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To add an Inventory Item:

1. Navigate to the ‘Inventory Stocking’ screen for a Purchase Order.

   1. The Stocking Status must be ‘Stocking’ - the ‘Complete Stocking’ button will be enabled.

      

2. Right-click the row that represents a Stocking Item; OR,

3. Click the Pancake menu at the right end of the row.

4. Select the ‘Add Inventory Item’ menu option.

5. The ‘Add / Modify Inventory’ dialog will open.

   

6. The ‘Product’ and ‘Inventory Location’ will be prepopulated by the Stocking Item, but they can be modified.

   1. The 'Inventory Location' drop-down list will be limited to the Inventory Area of the original Stocking Item.

7. Populate the ‘Quantity’, 'Expiration Date', ‘Lot Number’, 'Serial Number', 'NDC', and ‘Manufacturer’ as needed. (Along with the Product and Inventory Location, these five attributes make up the Unique Inventory Attributes)

   1. If the Unique Inventory Attributes of the New Inventory Item match those of Existing Inventory, the New Quantity will be added to the Existing Quantity.

   2. If the Unique Inventory Attributes of the New Inventory Item do not match those of Existing Inventory, a New Inventory Item will be created.

8. If the small green ‘Plus’ icon appears next to the ‘Manufacturer’ and/or ‘NDC’ field, clicking the icon will populate the field with the Product Default Manufacturer and/or NDC.

9. Click the ‘Save’ button to save the New Inventory Item, and close the dialog; OR,

10. Click the ‘Cancel’ button to close the dialog without saving.

11. After saving, the ‘Inventory Stocking’ screen will remain open.

    

12. The Verify that the New Inventory Item has been added to the Stocking Item.