The majority of items should be added to inventory by using the Delivery Feature when the item arrives after an Order has been placed. However, we do recognize that there may be other instances where you need to add items to your inventory. Below are a few other situations that may arise and how to handle them.
Add an item(s) brought in by a Vendor Rep/Add Trunk Stock:
The easiest way to add Trunk Stock to your inventory is by adding items through Manual Order. Using manual order, you can quickly scan all items and AMSHub will build and deliver an order, add all items to your inventory, generate a PO that you can provide the rep for invoice reconciliation purposes, and have you ready to attach these items to a procedure. You also have the ability to input a custom PO (even if you are using our Custom PO feature) to more easily identify the order or to match the PO on a rep’s manual purchase order. Learn more about the Manual Order feature here.
Add a new item(s) to inventory, from the Global Catalog:
If you’ve decided to start using a new item you’ve not previously used, you will most likely need to add the item from our global catalog to your local inventory. This will allow you to begin placing orders for that item or scan items in that you have on hand. Learn more about Inventory and adding items with this video or by following the instructions below.
On the main Inventory screen, select the Add Item button to browse our global catalog to find the item you want to add to your inventory.
You’ll now see a list of all items from all vendors available in the AMSHub global catalog. You can filter the results by selecting the vendor or category, to narrow down the results. If you have a barcode for the item, you can scan it into the Search box, using either the item or box number. When you find the item you want, click the red plus/Add button.
A popup window will allow you to define your par levels for the item and you will be prompted to answer a few more questions and then scan any actual items you may have into inventory. If you don’t have any physical items, click Save and your new item is now available in your local inventory. Remember, you can change par levels at any time, so start off with numbers you think might be accurate but don’t worry about getting it right!
If you do want to add items now, you will need to select either Purchased Items or Free Items. In most cases you will select Purchased Items and will then be prompted to enter a PO number, if you have one, or allow AMSHub to assign one. Once you have finished that step, you will be able to scan your items in and save that order.
Add Additional Item to Existing Inventory:
The vast majority of the time, you will create an Order and use Delivery to scan items into inventory, but we recognize there are times where this isn’t the case. If you receive a new item you will need to add that item to your current inventory. If this is an item you have previously used, you will just edit that item in your current inventory vs adding a new item from the Global Catalog. This will most likely occur with trunk stock items provided by a rep. In the case of trunk stock, or items brought in by a rep, you can also use Manual Order. Read more about manual order here.
On the main Inventory screen, select the item number of the new item you want to add, from your existing list of inventory items. You will then select Edit, at the top left of the item detail screen. Then select the Add button and a pop-up window will appear, and you will follow the prompts. If you don’t have any instances in inventory, you will click the Edit button and will then see “Click Here to Add Items”.
If the item you are adding is part of a pending order you will get a message to either deliver the item as part of an existing order or to continue to add the item manually.