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Understanding Inventory in NikoHealth

Understand Inventory and the Inventory Tab

Updated this week

Overview

Inventory in NikoHealth refers to your physical Items. These are things that are in stock and that you can take off your shelf and give to patients. (Note: this is different than the Products in your Catalog). Inventory may exist across various Inventory Locations that are part of your organization.


Inventory Items vs Product Catalog

It's important to understand how Inventory items are different than Products in your Catalog.

Inventory

Inventory refers to the actual count of physical items that you have on hand at any given time. Inventory can be ordered, sold, and physically transferred from one location to another.

Product Catalog

Your Product Catalog is a comprehensive list of what you're offering, including descriptions and information about the products you can offer. The Product Catalog isn't tied to a specific location or quantity.

Your Product Catalog contains information on the items in your Inventory. Therefore, Products need to be added to your Product Catalog first, before they can be added as an Inventory item.


Inventory Tab

The Inventory Tab is where you can manage your Inventory and allows you to:

  • Order Inventory Items

  • Receive new Inventory items

  • Transfer Inventory items to different people/locations

  • Create and manage Purchase Orders

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