Page Comparison

Overview

This function is used to add existing stock to Blueprint OMS when getting started with the inventory management system. The "Add stock" function will NOT make any postings to your accounting system. If necessary, you should make manual entries in the accounting system to reflect the value of the added stock. 

Adding stock aids

The Add stock and Order/receive stock user privileges are required to add stock aids.

1. Click the Inventory drop-down menu, and select Add stock.
2. Click Yes on the Add stock warning notification dialog box.
3. From the Manufacturer drop-down menu, select the desired Manufacturer. 

4. In the Stock aid details dialog box, select the desired Model and Quantity. Click Ok.

   Tip
   Type the first few letters of the model name to find the closest match.

   
   

   Note
   If you are not seeing the Model you are looking for, you need to add it to the Orderable Items Catalog under Pricing & Insurer Coverage the Setup menu.

   
   

5. Optionally, click the Location drop-down menu to adjust the stock location.
6. Click in the Serial field to enter the serial number, click in the Battery field to select the battery size from the drop-down menu, click in the Cost field to enter the manufacturer cost. Optionally, click in the Return date field to select the desired date from the calendar, click in the Color field to designate the color, and click in the Notes field to enter additional information.

7. To save the changes, click out of the cell, or click Enter on the keyboard.

   Tip
   The Status title Scan Serial #(s) button will automatically generate the serial number, if the aid package is scanned using a barcode reader. Click Ok when done performing the scan.

   
   

8. Click Save.

   Note
   The added aid(s) appear with 'In stock' status on the Inventory tab, found by clicking the Inventory drop-down menu, selecting Manage Inventory, and clicking the Inventory tab.

   
   

   Tip
   For additional options, see Loaning aids or Selling stock hearing aids.

   
   

Deleting

stock aids

The Delete stock user privilege is required to delete stock aids.

1. Click the Inventory drop-down menu, and select Manage Inventory.
2. Highlight the item you wish to delete and right click.
3. Select the Delete Item(s) option.
4. Choose the Expense Account it was under and hit OK.
   
   
   
   
5. The item will disappear from the Inventory menu.