Page Comparison

This is the primary search screen for all items within a given Inventory Area or Inventory Location. 

Inventory On Hand Search Criteria

You can search for products by line and sequence, by expiration date, by lot, serial, or NDC, or manufacturer.

You can filter items by their stock levels:  In Stock, Below Min Qty, Out of Stock, or Negative Quantities.

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The 'Inventory Search' screen → 'Inventory on Hand' tab has two sections:

1. 'Search Criteria'
2. 'Search Results'

• Inventory Search screen → Inventory On Hand tab: Image Added

• This section provides the ability to search for Inventory on Hand.
• Inventory Search screen → Inventory on Hand tab → Search Criteria section: 

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Inventory On Hand Search Results

Search results appear in a list below.   In this example, a search for items with a Negative Qty reveal that items were potentially moved from one location to another without an inventory transfer request, or an Inventory Aggregate was not performed, as there are items that have negative quantities in one location or inventory entry but positive quantities in others.  

Add Inventory

Click on the Add Inventory button to open a window to adda new line of inventory for an individual item.

Print List

Click on the Print List button to open a PDF report of the items that matched your search results.  This PDF can be printed and carried to the inventory location as a working list.

View Sales Unit / View Stock Unit (Switch)

Clicking on the View Sales Unit button will change all the switches from the current setting on the Sales to Stock column over to the Sales unit.

Once clicked, the button changes to say View Stock Unit.  The switches on each line will change at the same time to display the Sales Unit. 

Inventory Menu Options

At the end of each row of the Search Results, the Menu Button appears as an icon with three stacked lines.  This button will open up the Right Click menu that is available on this screen.

Go To Product Setup

This will open up the Product Setup screen for the product on the row where the menu button was clicked.  Press the CTRL key to open this in a new tab. 

Delete Inventory Item

If a row was added by accident or you need to manually consolidate, you can delete the inventory item.

The system will prompt you to confirm the deletion.

Only one row of inventory will be deleted; any other rows of the inventory item will remain in the system until an action is taken directly on them.

Add Inventory Item

This opens up the same window as the Add Inventory Item button at the top of the Search Results window.

Split Inventory Item

Inventory within a single area can be split after a transfer.  For example, if a quantity of a product sent to a unit will be split between a storage shelf and crash carts, it can be added once at the primary location, and then split to the secondary location.

Click on the Copy icon to transfer the expiration, lot, serial number, and manufacturer to to the next line to preserve it, then change the location to the new one.

Add Inventory Adjustment

If a product has been lost, damaged, or has expired, it can be adjusted on the fly using the Add Inventory Adjustment window.

Edit Minimum Stock Quantity

Use this to modify the minimum stock quantities that can be used to trigger the need to reorder the product on the next PO to the vender.

Add Lot / Serial / Manufacturer / Expiration Date

If information for the stocked item was not entered when the inventory line was added, or the information is incorrect, it can be modified by right clicking and choosing this option.

Enter in the correct information, and then click save. 

View Pending Transfers / POS

View Transaction Log