Transactions measure every time a product comes into or goes out of your practice. Shepherd will automatically create a transaction for all received, counted, and invoiced inventory—but sometimes you'll need to track your inventory in other ways.
To get there go to Inventory > Transactions.
The transactions section
Note: you'll also be able to see, edit, and add new transaction types and groups from their respective tabs at the top.
The transactions section allows you to measure the following groups/types of inventory movement (as well as make your own):
Inventory count: in
Inventory count: out
Return to supplier
Adding a New Transaction
To create a new transaction, click the 'Add New' button at the top of the main transaction screen.
Each new transaction will require you to add
Type (see list above)
A new, blank transaction