Inventory Reconciliation

Inventory Reconciliation

Reconciliation of Your Inventory 

Learn how to reconcile your inventory, damage items or mark them as samples
  1. Login via web 
  2. Click on inventory 
  3. Choose inventory reconciliation
  4. Choose a clinic
  5. Choose All Inventory or Only few products. Hit Go.
    1. If you choose All Inventory, all of the items you have in your inventory will show. If you choose Only few products, you will have to search at the top for the specific item you are looking to reconcile. 
  6. Update the quantity for your items in Stock
  7. Hit solve. Next, you will be asked to enter more information explaining why the inventory is off. You will need to enter in the reason and they type in any notes about the circumstance.


8. Hit save and a green Solved box will appear under Action, 
9. At the top, hit Save as draft (so you can continue editing throughout the day) or hit Save & Update Inventory. 



Keep in mind, if you are accurately using traceability on the iOS app, your stock will remain maintained and will not need to be reconciled.  Inventory Reconciliation is to be used when you have to manually remove stock (damaged, lost, etc.)