Controlling your inventory across multiple locations is clean, efficient, and precise with NikoHealth. In Phase 4, we'll walk you through everything associated with inventory control. Learn how to receive and transfer products, manage par level rules for different locations, and leverage NikoHealth's powerful report functionality to monitor your inventory and optimize your entire process.
Phase 4 training is broken down into the following topics:
Understanding Inventory and Items Queue
Receiving and Transferring Items (Manually)
Item Details
Managing Inventory Location Details
Purchase Orders
Inventory Reporting
LEARN
Begin by watching our Onboarding Webinar 4: Inventory Control.This is a 60min video.
TRY
Now that you've watched the webinar, go through the checklist below and try to complete the action items in NikoHealth. We've provided links to videos and tutorials for each topic, if you need additional help.
Be sure to make a note of any questions or issues you run into so we can address them when we meet!
Understanding Inventory and Items Queue
Review Inventory Tab overview 
Review Items Queue
Review Item Status definitions. 
Receiving and Transferring Items (Manually)
Practice Receiving Items Manually (walk through receiving items without a PO and against a PO) 
Practice Transferring Items between locations 
Practice Adjusting Inventory 
Item Details
Review Item Details 
Add a note about an item 
Practice using advanced filters in Items Queue 
Managing Inventory Location Details
Review Inventory Location management 
Review reorder settings for an item 
Add reorder rules for items 
Add Bin rules for an Inventory Location 
Add Vendor Accounts for each Inventory Location 
Purchase Orders
Review PO Queue 
Create a new Purchase Order 
Practice printing and sharing a PO 
Review and understand NikoHealth default PO statuses 
Practice modifying a PO 
Practice receiving items against a PO 
ASK
Now that you’ve spent some time in NikoHealth and worked through the checklist, bring us your questions! You’ll meet with your Project Manager so that we can address any questions or problems you faced and bring you personalized support!