- Understand the difference between batch numbers and batch-level tracking, and how each affects how products are managed in Digitail’s inventory system.
- Learn how product formulas drive stock adjustments during imports, including how units and subunits are calculated — and which fields to update versus leave unchanged for a clean upload.
- See how purchase order receiving works end-to-end, including how product formulas, supplier discounts, and supplier tax rates influence receiving quantities and cost calculations.
- Know when and how to mark items as received individually or all at once, and understand the distinction between key product definitions and inventory definitions.
- Get introduced to the Product Report and Stock Movement Report as your go-to tools for monitoring inventory levels, tracking changes, and reviewing inventory value over time.
Masterclass #2
Inventory Part 2: Tracking, Stock Imports, and Intro to Key Reports
Tuesday, March 17th, 12 P.M. ET
In this session, we’ll do a deep dive into how to track and manage inventory in Digitail. We’ll cover the fundamentals of batch tracking, walk through stock imports and purchase order receiving, and introduce the key reports you need to monitor inventory health. Along the way, you’ll learn how product setup decisions directly impact inventory adjustments and cost calculations, giving you the foundation to manage inventory accurately and confidently.
Speakers
Heather Gray, CVBL
Clinic Workflow Specialist @ Digitail
Learning Objectives:
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Our Host
Heather Gray, CVBL
Clinic Workflow Specialist @ Digitail
Heather Gray, CVBL is a Certified Veterinary Business Leader and Practice Management Information System (PIMS) Administrator with deep expertise in clinic operations and veterinary business strategy. She specializes in optimizing workflows, improving financial visibility, and ensuring teams get the most out of their practice management systems. Heather brings a practical, detail-oriented approach to helping veterinary teams operate more efficiently and profitably.
