Express Reconcile Inventory

The Express Reconcile feature allows users to quickly reconcile items (for example, to be used when a discrepancy is caught but not during formal cycle counting). This is to further 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. 

 

Short Form Workflow: To express reconcile inventory, please follow the below:

  1. Press “Inventory”
  2. Press “Reconcile”
  3. Press “Reconcile Now”
  4. (Scan Item)
  5. Select item’s lot and expiration if there are multiple
  6. Adjust quantity
  7. Press “Next”
  8. Press “Submit”


Detailed Workflow:

1. You can choose which items you would like to reconcile via the Inventory screen (From the home page, press “Inventory”).  Press “Reconcile”. You will be taken to the Reconcile Task List. Press “Reconcile Now” on the top right.  This will take you to the “Scan Items to Reconcile” page.

 

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2. Scan the item that you want to reconcile and press “Next”. You will be prompted to select which program the item(s) belong(s) to.  Press the appropriate program and press “Apply”.


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3. This will bring you to a table of the scanned 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. Manually adjust the quantity to represent the physical inventory you have on hand. Press “Next”.


Note: 

Package vs. 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.


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4. 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 the user will have to add a discrepancy note.
  • If there are no discrepancies, press “Submit.”

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5. 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 item(s). 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.”