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Inventory Dashboard
What is the Inventory Dashboard?
What is the Inventory Dashboard?

Learn all about the inventory dashboard and how to use it

Mitch Edwards avatar
Written by Mitch Edwards
Updated over a week ago

The real-time Inventory Dashboard is below the blue navigation bar. At the top of the Dashboard, you will see a birds-eye view of what you have on-hand, broken down by product categories. Below this section, each category is further detailed. 

The Inventory Dashboard is broken down first by category, and then by company. Within each company, product brands are listed with color-coded number indicator indicating how many you have in stock (learn more here). 

After examination and treatment planning, it is often helpful to make sure you have the products in the office prior to surgery. We call this a reservation. When products are reserved you will see this number to the right of the color-coded number indicator (learn more here). 

Tap on a brand to reveal the sizes of each product. Tapping on a specific product will then reveal settings for that product. Here you can adjust thresholds for reordering, view lot numbers and signers for each product. You are also able to remove products in this screen. 

Have more questions? Message us anytime by clicking on the chat icon (bottom right).

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