Dental Inventory Management Checklist: Supplies & Ordering

Never run out of essential dental supplies again! Our Dental Inventory Management Checklist ensures you're always stocked, organized, and ready for your patients. Simplify ordering, track usage, and optimize your budget with this easy-to-use checklist. Download now and streamline your dental practice's inventory control.

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Initial Stock Levels

1 of 8

Assess current quantities of essential dental supplies and orderable items. Determine reorder points.

Current Quantity - Impression Materials

Reorder Point - Nitrile Gloves

Quantity on Hand - Amalgam Tabs

Preferred Vendor - Restoratives

Current Quantity - Handpieces

Date of Last Inventory Count

Weekly Order Review

2 of 8

Review weekly usage reports and adjust order quantities accordingly. Identify slow-moving or expired items.

Handpiece Quantity Used (Week)

Impression Materials Usage (g)

Amalgam Capsule Usage (Capsules)

Any Supply Shortages Noted?

Notes on Usage Trends or Concerns

Materials Needing Prioritized Reordering

Date of Weekly Review

Order Placement & Tracking

3 of 8

Confirm accurate order placement with vendors, track shipments, and verify delivery.

Order Date

Order Number

Vendor

Shipping Method

Tracking Number

Estimated Delivery Date

Order Notes

Receiving & Inspection

4 of 8

Inspect received goods for accuracy, quality, and expiration dates. Document any discrepancies.

Quantity Received

Order Accuracy

Product Condition

Receipt Date

Comments/Notes (e.g., damage details)

Lot Number (if applicable)

Expiration Date Verification

Storage & Organization

5 of 8

Maintain organized storage areas. Rotate stock (FIFO - First In, First Out). Ensure proper temperature and humidity.

Shelf Capacity (linear feet)

Storage Conditions Met?

Labeling System Description

Emergency Supply Location

Organization Method Used?

Notes on Storage Arrangement

Expiration Date Monitoring

6 of 8

Regularly check expiration dates and remove expired items. Establish a system for tracking expiration dates.

Item Expiration Date

Action Taken (Expired)

Lot Number (if applicable)

Quantity Expired

Notes/Comments

Date of Expiration Check

Vendor Management

7 of 8

Review vendor performance, pricing, and lead times. Maintain vendor contact information.

Primary Dental Supply Vendor

Vendor Account Number

Vendor Contact Name

Vendor Contact Phone Number

Vendor Contact Email Address

Last Price Negotiation Date

Vendor Performance Rating (1-5)

Notes on Vendor Relationship/Performance

Inventory Adjustments & Reconciliation

8 of 8

Periodically reconcile physical inventory with recorded quantities. Investigate and document discrepancies.

Quantity Discrepancy (Positive/Negative)

Reason for Adjustment (e.g., Damage, Theft, Clerical Error)

Adjustment Type

Adjustment Date

Adjustment Time

Detailed Explanation (Optional)

Authorized Signature

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