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and Tasks","\u002Fen\u002Fcalendar\u002Fsidebar-workflows","en\u002F1.calendar\u002F5.sidebar-workflows",{"title":31,"path":32,"stem":33},"Visit Details","\u002Fen\u002Fcalendar\u002Fvisit-details","en\u002F1.calendar\u002F6.visit-details",{"title":35,"path":36,"stem":37},"Navigation & Filters","\u002Fen\u002Fcalendar\u002Fviews-filters-and-printing","en\u002F1.calendar\u002F7.views-filters-and-printing",{"title":39,"path":40,"stem":41},"Calendar Notes","\u002Fen\u002Fcalendar\u002Fnotes-and-patient-notes","en\u002F1.calendar\u002F8.notes-and-patient-notes",{"title":43,"path":44,"stem":45},"Access & Troubleshooting","\u002Fen\u002Fcalendar\u002Fpermissions-and-troubleshooting","en\u002F1.calendar\u002F9.permissions-and-troubleshooting",{"title":47,"path":48,"stem":49,"children":50},"Automation","\u002Fen\u002Fautomation","en\u002F10.automation\u002Findex",[51,52,56],{"title":47,"path":48,"stem":49},{"title":53,"path":54,"stem":55},"Automation 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Analysis","\u002Fen\u002Freports\u002Ffinances","en\u002F11.reports\u002F4.finances",{"title":83,"path":84,"stem":85},"Inventory Performance Report","\u002Fen\u002Freports\u002Finventory","en\u002F11.reports\u002F5.inventory",{"title":87,"path":88,"stem":89},"Doctor Performance Report","\u002Fen\u002Freports\u002Fdoctors","en\u002F11.reports\u002F6.doctors",{"title":91,"path":92,"stem":93},"Provider Salary Report","\u002Fen\u002Freports\u002Fsalaries","en\u002F11.reports\u002F7.salaries",{"title":95,"path":96,"stem":97,"children":98},"Settings","\u002Fen\u002Fsettings","en\u002F12.settings\u002Findex",[99,100,104,108,112,116,120,124],{"title":95,"path":96,"stem":97},{"title":101,"path":102,"stem":103},"Consent Forms Settings","\u002Fen\u002Fsettings\u002Fconsent-forms","en\u002F12.settings\u002F1.consent-forms",{"title":105,"path":106,"stem":107},"Clinical Notes \u002F Exams","\u002Fen\u002Fsettings\u002Fclinical-notes","en\u002F12.settings\u002F2.clinical-notes",{"title":109,"path":110,"stem":111},"Notifications","\u002Fen\u002Fsettings\u002Fnotifications","en\u002F12.settings\u002F3.notifications",{"title":113,"path":114,"stem":115},"Procedure Settings","\u002Fen\u002Fsettings\u002Fprocedures","en\u002F12.settings\u002F4.procedures",{"title":117,"path":118,"stem":119},"Procedure Template Settings","\u002Fen\u002Fsettings\u002Ftemplates","en\u002F12.settings\u002F5.templates",{"title":121,"path":122,"stem":123},"User Profiles","\u002Fen\u002Fsettings\u002Fuser-profiles","en\u002F12.settings\u002F6.user-profiles",{"title":125,"path":126,"stem":127},"Clinic Access Rules","\u002Fen\u002Fsettings\u002Faccess-rules","en\u002F12.settings\u002F7.access-rules",{"title":129,"path":130,"stem":131,"children":132},"Account & Security","\u002Fen\u002Faccount-and-security","en\u002F13.account-and-security\u002Findex",[133,134,138,142,146,150],{"title":129,"path":130,"stem":131},{"title":135,"path":136,"stem":137},"Sign in to Dentaltap","\u002Fen\u002Faccount-and-security\u002Fsigning-in","en\u002F13.account-and-security\u002F1.signing-in",{"title":139,"path":140,"stem":141},"Reset your password","\u002Fen\u002Faccount-and-security\u002Fresetting-your-password","en\u002F13.account-and-security\u002F2.resetting-your-password",{"title":143,"path":144,"stem":145},"Two-step verification","\u002Fen\u002Faccount-and-security\u002Ftwo-step-verification","en\u002F13.account-and-security\u002F3.two-step-verification",{"title":147,"path":148,"stem":149},"Roles and permissions","\u002Fen\u002Faccount-and-security\u002Froles-and-permissions","en\u002F13.account-and-security\u002F4.roles-and-permissions",{"title":151,"path":152,"stem":153},"Manage clinic users","\u002Fen\u002Faccount-and-security\u002Fmanage-clinic-users","en\u002F13.account-and-security\u002F5.manage-clinic-users",{"title":155,"path":156,"stem":157,"children":158},"Patients Management","\u002Fen\u002Fpatients-management","en\u002F2.patients-management\u002Findex",[159,160,164,168,172],{"title":155,"path":156,"stem":157},{"title":161,"path":162,"stem":163},"Patients Management Overview","\u002Fen\u002Fpatients-management\u002Foverview","en\u002F2.patients-management\u002F1.overview",{"title":165,"path":166,"stem":167},"Create Patient","\u002Fen\u002Fpatients-management\u002Fcreate-patient","en\u002F2.patients-management\u002F2.create-patient",{"title":169,"path":170,"stem":171},"Find Patients","\u002Fen\u002Fpatients-management\u002Ffind-patients","en\u002F2.patients-management\u002F3.find-patients",{"title":173,"path":174,"stem":175},"Patient Profile","\u002Fen\u002Fpatients-management\u002Fpatient-profile-overview","en\u002F2.patients-management\u002F4.patient-profile-overview",{"title":177,"path":178,"stem":179,"children":180},"Medical Profile","\u002Fen\u002Fmedical-profile","en\u002F3.medical-profile\u002Findex",[181,182,186,190,194],{"title":177,"path":178,"stem":179},{"title":183,"path":184,"stem":185},"Medical Alerts","\u002Fen\u002Fmedical-profile\u002Fmedical-alerts","en\u002F3.medical-profile\u002F1.medical-alerts",{"title":187,"path":188,"stem":189},"Questionnaires","\u002Fen\u002Fmedical-profile\u002Fquestionnaires","en\u002F3.medical-profile\u002F2.questionnaires",{"title":191,"path":192,"stem":193},"Consent Forms","\u002Fen\u002Fmedical-profile\u002Fconsent-forms","en\u002F3.medical-profile\u002F3.consent-forms",{"title":195,"path":196,"stem":197},"Self Check-In","\u002Fen\u002Fmedical-profile\u002Fself-check-in","en\u002F3.medical-profile\u002F4.self-check-in",{"title":199,"path":200,"stem":201,"children":202},"Treatment History","\u002Fen\u002Ftreatment-history","en\u002F4.treatment-history\u002Findex",[203,204,208,212,216,220,224,228,232],{"title":199,"path":200,"stem":201},{"title":205,"path":206,"stem":207},"Dental Chart and Tooth Conditions","\u002Fen\u002Ftreatment-history\u002Fdental-chart","en\u002F4.treatment-history\u002F1.dental-chart",{"title":209,"path":210,"stem":211},"Clinical Diagnostics","\u002Fen\u002Ftreatment-history\u002Fdiagnostics","en\u002F4.treatment-history\u002F2.diagnostics",{"title":213,"path":214,"stem":215},"Radiographs and Ortho Photos","\u002Fen\u002Ftreatment-history\u002Fradiographs-and-ortho-photos","en\u002F4.treatment-history\u002F3.radiographs-and-ortho-photos",{"title":217,"path":218,"stem":219},"Clinical Notes","\u002Fen\u002Ftreatment-history\u002Fclinical-notes","en\u002F4.treatment-history\u002F4.clinical-notes",{"title":221,"path":222,"stem":223},"Patient Vitals","\u002Fen\u002Ftreatment-history\u002Fvitals","en\u002F4.treatment-history\u002F5.vitals",{"title":225,"path":226,"stem":227},"Treatment History Procedures","\u002Fen\u002Ftreatment-history\u002Fprocedures","en\u002F4.treatment-history\u002F6.procedures",{"title":229,"path":230,"stem":231},"Periodontal Chart","\u002Fen\u002Ftreatment-history\u002Fperio-chart","en\u002F4.treatment-history\u002F7.perio-chart",{"title":233,"path":234,"stem":235},"Customize the Clinical History","\u002Fen\u002Ftreatment-history\u002Fcustomize-history","en\u002F4.treatment-history\u002F8.customize-history",{"title":237,"path":238,"stem":239,"children":240},"Treatment Plans","\u002Fen\u002Ftreatment-plans","en\u002F5.treatment-plans\u002Findex",[241,242,246],{"title":237,"path":238,"stem":239},{"title":243,"path":244,"stem":245},"Treatment Plans Overview","\u002Fen\u002Ftreatment-plans\u002Foverview","en\u002F5.treatment-plans\u002F1.overview",{"title":247,"path":248,"stem":249},"Send & Print","\u002Fen\u002Ftreatment-plans\u002Fsend-and-print","en\u002F5.treatment-plans\u002F2.send-and-print",{"title":251,"path":252,"stem":253,"children":254},"Invoices & Payments","\u002Fen\u002Finvoices-and-payments","en\u002F6.invoices-and-payments\u002Findex",[255,256,260,264,268,272,276,280],{"title":251,"path":252,"stem":253},{"title":257,"path":258,"stem":259},"Invoices Overview","\u002Fen\u002Finvoices-and-payments\u002Finvoices-overview","en\u002F6.invoices-and-payments\u002F1.invoices-overview",{"title":261,"path":262,"stem":263},"Create and Edit an Invoice","\u002Fen\u002Finvoices-and-payments\u002Fcreate-and-edit-invoice","en\u002F6.invoices-and-payments\u002F2.create-and-edit-invoice",{"title":265,"path":266,"stem":267},"Payments and Refunds","\u002Fen\u002Finvoices-and-payments\u002Fpayments-and-refunds","en\u002F6.invoices-and-payments\u002F3.payments-and-refunds",{"title":269,"path":270,"stem":271},"Credit and Debit Notes","\u002Fen\u002Finvoices-and-payments\u002Fcredit-and-debit-notes","en\u002F6.invoices-and-payments\u002F4.credit-and-debit-notes",{"title":273,"path":274,"stem":275},"Installment Plans","\u002Fen\u002Finvoices-and-payments\u002Finstallment-plans","en\u002F6.invoices-and-payments\u002F5.installment-plans",{"title":277,"path":278,"stem":279},"Attach a Document to an Invoice","\u002Fen\u002Finvoices-and-payments\u002Fattach-document-to-invoice","en\u002F6.invoices-and-payments\u002F6.attach-document-to-invoice",{"title":281,"path":282,"stem":283},"Patient Discounts","\u002Fen\u002Finvoices-and-payments\u002Fdiscounts","en\u002F6.invoices-and-payments\u002F7.discounts",{"title":285,"path":286,"stem":287,"children":288},"Follow Ups","\u002Fen\u002Ffollow-ups","en\u002F7.follow-ups\u002Findex",[289,290,294],{"title":285,"path":286,"stem":287},{"title":291,"path":292,"stem":293},"Book Next Visit","\u002Fen\u002Ffollow-ups\u002Fbook-next-visit","en\u002F7.follow-ups\u002F1.book-next-visit",{"title":295,"path":296,"stem":297},"Queue Follow Up","\u002Fen\u002Ffollow-ups\u002Fqueue-follow-up","en\u002F7.follow-ups\u002F2.queue-follow-up",{"title":299,"path":300,"stem":301,"children":302},"Inventory","\u002Fen\u002Finventory","en\u002F8.inventory\u002Findex",[303,304,308,312,316,320,324,328,332],{"title":299,"path":300,"stem":301},{"title":305,"path":306,"stem":307},"Inventory Overview","\u002Fen\u002Finventory\u002Foverview","en\u002F8.inventory\u002F1.overview",{"title":309,"path":310,"stem":311},"Inventory Products","\u002Fen\u002Finventory\u002Fproducts","en\u002F8.inventory\u002F2.products",{"title":313,"path":314,"stem":315},"Inventory Orders","\u002Fen\u002Finventory\u002Forders","en\u002F8.inventory\u002F3.orders",{"title":317,"path":318,"stem":319},"Inventory Sales","\u002Fen\u002Finventory\u002Fsales","en\u002F8.inventory\u002F4.sales",{"title":321,"path":322,"stem":323},"Inventory Product Requests","\u002Fen\u002Finventory\u002Fmy-requests","en\u002F8.inventory\u002F5.my-requests",{"title":325,"path":326,"stem":327},"Inventory Stock Transfers","\u002Fen\u002Finventory\u002Ftransfers","en\u002F8.inventory\u002F6.transfers",{"title":329,"path":330,"stem":331},"Inventory Suppliers","\u002Fen\u002Finventory\u002Fsuppliers","en\u002F8.inventory\u002F7.suppliers",{"title":333,"path":334,"stem":335},"Stock Adjustments","\u002Fen\u002Finventory\u002Fstock-adjustments","en\u002F8.inventory\u002F8.stock-adjustments",{"title":337,"path":338,"stem":339,"children":340},"Expense Management","\u002Fen\u002Fexpense-management","en\u002F9.expense-management\u002Findex",[341,342],{"title":337,"path":338,"stem":339},{"title":343,"path":344,"stem":345},"Expense Management Overview","\u002Fen\u002Fexpense-management\u002Foverview","en\u002F9.expense-management\u002F1.overview",{"id":347,"title":83,"body":348,"dateModified":585,"datePublished":585,"description":586,"extension":587,"image":585,"links":585,"meta":588,"navigation":589,"path":84,"seo":590,"stem":85,"__hash__":591},"docs_en\u002Fen\u002F11.reports\u002F5.inventory.md",{"type":349,"value":350,"toc":572},"minimark",[351,360,363,368,395,398,402,405,449,456,460,463,480,483,487,494,497,501,506,509,513,518,521,525,530,533,537,540,550,554],[352,353,354,355,359],"p",{},"Open ",[356,357,358],"strong",{},"Reports → Inventory",".",[352,361,362],{},"Inventory reports explain stock movement and value. Use this report to review whether products are being ordered, sold or issued, returned, written off, and valued correctly.",[364,365,367],"h2",{"id":366},"configuration-links","Configuration links",[369,370,371,381,388],"ul",{},[372,373,374],"li",{},[375,376,380],"a",{"href":377,"rel":378},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Ftemplates\u002Fdictionary?id=inventory",[379],"nofollow","Inventory Categories",[372,382,383],{},[375,384,387],{"href":385,"rel":386},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Fclinic\u002Fbranches",[379],"Branches and Rooms",[372,389,390],{},[375,391,394],{"href":392,"rel":393},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Fclinic\u002Fusers",[379],"Users",[352,396,397],{},"Inventory reporting depends on product setup, branch selection, stock movement records, and users or rooms assigned to sales.",[364,399,401],{"id":400},"what-inventory-contains","What Inventory contains",[352,403,404],{},"The Inventory report includes these main areas:",[369,406,407,413,419,425,431,437,443],{},[372,408,409,412],{},[356,410,411],{},"Inventory Valuation",": current stock value and change compared with the previous period.",[372,414,415,418],{},[356,416,417],{},"Profit",": sales margin from inventory movement.",[372,420,421,424],{},[356,422,423],{},"Write-offs",": stock value lost through write-offs.",[372,426,427,430],{},[356,428,429],{},"Orders",": purchased stock, shipping, discounts, and order totals.",[372,432,433,436],{},[356,434,435],{},"Orders Returns",": stock or value returned from orders.",[372,438,439,442],{},[356,440,441],{},"Sales",": stock issued or sold to doctors or rooms, including profit and turnover.",[372,444,445,448],{},[356,446,447],{},"Sales Returns",": stock returned after a sale or issue.",[352,450,451,452,455],{},"The report also shows ",[356,453,454],{},"Net Inventory Flow",", which compares product movement into and out of inventory.",[364,457,459],{"id":458},"inventory-ratios","Inventory ratios",[352,461,462],{},"The KPI strip and charts can show:",[369,464,465,468,471,474,477],{},[372,466,467],{},"opening and closing valuation checkpoints;",[372,469,470],{},"profit rate;",[372,472,473],{},"write-off rate;",[372,475,476],{},"turnover;",[372,478,479],{},"current period compared with the prior period.",[352,481,482],{},"Use ratios when you need more than the raw total. A high sales total may be healthy, but a weak profit rate or high write-off rate can still show a problem.",[364,484,486],{"id":485},"orders-report","Orders report",[352,488,489,490,493],{},"Click ",[356,491,492],{},"View Report"," on Orders to review purchase order rows.",[352,495,496],{},"The detail report can include order code, date and time, user, supplier or no-supplier detail, ordered products, and total. Use it for purchasing review and supplier reconciliation.",[364,498,500],{"id":499},"orders-returns-report","Orders Returns report",[352,502,489,503,505],{},[356,504,492],{}," on Orders Returns to review returned order records.",[352,507,508],{},"The detail report can include order code, date and time, user, supplier detail, products, total, and returned percentage. Use it when products were returned to a supplier or corrected after receiving.",[364,510,512],{"id":511},"sales-report","Sales report",[352,514,489,515,517],{},[356,516,492],{}," on Sales to review inventory sales or issues.",[352,519,520],{},"The detail report can include sale code, date and time, assigned doctor or room, products, and total. Use it to understand stock usage by provider, room, or branch.",[364,522,524],{"id":523},"sales-returns-report","Sales Returns report",[352,526,489,527,529],{},[356,528,492],{}," on Sales Returns to review returned sale records.",[352,531,532],{},"The detail report can include sale code, date and time, assigned doctor or room, products, total, and returned percentage. Use it when issued products came back to inventory.",[364,534,536],{"id":535},"top-items","Top items",[352,538,539],{},"Inventory includes top ordered and top sold item lists. Use them to quickly see which products drive purchasing and consumption.",[352,541,489,542,545,546,549],{},[356,543,544],{},"View All Orders"," or ",[356,547,548],{},"View All Sales"," when you need the full record list behind those summaries.",[364,551,553],{"id":552},"useful-features","Useful features",[369,555,556,559,562,565],{},[372,557,558],{},"Select the branch before reviewing stock value or movement.",[372,560,561],{},"Use the date range to compare a short period, month, quarter, or custom audit window.",[372,563,564],{},"Open detail reports to review the records behind order and sale totals.",[372,566,567,568,571],{},"Use ",[356,569,570],{},"Download Report"," to export the active Inventory report.",{"title":573,"searchDepth":574,"depth":574,"links":575},"",2,[576,577,578,579,580,581,582,583,584],{"id":366,"depth":574,"text":367},{"id":400,"depth":574,"text":401},{"id":458,"depth":574,"text":459},{"id":485,"depth":574,"text":486},{"id":499,"depth":574,"text":500},{"id":511,"depth":574,"text":512},{"id":523,"depth":574,"text":524},{"id":535,"depth":574,"text":536},{"id":552,"depth":574,"text":553},null,"Review inventory valuation, orders, returns, sales, stock movement, profit, turnover, and write-offs.","md",{},true,{"title":83,"description":586},"-AR9gcSaeWHEMgaCKC_oNF0_eahfkEK919scNZMU21Y",[593,595],{"title":79,"path":80,"stem":81,"description":594,"children":-1},"Review payments, invoices, procedures, credits, refunds, discounts, taxes, debts, and financial drilldowns.",{"title":87,"path":88,"stem":89,"description":596,"children":-1},"Review provider performance by payments, procedures, visits, treatment plans, occupancy, and rankings.",1784381111228]