Functionality

There are several ways in which to add Inventory manually:

1. 
   

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   title 'Inventory Reconciliation & Adjustment' screen...
   Navigate to the 'Inventory Reconciliation & Adjustment' screen via the 'Navigation Menu'. Using the search criteria at the top of the screen, search for Inventory. Using the last row in the Inventory List, add the following: Select the Product to be added. Product Defaults will be populated automatically. Sales Units S:St Ratio Stock Units Unit Cost Select the Inventory Location that contains the new Inventory. Enter the Quantity (in Sales Units). Edit the S:St Ratio and Stock Units. The Stock Quantity will be populated based on the Sales Quantity and S:St Ratio. Edit the Unit Cost. Enter the Expiration Date, Lot Number, Serial Number, NDC Number, and Manufacturer. Hover the cursor over the info dot in the 'Alt ID' column. The 'Inventory Alternate IDs' dialog will appear. Enter the Alternate IDs for the new Inventory. Click the 'Save' button. Click the 'OK' button to close the dialog. Click the 'Save' button to save without posting. Click the 'Post' button to add the Inventory. The 'Inventory Adjustments' dialog will appear. Enter the Adjustment Code and Adjustment Reason. Click the 'OK' button. If the Unique Inventory Attributes of the new Inventory matches existing Inventory, and the Inventory Date (current date) is within the applicable Aggregation Tolerance of the Inventory Date of the existing Inventory, the new Inventory will be Aggregated by updating the Quantityand Inventory Date of the existing Inventory. Mockup Alignment Center permalinkID 7MdbBMDeRkDAVkRNzsaysy

   
   

2. 
   

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   title 'Prescription Fill' screen - 'Prescription Details' tab...
   Navigate to the 'Prescription Search' screen via the 'Navigation Menu'. Using the search criteria, search for a Prescription. Select the binocular icon to access the 'Prescription Fill' screen. Navigate to the 'Prescription Details' tab. In the 'Billing and Inventory Information' section, using the last row in the Inventory List, add the following: Select the Inventory Location that contains the new Inventory.. Enter the Lot Number, Serial Number, and NDC Number. Enter additional Alternate IDs by hovering the cursor over the info dot in the 'Alt ID' column. The 'Inventory Alternate IDs' dialog will appear. Enter the Expiration Date and Manufacturer. Enter the 'Available Quantity' (in Sales Units). Enter the 'Used Quantity' (in Sales Units). Click the green plus '+' button to add the Inventory. If the Unique Inventory Attributes of the new Inventory matches existing Inventory, and the Inventory Date (current date) is within the applicable Aggregation Tolerance of the Inventory Date of the existing Inventory, the new Inventory will be Aggregated by updating the Quantityand Inventory Date of the existing Inventory.   Mockup Alignment Center permalinkID 22MK8a5FgfYTkCvjix9Epc

   
   

3. 
   

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   title 'Product Info' screen - 'Inventory' tab - 'Inventory' subtab...
   Navigate to the 'Product Setup' screen via the 'Navigation Menu'. Search for, and select, a Product. The 'Product Info' screen will appear. Navigate to the 'Inventory' tab. Navigate to the 'Inventory' subtab. Click the 'Add' button. The 'Add / Edit Inventory' dialog will appear. Enter the attributes for the new Inventory: Select the Inventory Location. If applicable, enter the Expiration Date, Lot Number, Serial Number, NDC Number, Manufacturer, Vendor, and Vendor Contract. Enter the Stock Units and S:St Ratio. Enter either the Stock Quantity or Sales Quantity. Based on the S:St Ratio, the blank Quantity will be calculated. If the S:St Ratio is blank, when the Sales Quantity and Stock Quantity are entered, the S:St Ratio will be calculated. Enter the Unit Cost. Enter the Adjustment Code and Adjustment Reason. If necessary, add the Adjustment Comments. If Alternate IDs are available, click the orange 'i' info dot to add them. The 'Inventory Alternate IDs' dialog will appear. Enter the Alternate IDs for the new Inventory. Click the 'Save' button. Click the 'OK' button to close the dialog. If Barcode Labels are needed, click the 'Print Labels' button to access the 'Barcode Scanner / Printer' dialog. If the Unique Inventory Attributes of the new Inventory matches existing Inventory, and the Inventory Date (current date) is within the applicable Aggregation Tolerance of the Inventory Date of the existing Inventory, the new Inventory will be Aggregated by updating the Quantityand Inventory Date  of the existing Inventory. Mockup Alignment Center permalinkID vXXNVhJUJz16adirzigvWC

   
   

Definitions

• Following is a table of definitions for the screens (Components), components of screens (Subcomponents), fields (UI Element labels, names and entities), controls (names and entities), DB columns, adjustment types, privileges, attributes, and specs that have a direct, or indirect, connection to the term 'Aggregation'.
• Use the controls at the top of the table to change the sort, grouping, and row height.
• To see more of the cell content, click on the cell expansion control located at the top-right corner of a selected cell.

Open Issues