Open Stocking (Transfer Request)

This functionality is new as of version 4.1.

Inventory Stockings can be opened via the ‘Inventory Stocking’ screen → ‘Select PO Delivery or Transfer’ dialog; or, they can be viewed via the ‘Inventory Transfer Request’ screen → ‘Stocking’ tab.

In order to have access to Stock Inventory for an Inventory Transfer Request:

One of the following must apply:

The User is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Inventory Transfer' 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 'Inventory Transfer' Elevated Privilege.
Refer to:
- About Elevated Privileges
- Configure Inventory Elevated Privilege

To Open an Inventory Stocking:

Navigate to the 'Navigation' menu.
1. The options available on the ‘Navigation’ menu will depend on the Privileges that are assigned to the User.
  'Navigation' menu → 'Inventory Stocking' option
Select the ‘Inventory Stocking’ hyperlink in the ‘Inventory Screens’ section.
The ‘Select PO Delivery or Transfer’ dialog will open.
'Inventory Stocking' screen → 'Select PO Delivery or Transfer' dialog
Select the ‘Unit’ (Destination Inventory Area), and ‘Transfer Request’ radio button.
Select the row that represents the Inventory Transfer to be Stocked.
Click the ‘Start Stocking’ button; OR,
1. The ‘Inventory Stocking’ screen will open. (Refer to Start Stocking (Transfer Request); OR,
Click the ‘Cancel’ button to close the dialog.