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Inventory Management Guide
Posted: August 28, 2015

This document highlights product catalog management which is the first phase of a larger enhancement. When all phases are complete, this feature will allow practices to easily manage products and services across locations, transfer inventory between locations, generate lists of items that need replenishment, and receive products with improved efficiency.

For single location practices, or practices that do not want to use a Distribution Center, this new feature still offers the benefits of update pricing and properties in bulk.

To view or download the inventory management guide click here.

This document outlines the processes provided in Phase 1:

  •  Designate a Distribution Center and Subscriber locations
  •  Bulk updates to Product Properties
  •  Bulk updates to Product Pricing





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Updates Prior to 2018