Use supply inventory to keep track of Suppliers, Equipment, Supplies, and Orders.
- In the Manage module, click Supply Inventory.
- 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.
- Click Add to enter a new item, or double-click an item to edit or delete.
- Click OK to save.