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Instinct Stockroom Setup: Units

In Instinct Stockroom, Stockroom Admins can create additional unit options, expanding the list of buying units available when enrolling and editing products to match a practice's inventory needs.

Written by Melissa Duarte

Before you begin

You must have the admin_products permission in Instinct EMR to access the Admin section of Stockroom, including Units.


View the units list

Go to Admin → Units to see every unit available to your practice. The table lists three columns:

  • Label: The full name of the unit, such as Bottle or Scoop.

  • Abbreviation: The short form of the unit, such as btl or sc.

  • Source: Where the unit came from. Units tagged EMR come from your Instinct EMR product catalog. Units tagged Stockroom were created directly in Stockroom.


Add a custom unit

Custom units you add in Stockroom become available as buying unit options when enrolling or editing products in the Catalog.

  1. In Stockroom, navigate to Admin → Units.

  2. Click the + button.

  3. In the New Unit form, enter the unit's Label.

  4. Enter the unit's Abbreviation.

  5. Click Save.

The new unit appears in the units list with a Source of Stockroom and is immediately available to select as a buying unit on any product.


Frequently asked questions

Can I edit or remove a unit after creating it?

Yes, select the three-dot menu next to the unit, then select Delete.

Why does a unit show a Source of EMR instead of Stockroom?

Unit sources tagged 'EMR' were already part of your Instinct EMR product catalog before this feature was added. Units tagged 'Stockroom' were created directly on the Units page.


Submit feedback

Feel free to give us feedback on custom units by submitting a feature request. In the in-app chat, select Ask a Question → Submit a Ticket → New Feature Idea. All feedback is submitted to the Product and Engineering teams.


Still need help?

Contact support via live chat or email [email protected].

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