The Items screen is used to add the Items to the list, keep a track of the primarily consumed items, and check on the estimated and actual consumption of those Items. All the Items are displayed in the tabular format, where each row displays the details such as Name, Unit, Required quantity, and Actual quantity of the Item.
A User can add or define new Items from the Items Master screen (goto menu: Settings > Configuration > under Vendors column, click Items). Also, a User can assign the required Items for a specific Procedure from the Specialty Template Master screen (goto menu: Settings > Configuration > Specialty Template > click Assign button > Inventory Items popup). All the Items assigned to the Procedure template gets automatically added in the Items screen if the respective Procedure template is added on the Specialty screen.
Fields description:
Actual Tab
Scanned Code: The code of the Item which is required to be added to the list. After entering the Item code, click the Update button to add the scanned code Item to the list that is displayed in a tabular format.
Item Code: Displays the code of the Item.
Name: Displays the name of the Item.
Qty: The actually consumed quantity of the Item. The Issue unit is displayed besides the Qty field.
Update button: The button updates the entered Scanned Code and Qty details in the Item's list.
Del: The column displays the checkboxes to delete the Items. Select the checkbox for the required Item(s) and click the save button to delete the respective Item(s).
Item Description: The column displays the name of the Item. Click the [+] button to add any new Items to the list from the Items search popup.
Unit: The column displays the Issue unit of the Item.
Req. Qty: The column displays the required quantity of the Item which is defined in the Procedure template. The quantity is displayed only for the Items that are automatically added from the Procedure Template assigned Inventory.
Act. Qty: The column displays the actually consumed quantity of the Item.
Planned Tab
The Planned tab displays the information of those Items that are added from the Procedure.
Procedure: The column displays the name of the Specialty template. All the Procedures in the list are highlighted in Yellow to distinguish its assigned Item(s) that are displayed underneath.
Items Description: The column displays the name of the Item added from Procedure.
Req. Qty: The column displays the required quantity of the Item as defined in the Procedure template.
Unit: The column displays the Issue unit of the Item.
Notes:
The Notes entered in the Edit Item Notes popup are displayed in the Notes field. Click the
button to invoke the Edit Notes popup and enter the required Notes for the Item.
Action buttons:
save: Click to save the Item's details.
cancel: Click to close the Items screen.
act=req: Click to make the Actual quantity equivalent to the Required quantity of the Item. This button is applicable only for the Items added from Procedure.