Location Setup

Knowing where your inventory is can sometimes feel like half the battle with managing it. Thankfully, our inventory tool keeps track of your practice's products, as well as where they're located.

Locations can be as granular as you want them to be—whether it's a shelf, a cabinet, or a room, this information is one more facet of how our inventory tool helps you manage your products effectively.

Tip: If you want to get some advice about best practices for inventory locations, reach out to our favorite inventory management consultant, Nicole.

Creating a location

To create a location:

  1. Click 'Inventory' in the left side menu

  2. Select 'Products' from the dropdown

  3. Navigate to the 'Locations' tab at the top (purple)

  4. Click the 'Add New' button on the right hand side of the screen (blue)

Detail of Inventory > Products

Clicking the 'Add New' button will take you to the New Location section, where you'll be able to add:

  • An abbreviation (required): something easy to understand at a glance

  • The location name (required): the actual location name

  • A description: something a bit more in depth about location (useful for more granular locations like shelves)

The New Location screen

Note: you'll also need to add vendors in order to start adding products to the management tool.

Repeat this for all locations in your clinic before you start adding products to the inventory tool.

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