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