Note: this article isn't an in-depth, step-by-step guide. The goal is to provide an overview of the process and link to more detailed articles for each step.
In order to get our inventory management tool tracking your inventory as you use it, you need to set up three sections on the back end:
*These two don't need to be set up in a particular order, but they do need to be completed before you sync your products to our management tool.
Tip: each of these subsections has a more in-depth guide. To open it, just click the blue heading.
Setting up vendors allows you to keep your purchase orders organized—as well as the products within those purchase orders.
Locations allow you to know exactly where you're storing your products. This is especially handy if you store your products in more than one place.
Product setup can be broken into two phases:
Creating an inventory-specific product to track products (individual and groups) in the inventory tool
Linking products in your clinic database to those inventory-specific products
Ordering and Receiving Inventory
With the products, locations, and vendors all set up, you'll be able to start making purchase orders. You can make a purchase order through a button on the Inventory Dashboard, or through the purchase orders section of the inventory tool.
Once you've received your orders, you'll need to confirm that your orders—as well as the quantities of the products in those orders—have been received. This will automatically update your order quantities in Shepherd.
On top of seamlessly integrating with administering and ordering different products, our inventory management software also allows you to monitor the financial side of your inventory. There are three main places where you can keep track of inventory:
From the dashboard, you can quickly see:
The total value of your inventory
The current cost of goods sold
Previously created purchase orders
Products at re-order point
You can also create a new purchase order and receive inventory.
There are two built-in reports in the inventory management tool:
Product sales/usage: provides a holistic view of what products you’ve used and any associated costs charges
Single product: gives an in-depth view of how a single product was administered/dispensed
This section of our inventory management tool allows you to monitor your products from a transactional standpoint. You can use it for looking up returns, as well as expired, stolen, spilled, and damaged inventory.