Inventory Management: Returns to Vendor

Return inventory items that are maintaining quantity on hand (QOH) to Vendor. Returning an item to vendor Inventory > Return to Vendor Note: Saving the return will deplete the quantity on hand and update the cost on hand for the

Inventory Management: Purchasing Work List

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

Inventory Management: Want List entry and management

Use the Want List to ‘write down’ needed items. These items display on the Purchasing Work List (PWL), where they can be placed on a purchase order along with Suggested items or manually removed. A Want List report is also

Inventory management: Internal stock use

Deplete inventory and capture associated cost as an internal cost of goods from the Internal Usage report. A cost center must be used to perform internal stock use. Using the internal stock use feature Inventory > Internal Stock Use Additional

Inventory setup: Location groups and types

Setup location groups to use with multi-location inventory (MLI) configured practices. They are useful for practices with departments, satellite clinics, and separate facilities for tracking inventory information or orders per group. Groups can also be associated with a practice when

Inventory Setup: Locations

Setup locations to use with inventory items tracking quantity on hand (QOH). Overview of locations Locations are used with inventory functions, inventory windows, and reports. Items that are maintaining quantity on hand (QOH) must be assigned to an inventory location and

Inventory setup: Vendors

Vendors are required to place and receive orders, return product, and can be selected as an item’s primary vendor. View and maintain vendor details and status from the Vendor List. Setup Vendors Vendor ID and vendor name are required. Other

Setup inventory items overview

Inventory type items can be setup to different levels of tracking quantity on hand (QOH). Based on the intended use of the item, time requirements and reporting needs, not all inventory options may be necessary. Learn the different levels that inventory

Inventory setup: Cost centers

Use internal cost centers when performing internal stock use to track inventory costs and usage taxes associated with items you use within your practice, but are not invoiced. Cost centers can be specific areas within your practice, such as treatment,

Inventory Item Setup and Management

Inventory type invoice items are used for both billing and inventory management purposes. The invoice item type determines how revenue is tracked through service vs. inventory sales reports. Inventory items can also be added to group codes and pick lists.