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Inventory Report
Table of Contents
Info

To access the Drug Inventory Report screen, click on Inventory -> B. Inventory Report.

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Overview

The Drug Inventory Report screen allows the user users to view an a detailed inventory report of the drugs available in the pharmacy. The user can narrow down the report by , with options to filter the report based on specific criteria.

Users can narrow their search by entering the beginning of a drug’s Drug's name or its NDC number, control class, price level, quantity selecting a Control Class, Price Level, or the Quantity of the drug on hand, . Additional filters include the last fill date of the drug, whether the drug is type (brand or , generic, or both and/or whether the drug is an ), and classification as prescription (RX, OTC, or both).

These filtering options provide pharmacy with the flexibility to customize the report and quickly access the most relevant inventory information.

To access the Drug Inventory Report screen, click on Inventory ➡️ B. Inventory Report.

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To generate a drug inventory report of all drugs, select "All Quantities" in the "Show if QOH is" field using the drop-down list and leave all other fields empty. Then, click the "Generate Report" button or press the "Enter" key when the "Generate Report" button is highlighted to obtain the inventory report.

To narrow down the report by drug

Inventory Report Filters

Info
  • Report Type: Displays the report based on Normal, 340B Drugs Only, Non-340B Drugs Only, LTC Drugs Only, or Non-LTC Drugs Only.

  • Only show where: Drug name or NDC number, use the dropdown list to select "Drug Name" or "Drug NDC" in the Only Show Where field and enter in the beginning of the name or NDC number in the begins with field.

To narrow down the report by price level,
  • Price level: use the dropdown list for the Price Level field to select

the appropriate price level.
  • To narrow down the report by quantity of the drug on hand, use the dropdown list for the "Show if QOH is" field to select the appropriate quantity-on-hand amount.

  • To narrow the report by control class,
    • Acq Cost, Direct, Dispense, Fed Mac, None.

    • Hazardous: Displays whether a drug is hazardous ‘Yes’ or ‘No’.

    • Show if QOH is: Displays current quantity on hand for inventory, there is various options for the report.

    • Control class: use the dropdown list for the Show Control Class field to select the appropriate control class.

    To narrow down the list according to the last
    • Last fill date

    ,
    • on or after: enter in the appropriate date in the Show drugs last filled on or after field.

    To narrow the report by brand/generic designation,
    • Get QOH as of: enter the appropriate date in the get quantity on hand field to display the date.

    • Brand/generic: use the dropdown list for the Brand/Generic field to select the appropriate designation.

    To narrow down the list according to prescription/over-the-counter designation,
    • Rx/OTC: use the dropdown list for the Rx/OTC field to select the appropriate designation.

    • Show Lot Info: use the dropdown list to select for ‘Yes’ or ‘No’ and display lot information for Rxs.

    The user may narrow down the list using as many restrictions as he/she likes. they like.

    When finished, click the "Generate Report" button or press the "Enter" key when the "Generate Report" button is highlighted to obtain the inventory report. Aside from its primary functionality, the


    Adjusting Quantity On Hand

    The report is very highly useful in adjusting Current Quantity on Hands by enabling the user fast interaction with the field. By simply for adjusting the current quantity on hand, as it enables users to easily modify drug quantities.

    By clicking the corresponding field to Curr QOH’ for the drug being adjusted, the software pops up a box that allows for modification of the entry without leaving the generated report.

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    After entering the appropriate quantity, you can simply repeat for any other drug to be adjusted. This allows for inventory adjustments/corrections to be completed much faster instead of having to do a manual update to each drug record at a time.BestRx opens a prompt that allows the user to modify the entry for Current QOH, Minimum QOH, Default Dispense Qty, and additional QOH Remarks.

    Once the appropriate quantity is entered, the pharmacy can quickly repeat the process for any other drug that requires adjustment.

    This method significantly speeds up inventory adjustments and corrections, eliminating the need for manual updates by going into each drug file individually.

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    Print Report

    To print the report, click the "Print" button or press the "Enter" key when the "Print" button is highlighted.

    Click the "Clear" button or press the "Enter" key when the "Clear" button is highlighted to clear all data displayed on the screen.

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    Print Special

    There are specialty formatting options available if you need this report in a specific format.

    Simply click the "Print Special" button or press the "Enter" key when the "Print Special" button is highlighted to open the extra menu. Currently we have an option to print a DEA Inventory Report as well as a Texas Controlled Substance Inventory Worksheet.

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    If you'd like to export the report to a file, 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.

    Click the "Clear" button or press the "Enter" key when the "Clear" button is highlighted to clear all data displayed on the screen.

    DEA Inventory Report

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    Texas Controlled Substance Inventory Worksheet

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