Description |
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|---|---|
Actor | Inventory Manager, Inventory Staff, Tech, Pharmacy Manager |
Privileges |
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Triggers | None |
Preconditions |
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Steps | Basic Workflow - Create an inventory count event and capture to current inventory quantities on hand by inventory area. Area can be divided by inventory locations in the parent area. |
Post Conditions | Inventory transaction logs for any adjustments made during the count. log of counts at the time of the count. |
Proposed Changes |
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Specifications |
\uD83D\uDCD4 Basic Workflow
Access the inventory count screen through the main navigation. The search screen shows current and previous count events. New inventory count events are created from the search screen. The inventory location is optional.
When the inventory count is started a snapshot of the current inventory for the area and/or location is created. Inventory will be grouped by Product then Location. Each row will dynamically expand if multiple locations and / or inventory details like: Expiration, Lot, Manufacturer, Serial Number, or NDC. By default the screen loads in the compact view.
Inventory counts are captured, and each line has an indicator that it has been completed.
Adjustments can be captured during the count.
Once count is complete, click the “Complete Count” menu option. This will post back changes and lock the inventory count as a log.
