Inventory Administration Pages

Inventory Dashboard

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.

Clicking on the New Operation link will display a form to create a new stock operation:

To create a new operation:

1. Select the Operation Type
2. Select the Source and/or Destination Stockroom. These dropdown's will be enabled/disabled based on the select Operation Type
3. Enter any Attributes defined for the specified Operation Type.
4. Add the Item Stock for the operation, along with the Quantity and an optional Expiration
5. 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.

The current set of inventory-related privileges is:

• Manage Inventory Items
• View Inventory Items
• Purge Inventory Items
• Manage Inventory Stockrooms
• View Inventory Stockrooms
• Purge Inventory Stockrooms
• Manage Inventory Metadata
• View Inventory Metadata
• Purge Inventory Metadata
• Manage Inventory Operations
• View Inventory Operations
• Edit Patient Identifiers
• View Administration Functions
• View Concepts
• View Locations
• View Navigation Menu
• View Users
• View Roles

Manage Items

Items, in the inventory module, are the products and service that can be purchased by patients or used by an institution. An item defines the details about the product or service including the name, department, price, and whether the item is a physical object (ie, can be tracked within stockrooms) and has an expiration.

The Manage Items page shows the list of currently defined items in an alphabetical list. The top search area can be used to find specific items by name or item code. Clicking on an item in the list will display the item details:

The item detail section allows users to change the item information. Items can have multiple codes and prices which can be added by clicking the associated Add button or removed by clicking the 'X' button next to the code or price to remove. If the item has physical inventory a list showing the current item stock is displayed. User can also retire and purge the item from the detail view; though it should be noted that items which have been referenced in a Cashier module bill or by item stock cannot be purged.

Manage Departments

Manage Institutions

Manage Stockrooms

Note: If you have more than 100 locations and 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'.

Manage Operation Types

View Stock Operations

Generate Item Mappings