See the full scope of Inventory Management with Shepherd and click into each section for more information on what each feature does and how to use it.

Setup is the first step of using Shepherd's inventory management tool. If your practice has migrated data from a previous software, much of this is completed through the Product Import Tool; you may also have completed the Product Import Tool from scratch.

Manual inventory setup occurs on the subtabs of the Inventory Items tab under Inventory in your Admin menu (Admin>Inventory>Inventory Items). Click the hyperlinked headings below for detailed setup information in each section.

The inventory dashboard is the first page you see on the Inventory tab. This provides a high-level overview of important inventory status and reporting metrics. Additional and further in-depth reporting is available on the Inventory Status tab as well as the Reporting tab in your Shepherd menu. Click here to see all of your inventory reporting features.

All of the below information for your clinic's inventory is visible at a glance:

Use the sort and filter options on each column of the Inventory Status report to view 2-week or monthly usage of your inventory items, items below or at their reorder point, under MIN or over MAX quantity, upcoming or past lot expiration dates, and so much more. Download this report in a PDF or in a CSV for further data sorting and manipulation. Click here to learn more about what you can do with the Inventory Status tab and other Inventory reporting features.

This is where all your meat and potatoes are stored. Each of your sellable items are created as an inventory item to work synonymously with our inventory management tool, generating extensive, accurate data for each item.

All of Shepherd's features are intricately connected and designed to save you time and stress with robust automations; setting up your inventory items is a critical step to ensuring theses automations are working for you.

Each Inventory Item will show you and/or enable you to edit:

See our complete Inventory Item page breakdown here and read more about the relationship between inventory items and your products list here.

Inventory Counts will be used initially during onboarding to set up your inventory items with their initial count before launch and then ongoing to ensure you're keeping accurate counts of each of your inventory items.

Click here for detailed steps on best practices for each type of count

Create purchase orders to track the items you've ordered through any vendor to have detailed tracking and reporting on the purchase history of those orders.

Receive your inventory items through the purchase orders you've created to automatically add the inventory to the corresponding items in Shepherd's inventory management tool. Doing so automatically creates a purchase history log noting quantities, frequency, cost, and more for the ultimate overview of any given item your clinic sells.

Shepherd will automatically create a transaction for all received, counted, and invoiced inventory, plus allow you to make manual adjustments when necessary. On the Transactions tab of your Inventory Management Tool, you can: