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Inventory Summary

The Inventory Summary page lists all the inventory items that are used in all projects. Users with the proper permission can add items into the Global Inventory and view the status of each inventory item globally and at the site level. To view the status of a particular site, you will need to select the project and then the site on the Sites tab.

 

The Domain Type filter will display if the user has been licensed for both domain types, Production and Test. If visible, Production is the default. Users can filter the records on Category, which comes from the System Tables called Inventory Categories. Users also can filter on whether a record is Active, Inactive, or All and can perform a search for a word or string in the record. To remove all search options, click the Reset Filters button.

 

To add a record, a user must have Insert permission for the System Tables feature. To add a record, click Add New or edit a record, click , which opens the Inventory Type module. After adding an inventory item that requires a batch number, go to the Inventory Batches page to add the batch numbers.

 

On the right of the Available column, the Reorder Flag will display one of the following icons:

http://localhost/clinplus_ctms_22/images/ck.gif = The number in the Available column is greater than Reorder Value, or Show Reorder Flag on the Reorder module is unchecked

 = Show Reorder Flag is checked and the number in the Available column is less than or equal to the Reorder Value on the Reorder module, but greater than zero

http://localhost/clinplus_ctms_231/images/w2.gif = Show Reorder Flag is checked and the number in the Available column is less than or equal to zero.

 

Most columns can be sorted in ascending or descending order by clicking the column heading.

 

Click Common Buttons for a description of the buttons found throughout the system and their uses.