Reconcile Inventory Feature
The Reconcile feature allows users to ensure that inventory counts on AccuShelf match the physical inventory on hand. AccuShelf tracks every transaction, but discrepancies in inventory counts can still occur if an item was not scanned, misplaced, etc. This process lets users update the AccuShelf inventory based on the physical item count, while tracking discrepancies along the way.
Short Form Workflow: To reconcile inventory, please follow the below:
- Press “Inventory”
- Press “View”
- Press the status/program you want to reconcile, otherwise press “all”
- Press specific cards of items to reconcile
- Press “Assign Selected to Reconcile”
- Select task to reconcile
- Adjust quantity
- Add note if there were discrepancies
- Press “Next”
- Press “Submit”
Detailed Workflow:
*Note: If reconciliation tasks have already been assigned, press “Inventory” and press “Reconcile”. Then skip to Step 4 below.
1. You can choose which items they would like to reconcile via the Inventory View screen. Press “Inventory”. Press “View”. The screen will separate inventory by status and program. Press which you would like to reconcile, or press “all.” The screen will populate with the available inventory cards.
2. Press the cards for items that you want to reconcile. They will turn to a darker shade of blue.
3. Once the item(s) are selected, press the “Assign Selected to Reconcile” button. When that button is pressed, you are brought to the Reconcile section and a list of open Ad Hoc tasks.
4. Press on the task you want to work on. This will bring you to a list of the assigned items. The table has columns for the product, strength/form factor, NDC/package, lot/expiration, program/location, quantity, unit of measure, and partial. Items are sortable via column header just as other tables on AccuShelf. have the option to scan items to count or manually count via the quantity column. The recently scanned item will appear in the box at the top of the screen and highlighted in the table below for easy reference. Manually adjust the quantity to represent the physical inventory you have on hand. Press “Next”.
Note:
Package v. Unit View
Each item will have a default unit of measure, but you can switch between package and unit counting via the item’s detail card. If you feel more comfortable counting physical packages, you can set the view to package; if not, you can view and count by individual units.
Partial
You can select the partial column on any item’s row to apply a partial quantity. Pressing the column will bring up a numpad, which allows you to switch between a percentage and decimal option. Once a number is entered, you can confirm and the partial quantity will be applied to the item.
5. You will be brought to the Reconcile Summary report. If there was a discrepancy, the following will occur:
- The delta column will fill with the discrepancy amount.
- Both the quantity and delta columns will turn red-colored.
- The note icon will appear, and you can add a discrepancy note prior to submitting the completed task.
- If there are no discrepancies, press “Submit.”
6. Once the submit button is pressed on the Reconcile Summary Report, both the inventory counts and task statuses will update. If every item in the task was not counted, the task will remain open with the non-reconciled items. If every item was counted, the task will be marked as completed. The activity will be logged in the Activity Report. To view this report, press “Inventory”. Press “Activity”.
