Inventory
Navigating Through the Inventory Module?
Comprehensive step-by-step guide to navigating and managing inventory within the SiCompounding Pharmacy system.
Overview
Pharmacy Inventory refers to the stock of medications, supplies, and pharmaceutical products maintained for dispensing or sale.
This includes both salable and non-salable items such as expired or recalled products.
Effective inventory management ensures:
- Continuous medication availability
- Operational efficiency
- Cost control
- Regulatory compliance
This guide provides a complete walk-through of the Inventory Module in SiCompounding.
Accessing the Inventory Module
1. Open SiCompounding
- Click the FileMaker Pro icon.
- From the left-side menu, click SiCompounding.
2. Open the Pharmacy Dashboard
- Click Pharmacy from the center icon menu.
- The Pharmacy Dashboard opens.
3. Open Inventory
- From the blue sidebar menu, click Inventory.
- The Inventory Dashboard opens.
Top Inventory Menu (Global Actions)
Receive Devices
Opens the Receiving / Returning Items form.
Required Fields
- Barcode
- Product Name
- Lot Number
- Item Number
- Quantity Received
- Expiration Date
- Storage Location
Buttons
- Cancel / Close – Exit without saving
- Save and Continue – Requires Lot Number
- Save and Close – Completes receiving
Additional Top Menu Buttons
- Drug Database – See: Step-by-Step: Walk-thru of the Drug Database?
- + New Product – See: Step-by-Step: How do I Add a New Product?
- Reports – See: Step-by-Step: What Reports are Included in Inventory?
- General Features - See: Step-by-Step: General Features of SiCompounding?
- Search
- Lookup
- ‹ Go Back
- Help
- Notifications (Bell icon)
Inventory Product Process Areas
Inventory is divided into four functional areas:
- Items & Inventory
- Orders & Shipping
- Inventory Maintenance
- Inventory Settings
Items & Inventory
Item Search
- Opens Inventory Items list view
- Search by Name, Type, or Category
New Item
- Opens New Product workflow
- See: Step-by-Step: How do I Add a New Product?
Lot / Batch Search
- Opens Inventory Batches
- Search by Lot Number or Manufacturer
Orders & Shipping
Purchase Orders
- Opens Purchase Order Module
- See: Step-by-Step: Navigating through the P.O. Module?
New Purchase Order
- Opens Vendor Search
- Select vendor to begin a new PO
- See: Step-by-Step: How do I Add a New Purchase Order?
Inventory Maintenance
Maintenance
- List view of inventory items
- Search by Name, Type, or Category
Price Comparison
- Opens Product Comparison Tool
- Add products via search or scrolling
- Filter by Active | Inactive | All
- Move comparable products to Selected Items
- Click Compare
Comparison Includes
- Package & Unit Cost
- Sales Price
- AWP
- Margin & Fees
- Quote Calculations
Top Usage
- Top 30 products by usage (last 180 days)
- Printable / Excel / PDF
Top Sales
- Top 60 products by quantity sold (last 180 days)
- Printable / Excel / PDF
Inventory Settings Step-by-Step: Where can I maintain Inventory Settings?
Manufacturers
- Search by Manufacturer Name
Vendors
- Search by Vendor Name
Inventory Widgets & Filters
Quick View Widgets
- New Products
- Pending Verification
- Cost Changed
- COA / AF Missing
- Low Stock
- In Quarantine
- Expiring Soon
- Expired In Stock
- Pending Receiving
Filters
- Active | Inactive | All
- Product Type
- Bulk / Raw Materials
- Compounding Supply
- Prescription Drug
- OTC / Supplements
- Veterinary Products
- Pharmacy Supplies
- Equipment
- Professional Services
Printing & Exporting
Inventory data can be:
- Saved as PDF
- Exported to Excel
- Printed directly
Product Detail Walk-Through
Open Product Detail View
- Click Search (top right)
- Locate product using filters
- Click product to open Detail View
Summary Section
Product Information
- Click Edit to modify product data and this link Step-by-Step: How do I Add a New Product?
- Changes require Submit for Drug Verification
Communication Notes
- Click + Note
- Types: Email, Note, Phone Call, SMS
- Attach documents or images
- Save when complete
Actions
- Print Note
- Fax Note
- Fax as PDF
- Open Document
- Dismiss Note
Dispense Notes
- Click Edit to add or update
- Click Close when finished
Summary Widgets
- Total RX
- Total Dispenses
- Last 30 Days Dispenses
Drug Info Section
Eight key areas:
- Properties
- Labels
- Default SIG
- Medical Justifications
- Prescribing Information
- Supplies
- Same RxNorm Substance
- Same RxCUI Concept
Pricing Section
Price Information
- Purchase Unit
- Package
- Dosage Unit
- Cost, Sales Price, AWP
Flags
- For Resale
- Sales Tax
- HSA Option
- Returnable
Margin & Fees
- Margin %
- Dispense Fee
- PDMP Fee
- Hazardous Fee
Price Per Quantity Ordered
- Auto-calculated
- Overrides supported
Click Accept Price when complete.
Vendors & Price Logs
- Add vendors if missing
- Select from Vendor Search
- Review Price Change Logs
Inventory Detail Sections
Inventory
- Batches
- Items
- Usage
- Settings
Shipping
- Shipping Information
- Shipping History
Safety Info
- General
- Risk of Exposure
- Risk Mitigation Practices
Documents
- Click + Document
- Drag & drop files
- Add descriptions
Actions Menu
Available actions include:
- Edit Product
- Adjust Inventory
- Transfer Inventory
- Print Label
- Print Shelf Tag
- Transactions Report
- Dispenses Report
- Replace as Ingredient
- Report OOS Event
- Access Logs
- Change Logs
- Progress Log
- Set as Inactive
Completion
This completes the step-by-step guide for Navigating Through the Inventory Module.
If you’d like, I can:
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