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ADVANCED SCHEDULING WORKFLOWS
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In This Article:
Once you receive the order from the distributor, you will have an invoice in that box you receive. You need to enter that invoice against the purchase order, in order to increase your inventory. Here is how you can do that.
A Purchase Order is just a wish-list of items you want to purchase. You are requesting these items, but have not received them yet. So creating a Purchase Order, and then finalizing it to be sent to the distributor, will not increase your inventory.
Inventory will only increase once you have received the products and entered a Purchase Invoice against the purchase order. If you do not do this, purchase orders will have have no impact on your inventory.
Backorders refer to items that you have added to a purchase order, but are not received at the same time as the initial shipment from the distributor. Backorders are handled automatically by OutSmart. When you enter a Purchase Invoice against a Purchase Order, only enter in the items that you have received. Then save the Purchase invoice. This will increase inventory for the specific items you have received. Once you get the backordered items, you can then add a second Purchase invoice against the same initial Purchase order.