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To access the Reorder Report screen, click on Inventory -> 5. Reorder Report. |
Overview
This screen is used to provide provides a report for medication that needs to show which drugs need to be reordered from your supplier. To generate create the report indicate the date the drug was last filled on/after in the calendar box. If you'd like to filter the report down by Drug or NDC enter the partial or full information in the "Drug/NDC begins with" field. Indicate if you'd like this report to generate for Brand drugs, Generic drugs or both. Choose if you'd like it to display control medication and what class, and lastly if you'd like to generate for all or specific vendor. You can also choose to show drugs only if the selected vendor is the primary supplier for this medication., you can set filters by the last fill date on/after, search by specific Drug Name or NDC, drug type (Brand, Generic, or both), control medication class, and Supplier. You can also opt to show only drugs where the selected vendor is the primary supplier.
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Last filled on/after when unchecked option allows the report to ignore the date filter: it will list all drugs with a quantity on hand (QOH) below the minimum threshold, regardless of the last fill date. |
To access the Purchase Order Report screen, click on Inventory ➡️ 5. Reorder Report
Adding Drugs to Order
After setting filters, search for drugs by name or NDC, select a drug, and click “Add To Order” to load it into the order queue. You can also choose to “Remove” or “Remove All” drugs from the order queue.
Vendor Item #
When adding drugs to the reorder report, a Vendor Item # is required. These numbers are provided by suppliers through 832 Catalog filesand EDI setup is necessary when sending an order electronically. If a Vendor Item # is missing, check the supplier's website or contact them directly to obtain it, as it is necessary to "Send Order." Default Order Qty can also be adjusted if necessary when inputting a Vendor Item #.
Send Order
When all drugs are loaded into the reorder queue you may select the “Supplier” which you have your EDI setup configured for. From here you can select the drugs making sure the proper QTY to Order and Package Size has been input and click on “Send Order”, you may also “Print Order” to send manually if necessary.
After the report's been generated simply select the medication desired or click the "select all" check-box to select all the medication in the list to print on the report.
The report can be sorted any time by simply clicking the column name above the records you'd like to sort by.
To print the report page, click the "Print" button or press the "Enter" key when the "Print" button is highlighted.
If you'd like to export the report to a file to send to your vendor, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted.
NOTE: Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.
The user may also clear all the data displayed on the screen by clicking the "Clear" button or by pressing the "Enter" key when the "Clear" button is highlighted.
Print Order - Print Out Example
