Settings — Inventory Categories

Step by Step

Overview

Inventory Categories are required when performing an Inventory Count.
They help organize inventory items for financial tracking, reporting, and operational accuracy within SiCompounding.

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Step 1 — Open SiCompounding

1. Click the FileMaker Pro icon to open FileMaker.
2. When FileMaker opens, locate the left-side menubar and click SiCompounding (near the top).
3. Select Pharmacy to open the Dashboard.

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Step 2 — Navigate to Inventory Categories

1. From the blue sidebar menu, select Settings (located at the bottom).
2. Under Finances, select Inventory Categories.
3. The Inventory Categories window opens, displaying a list of existing categories.

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Step 3 — Add a New Inventory Category

1. Click the + Inventory Category button.
2. Enter the required information for the new inventory category.
3. Click Submit to save the new category.

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Step 4 — Search Inventory Categories

• Use the Search bar in the upper-right corner.
• Search by:
  • Name
  • Description
• Press the Enter / Return key on your keyboard to display results.

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Step 5 — Manage Category Status

• Each Inventory Category can be set to:
  • Active
  • Inactive
• Toggle the Status to control whether the category is available for use during inventory counts.

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Important Notes

The Pharmacy Settings section contains essential templates and default configurations and should be completed before using any other area within SiCompounding.

From Pharmacy Settings, you can manage:

• Product Settings
• Facility Areas
• Equipment
• Workflows
• Costs and Fees
• Inventory Categories
• Lab Work
• COM Templates
• Notifications
• Integrations
• Automation Logs

Ensuring Inventory Categories are properly configured supports accurate inventory tracking and financial reporting.

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This completes the guide for Adding Inventory Categories.