UC10 - Inventory Count by Area

Owned by Jeff Duke
Last updated: Sept 20, 2022
3 min read

Description

Actor

Inventory Manager, Inventory Staff, Tech, Pharmacy Manager

Privileges

  • Inventory count screen and assigned to Hospital Unit with inventory rights.

Triggers

None

Preconditions

  • Product Setup

  • Unit and inventory area setup

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

  1. New search screen

  2. New inventory count screen

Specifications

 

Basic Workflow

  1. 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.

     

  2. 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.

     

  3. The snapshot will also contain zero quantity on hand entries, if there is a minimum quantity entry for that product for the unit and/or location selected.

  4. Inventory counts are captured, and each line has an indicator that it has been completed.

     

  5. Any expiration dates past or counts that differ from the quantity on hand will be highlighted.

  6. Adjustments can be annotated to be a specific type of adjustment, by using the right click menu or the pancake menu at the end of the row.

  7. An adjustment detail section will be added, where the type of adjustment can be selected with a comment. The adjustment value will default to the difference between the quantity on hand and the count, if the count is already populated.

  8. Progress can be saved before completing the count. Each row modified will be indicated until changes have been saved.

  9. Once count is complete, click the “Complete Count” menu option. This will post changes to the inventory records and lock the inventory count as a log.

Alternate 1 - Delete Inventory vs Zero Count

  1. Delete Inventory Item menu option is used when the items is no-longer going to be stocked in the given unit and location. Verse just not having any quantity on hand today.

  2. Row indicator will show the delete icon and product description will be struck through. When the inventory count is completed not will the inventory be adjusted off, it will also remove the minimum quantity values.