Product Inventory Basics in OfficePro

Overview

OfficePro serves as a point-of-sale system, streamlining the process of adding and managing your inventory. The system automatically adjusts stock levels based on sales and received inventory, minimizing the need for manual inventory adjustments.

Adding Starting Inventory

1. Accessing Add Starting Inventory:
   • Click on Add Starting Inventory from the left-hand menu. This option is available for the first two months of service to help you set up your inventory.
2. Entering Inventory Counts:
   • You'll see a list of your products, including:
     • Current On-Hand Count: Initial stock level (may show zero for new setups).
     • Opening Count Box: Enter the starting inventory for each product.
     • New On-Hand Count: This updates automatically based on your input.
   • After verifying that the new on-hand counts are correct, click Update to save the counts for all products.

Managing Inventory

Periodic Physical Inventory Counts:

• Use the Inventory Management View for ongoing physical inventory counts. This view is similar to the Add Starting Inventory view and is available continuously.

Reorder List:

• The Reorder List indicates products that have reached a low inventory level and need to be reordered.
• Set reorder levels in the Edit Product Window:
  • Open the product from any product list.
  • Navigate to the Inventory tab.
  • Enter a number in the Reorder Level box to receive notifications when stock dips below this level.

Conclusion

Now that you have an understanding of how to set up and manage your product inventory in OfficePro, you can easily track your stock levels, sell products, and ensure timely reordering. This streamlined process helps maintain an efficient inventory system, supporting your practice's overall operations.

If you have any questions about specific features or processes, feel free to ask!