OPIE Software Training

OPIE Purchasing & Inventory


Description
This course is designed to familiarize a new user with the workflow used within OPIE Purchasing and Inventory, which includes requesting an item, through the receiving and reconciling invoices process. It also covers setup and working with inventory.
Content
  • Getting Started
  • Pre-Assessment Survey - OPIE Purchasing & Inventory
  • Units
  • 01 - Introduction to Purchasing and Inventory
  • 02 - Navigating the Home Screen
  • 03- User Accounts & Supplier Setup
  • 04 - Setting up Addresses, System Settings & Inventory
  • 05 - Requesting an Item from OPIE Purchasing and Inventory
  • 06 - Requesting an Item through your Patient Management System
  • 07 - Placing an Order
  • 08 - Receiving An Item
  • 09 - Returning An Item
  • 10 - Reconciling Invoices
  • 11 - Recording and Reconciling Credit Memos
  • 12 - Inventory - Managing Your Inventory
  • 13 - Inventory Review and Alerts
  • 14 - Inventory Requests
  • 15 - Basic and Advanced Reporting
  • Exam
  • OPIE Purchasing & Inventory - Final Exam
  • Post Assessment - OPIE Purchasing & Inventory
  • Documents
  • OPIE Purchasing and Inventory Set-Up Guide
  • User Permissions
Completion rules
  • You must complete 95.00% of the content