Description

Use this pop-up for documenting the receipt of a supply.

Access

AdminCenter > Manage > Client Services > Supplies tab > Options > Receive Supplies



Technical Manual

Received At

Enter one or more characters into the field or select the Search icon to select the appropriate warehouse that received the supply. Select the X to clear the field and select a different warehouse.

Your system displays the name of the person documenting the supply reception. You cannot modify this value.

Date ReceivedEnter the date and time the supplies were received at the warehouse. Select Now to enter the current date and time. 
Supplies

The Supplies section lists the supplies received and from which lot the received shipment applies to.  

Select a Supply to add: Enter one or more characters in the field or select the Search icon to select the appropriate supply from the drop-down list. Your system narrows the displayed list to the supplies and kits that match your entry.

Once you choose a supply, the Select Lot pop-up appears. Select a lot from the Lot ID field, or create a new one by choosing Add New Lot.

Selecting the Add New Lot button will open the Edit Lot pop-up:

  • Lot #: Enter or modify to identify the lot that contains the supply. This field is required.
  • Default: Select to configure a client services supply's lot as default. When a supply's lot is configured as the default, it will automatically be selected when adding a kit that includes that supply or when creating a new shipment with the supply on its own. When saving a lot with the checkbox selected, all other lots configured for the same container type set in the supply will have their Default checkbox disabled.
  • Notes: Enter descriptive information in the field, if desired.
  • Expiration: Enter the date and time of the expiration. Select Now to enter the current date and time.
  • Do not include the Lot on Expired Supply reports and alerts: Select to have the pop-up and any configured event alerts to not include the specified supply.
  • Save: Select to save changes and close the pop-up.
  • Cancel: Select to close the pop-up without saving any changes. 
CountEnter a value in the field to indicate how many of the selected supply you received. Your system will automatically multiply the number of supplies in a kit, if there are multiple instances of the supply within a kit.
Edit

Select to edit a supply on the list to assign or edit the Lot ID to the supply using the Select Lot pop-up, just as you did when initially adding supplies. Select a lot from the Lot ID field or create a new lot by selecting Add New Lot.

  • Lot ID: Select a lot from the search-as-you-type field. 
  • Add New Lot: Opens the Edit Lot pop-up:
    • Lot #: Enter or modify to identify the lot that contains the supply. This field is required.
    • Default: Select to configure a client services supply's lot as default. When a supply's lot is configured as the default, it will automatically be selected when adding a kit that includes that supply or when creating a new shipment with the supply on its own. When saving a lot with the checkbox selected, all other lots configured for the same container type set in the supply will have their Default checkbox disabled.
    • Notes: Enter descriptive information in the field, if desired.
    • Expiration: Enter the date and time of the expiration. Select Now to enter the current date and time.
    • Do not include the Lot on Expired Supply reports and alerts: Select to have the pop-up and any configured event alerts to not include the specified supply.
    • Save: Select to save changes and close the pop-up.
    • Cancel: Select to close the pop-up without saving any changes. 
Add Lot

Select the plus sign icon in the Add Lot column to open the Select Lot pop-up, where you can select a lot from the Lot ID field or create a new lot by selecting Add New Lot

  • Lot ID: Select a lot from the search-as-you-type field. 
  • Add New Lot: Opens the Edit Lot pop-up:
    • Lot #: Enter or modify to identify the lot that contains the supply. This field is required.
    • Default: Select to configure a client services supply's lot as default. When a supply's lot is configured as the default, it will automatically be selected when adding a kit that includes that supply or when creating a new shipment with the supply on its own. When saving a lot with the checkbox selected, all other lots configured for the same container type set in the supply will have their Default checkbox disabled.
    • Notes: Enter descriptive information in the field, if desired.
    • Expiration: Enter the date and time of the expiration. Select Now to enter the current date and time.
    • Do not include the Lot on Expired Supply reports and alerts: Select to have the pop-up and any configured event alerts to not include the specified supply.
    • Save: Select to save changes and close the pop-up.
    • Cancel: Select to close the pop-up without saving any changes. 
DeleteSelect the minus sign icon in the Delete column to remove a supply from the list.
SaveSelect to save changes and close the Receive Supplies pop-up.
CancelSelect to close the Receive Supplies pop-up without saving changes.