Add Inventory while Stocking (Transfer Request)
- Rick Eggleston (Unlicensed)
This functionality is new as of version 4.1.
While Stocking Inventory, Inventory can be added to the Destination Inventory Area.
In order to have access to Add Inventory Items:
One of the following must apply:
The User is assigned to the Destination Inventory Area (Hospital Unit), and has the ’Inventory' and Inventory Transfer' Elevated Privileges; OR,
The User is a member of a Security Role that is assigned to the Destination Inventory Area (Hospital Unit), and has the ‘Inventory’ and 'Inventory Transfer' Elevated Privileges.
Refer to:
While Stocking Inventory, if it is discovered that the Actual Inventory Quantity and/or Unique Inventory Attributes are incorrect or missing, the ‘Add Inventory Item’ can be used to make corrections on-the-fly.
‘Reconciliation’ transactions will be created when the Inventory Item is added.
To add an Inventory Item:
Navigate to the ‘Inventory Stocking’ screen for a Transfer Request.
The Stocking Status must be ‘Stocking’ - the ‘Complete Stocking’ button will be enabled.
'Inventory Stocking' screen → 'Add Inventory Item' menu option
Right-click the row that represents a Stocking Item; OR,
Click the Pancake menu at the right end of the row.
Select the ‘Add Inventory Item’ menu option.
The ‘Add / Modify Inventory’ dialog will open.
'Add / Modify Inventory' dialogThe ‘Product’ and ‘Inventory Location’ will be prepopulated by the Stocking Item, but they can be modified.
The 'Inventory Location' drop-down list will be limited to the Inventory Area of the original Stocking Item.
Populate the ‘Quantity’, 'Expiration Date', ‘Lot Number’, 'Serial Number', 'NDC', and ‘Manufacturer’ as needed. (Along with the Product and Inventory Location, these five attributes make up the Unique Inventory Attributes)
If the Unique Inventory Attributes of the New Inventory Item match those of Existing Inventory, the New Quantity will be added to the Existing Quantity.
If the Unique Inventory Attributes of the New Inventory Item do not match those of Existing Inventory, a New Inventory Item will be created.
If the small green ‘Plus’ icon appears next to the ‘Manufacturer’ and/or ‘NDC’ field, clicking the icon will populate the field with the Product Default Manufacturer and/or NDC.
Click the ‘Save’ button to save the New Inventory Item, and close the dialog; OR,
Click the ‘Cancel’ button to close the dialog without saving.
After saving, the ‘Inventory Stocking’ screen will remain open.
Verify that the New Inventory Item has been added to the Stocking Item.
