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Exporting your inventory report from Instinct

Instinct is built for emergency and specialty hospitals, where the inventory picture looks different from general practice. Volumes are higher, controlled substances matter more, and a lot of what you dispense leaves the shelf in fractions rather than whole packages. The reports you need are still the same two, but the units deserve more attention than usual.

What you actually need

Four columns. Everything else in the report is optional, so do not spend time tidying the rest.

Item name
exactly as your system writes it
Quantity on hand
current units in stock
Unit cost
what you pay your distributor, not the client price
Units sold, one file per month
twelve separate monthly reports, not one twelve-month total

Two optional columns worth grabbing

If Instinct offers these, leave them in. They cost nothing at export time and they let StockSolve compare what an item should have earned against what it actually booked, which is what separates a vaccine bundled into a wellness plan from a charge that was simply missed. Nothing to map: if the columns are in the file, the engine finds them.

Unit price
the client-facing sell price. Often called Price, Retail, Sell or Charge
Sales revenue
what the item actually booked. Often called Revenue, Extended, Sales or Amount

Which reports to look for in Instinct

Report names shift between versions, so go by what the report contains rather than by an exact menu label. You are looking for two things:

  1. 1An inventory or stock report with quantity on hand and cost per item.
  2. 2A product usage or billed items report across a date range, in units rather than dollars.

Things that trip people up on Instinct

Watch the unit of measure. Constant-rate infusions and injectables are frequently billed in millilitres while stock is held in vials, and mixing the two produces a reorder point that is wrong by the size of the vial. Decide which unit you count on the shelf and stay in it.
High-volume emergency work makes month-to-month demand swing more than a general practice, which is exactly the case safety stock exists for. Pull the full twelve months if you can.
Controlled substance logs are a separate concern from reorder point math. Use them for reconciliation, not as your sales history.

Got the export? See what it says.

Upload it to the free audit and find out how much cash is sitting on your shelves. No credit card, and your figures stay in your browser.

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