Managing the Holding Tank: Resolve Inventory Problems

Transcription

1 Managing the Holding Tank: Resolve Inventory Problems Pharmacy Technology Solutions Issued July 2014

2 Inventory Control: Holding Tank - Resolve Inventory Problems The Holding Tank preserves the integrity of your data by isolating items that have been sold with errors and allowing you to fix incorrect information before it is permanently written to sales history It is important that the Holding Tank is viewed and cleared of all problems on a daily basis because it will impact the accuracy of your inventory An item with an Insufficient Stock problem in the Holding Tank means PharmaClik POS has no record of any inventory for the item that was recently sold. This can not be true because you just sold the item. Perform a physical inventory count, update the quantity in PharmaClik POS, and generate the list of items in the Holding Tank again An item with an Item Not Found problem must be resolved by calling Customer Care at Click the Inventory Control icon The function buttons that appear are related to Inventory Control in the Application bar above 2. Double-click the Holding Tank function button For a detailed explanation of the Holding Tank Editor, see AT A GLANCE at the end of this section 2

3 3. Click the Count Sheet button If the Holding Tank sits idle for thirty minutes or more a massage will display indicating that data may have changed and ask if the screen should be refreshed 4. Set the print options 5. Click the OK button 3

4 6. Click the Print icon 7. Set the print options 8. Click the OK button You will use this list to correct the issues in the Inventory Counting function Use this list of items with insufficient stock to do a physical inventory count 9. Click the Exit icon 4

5 10. Click the Close button 11. Click the Yes button 5

6 Use the Count Sheet to complete an inventory count of the inefficient stock items Once you have completed the count you are ready to correct the inventory using the Inventory Counting function 12. Click the Inventory Control icon The function buttons that appear are related to Inventory Control in the Application bar above 13. Double-click the Inventory Counting function button 6

7 14. Click the drop down menu and select bar code 15. Click the radio button for User Selected Items 16. Click the OK button 7

8 There are several ways to conduct the physical inventory count: Scanning the barcode listed on the Count Sheet Typing the bar code Importing scanned items using the RF or Telxon unit 17. Scan or type the product bar code In this example, we will be doing a physical inventory count of the items from the Holding Tank report with an Insufficient Stock problem 8

9 18. Press the Enter key on your keyboard The product information is the current information on file Now you can begin the entry of the On Hands resulting from your physical count 19. Type the number of on hand inventory from the physical count into the Counted Qty field 20. Click the OK button 9

10 21. Continue to scan or type the next product s bar code to be counted 22. Click the Finalize F8 button You can also use the F8 key on your keyboard to activate the function 23. Click the Close F10 button You can also use the F10 key on your keyboard to activate the function 10

11 Holding Tank Editor AT A GLANCE This is where you can view the inconsistencies and identify any necessary corrections Top Grid This section lists all the items that were sold but had inconsistencies in the cost or inventory The list can be sorted by any column by clicking the title of the column Bottom Grid This section lists all the transactions that were affected by the highlighted item in the top grid Retry Type: select from the options of Selected Record, By Preferred Vendor, By Fineline, By Item or All Selection: further specifies the item(s) to be retried Action Buttons Product Manager : Will open the Product Manager function with the highlighted item to make corrections Edit Details: Will show details of the transaction that moved the item into the Holding Tank Print Report: Prints a list of all of the items in the Holding Tank Count Sheet: Prints a count sheet for the items listed with Insufficient Stock. Count Sheet will display the Fineline, Barcode, Description, and a Scannable Barcode Close Button: Will exit the Holding Tank Editor Total Records and Total Instances Total Records: The sum of all the items and their instances in the top grid Total Instances: The number of times the highlighted item experienced a problem Ignore Checkboxes: Use to filter out problems flagged by the Holding Tank 11