Reports -> Item Reports.
To make any changes to items: Utilities -> Items -> Item Setup
Tip! The Criteria is helpful depending on what report you are running. Example: Use Item Type to select inventory or services/non-inventory for easier viewing on reports like Item Lists.
Tip! If using ChiroSUITE for inventory tracking points 3 & 4 are for you. If not then disregard those points.
Tip! Categorizing all inventory as such (not as a service) is important for reports and financial tracking.
1. Item List -> Summary. Provides a quick list of services and/or inventory that you see in the drop down when billing patients. A good overview for ensuring wording on receipts is accurate and for reviewing anything no longer used.
2. Item List -> Detailed. Shows items, taxes y/n, quantity, cost, price. Tip! This is a must and starting point for implementing inventory tracking.
3a. Reorder Sheet: A list of ALL products with details of quantity on hand, reorder level and a space for jotting down if reordering.
3b. Reorder Sheet (needs reordering items only): Same information as #3 BUT only gives you what is required. Tip! Gives you only items under the Reorder Level. It is the preferred report for ordering.
4. Item Valuation: gives you what products were in-house as of a certain date. You would be using 'Receive Items' when shipments come in. Tip! Run for year end dates.
5. Suppliers List: Gives supplier name, address, phone number. To enter suppliers: Utilities -> Items -> Add Supplier
6a. Item Expiry by Expiry Date: Lists expiry date first then item.
6b. Item Expiry by Item:Lists Item first then expiry date.
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