Inventory Management for TCM Practitioners

Track everything from individual herbs to pre-made formulas to retail products — all connected to your prescriptions and invoices

Where Does It Go?

Daobook has three inventory systems, each designed for a different type of product. Here's how to know which one to use.

Products

Sell the whole unit

Patent herbal formulas, supplements, retail items, and anything you sell as a complete package.

Examples

  • Xiao Chai Hu Tang (bottle)
  • Gui Zhi Tang tablets
  • Supplements & health products

Tracks

Stock count Cost & sale price GST
Sold via Invoices

Herb Materials

Dispense by weight from stock

Individual herbs that you dispense as part of custom prescriptions — granules, bulk herbs, powders, and tinctures.

Examples

  • Huang Qi (Astragalus) 500g bulk
  • Dang Gui granules
  • Dan Shen tincture

Tracks

Weight (g) 4 material types Cost per gram
Deducted via Prescriptions & Formula Batches

Formula Batches

Dispense portions from a prepared batch

Pre-prepared herbal formulas — made in-house or purchased — that you dispense to patients over time.

Examples

  • Custom Chai Hu Gui Zhi Gan Jiang Tang granule batch
  • Purchased Wu Ling San powder
  • In-house tincture blend

Tracks

Batch quantity Ingredients Dispensing history
Dispensed via Prescriptions

How They Connect

Herb Materials
ingredients in
Formula Batches
dispensed via
Prescriptions
Products
sold via
Invoices

Products Inventory

Track retail products, patent formulas, and supplements with whole-unit stock management. Each product has its own cost and sale pricing, GST settings, and stock alerts.

  • Whole-unit stock tracking with cost and sale pricing
  • Per-product GST configuration for accurate invoicing
  • Low stock alerts and expiry date tracking
  • Sell directly on invoices with automatic stock deduction
  • Quick-create products and bulk edit pricing and stock levels

Product Overview

Stock Level 42 units
Cost Price $18.50
Sale Price $32.00
GST Included
Status In Stock

Material Types

Granules concentrated extracts
Bulk Herbs raw dried herbs
Powders ground preparations
Tinctures liquid extracts

Herb Material Inventory

Track individual herbs across four material types. Stock is measured by weight and automatically deducted when you dispense prescriptions in-clinic.

  • Four material types: granules, bulk herbs, powders, and tinctures
  • Track stock by weight (grams) with cost per gram
  • Automatic deduction when prescriptions are dispensed in-clinic
  • Configurable low stock thresholds for each material type
  • Batch stock checks across your entire herb inventory

Formula Batches

Prepare herbal formula batches in-house or record purchased pre-made formulas. Dispense portions to patients over time, with full ingredient and dispensing history.

  • Create batches in-house or record purchased pre-made formulas
  • Auto-generated batch numbers for easy tracking (e.g. G202601-001)
  • Ingredient tracking — deducts from your herb material stock
  • Dispense portions to prescriptions with complete dispensing history
  • FEFO (First Expired, First Out) smart dispensing

Batch Example

Xiao Chai Hu Tang

Batch: G202601-003 · Granule

Source In-house
Initial Quantity 500g
Remaining 320g
Dispensings 6 prescriptions
Expiry 15 Mar 2026

Transaction Types

Stock Adjustment
Sale / Dispensing
Return
Transfer
Stock Take

Transactions, Reports & Alerts

Every stock change is recorded with a full audit trail. Generate reports, export to CSV or PDF, and set up alerts so you never run out of what you need.

  • Complete audit trail with running totals and reason codes
  • Stock on hand, stock alerts, and stock movement reports
  • Export to PDF and CSV for accounting and compliance
  • Configurable alert thresholds per inventory type
  • Expiry tracking with advance warnings

Multi-Location & Bulk Operations

Whether you run one clinic or several, Daobook makes it easy to manage inventory across locations and handle bulk updates efficiently.

  • Share inventory across multiple clinic locations
  • Bulk import products and herb materials from CSV
  • Migrate inventory data from Cliniko and other systems
  • Bulk edit stock levels, pricing, and product details

Bulk Import

Upload CSV

Products, herbs, or stock levels

Migrate from Cliniko

Import your existing product data

Bulk Edit

Update multiple items at once

Not tracking inventory? No worries.

The Prescription Builder Works on Its Own

Inventory tracking is completely optional. Every Daobook plan includes a full-featured prescription builder — ready to use from day one, no stock setup required.

Herb & formula search
Formula building & dosages
Administration instructions
Printable prescriptions

Ready to Take Control of Your Inventory?

From individual herbs to pre-made formulas to retail products — manage it all in one place with a 14-day free trial