Inventory Reports

Inventory is both a huge cost for a veterinary practice and a huge opportunity to make that practice profitable. That doesn't mean gouging your clients and charging exorbitant fees—lots of times, it just means analyzing how and when your practice uses the products you stock.

The best way to do that? You guessed it: inventory reports.

Inside Shepherd’s inventory management system, there are a few reports you can run:

*Note: this is different from the product sales report found in the reporting section

All reports can be generated in Shepherd or downloaded as a CSV for manipulation in programs like Excel and Google Sheets.

To get to the Inventory Reports, just select the Reporting tab on the left menu.

Inventory Items Below or at Reorder Point

If you're looking for a quick view of all items that have met their Reorder Point, then this makes it very simple!

Inventory Sales/Usage Report

If you’re looking to gather a holistic view of how your practice uses products, then this is what you need. We worked with our favorite inventory management consultant Nicole Clausen to create this—all for the sake of showing everything from costs and markups to quantities in one place.

Once the report's open:

  1. Input the date range

  2. Pick the format for the report

    • In Shepherd: select 'Generate Report'

    • CSV: select 'Download'

If you want some insights as to how to use this report, set up some time with Nicole for a personal consultation.

Single Item Report

If you’re looking to do a deep dive into a single item, this is for you.

Once the report's open:

  1. Search for and select the item from the dropdown

  2. Input the date range

  3. Pick the format for the report

    • In Shepherd: select 'Generate Report'

    • CSV: select 'Download'

Among other things, this report allows you to see:

  • Each time a specific product was administered

  • Who administered it

  • To whom it was administered

  • What kind of transaction it was

  • The invoice/SOAP associated with each administration

Inventory Status

For a quick glance at where the items on your shelf currently stand, this report will come in handy. This is an easy way to see a list of all items currently being tracked within Inventory, as well as the current quantity on hand.

With this report, you will also be able to:

  • Filter to show the items that have hit their Reorder Point

  • Filter to show the items that are under their MIN Quantity

  • Filter to show items that are over their MAX Quantity

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