Best Practice for Inventory Management:
Accurate inventory management ensures the right materials are in the right place at the right time in your supply closet. This includes:
- A consistent physical recording of products inbound & outbound
- Controlling too much inventory, which causes waste, takes up space, and ties up cash flow
- Reducing supply shortage that could lead to a loss of patient revenue
- You’ll be able to create an Inventory List and manage all of your items from every supplier in a single workflow
The system alerts you when stock is low and it’s time to reorder, ensuring that your most critical supplies will always be in stock.
How to Manage Your Inventory:
1. Select Inventory on the Menu Bar. This will show you all the products in your inventory list
2. Select the Add Products 
button
- You will be able to search for the products from the industry catalog to add to your inventory list
3. Search for products in the search bar
- Use mfr. part # (manufacturing part number), sku, or key words to specify your search
- Add filters to specify suppliers
4. Select the products you're wanting to add to your inventory
- Tip: Use checkbox to select multiple products
5. Select Add XX Products to add all the selected products to your inventory list
6. Set Required QTY (quantity)
- Click into blue circle icon and use the up/down arrows to update
- Select Update to save changes
7. Update QTY (quantity) on Hand
- Update your stock levels consistently for each product
- Use up/down arrows to update quantity for each product
- The built in notifications will notify you on stock levels
- Yellow: inventory running low
- Red: time to reorder
8. Delete products from Inventory
- Click on checkbox to select products. You're able to multi select products if you need to delete several products at a time
- Select the trash can
icon to delete the product from inventory