WP Medical Records Plugin with Suppliers & Purchase Orders Features

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Complete Suppliers & Purchase Orders Features

WP MEDICAL RECORDS REAL-TIME HEALTH DATA FROM EVERYWHERE
WP MEDICAL RECORDS REAL-TIME HEALTH DATA FROM EVERYWHERE

WP Medical Records now has suppliers and purchase orders features.

1. Supplier Management

  • Supplier Directory with Visual Cards:
    • Company icon/logo
    • Company name and supplier code
    • Category badge (color-coded)
    • Contact information (person, email, phone)
    • Location (city, country)
    • Status indicator (Active/Inactive)
  • Supplier Statistics on Each Card:
    • Total orders placed
    • Total amount spent
    • Pending orders count
  • Add/Edit Supplier Form:
    • Company Information (name, code, category, tax ID)
    • Contact Information (person, email, phone, address)
    • Business Terms (payment terms, status, notes)
  • Advanced Filtering:
    • By category (7 categories)
    • By status (Active/Inactive)
    • Text search by name or code

2. Purchase Order Management

  • Create Purchase Orders:
    • Auto-generated PO numbers (PO-YYYY-####)
    • Supplier selection dropdown
    • Order date and expected delivery
    • Multiple line items support
    • Item selection from inventory OR custom items
    • Automatic price population from inventory
    • Quantity × Price = Amount calculation
    • Tax addition
    • Subtotal and total calculations
    • Notes/special instructions
  • PO Status Workflow:
    • Pending: Awaiting approval
    • Approved: Ready to send to supplier
    • Received: Delivered (auto-updates inventory!)
    • Cancelled: Order cancelled
  • Line Item Management:
    • Add unlimited items
    • Remove items dynamically
    • Select from existing inventory
    • Enter custom items
    • Real-time amount calculations

3. Purchase Orders Table

  • Comprehensive Listing:
    • PO Number
    • Supplier name
    • Order date
    • Expected delivery date
    • Number of items
    • Total amount
    • Status badge (color-coded)
    • Actions (View, Approve, Receive)
  • Status Filtering:
    • One-click filters with counts
    • All / Pending / Approved / Received / Cancelled
    • Active filter highlighting

4. Supplier Performance Tab

  • Performance Analysis Table:
    • Supplier name
    • Total orders count
    • Total amount spent
    • Pending orders
    • Average order value
    • Last order date
    • Supplier rating (5-star system)
  • Analytics:
    • Identify top suppliers
    • Track spending patterns
    • Evaluate supplier reliability

5. Dashboard Statistics

Four real-time stat cards:

  • Total Suppliers: With active count
  • Pending POs: Awaiting approval
  • Approved POs: Ready to receive
  • Total PO Value: Cumulative spending

6. Supplier Categories

Comprehensive categorization:

  1. Medical Supplies
  2. Pharmaceuticals
  3. Equipment
  4. Laboratory Items
  5. Office Supplies
  6. Services
  7. Other

7. Payment Terms Options

  • Net 30 (30 days)
  • Net 60 (60 days)
  • Net 90 (90 days)
  • Cash on Delivery (COD)
  • Advance Payment

8. Inventory Integration

  • Select from Inventory:
    • Dropdown of all inventory items
    • Auto-fills item description
    • Auto-fills unit price
    • Links to inventory records
  • Automatic Stock Updates:
    • When PO status = “Received”
    • Updates stock
    • Adds quantities to inventory
    • Creates movement record
    • References PO number
  • Custom Items:
    • Option to add items not in inventory
    • Manual description and price entry

10. AJAX Functionality

All operations are real-time:

  • Add supplier
  • Update supplier
  • View supplier details
  • Create purchase order
  • Update PO status (Approve/Receive)
  • Filter suppliers
  • Filter POs by status
  • Dynamic line item calculations

11. User Interface Features

  • Card-Based Design: Modern supplier cards
  • Color-Coded Status: Visual indicators
  • Tab Navigation: Suppliers / POs / Performance
  • Dynamic Forms: Add/remove line items
  • Real-Time Calculations: Automatic totals
  • Filter Buttons: One-click status filters
  • Modal Dialogs: Detailed views
  • Responsive Grid: Mobile-friendly

12. Purchase Order Features

  • Line Item Builder:
    • Select inventory items OR custom
    • Add multiple items
    • Remove items dynamically
    • Quantity input
    • Unit price (auto-filled or manual)
    • Automatic amount calculation
  • PO Totals Section:
    • Subtotal (sum of all items)
    • Tax (optional)
    • Grand total
    • Real-time updates
  • Approval Workflow:
    • Pending → Approved → Received
    • One-click approvals
    • Status tracking
    • User accountability

13. Automatic Inventory Updates

When PO is marked as “Received”:

  1. System reads all PO line items
  2. For each item with inventory link:
    • Updates stock with quantity
    • Movement type: “stock_in”
    • Reference: PO number
    • Updates inventory quantity
    • Creates movement record
  3. Complete audit trail
  4. Automatic reorder level checks

14. Security Features

  • Access Control: Admin-only access
  • Nonce Verification: CSRF protection
  • Data Sanitization: SQL injection prevention
  • Input Validation: Required fields enforced
  • Audit Trail: All changes logged
  • User Tracking: Who did what, when

15. Integration with Other Modules

With Inventory:

  • Item selection from inventory
  • Price auto-population
  • Automatic stock updates on receipt
  • Stock movement tracking
  • Supplier linkage

With Accounting:

  • PO values tracked
  • Supplier spending analysis
  • Expense recording
  • Budget comparison
  • Payment due tracking

With ERP Dashboard:

  • Real-time statistics
  • Quick action links
  • Performance metrics
  • Alert notifications

With Audit Log:

  • Supplier changes logged
  • PO creation tracked
  • Status updates recorded
  • Complete history

16. Supplier Statistics

Each supplier shows:

  • Total Orders: Lifetime order count
  • Total Spent: Cumulative spending
  • Pending Orders: Orders in pipeline
  • Average Order Value: Calculated automatically
  • Performance Rating: 5-star system

🎯 Key Benefits

✅ Complete Supplier Management: All vendor information in one place ✅ Streamlined Ordering: Fast PO creation with inventory integration ✅ Automatic Inventory Updates: Stock levels update when POs received ✅ Approval Workflow: Controlled purchasing process ✅ Performance Tracking: Evaluate supplier effectiveness ✅ Spending Control: Track and analyze supplier costs ✅ Audit Ready: Complete transaction history ✅ Time Saving: Pre-filled prices, automatic calculations ✅ User-Friendly: Intuitive interface with visual feedback ✅ Scalable: Handles unlimited suppliers and POs

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