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Inventory
Inventory
Setting up, using, and monitoring Inventory
9 articles in this collection
Written by
Matt Ventimiglia
Inventory: Overview
Here's a high level view of our inventory management system.
Written by
Matt Ventimiglia
Updated over a week ago
Using Inventory
Receiving Inventory
Automatically update item counts when your receive inventory in Shepherd
Written by
Matt Ventimiglia
Updated over a week ago
Inventory: Purchase Orders
Use purchase orders to keep track of your orders across multiple vendors.
Written by
Matt Ventimiglia
Updated over a week ago
Inventory Transactions
Keep tabs on the transaction types, log damaged, stolen, or expired goods, and more.
Written by
Matt Ventimiglia
Updated over a week ago
Inventory Setup and Admin
Inventory: Counts
Establish a baseline product quantity so Shepherd can keep track of your products and how you use them.
Written by
Matt Ventimiglia
Updated over a week ago
Creating and Linking Inventory Items
Add items to our inventory management tool for easy tracking.
Written by
Matt Ventimiglia
Updated over a week ago
Inventory: Location Setup
Locations are critical to making sure your practice's inventory is well organized. They're also super easy to set up.
Written by
Matt Ventimiglia
Updated over a week ago
Inventory: Running Reports
Reports are a critical way to gain a high level view of inventory in your practice—and when it's (not) being used.
Written by
Matt Ventimiglia
Updated over a week ago
Inventory: Vendor Setup
Setting up vendors is super fast—and it allows you to accurately submit purchase orders with ease.
Written by
Matt Ventimiglia
Updated over a week ago