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Supply Inventory 

Use supply inventory to keep track of Suppliers, Equipment, Supplies, and Orders.

  1. In the Manage module, click Supply Inventory.



  1. There is a menu across the top and three buttons.
    • Suppliers: Setup Suppliers. This must be done before you can add supplies or orders.
    • Categories: Define supply categories in Definitions. This must be done before you can add supplies or orders.
    • Equipment: Track Equipment for payment of property taxes.
    • Orders: Track supply Orders.
    • Supplies: Maintain a main list of Supplies used by the practice.

The Supplies Needed list is completely independent of any supplier or the main supply list. It is a freeform list where any staff can quickly jot down an item that is running low. The person responsible for ordering supplies should review this list. Once a supply is added to an order, it should be deleted.

  1. Click Add to enter a new item, or double-click an item to edit or delete.



  1. Click OK to save.

 

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