Learn how to check quantity on hand (QOH) and adjust quantity, lot numbers and expiration dates, and average cost using the View Quantity on Hand window and the Adjustment List. View Quantity on Hand window Use the View Quantity on
Set inventory specific defaults for new inventory items, ordering, history display and verification of inventory details. Available settings differ based on single location (SLI) or multi-location inventory (MLI) configuration. Setup Controls > Defaults > Practice and Workstation > Inventory Review
Use the Receipt List window to view, receive inventory and manage vendor receipts. Receive a purchase order or manually enter a receipt without an order. Posting inventory receipts updates: Using the Receipt List Inventory > Receipt List Filters Functions
Learn how to use the Purchasing Work List (PWL) window to manage Want List (staff requested) and Suggested items (based on item reorder settings). This includes viewing item stock levels, sales history, cost and other details, as well as adding
Use the Find and Transfer Items window to find items and transfer them to another location. This feature is for practices set up with Multi-location inventory. Transfer items from one location to another Navigate to: View or print a stock transfer
Learn how to purge specific types of inventory information from Cornerstone. How to purge inventory Navigate to Tools > Inventory Purge. Additional information
Learn how to create frequently asked for inventory reports such as which items are tracking quantity on hand, inventory counts, cost on hand and more. Common inventory reports Tip: Set key reports as a favorite to find quickly in the
All the information you need to process end of year. Use these resources to help you navigate closing/processing your end of year. In addition to the quick guides, use the resources below for detailed information on how to perform the
Find the inventory information you need now or explore resources to learn how to set up inventory items and inventory features or learn inventory workflow. Inventory item setup Setting up inventory items to correctly track quantity on hand is the
Add items that are associated with a Cornerstone purchase order to the Backorder List when creating, editing or receiving purchase orders. Edit and cancel backordered items from the Backorder List. Add to backorder list Purchase Order Receipt View and modify
