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Inventory Administration Pages
Inventory
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The Inventory Dashboard is the landing page to perform inventory-related activities. From this dashboard users can view and process their stock operations as well as create new stock operations. The dashboard is accessed from the Inventory link on the right side of the OpenMRS header:
Upon opening, the dashboard displays a list of the Pending stock operations for current user:
Clicking on a stock operation item will display the operation details:
The stok operation details section will appear below the list. In it you can view all the operation information, the item stock that is part of the operation, and process (that is, Complete or Cancel) the operation.
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To create a new operation:
- Select the Operation Type
- Select the Source and/or Destination Stockroom. These dropdown's will be enabled/disabled based on the select Operation Type
- Enter any Attributes defined for the specified Operation Type.
- Add the Item Stock for the operation, along with the Quantity and an optional Expiration
- Click the Create Operation button
Adding Item Stock works in much the same way as adding items to a bill in the Cashier Module. To search, simply start typing the name of the item you want to add and a list will display the items found:
With the autocomplete list displayed, either use the arrow keys or mouse to select the desired item and press the <Tab> or <Enter> key to add the item:
You can now enter the item stock quantity and, if the item is expirable, the expiration. Depending on the operation type, the expiration will either be a dropdown or a date entry area. Stock operations with no source stockroom (at the time of writing that is just the Receipt operation type) require the entry of the expiration for all expirable items. If a default expiration period has been defined for the item (in days), the expiration will default to that number of days from the current date.
Clicking on the Create Operation button will save the operation and set the status to Pending.
Inventory Role Creation
The inventory role creation page allow administrators to add and remove inventory privileges to existing roles as well as create new roles with those same privileges.
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Institutions are external entities that where item stock can be distributed. The manage institutions pages allows administrators to add, remove, and edit institutions.
Clicking on an Institution will display the institution details:
Manage Stockrooms
Stockrooms are the locations where item stock is stored. The Manage Stockrooms
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Note: If you have more than 100 locations and pages allows administrators to add, edit, and view stockroom details.
Clicking on a stockroom will display the stockroom details section which is composed of 4 tabs. By default, the Details tab is selected which displays the general stockroom information:
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| If all of your locations are not displayed when adding/editing a stockroom, you can increase the REST parameter for maximum results to greater than your number of locations using the global property, 'webservices.rest.maxResultsAbsolute'. |
The Items tab shows the current item stock stored in the stockroom:
The Operations tab shows the operations that have affected the stockroom:
Lastly, the Transactions tab shows the individual transactions that have been performed against the stockroom:
Manage Operation Types
There are currently six supported operation types (details here) which cannot be added to. These operation types are intended to cover all the types of item stock actions that would need to be performed and can be extended with attributes to gather institution-specific information. Administrators can also edit some operation type information and can retire operation types that are not needed.
The Manage Operation Types
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View Stock Operations
Generate Item Mappings
page shows a list of the current operation types:
Clicking on an operation type will display the operation type details:
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| Note that the Has Source, Has Destination, Has Recipient, and Available When Reserved fields are not editable. This is because these fields denote how an operation will be processed as the operation status changes and is integral to the operation type. Administrators are able edit the name, description, user/role restriction and add custom attributes to enter when creating an operation of the specified operation type. |
View Stock Operations
The View Stock Operations page allows administrators to view and process stock operations.
Clicking on a stock operation with display the stock operation details:
For Pending stock operation, if the current user has access to be able to process the stock operation (as defined by the User/Role configured in the Operation Type), then buttons to Complete and Cancel will be available. Clicking either button will update the operation status to the specified status and perform the expected action (once again, as defined by the Operation Type).
Generate Item Mappings
To provide the initial steps towards linking OpenMRS Orders to OpenHMIS Bills and/or Stock Operations, Items can now be linked to OpenMRS concepts/drugs. While administrators can manually go through each item and search for the associated concept, the Generate Item Mappings page will attempt to find the more obvious mappings based on the Item and Concept name. Clicking on the Generate Item Mappings link will start mapping process:
This may take a few mintues depending on the number of items without concepts and the number of concepts in the system. Once loaded, a list will display the mappings that were found:
If the mapped concept is correct, users can check the checkbox for that item. If not, user can either try to find a better concept by typing in the concept textbox, selecting the preferred concept, and checking the checkbox, or simply leave the checkbox unchecked. Once users have reviewed the mappings and checked the ones they want to keep, they can click on the Save Items or Save Items and Get Next button
Clicking the Save Items button will save the checked mappings and take the user to the previous page (this is so that the mappings are not generated again). Clicking the Save Items and Get Next button will save the checked mappings and reload the list.