What you’re looking at
Eight buttons run along the header:
Below them, the tabs. A hospital normally sees eleven, with two more appearing when they apply:
Where an alert is open, a line above the tabs says so: “{n} open inventory alerts — see the Alerts tab.” Empty states are per tab — Stock reads “No stock on hand. Receive a lot to get started.”
The two tabs that make this a hospital screen
Most of Inventory works the same anywhere. Two tabs exist because the hospital has departments hanging off the stock record: Fill Rx is the bridge to the pharmacy unit. A prescription written anywhere in the hospital waits here until someone draws stock against it, with a witness where the item is controlled. See the pharmacy station. Ward MAR is the bridge to the wards, and appears only when your hospital runs them — “Each dose given to an admitted patient depletes stock and is logged here.” That is the connection people miss: a nurse signing a dose on the drug chart is a stock movement, not just a clinical note. See the nursing station.Receive a delivery
1
Open Receive
From the header, or from the row of the item you are booking in.
2
Enter the lot and its expiry
Record the lot number and its expiry date. This is the step everything else depends on.
3
Choose the location and save
Say which room, store or device the stock is going to — picking later only offers what that location holds. The on-hand figure rises and a Ledger entry records who booked it in.
Picking is earliest-expiry-first, and an undated lot is invisible to it. A lot received with no expiry date will not be picked ahead of anything, so short-dated stock sits at the back of the shelf until it expires. Switch on Require expiry date on new lots under Inventory settings and the problem stops arising.
Where the deeper mechanics live
Stock control is the same engine the Pharmacy edition documents in depth:Batches and expiry
How lots, expiry dates and earliest-expiry-first picking work.
Purchase orders
Raising, approving and receiving against an order.
Stock counts
Cycle counting and reconciling the shelf against the record.
Import and export
Bringing a catalogue in, and taking your data out.
Who can do this
Role decides whether the screen opens. Inventory needs the Inventory care area in Settings → Facility, and on Enterprise an owner controls which roles reach the Supply Chain group under Settings → Role Navigation. Permission decides what you may do inside. The acts a stock screen distinguishes, in the product’s own words:
Two things to know. First, that is the Pharmacy edition’s permission catalogue: a hospital’s own staff sheet offers the clinical and billing toggles instead, so on Enterprise these stock acts are open to anyone whose role reaches the screen. Restrict access at the Role Navigation layer, not by hunting for these toggles.
Second, where a cost or valuation figure is withheld it says so plainly — “Hidden — needs authorisation from your clinic owner.” — rather than showing 0, which would be a false statement about what your stock is worth.
Enforcement generally is opt-in per person: a colleague never saved in the permissions sheet is unrestricted, and the sheet warns “Saving starts enforcing”. A denied action is recorded; an allowed one is not.
Check it worked
- The item’s on-hand figure on Stock matches the shelf.
- A Ledger entry names you, the movement and the time.
- A dispensed script has left Fill Rx, and ward doses appear under Ward MAR having reduced the stock they came from.
- Alerts (n) falls as low-stock and expiry warnings are resolved.
Common issues
Stock is right on the shelf but wrong on screen
Stock is right on the shelf but wrong on screen
Run a cycle count from the Counts tab rather than adjusting item by item — a count reconciles and records why; an adjustment only changes the number.
A short-dated lot is not being picked first
A short-dated lot is not being picked first
It has no expiry date, so earliest-expiry-first cannot rank it. Add the date, and switch on Require expiry date on new lots.
The Ward MAR tab is missing
The Ward MAR tab is missing
It appears only where wards exist — see Wards and beds.
A prescription is not in Fill Rx
A prescription is not in Fill Rx
Either it is already filled, or it was never saved. Check the prescription list.
FAQ
Does the pharmacy unit have its own separate stock?
Does the pharmacy unit have its own separate stock?
No — one hospital, one stock record. The pharmacy station’s Inventory tab is this same screen, which is why a counter sale and a ward issue move the same figure.
What is Opening stock for?
What is Opening stock for?
Setting your starting position when you first go live, so day one’s figures are your real shelf rather than zero. Use it once, not as a way to correct a count later.
What appears on the Recalls tab?
What appears on the Recalls tab?
Vendor or regulator recalls. Opening one quarantines the affected lots and lists the patients who received them — the part you cannot reconstruct by hand.
Does the online store take stock from here?
Does the online store take stock from here?
Yes. A store product links to an inventory item, and its stock and cost are read-only in the store — see the online store.
Can I stock-take with a handheld scanner?
Can I stock-take with a handheld scanner?
Yes — see Stock counts and CipherLab counting.