BEFORE YOU START
BUILD YOUR TEAM
GET READY FOR LAUNCH
ADVANCED SCHEDULING WORKFLOWS
EXPLORE SMARTFORM QUESTIONNAIRES
EXPLORE REPORTING TOOLS
EXPLORE INVENTORY MANAGEMENT
RAPID CHARTING WORKFLOWS
ADVANCED DISPENSARY WORKFLOWS
TASK LIST MANAGEMENT
CUSTOMIZE YOUR OUTSMART EXPERIENCE
SOAP / MEDICAL CHART
In This Article:
Inventory management in OutSmart is based on a calculation involving products purchased, products sold, and inventory adjustments. Basically, we take the amount of products your have purchased, subtract the amount you have sold, and then make adjustments as specified in your Inventory Adjustment Worksheet.
Purchases recorded in the OutSmart Dispensary will increase your inventory only when they are confirmed. This means that although you may have created a Purchase Order in the system, until you receive that order, your inventory is not affected. You receive an order in OutSmart by registering invoices against the Purchase Order.
Sales and Refunds are recorded in the OutSmart Dispensary in the form of Customer Invoices or Customer Refunds. Whenever a product is added to a Customer Invoice, the quantity of product added will be subtracted from your inventory count. When a product is added to a Customer Refund, the quantity is added back to your inventory.
Adjustments are recorded on the Inventory Adjustment Worksheet, or the Inventory Adjustment Box in the Product Page. Adjustments take into account fluctuations in inventory levels based on product expiry, loss, breakage, theft, overstock, etc.
For some items like services or shipping costs, you may want to turn off inventory control. For others, like products or limited services, inventory control might be useful. Here is how you can adjust your inventory control settings for specific items in the OutSmart Dispensary.
Accessing the Product List from the Dispensary.
Set Inventory Control to yes / no.