Inventory Set-Up Guide

Your Primary Account Holder (PAH) first needs to open the My Users section of the My Account area, located in the top right corner of any page. 

To view and change a user’s settings you need to click on their Account Name found in the first column on the left. 

To add a new user click on the + Add New User button, at the top of the table.

This will then display their account settings area. 

On the left side you will see a list of the various modules that a user can access such as Purchases, Inventory and Assets. 

Their general access settings are also listed on the left, found in User Account Details.

For more details on how to edit user access, navigate to: Add or Edit Access Settings for Users.

The first step is to ensure everyone has inventory activated in their account.

This is done by the Primary Account Holder (PAH) and is carried out by viewing user settings to ensure inventory is turned on for those who will be using the inventory area. 

This will include people ordering, recording deliveries, recording stock used and carrying out stock counts. 

Advanced features will include those involved in preparing and reconciling usage in the FP34 claims report and managing multi-site stores.

Select My Account - My Users in the top right corner to navigate to the My Users settings page:

Click on the Account Name of the user you want to enable inventory for:

Select Purchases tab on the left and tick both Enable Inventory and Allow Inventory Settings check boxes:

The user should now have access to the Inventory from the navigation bar at the top:

In order to use inventory, it needs to be populated with stock codes, descriptions, and links to goods being purchased. 

The links manage differences in pack sizes and usage quantities.

To help you quickly start using inventory, these settings have already been setup for you. 

You only need to go to the Settings Area in your Inventory section and turn ON the Auto Import on purchase options to activate this function. 

To begin we suggest you start with Administered Medicines and Medical Consumables.

This can be adjusted at a later date.

Please note, the pre-coding process will not immediately populate your inventory register. Instead, it will be gradually populated as items are purchased.

However, if you need to set up inventory before you start purchasing, such as to carry out an initial stock count, you will need to set up your stock items first. 

This is done by running the Create Items - Import routine, located in your Inventory Settings area, where you need to select the option to Import from Personal Catalogue.

For more details on setting up your inventory items please refer to the guide on Importing and Editing Items in Inventory.