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Inventory Transfer Request Search
This screen is found in the Inventory Screens subsection of the Navigation menu.
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At the top of the main Inventory Transfer Request screen there is a series of search options to look for any existing Inventory Transfer Requests that were previously submitted.
Each Inventory Transfer Request is assigned a unique request number, but also has other attributes stored so that the request can be tracked from its start to the end of the request’s completion.
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Field | Description |
|---|---|
Request Number | Search for an inventory transfer request by the request number. |
Requested By | Search for an inventory transfer request by the user name of the person who requested it. This can be useful for looking for only the requests that you submitted. |
Product | Search for inventory transfer requests that contain specific products. This search can be useful for identifying which users or locations are requesting a specific product most frequently. |
Source Area | Searches for inventory transfer requests based on source location/area. Each transfer request must contain a source and destination. The source is where the inventory items are stored before the request. |
Requested Date | Searches for inventory transfer requests based on the date on which it was requested. This date filter can be used in conjunction with any other search condition. |
Status | Searches for inventory transfer requests based on the current status. The statuses are New, Submitted, Incomplete, Transferred, Received, and Cancelled. |
Destination Area | Searches for inventory transfer requests based on the destination location/area. Each transfer request must contain a source and a destination. The destination is where the inventory transfer request items will be delivered and ultimately stocked. |
Needed By Date | Searches for inventory transfer requests based on the date that the person who submitted the requested said the items would be needed by. A request can be ordered ahead of time, with an expected delivery date later on that week or even later in the month. These dates can be done in accordance with your hospital’s policies. |
Alerts | Searches for inventory transfer requests based on transfer request alerts that were applied to the inventory transfer request itself. These alerts are added on the Transfer Log tab. |
Inventory Transfer Request List
After selecting the filters and clicking on the Search button, a list of matching Inventory Transfer Requests appears.
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New Inventory Transfer Request
To start a new inventory transfer request, click on the New Inventory Transfer Request button.
A small window will open with options to create a new transfer request.
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Field | Description |
|---|---|
Source Area | Select the source area for this transfer request. The Source Area is the location from which the items will be pulled. |
Destination Area | Select the destination area for this transfer request. The Destination Area is the location to which the inventory request items will be delivered. |
Date Needed | The date by which the items should be delivered. Inventory Transfer Requests can be scheduled several days or weeks ahead of time, if your hospital’s policies allow it. |
Auto Add items below min stock levels | This feature checks the Destination area and identifies items that are below the minimum stock levels needed, as defined by the PAR levels on the item for the area. PAR levels are set per location. This feature can be used to streamline the request process by automatically adding items that are below the desired stock values. |
Minimum Quantity Transfer Request
This option is a shortcut to turn on the Auto Add items below min stock levels when the New Inventory Transfer Request window loads.
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Main Inventory Transfer Request Page
Inventory Transfer Request Details
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Field | Description |
|---|---|
Back to Search | |
Save | |
Submit | |
Cancel Request | This option should be used to cancel a request that was submitted in error. For example, it was sent to the wrong Source unit, or the Destination unit found missing stock for an item and it will no longer be needed on the original date. Any user with the Manage Inventory privilege for the Destination unit can cancel the request. |
Delete Request | This option requires an elevated privilege. It removes the Inventory Transfer Request from the system completely. |
Submit Transfer Request
Print Inventory Transfer Request
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