Counting inventory from the desktop

Use this procedure to count inventory of an item in Count Inventory in the desktop.

Note: 

User should have the POU DI - Edit Inventory Count role to perform this task.

To do count inventory of items from the desktop

  1. In Point of Use for Department Inventory, select Replenishment Management.
  2. On the displayed tabs, select Count Inventory. The Count Inventory page is displayed.
  3. In the Company list, select the company name.
  4. In the Facility list, select the facility.
  5. In the Department list, select the department.
  6. In the Location Room list, select the location.
  7. (Optional) Select Inventory Class.
  8. (Optional) Select Display.
  9. (Optional) In the Operator field, type the operator.
  10. Click Inquire.

    All items satisfying the search parameters are displayed.

  11. (Optional) In the Item field, scan\enter\select the item code.

    Only the selected item satisfying the search parameters is displayed.

  12. For regular and at issue items (lot, serial and lot & serial), users may enter item details by clicking on the add icon.
  13. Click Add to add entry to the list of items counted.
  14. Click OK once item details have been completely entered.
  15. For at receipt tracked items (lot, serial or lot & serial), users may enter item details by clicking on the add icon.
  16. Click Add to add entry to the list of items counted.
  17. Click OK once item details have been completely entered.
    Note: 

    Users may enter duplicate serial numbers (quantity greater than 1 or duplicate serial numbers with different expiration dates) if 'Allow Duplicates' option of the item is set to 'Yes' in the Item Details configuration tab.

  18. Click Save to save the count and other serial/lot item details.

    Click Refresh to undo the count.

    Click Print to print the inventory count details.