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If importing inventory via the spreadsheet upload process doesn’t suit your needs you may enter inventory manually. Navigate to the Inventory screen and click the “Add Inventory” “Create New” button.
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You’ll see options to enter all of the inventory data manually, just make sure to check your work to maintain data continuity and accuracy. We suggest copy/paste for this data entry and make sure not to include unnecessary characters, like spaces, that may change the data when saved.
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First, you’ll enter the inventory type, custody, manufacturer, product line, catalog number, quantity, and container. Click “Next” to proceed to the next step.
Note: if this item is from a new manufacturer, product line, or is a new catalog record, you’ll need to click the plus button to the right of those fields and create the new record before proceeding. This will add that manufacturer, product, or catalog record to your directory for future reference.
If you have production level information for this inventory, such as lot number or Unique Device Identifier, you may enter that info here. Click “Next” to proceed to the final step.
Note the entire quantity being added by this action will be assigned this production level information (lot, expiration, UDI, etc). If you have different lot numbers or other production information, those items will need to be added separately.
(Note: If entering UDI, your lot # must match what is part of the UDI. The system will parse the UDI and populate the lot number automatically. If you have a different lot number than is part of your UDI, reach out to us to discuss options for loading that data)
Next, add any other relevant details for the inventory. Set a due back date if, for example, the item is a loaner tray already in the field that must be returned to the manufacturer by a given date. You may also add tags, price, billable status, barcode data, and reusable status. Click “Create” when you are finished to add these items to your body of inventory.
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