Transactions

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 surplus

    • Inventory count

  • Inventory count: out

    • Inventory deficit

  • Returns

    • Customer returns

  • Purchase

  • Adjustments

  • Return to supplier

  • Sales

    • Invoice

  • Shrinkage

    • Damage

    • Expired

    • Stolen

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)

  • Product

  • Quantity

  • Date

  • Notes (optional)

A new, blank transaction

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