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©2016 Brightree LLC.©2016 Brightree LLC.
Take Chargeof Your Inventory
Effective and Profitable Inventory Control
Lauren ByersEducation ConsultantBrightree
©2016 Brightree LLC.©2016 Brightree LLC.©2016 Brightree LLC.
Learning Objectives Identify the key tools to organizing and maintaining your item catalog Explore and detail possible areas for any potential change in items Determine the best workflow and business requirement for your
company’s needs Decide company standards and protocol for purchasing/ordering
processes Utilize inventory tools to increase productivity and profitability including
barcoding, labeling, and autoreorder features. Optimize use of all inventory counting and reporting, including physical
inventory worksheets and adhocs. Explore if ePurchasing is the tool you’ve been looking for to take your
purchasing efficiency to the next level.
©2016 Brightree LLC.©2016 Brightree LLC.
Explore Your Options
©2016 Brightree LLC.©2016 Brightree LLC.
Understand Your Workflow Needs
Inventory Intersects MANY of the DME Workflow Steps!
©2016 Brightree LLC.©2016 Brightree LLC.
Where to Start
©2016 Brightree LLC.©2016 Brightree LLC.
Purchasing Options
• Trans Purchase vs. Adjustment
• What am I missing out on?
• Purchase Requests – why do I need a
shopping list?
• Purchase Orders – a “one stop shop”
• Elevate with ePurchasing
©2016 Brightree LLC.©2016 Brightree LLC.
Newer Features to Help Streamline• Orderable Packages:
What if I buy and dispense the same way?Buy and sell in bundles, want to track all items, and maybe even separate them!
• Multiple Units of MeasureWhen do I need this and how is this setup? Exclusions – only use items the way they’re intendedWhat issues does this resolve?
• Depreciation AutomationNo longer manual, Brightree can automatically start depreciating serialized assets.
©2016 Brightree LLC.©2016 Brightree LLC.
Barcoding and Labeling
©2016 Brightree LLC.©2016 Brightree LLC.
Inventory Reporting
©2016 Brightree LLC.©2016 Brightree LLC.
Physical Inventory Counts
How to prepare now for end of year count
Pre-count Cleanup
Paper Count or Mobile Count?
What are we counting and where?
Who will help?
When will we do this?
PDF or Excel?
What kind of impact does this have to business workflow?
©2016 Brightree LLC.©2016 Brightree LLC.
Connect to Vendors via ePurchasing
©2016 Brightree LLC.©2016 Brightree LLC.
Making the ConnectionEvaluate current situation vs future goalWhat tools could you be using that you aren’t yet?Develop a plan to implement – 3, 6, 9, and 12 month goals.
Utilizing ResourcesLearning Center Online HelpBrightree Community Ask the Expert here at Summit
Can we show you a demo? ePurchasing, BrightShip, Point of Delivery
Attend some classes! Brightree University classeshttp://www.brightree.com/hmedme/education-training
©2016 Brightree LLC.©2016 Brightree LLC.
©2016 Brightree LLC.©2016 Brightree LLC.
Thank you
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