Manually Adjusting Inventory

It is important to adjust the on-hand amount when necessary to ensure the Actual on Hand is accurate.

To manually adjust inventory:

1. From the Workbench, select the Drug navigator button. The Drug Search window appears.

2. Search for and select the drug.

3. Select the Inventory tab.

4. Highlight the pack size the requires manually adjustment.

5. Select Adjust. The Total On Hand Adjustment window appears.

6. Enter the following information:

   • New Total On Hand - the quantity of the medication on the shelf.

   • Reason - the appropriate reason for the adjustment.

   • Comment - additional information for the adjustment, if necessary.

   • User - the user who performed the adjustment.

   

7. Select OK. The Total On Hand Adjustment window closes and the Actual on Hand amount is updated accordingly.

   

8. Select Save.

A Manual Adjustment report can be run to review adjustments and comments for a specific date.