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Dispensary Setup
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Admin Dashboard
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Catalog Items
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Custom Formulas
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Fulfilling Orders
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Inventory
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Patients
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Practitioners
- Add a Practitioner
- Delete a Practitioner
- Practitioner Addresses
- Practitioner Automatic Discount Settings
- Practitioner Formula Settings
- Practitioner Label Settings
- Practitioner Logo
- Practitioner Markup / Credits
- Practitioner Markup Settings
- Practitioner Order History
- Practitioner Payment Settings
- Practitioner Profile
- Practitioner Refill Settings
- Practitioner Vouch Settings
- Practitioner Checkout Settings
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Discounts
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Schools
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Settings
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- Container Sections
- Cooking Templates
- Custom Formula Add-On-Services
- Custom Formula Column Settings
- Custom Formula Dosage Builder Settings
- Custom Formula Dosage Mode Settings
- Custom Formula Review Settings
- Custom Formula Sections
- Custom Formula Settings Overview
- Decimal Places
- Formula Refill Settings
- Formula Sharing
- Liquid Conversion
- Set Total Weight Options
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- Articles coming soon
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- Articles coming soon
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Reports
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Patient Website
- Articles coming soon
Inventory History
Go to Admin > Inventory > History
The inventory history displays every inventory transaction going in and out of your dispensary. The following are the type of transactions you can view.
Adding Inventory – Will display every new addition to your inventory. Displayed as “New”
Formula – As you fulfill formulas it will show you every herb or premix formula transaction. Displayed as “Formula”
Modification – Each time the dispensary admin modifies a lot number. Displayed as “Modification”
Waste – If a lot number is closed with quantity still available, it will be moved to waste. Displayed as “Waste”
Filtering Inventory Transactions
You can filter inventory transactions by
Change Type – Filter by Change Type (New , Formulas, Modification, Waste)
Item Type – Filter by Product, Herb or Premix
Herb Type – Filter by Herb Type ( Granules, Tinctures, Raw, Concentrates)
Category – Sort inventory transactions by herb or product category
Lot Status – Turn a lot On or OFF.
Date Range – Find a Transaction between a start and end date