Page Comparison

Expired

Inventory was removed because it had reached the Expiration Date.

This is an Inventory Adjustment.

Inventory Count

An adjustment of the Available Inventory Quantity during Inventory Reconciliation.

• Via the

• ‘Inventory Count By Area’ screen. 

Lost

Inventory was Lost and unaccounted for.

This is an Inventory Adjustment.

Product Setup

New Inventory was added for this product in this location.

• Via the ‘Product Info' screen → 'Inventory’ tab.

Purchase Receiving

New Inventory A Purchase Order Delivery was Received from a Purchase Order.

• Via the ‘Purchase Order Details' screen → 'Delivery' tab.  

Reconciliation

An adjustment of the inventory value based on Available Inventory Quantity during Inventory Reconciliation.

• Via the ‘Inventory Management’ screen. 

SoldThis

quantity of inventory was sold via an Order and was deducted from the inventory area associated with the unit or orderInventory was reduced when the Product was Sold.

This transaction is recorded when the Order is ‘Closed’.

• Via the ‘Order Management’ screen.

Transfer Receiving

New An Inventory was added for this product in this location on the Inventory Transfer Transfer Request Item was ‘Received’ (Stocked).

• Via the ‘Inventory Stocking’ screen.

Transferred In

This quantity of inventory was transferred to this location from a different location.

Transferred Out

This quantity of inventory was sent to a different location and deducted. 

Used

This quantity of inventory was used by the unit, although not necessarily charged to the client via an Order.  For example, if a product was included in a surgery kit, it was used and removed from inventory, but it is the surgery package that will be sold.

Waste

This quantity of inventory was wasted.   Waste should be used for inventory items that are An Inventory Transfer Request Item was ‘Pulled' by the Source Inventory Area for the Destination Inventory Area.

• Via the ‘Inventory Pull’ screen.

Two transactions occur when Inventory Transfer Request Items are ‘Pulled’:

1. The ‘Transferred Out’ transaction records the decrease in Inventory for the Source Inventory Area, from the Inventory Location from which it was Pulled.

2. The ‘Transferred In’ transaction records the increase in Inventory for the Destination Inventory Area, into the Default Inventory Location. The Default Inventory Location is either:

   1. The location of the most recent receipt; or,

   2. The ‘Default Inventory Location’ that was configured for the ‘Destination Inventory Area via the ‘Hospital Setup’ screen → ‘Unit Setup’ tab → ‘Unit Details’ subtab → 'Use For’ section.

Transferred Out

An Inventory Transfer Request Item was ‘Pulled' by the Source Inventory Area for the Destination Inventory Area.

• Via the ‘Inventory Pull’ screen.

Two transactions occur when Inventory Transfer Request Items are ‘Pulled’:

1. The ‘Transferred Out’ transaction records the decrease in Inventory for the Source Inventory Area, from the Inventory Location from which it was Pulled.

2. The ‘Transferred In’ transaction records the increase in Inventory for the Destination Inventory Area, into the Default Inventory Location. The Default Inventory Location is either:

   1. The location of the most recent receipt; or,

   2. The ‘Default Inventory Location’ that was configured for the ‘Destination Inventory Area via the ‘Hospital Setup’ screen → ‘Unit Setup’ tab → ‘Unit Details’ subtab → 'Use For’ section. 

Used

Pharmacy Products are ‘Used’ on a Prescription. When the Order that the Pharmacy Product is on Closes, the Transaction Type changes to ‘Sold’.

• Via the ‘Prescription Fill’ screen.

Waste

Inventory was Wasted.

Waste should be used for Inventory that is damaged or otherwise unusable, but not expirednecessarily Expired.

This is an Inventory Adjustment.