This functionality is new as of version 4.1.
Inventory Stocking can be initiated from either of the following two screens:
‘Inventory Stocking’ screen
‘Purchase Order Search’ screen
For some Inventory Areas, Inventory Stocking can be done automatically.
In order to have access to Stock Inventory for a Purchase Order:
One of the following must apply:
The User is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Purchase Order' Elevated Privilege; OR,
The User is a member of a Security Role that is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Purchase Order' Elevated Privilege.
Refer to:
This page contains the following sections:
A. How to Stock Inventory from the ‘Purchase Order Search’ screen
B. How to Stock Inventory from the ‘Inventory Stocking’ screen
C. How to Complete an Inventory Stocking
A. How to Stock Inventory from the ‘Purchase Order Search’ screen:
Navigate to the ‘Purchase Order Search’ screen.
Search for a Purchase Order with the ‘Received’ Status.
Select the hyperlink for the Purchase Order ‘Internal #’; OR.
Click the ‘View PO’ button.
The ‘Purchase Order Details’ screen will open.
Select the ‘PO Delivery’ tab
Multiple ‘PO Delivery’ tabs may exist.
Click the ‘Start Stocking’ button.
The ‘Inventory Stocking’ screen will open.
Proceed to the 'How to Complete an Inventory Stocking' section below.
B. How to Stock Inventory from the ‘Inventory Stocking’ screen:
Navigate to the ‘Inventory Stocking’ screen.
The ‘Select PO Delivery or Transfer’ dialog will open.
Select the ‘Unit’ (Inventory Area), and ‘PO Delivery’ radio button.
Select the row that represents the Purchase Order to be Stocked.
Click the ‘Start Stocking’ button; OR,
The ‘Inventory Stocking’ screen will open.
Click the ‘Cancel’ button to close the dialog.
Proceed to the 'How to Complete an Inventory Transfer Stocking' section below.
C. How to Complete an Inventory Stocking:
Navigate to the ‘Inventory Stocking’ screen.
Refer to the 'How to Stock Inventory from the ‘Inventory Stocking’ screen' section above.
The Inventory will be added to the Inventory Location where the previous Inventory was Stocked.
Inventory Items that already exist will be displayed on a row with the ‘Qty on Hand’.
The system will automatically populate the ‘Stocked Qty’ for the ‘Incoming Inventory’.
If this is the first time the Product is Stocked, the ‘Default Inventory Location’ for the Inventory Area will be used as the ‘Inventory Location’. The ‘Inventory Location’ can be changed to a different Inventory Location within the Inventory Area.
The ‘Stocked Qty’ can be reallocated to different Inventory Locations and/or Inventory Items as long as the total ‘Stocked Qty’ is equal to the ‘Incoming Qty’.
Make modifications to the ‘Stocked Qty’, ‘Expiration Date’, ‘Lot No’, ‘Serial No’, ‘NDC’, or ‘Manufacturer’ (Unique Inventory Attributes) as needed.
If the Unique Inventory Attributes of the existing, or new, Inventory Items is modified, resulting in the attributes of two or more Inventory Items being the same, the matching Inventory Items will be combined when the Inventory Stocking is completed.
Click the ‘Save’ button to save changes.
The process won’t be complete until the ‘Complete Stocking’ button is clicked.
Click the ‘Complete Stocking’ button to complete the process.
The ‘Please Confirm’ popup will appear.
Click the ‘Yes’ button to confirm; OR,
The Purchase Order Status will be updated to ‘Received’ - as long as all Incoming Quantities have been ‘Received’ or partially ‘Cancelled’.
Click the ‘No’ button to cancel the operation and close the popup.