1. Navigate to the 'Hospital Setup' screen via the 'Navigation Menu'.
   1. Select the Hospital.
2. Navigate to the 'Unit Setup' tab.
   1. Select the Hospital Unit.

3. Navigate to the 'Unit Details' subtab.

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   Insure that the 'Inventory Area' checkbox is selected. This options designates the Hospital Unit as an Inventory Area which provides additional functionality to that Hospital Unit - such as Inventory Locations in which Inventory is stored, used, transferred, shipped, and received. Configure the other Inventory Transfer and Purchase Order Defaults. Mockup Alignment Center permalinkID mTZ7iorKHjuoLJQnLBDgfB

   
   

4. Navigate to the 'Inventory Locations' subtab.

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   Using the 'Location Levels' section, create a model of the storage spaces within the Inventory Area. For more details, refer to the 'Hospital Setup' screen - 'Unit Setup' tab - 'Inventory Locations' subtab Mockup Wiki page. Using the 'Inventory Locations' section, begin to lay out the physical Inventory Locations within the Inventory Area, using the Location Level model. Add Products to the Inventory Location. This step is not necessary.  When Inventory is received, the Inventory Location is selected, which also creates the Default Inventory Location for the Product. Mockup Alignment Center permalinkID i1ZZssEr6cELDvCbt5YtCw

   
   

Linking Products and Inventory Locations does not actually add Inventory, it just creates a link between the Product and Inventory Location.  This provides a Default Inventory Location for the Product.

This step is not necessary.  When Inventory is Received, the Inventory Location is selected, which also creates the Default Inventory Location for the Product.

1. Navigate to the 'Hospital Setup' screen via the 'Navigation Menu'.
   1. Select the Hospital.
2. Navigate to the 'Unit Setup' tab.
   1. Select the Hospital Unit.

3. Navigate to the 'Inventory Locations' subtab.

4. Navigate to the 'List by Location' subtab.
   1. Select an Inventory Location.
5. Select Products from the 'Products' section.
   1. Use the Product Search at the top of the section to locate individual Products, or Products within a Product Line.
   2. Select Products by checking the checkbox for each of the desired Products. 
   3. Click the 'Add Selected Products' button.

Unlinking Products and Inventory Locations does not remove the Inventory, it just breaks the link between the Product and Inventory Location.  This removes the Default Inventory Location from the Product.

1. Navigate to the 'Hospital Setup' screen via the 'Navigation Menu'.
   1. Select the Hospital.
2. Navigate to the 'Unit Setup' tab.
   1. Select the Hospital Unit.

3. Navigate to the 'Inventory Locations' subtab.

4. Navigate to the 'List by Location' subtab.
   1. Select an Inventory Location.
   2. Select Products to be removed.
   3. Click the 'Remove Selected Products' button.

Linking Products and Inventory Locations does not actually add Inventory, it just creates a link between the Product and Inventory Location.  This provides a Default Inventory Location for the Product.  Therefore, editing the Inventory Location for a Product does not change the location of the Inventory.

1. Navigate to the 'Hospital Setup' screen via the 'Navigation Menu'.
   1. Select the Hospital.
2. Navigate to the 'Unit Setup' tab.
   1. Select the Hospital Unit.

3. Navigate to the 'Inventory Locations' subtab.

4. Navigate to the 'List by Product' subtab.
   1. Select an Product.
   2. Using the dropdown list below the Product, select the desired Inventory Location.

1. Navigate to the 'Inventory Reconciliation & Adjustment' screen via the 'Navigation Menu'.
2. Search for Inventory using the search options at the top of the screen - including Inventory Area, Inventory Location, and Product.
3. In the search results, make changes to any of the editable values.
4. When the 'Post' or 'Save' button is clicked, provide the Inventory Adjustment Code and Reason associated with each line of Inventory that was edited.
5. To view Inventory Adjustments that have been posted to an Inventory row, hover the cursor over the info dot in the 'Adj' column.

1. Navigate to the 'Product Setup' screen via the 'Navigation Menu'.
   1. Search for and select the Product.
   2. The 'Product Info' screen will appear for the selected Product.
2. On the 'Product Info' screen, navigate to the 'Inventory' tab.
3. Navigate to the 'Inventory' subtab.
4. Using the checkboxes on the:

   1. 
      

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      title 'Location View' subtab...
      Select the Inventory Location from which to move all Inventory, or select the individual Inventory to be moved. Click the 'Move Selected' button. Mockup Alignment Center permalinkID 9oWiAeA661gQE4R5neUTiC

      
      

   2. 
      

      Expand
      title 'Inventory View' subtab...
      Select the individual Inventory to be moved, or select the Inventory Location from which to move all Inventory. Click the 'Move Selected' button. Mockup Alignment Center permalinkID wZy8K8eAwYD6D5Nx9qNzeC

      
      

5. In the 'Move Inventory' dialog

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   Provide the 'New Inventory Location', Inventory 'Adjustment Code', 'Adjustment Reason', and the 'Quantity to Move' from each of the 'Current Inventory Locations'. The 'Quantity to Move' can not exceed the 'Available Quantity' in the 'Current Inventory Location'.  The default is the full Available Quantity for the Current Inventory Location. The 'Units' field indicates that the 'Quantity to Move' is in Sales Units or Stock Units.  The default is 'Sales Units'. Mockup Alignment Center permalinkID vXXNVhJUJz16adirzigvWC

   
   

This option can be set for the Hospital, Inventory Area, and Inventory Location.

Refer to the definition for 'Auto Receive Inventory'.

In order for this option to be effective, the Hospital Unit must be designated as an Inventory Area.

This option, for the Inventory Area, can be configured using either of the following screens: