There are several ways in which to add Inventory manually:
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title | 'Inventory Reconciliation & Adjustment' screen... |
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| - 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, the new Inventory will be Aggregated by updating the Quantity of the existing Inventory.
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title | 'Prescription Fill' screen - 'Prescription Details' tab... |
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| - 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, the new Inventory will be Aggregated by updating the Quantity of the existing Inventory.
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title | 'Product Info' screen - 'Inventory' tab - 'Inventory' subtab... |
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| - 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, the new Inventory will be Aggregated by updating the Quantity of the existing Inventory.
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