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Inventory
Setting up, using, and monitoring Inventory.
10 articles
Inventory VendorsSetting up vendors is super fast—and it allows you to accurately submit purchase orders with ease.
Inventory LocationsLocations are critical to making sure your practice's inventory is well organized. They're also super easy to set up.
Creating and Linking Inventory ItemsAdd items to our inventory management tool for easy tracking.
Inventory CountsEstablish a baseline product quantity so Shepherd can keep track of your products and how you use them.
Inventory TransactionsKeep tabs on the transaction types, log damaged, stolen, or expired goods, and more.
Purchase OrdersUse purchase orders to keep track of your orders across multiple vendors.
Inventory ReportsReports are a critical way to gain a high level view of inventory in your practice—and when it's (not) being used.
Inventory SetupSetting up your inventory vendors, locations, and inventory items in Shepherd
Inventory OverviewHigh-level Overview of Shepherd's Inventory Management Tool
Inventory Lots, Bottles, & Expiration DatesLearn how tracking inventory lots, bottles, and expiration dates simplifies your inventory tracking with automations.