Exporting Inventory
How to export your inventory data as CSV, Excel, or PDF.
You can export your inventory list at any time for your records, reporting, or compliance needs.
How to Export
- Go to the Inventory page.
- Click Export.
- Choose your format:
- CSV — For spreadsheets and data processing.
- Excel — For Microsoft Excel with formatting.
- PDF — For printing or sharing. PDF exports include your pharmacy header (name, address, DEA number, and contact information).
- Click Download.
What Is Included
The export contains all products in your inventory with their:
- NDC
- Item name
- Drug schedule
- Current stock
- Reorder threshold
- Status (In Stock, Reorder Needed, Out of Stock)
Saving to Reports
When exporting, you can enable the Save to Reports option. This saves a copy of the export to the Reports page so you and your team can access it later without re-generating it.
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