Inventory

Inventory Overview

keeping track of inventory is the most important part of the Dispensary Tree Program. We define inventory as ‘how much’ you have of herbs, formulas and products. This video will give you an overview on how you can - Add Inventory - Modify Inventory - View Inventory Levels - View Inventory History - Create Purchase Orders Click on any of the above links for specific instructions for each function.

Add Inventory

Go to Admin > Inventory > Add What is Inventory? Inventory is how much you have of each of the ingredients and products in your dispensary. Inventory is NOT what you have, but instead how much you have. For more information on Inventory, [click here.](https://dispensary-tree.com/wp-admin/post.php?post=33036&action=edit) How do I add Inventory? The Add Inventory page lets you manually add more quantity to [single herb ingredients, premix formulas ingredients and products](https://dispen...

Modify Inventory

Go to Admin > Inventory > Modify You can modify your inventory by using the modify inventory page. You can increase or decrease the amount for any item in your dispensary. Instructions for Modifying an Inventory Quantity 1. Enter the Herb, Product, or Premix Name into a blank row or scan the barcode of the item to auto populate it into the blank row. 2. Select the Lot Number 3. The current stock amount for that lot number will be shown 4. You can either enter the final amount you wan...

Inventory Levels

Go to Admin > Inventory > Inventory Levels Inventory Levels shows you how much quantity of each item in your dispensary you currently have. Knowing how much stock you have on hand is important. We put this information at your fingertips. Inventory Levels Options/Fields Search Search for any item in your inventory Filter Filter your inventory items by Item Type, Product Category, Herb Category, Inventory Level and Supplier. Average Per Day Shows you the average amount consumed or so...

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. New 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 ...

Inventory Settings

Go to Admin > Settings > Inventory The inventory settings let you choose options pertaining to tracking how much quantity of each item or how much inventory you have of single herbs, premix formulas and products. Inventory Tracking If you do not want to track inventory/stock amounts in your dispensary, you can turn off inventory. Barcode Label Size This option will control the size of your barcodes which are generated. Select Measurements You can choose to use ml or fluid ounzes for...