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 this week

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