Where Can I Maintain Inventory Settings?

Overview

Inventory Settings allow administrators and pharmacy staff to maintain Manufacturers and Vendors used throughout the Inventory module. Keeping this information accurate ensures compliance, traceability, and efficient purchasing and reporting.

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Accessing Inventory Settings

1. Click the FileMaker Pro icon to open FileMaker.
2. From the left-hand menu bar, select SiCompounding.
3. On the main screen, click Pharmacy to open the Dashboard.
4. In the blue sidebar menu, click Inventory.
5. Locate the Inventory Settings section.

Inventory is organized into the following Product Process areas:

• Items and Inventory
• Orders and Shipping
• Inventory Maintenance
• Inventory Settings

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Inventory Settings

Inventory Settings include two main configuration areas:

• Manufacturers
• Vendors

Each is managed through dedicated windows and widgets.

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Managing Manufacturers

Open Manufacturers

1. Click the Manufacturers widget button.
2. In the Manufacturers window, use the Search bar to enter a Manufacturer Name.
3. Press Enter / Return to view search results.
4. Select a Manufacturer to open its record.

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Manufacturer Record Sections

Each Manufacturer record includes the following sections:

Profile

The Profile section includes the Manufacturer Form and Communication Notes.

Manufacturer Form

Click Edit to enter or update the following information:

FDA Registration Information

• FDA Registered: Yes | No
• Labeler Code

Manufacturer Information

• Name
• Address
• FEI
• DUNS
• Registration Expiration Date

Business Operations (select all that apply):

• Manufacture
• API Manufacture
• Distribute
• Analysis
• Pack
• Repack
• Sterilize
• Transfill
• Relabel
• Particle Size Reduction
• Position Emission Tomography Drug Production
• Salvage
• SIP Foreign Seller
• Label
• Medicaid Animal Feed Manufacture

Additional Notes and Information

• Free-text notes area for supplemental details

Activity Status

• Active | Inactive

Click Save when finished.

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Communication Notes

1. Click + Note to open the New Communication Form.

2. Select a Type of Document:

   • Email
   • Note
   • Phone Call
   • SMS

3. Enter the communication note details.

4. (Optional) Add a supporting document or image using Drag and Drop.

5. Select the document or image type from the list.

6. Click Save when complete.

Attachment

• Clicking an attachment opens the associated document.

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Products

The Products section displays all Inventory items associated with the selected Manufacturer.

Displayed Data:

• NDC
• Product Name
• Cost Unit
• Cost Each
• Cost Volume

Actions:

• Use the Search bar to find products by NDC or Product Name.
• Click the three-dot menu at the end of a product row to open the Inventory Item window.
• Use < Go Back to return to the previous screen.

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Documents

1. Click + Document.
2. Drag and drop a file from your system.
3. Select the document type from the list.
4. Enter a Document or Photo description.
5. Click Save to exit.

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Manufacturer Actions

Use the Actions dropdown for additional options:

• + New Manufacturer – Create a new Manufacturer record
• Toggle Status – Set the record to Inactive (confirmation required)
• Access Logs – View record access details (Timestamp, Account, IP Address)
• Change Logs – View modification history (Timestamp, Account, Field Changes)

Close log windows by clicking the X button.

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Managing Vendors

Open Vendors

1. Click the Vendors widget button.
2. In the Vendors window, enter a Vendor Name in the Search bar.
3. Press Enter / Return to view search results.

Vendor records are maintained similarly and are used throughout purchasing, receiving, and inventory workflows.

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Completion

You have now completed the walkthrough for Where Can I Maintain Inventory Settings. Keeping Manufacturers and Vendors up to date ensures accurate inventory management, regulatory compliance, and streamlined operations.