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 or make manual adjustments.
In the Transactions tab, you can:
Get a high level view of all transactions (see what's tracked)
Manually adjust your inventory for losses, returns, etc. (learn how)
Take a deeper dive into any individual transaction
To get there go to Admin > Inventory > Transactions.
Tip: Select the number in the ‘#’ column to go directly to the corresponding page (purchase will bring you to its purchase order, invoice to its invoice, etc.)
Adding a New Transaction
If you need to make a manual adjustment to your inventory, you'll need to create a new transaction. To create a new transaction, select the 'Add New' button at the top of the transaction screen.
It is Shepherd best practice, and strongly recommended, to create adjustments IN using Counts and Purchase Orders when applicable and to note the specific type when adjusting out of inventory, if you can, for optimal and detailed tracking and reporting metrics.
Each new transaction will require you to add:
Type:
Inventory Product
Quantity (based on Unit Type)
Date
Notes (optional)
What Transactions are Tracked
The transactions section allows you to measure the following groups/types of inventory movement (as well as make your own):
Adjustments IN
Adjustments OUT
Damage
Expired
Inventory count: in
Initial Count
Inventory Count
Inventory Surplus
Inventory count: out
Inventory Deficit
Invoice
Invoice Item Deleted
Prescription Created
Purchase
Refills:
Completed
Canceled
Returns:
Customer returns
Return to supplier
Stolen
Treatments:
Administered
Unadministered
Note: Although you can still manually create a transaction for returns, when returning an item, you will now be asked if you would like to automatically return the amount directly to Inventory.
