Adding a product to Shepherd’s inventory management system can be broken down into two main steps:

Tip: getting all of your inventory set up in one go can feel really daunting. If that’s where you’re at, our inventory expert Nicole recommends adding the products as you order them. Schedule a consult if you want more advice.

Selecting products to add

To add a product to the inventory management system:

  1. Click ‘Inventory’

  2. Select ‘Products’ from the dropdown*

  3. Put the ‘Show All’ toggle by the search bar to the on position

  4. Click the product you want to add

This will open a product and automatically activate it to be tracked.

*Note: This section mirrors your existing product database.

This is what a product looks like in inventory management

Adding order and pricing information

With the product open, you’ll be able to add and/or view the following information:

  • Vendor: the vendor you order this product from (see our vendor guide for more info)

  • Product locations: where in your practice the product is located (see our location guide for more info)

  • Order quantity: the quantity you want to order each time you place the order

  • Min. quantity: the minimum you want to have on hand

  • Max quantity: the most you want to have on hand; anything over this will be overstock

    • You can filter by max quantity to see if there’s anything you can return (like food) to free up some space

  • Cost: how much you buy the product for

    • This will update automatically if the price changes when you've received it

  • Markup: how much you want to mark the product up

  • Price per: shows the price per smallest unit of measure (i.e. per capsule)

  • Unit price: shows price per largest unit (i.e. per bottle)

  • Reorder point: the point you want to be notified to order this product

    • Can be different than minimum quantity if you want a buffer (useful for high-volume/more volatile items that can spoil or are temperature sensitive)

  • UOM the units you order your products in (i.e. capsules, ml, etc.)

    • these can contain sub-units (for things like bottles of tablets)

Did this answer your question?