Inventory

The following Encounter POS topics are related to Inventory.

Count Inventory

Navigate to Inventory Physical Count

  1. Select the Inventory tab.

  2. Select the Tasks tab.

  3. Select Count Items.

Inventory Physical Count

  1. Select the Sorting Method.

  2. From the dropdown, select the physical count frequency.

  3. Select Submit.

Enter Inventory

  1. Type the physical count for each item.

    • Use the First / Previous / Next / Last buttons to scroll through the pages of inventory.

  2. Select Submit.

Receive Inventory

Navigate to Receive Items

  1. Select the Inventory tab.

  2. Select the Tasks tab.

  3. Select Edit Inventory Received.

Inventory Received

  1. Select Start New Session.

    -OR-

    From the Session dropdown, select a session that is in-progress.

  2. From the New Session Vendor dropdown, select the vendor (if applicable).

  3. Type any applicable comments.

  4. Type the New Session Invoice Total.

  5. Select Submit.

  6. Type the physical counts/cost for each inventory item.

    • Use the First / Previous / Next / Last buttons to scroll through the pages of inventory.

  7. Select Submit.

Transfer Inventory

Navigate to Inventory Transfer

  1. Select the Inventory tab.

  2. Select the Tasks tab.

  3. To transfer inventory into the site, select Inventory Transfer In.

    -OR-

    To transfer inventory out of the site, select Inventory Transfer Out.

Transfer Inventory

Nota

To setup inventory transfer locations, go to Inventory > Maintenance > Edit Transfer Location.

  1. From the Inventory Item dropdown, select the inventory item.

  2. Select the Vendor (if applicable).

  3. Select the UOM (Unit of Measure).

  4. Type the Quantity.

  5. Select the applicable Transaction Type.

  6. From the provided dropdown, select the site for the transfer.

  7. Type any additional comments.

  8. Select Submit.