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 an item that you acquired that is not part of an order:
As stated previously, items will typically be added to inventory as part of an order. In the case that you have an item that is currently in your inventory, and you want to add another instance of this item, but don’t want it added as part of an Order/Manual Order, you can do that as well. You can pull up this item in your inventory. If you have instances of this item on hand, you will click the Edit button and then click on the +Add button on the right side of your screen under Items in Inventory. You will then 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”. You will follow the prompts to add the item instances to your inventory.