a new one
  2. Click Add Line Item and select Product
  3. Search for the product by name or SKU
  4. Enter the quantity
  5. The price and GST are calculated automatically
  6. Save the invoice

Stock levels are decremented automatically when the invoice is finalised.

Adding Products During Appointments

You can add products to an invoice during an appointment. This is useful when a practitioner recommends a supplement or therapeutic aid and the client wants to purchase it on the spot. :::

GST Handling​

Praxi handles GST automatically based on the product configuration:

GST CategoryGST Treatment
Standard10% GST applies (general retail products)
Medical aidGST-free under Division 38
Consumed in serviceGST treatment follows the parent service
Herbal dispensingGST treatment per ATO classification

Set the GST category for each product when adding it to the catalogue. GST is itemised on client invoices.

Reporting​

View product sales and inventory reports at Products > Reports:

ReportDescription
Sales SummaryTotal sales by product, category, or date range
Top SellersMost frequently sold products
Margin ReportSale price versus cost price for each product
Stock ValuationCurrent stock on hand valued at cost price
Low StockAll products below their reorder threshold

Who can manage products​

Practice owners and practice managers can view the product catalogue, add and edit products, and adjust stock levels. Practitioners, receptionists, and other clinical and administrative staff can add products to client invoices during appointments or at the front desk.

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