Overview
This article guides you through managing inventory items within ChiroHD, including adding, adjusting, and tracking your inventory.
Accessing Inventory Management
Navigate to Settings.
Select Inventory.
Here, you'll see:
System Inventory Items: Items managed by your franchise system.
Location-Specific Inventory Items: Items specific to your location.
Requesting New Inventory Items
If your franchise moderates inventory:
Click on "Request New Inventory Item".
Complete and submit the request form.
Note: Requests go to your franchise administrative office, not ChiroHD. For follow-ups, contact your corporate office directly.
Inventory Display
Checkbox: Indicates whether the item is carried by your office and visible when adding charges to patient ledgers.
Checked = Item visible
Unchecked = Item hidden
Managing Inventory Quantities
Adjustments
Use adjustments to correct inventory counts:
Click on Adjust beside the item.
Select Adjustment Type:
Positive/Negative: To correct discrepancies.
Write-Off Negative: For intentional write-offs (e.g., raffle prizes, samples).
Enter the quantity to adjust (negative for reducing count).
Click Submit.
Adding Shipments
To add new stock to inventory:
Click Shipment beside the item.
Enter received quantity and per-unit cost.
Click Submit.
Important: This does not place orders; it only updates ChiroHD after products are received.
Viewing Inventory History
Click on History to view details of adjustments, shipments, and write-offs.
Pricing and Tax
Click on item names in blue to set or edit prices.
You can set custom retail prices and specify if items are taxable.
Searching Inventory
Use the Quick Filter box to easily find specific items in extensive inventories.
By effectively managing your inventory in ChiroHD, you ensure accurate tracking and smooth daily operations.