Configure Inventory Options for Inventory Area

Owned by Rick Eggleston (Unlicensed)
Last updated: Oct 03, 2023
2 min read

This functionality is new as of version 4.1.

A Hospital Unit becomes an ‘Inventory Areas’ via the ‘Inventory Area’ option. The Inventory Area can ‘Auto-Receive (Stock) Inventory', with a ‘Default Inventory Location’ as the location for Inventory that is auto-received (stocked).

  • Hospital Unit Inventory Options are configured via the ‘Hospital Setup' screen → 'Unit Setup' tab → 'Unit Details’ subtab.

To Configure the Hospital Unit as an Inventory Area:

  1. Navigate to the ‘Hospital Setup’ screen → ‘Unit Setup’ tab.

    'Hospital Setup' screen - 'Unit Setup' tab - 'Unit Details' subtab
    'Hospital Setup' screen → 'Unit Setup' tab → 'Unit Details' subtab

     

  2. Select the Hospital Unit (Inventory Area).

  3. In order for a Hospital Unit to be available when Managing Inventory, it must be identified as an ‘Inventory Unit’ (Inventory Area).

  4. Inventory Areas may be configured to ‘Auto-Receive Inventory'.

    1. If an Inventory Area Auto-Receives Inventory, the ‘Auto Stock’ option will be available when completing a Purchase Order Delivery.

      'Purchase Order Details' screen - 'Complete Delivery' dialog
      'Purchase Order Details' screen → 'Complete Delivery' dialog

       

       

  5. When Inventory is Auto-Received,

    1. If the Product has been previously received, the Inventory Area of the most recent Stocking, will be used.

    2. If the Product has not been previously received, the ‘Default Inventory Location’ for the Inventory Area, will be used.

Inventory Area Configuration Options:

  1. Inventory Locations - Refer to Configure Inventory Locations.

  2. Elevated Privileges - Refer to Configure Inventory Elevated Privilege

  3. Purchase Order Defaults - Refer to Configure Purchase Order Defaults for User