Inventory Management for TCM Practitioners

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

Three inventory systems, one workflow

Products

Sell the whole unit

Examples

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

Tracks

Stock count Cost & sale price Sales tax

Herb Materials

Dispense by weight from stock

Examples

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

Tracks

Weight (g) 4 material types Cost per gram

Formula Batches

One stock card per formula: top up as you go

Examples

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

Tracks

Batch quantity Ingredients Dispensing history

How They Connect

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

Products Inventory

  • Whole-unit stock tracking with cost and sale pricing
  • Per-product sales tax setting
  • Low stock alerts and expiry tracking
  • Auto-deducts on invoice sale or in-clinic dispense
  • Quick-create and bulk edit pricing and stock

Product Overview

Stock Level 42 units
Cost Price $18.50
Sale Price $32.00
Sales tax Taxable
Status In Stock

Material Types

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

Herb Material Inventory

  • Four material types: granules, bulk herbs, powders, tinctures
  • Stock by weight (g) with cost per gram
  • Auto-deducts when prescriptions dispense in-clinic
  • Per-material-type low stock thresholds
  • Bulk stock checks across your full herb inventory

Formula Batches

  • One stock card per formula: top up as you go
  • In-house batches deduct from your herb materials automatically; purchased batches record their own expiry
  • Weighted-average cost recalc on top-ups, no manual maths
  • Costs snapshot at dispense: past profit reports stay accurate when supplier prices change
  • Multi-formula batches: one prep satisfies several different prescriptions
  • Keep batches separate by name: each shows as its own pickable entry in the builder

Batch Lifecycle

Xiao Chai Hu Tang

Granule · In-house

Create batch
500g · $0.40/g
Top up
+300g · $0.45/g
Weighted avg cost
$0.42/g
Dispense to Rx
−45g
Remaining 755g · 1 dispense

Using a batch in a prescription

  • Formula search returns the formula and any batches you've made for it
  • Each batch shows material type and remaining stock at a glance
  • Pick a batch: stock deducts on the spot
  • Mix material types in one prescription: granules, bulk, tincture, all together
  • Or skip batches and dispense from individual herb materials: same builder

Prescription builder · Formula search

Build from Formula
Xiao Chai Hu Tang
Existing Batches
Granule Xiao Chai Hu Tang
755g
Powder Xiao Chai Hu Tang
220g
Added to prescription
−45g

Stock deducted from Granule batch

Transaction Types

Stock Adjustment
Sale / Dispensing
Return
Transfer
Stock Take

Transactions, Reports & Alerts

  • 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

  • Share inventory across clinic locations
  • Bulk create herb materials in one go
  • Bulk edit stock, pricing, and product details

Bulk Operations

Bulk Create

Add multiple herb materials at once

Bulk Edit

Update pricing, stock, and details in batch

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

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