Getting Started

Account Creation and Access

Learn to create your account, add multiple accounts, and much more.

6 articles

Personal Profile, Password, & Pin Management

Learn to update your name, email, password, PIN and much more.

5 articles

Inviting Teammates & Managing Access

Learn to invite teammates and manage their profile and access.

6 articles

Customer Portal

Learn to add payment methods and view invoices.

1 article

Account Setup

Inventory Locations

Learn to manage inventory locations including emergency boxes, robots, 340B, etc.

5 articles

Compounds

Learn to activate compounds tracking and more.

2 articles

Track All Controlled Substances & Drugs of Interest

Learn to track all controlled substances and drugs of interest.

3 articles

Back-Count

Learn to activate and set-up the back-count feature.

2 articles

Wholesaler Integrations

Learn to add wholesaler integrations to C2 Keep.

4 articles

Pharmacy Management System Integrations

Learn to set up integration with your pharmacy management system.

3 articles

Navigating C2 Keep

Learn to navigate inventory pages, the main dashboard, and side panel.

4 articles

Recording Transactions

Bulk-Adding Transactions

Learn to bulk-add inventory as part of GO-LIVE or purchase orders.

2 articles

Purchased Order Transctions

Learn to record purchase orders manually or with EDI integration.

5 articles

Receiving Transactions

Learn to receive inventory from the main dashboard as part of a return or a purchase.

1 article

Dispensing Transactions

Learn to dispense inventory manually or with a pharmacy system integration.

6 articles

Lost/Stolen Transactions

Learn to record inventory that is lost or stolen.

1 article

Damaging/Expiring Transactions

Learn to record and handle damaged/expired inventory.

1 article

Sales to Providers Transactions

Learn to record and track inventory sold to another provider.

2 articles

Sales to Reverse Distributors Transactions

Learn to record and track inventory sold to a reverse distributor.

2 articles

Returns to Wholesaler Transactions

Learn to record and manage inventory returned to wholesalers.

2 articles

Wasted / Destroyed Transactions

Learn to track inventory that is wasted/destroyed when compounding or expired.

2 articles

Amending Transactions

Learn to amend or make a change to a previously confirmed transaction.

1 article

Compounding Transactions

Learn to create, receive, and manage compounds you create.

3 articles

Transaction Date/Time

Learn to use the transaction date/time or performed time, how to update it, and more

2 articles

Improving Compliance

Learn simple and important actions to improve compliance and reduce risk of fines.

4 articles

DEA-Compliant Reports

Custom Reports

Learn to generate custom reports to gain insights or investigate activity.

4 articles

Current On-Hand Reports

Create a current on-hand reports to view total inventory for any NDC.

1 article

Similar On-Hand Reports (SOH)

Create SOH reports to view total available generic equivalents.

2 articles

DEA Compliance Reports

Learn to create and sign the biennial inventory report and more.

5 articles

Inventory Totals Report

Learn to create inventory totals reports; an investigator favorite.

3 articles

NDC Purchase Reports

Learn to create purchase reports to identify trends in purchases and more.

4 articles

Auditing Inventory

C2 Keep Audits 101

Learn why C2 Keep audits are amazing at helping you be compliant.

5 articles

Ad-Hoc Audits

Audit randomly selected drugs of your choice.

1 article

Active Drugs Audits

Audit drugs with recorded activity within a period.

1 article

Inactive Drugs Audits

Audit drugs with no activity within a period ––slow movers.

1 article

All Drugs Audits

Best for your yearly inventory or before your biennial inventory or anytime.

1 article

90-day Audits

Specifically designed for California providers, but you can use it, too.

1 article

Back-Count Audits

Auto-generated audit for real-time inventory reconciliation.

1 article