OP-1364 | To update User Manual for Pharmacy Inventory

doc_user/UserManual.adoc

@@ -801,6 +801,288 @@ image:image251.png[success]
 
 NOTE: This button can be enabled or disabled to control movements deletions. Ask the Administrator or check the Administrator's Guide for more information.
 
+=== 4.4 Inventory ([.underline]##I##nventory)
+
+==== 4.4.1 Main Characteristics
+
+The Inventory features is used to correct the stock in the *_Main Store_*.
+
+==== 4.4.2 Functions of Inventory
+
+To access the functions of inventory, click on *[.underline]##I##nventory* on the Pharmacy menu.
+
+image:image22.png[Phamacy Menu,width=220,height=182]
+
+All functions available under *[.underline]##I##nventory* are accessible from the *_Inventory Browser_* window. By default, the system shows all the inventories recorded in the period.
+
+The *_New Inventory_* window is composed of three areas: the *Search panel* at the top, the *Inventory table* in the center and the *Buttons panel* on the bottom. See the image below.
+
+The *Search panel* at the top, allows narrowing or sub-setting the inventory list by:
+
+* *Date From* and *Date To*: dates selectors used to select a period.
+* *[status]* selector (e.g., 'all'): inventory status filter.
+
+The *Inventory table* in the center identifies the inventory by:
+
+* *Reference*: indicates the reference of the inventory.
+* *Date*: indicates the date with which the inventory was entered into the system.
+* *Status*: indicates the status of the inventory.
+* *User*: indicates the user who entered the inventory.
+
+The *Buttons panel* has all the functions of the main inventory, the following choices are available:
+
+* *[.underline]##N##ew*: create a new inventory.
+* *[.underline]##E##dit*: modify an existing inventory.
+* *[.underline]##V##iew*: show an existing inventory.
+* *[.underline]##D##elete*: cancel an existing inventory.
+* *[.underline]##C##lose*: close the window and return to the main menu.
+
+image:image252.png[Inventory Browser]
+
+[#create-a-new-inventory]
+===== 4.4.2.1 Create a New Inventory ([.underline]##N##ew Inventory)
+
+The *New Inventory* function is used to create a new inventory on the main store. Click on *[.underline]##N##ew* button in the *_Inventory Browser_* window to access the *_New Inventory_* window.
+
+The *_New Inventory_* window is composed of three areas: the *Inventory panel* at the top, the *Inventory row table* in the center and the *Buttons panel* on the bottom. See the image below.
+
+image:image253.png[New Inventory]
+
+The data shown in the *Inventory panel* area are:
+
+* *Date*: the date where the inventory was entered at the system.
+* *Reference*: the reference associated to the inventory.
+* *Charge Type*: the charge movement type used for the charge movement (when theoretic qty < real qty).
+* *Discharge Type*: the discharge movement type used for discharge movement (when theoretic qty > real qty).
+* *Supplier*: the supplier used for the charge movement.
+* *Destination*: the ward used for the discharge movement.
+* *Status* (e.g., 'DRAFT'): the status of the inventory. This value of status is set automatically. 
++
+*NOTE:* The Destination, Charge Type, Discharge Type and Supplier can be defined by the Administrator. Ask the Administrator or check the <<settings,Settings>> chapter.
+
+The data shown in the *Inventory row table* area are:
+
+* *Code*: the code of the phamaceutical.
+* *Product*: the description of the phamaceutical.
+* *New Lot*: indicates if the inventory row is for a new lot or not.
+* *Lot No.*: the lot code of the pharmaceutical.
+* *Due Date*: the due date of the lot.
+* *Theoretic Qty*: the theoretic quantity of the lot of the pharmaceutical.
+* *Real Qty*: the real(physical) quantity of the lot of the pharmaceutical.
+* *Total Cost*: the total cost that represents the real value of the lot.
+
+The *Buttons panel* is used to perform some action:
+
+* *[.underline]##S##ave*: this button is used to save the inventory.
+* *[.underline]##L##ot*: this button is used to link new lot to a new specific product (the inventory row that column *New Lot* as value *N*). to perform that, first highlighted the product and click on this button.
+
+*NOTE:* This button is enabled just for the inventory row that column *New Lot* has value *N*, otherwise the button is disabled.
+
+* *[.underline]##D##elete*:  used to remove one or the set of the inventory row(s).
+* *Clean [.underline]##T##able*:  used to remove all the inventory rows.
+* *[.underline]##V##alidate*: used to validate the inventory.
+* *[.underline]##C##onfirm*: used to validate the inventory.
+
+*NOTE:* This button is enabled for the inventory after it it validated,, otherwise the button is disabled.
+
+* *[.underline]##C##lose*: used to return to the *_Inventory Browser_* window.
+
+*NOTE:* An inventory row can be inserted either for specific products or for a set of products.
+
+====== 4.4.2.1.1 Insert Inventory Row By Using TextField
+
+To insert an inventory row for a specific product, enter into the field for specific product the code or the description of the pharmaceutical to insert, and press ENTER. This will open the Choose a Medical window.
+
+image:image254.png[Choose medical]
+
+Select the desired pharmaceutical or search the pharmaceutical by code or description using the search field and select the pharmaceutical to highlight it, then click on *[.underline]##S##elect* button to add the pharmaceutical as inventory row or click on *[.underline]##C##ancel* to back on the *_Inventory Browser_* window.
+
+====== 4.4.2.1.2 Insert Inventory Row Product By using SELECT Button
+
+To insert an inventory row for a set of products, click on the SELECT button. This will open the Lot Information window.
+
+image:image255.png[Lot Information]
+
+Select the Medical Type on the combo box and choose:
+
+* *All*: if all the pharmaceuticals for the selected Medical Type are needed.
+* *Only non zero quantity*: if only all the pharmaceuticals for the selected Medical Type with non zero quantity are needed.
+* *with movement only*: if all the pharmaceuticals for the selected Medical Type and which has at least one movement are needed.
+
+Then click on *[.underline]##O##k* button to insert all the pharmaceuticals that match the choice as the inventory(ies) row(s) in the *Inventory row table*.
+
+[#Edit-a-new-inventory]
+===== 4.4.2.2 Edit Inventory ([.underline]##E##dit Inventory)
+
+To modify an inventory, highlight the inventory in the *_Inventory Browser_* window. Once the inventory has been highlighted, click on *[.underline]##E##dit* button to enter on the *_Edit Inventory_* window. Now the record is available for changes. This function allows to edit all the data of the inventory including inventory(ies) row(s) of the inventory.
+
+image:image256.png[Edit Inventory]
+
+During modification it is possible to validate the inventory by clicking on *[.underline]##V##alidate* button.  This results in the following dialog:
+
+image:image266.png[Validate Inventory]
+
+During modification it is possible to Confirm the inventory by clicking on *[.underline]##C##onfirm* button.  This results in the following dialog:
+
+image:image267.png[Confirm Inventory]
+
+===== 4.4.2.3 View Inventory ([.underline]##V##iew)
+
+To view an inventory, highlight the inventory in the *_Inventory Browser_* window. Once the inventory has been highlighted and click on *[.underline]##V##iew* button to enter on the *_View Browser_* window. 
+
+image:image258.png[View Inventory]
+
+This function allows to view all the data for the inventory including inventory(ies) row(s) of the inventory. We also have possibility to *[.underline]##P##rint* those data.
+
+NOTE: On view mode it is not possible to update something.
+
+To print the inventory, click on *[.underline]##P##rint* button to print the data, See the image below:
+
+image:image259.png[Print Inventory]
+
+Click on *[.underline]##Y##es* button, which results in the JasperViewer® showing the generated report without real quantities as follows:
+
+image:image260.png[Report output without real qty]
+
+If the *[.underline]##N##o* button is selected, the JasperViewer® shows the generated report with real quantities as follows:
+
+image:image261.png[Report output with real qty]
+
+===== 4.4.2.4 Delete Inventory ([.underline]##D##elete)
+
+The delete button is used to cancel an inventory. Highlight the inventory in the *_Inventory Browser_* window, when the inventory has been highlighted then click on *[.underline]##D##elete* button. A confirmation window is shown:
+
+image:image257.png[Delete Inventory]
+
+=== 4.5 Ward Inventory ([.underline]##W##ard Inventory)
+
+==== 4.5.1 Main Characteristics
+
+The Inventory features is used to correct the stock in the *_Ward_*.
+
+==== 4.5.2 Functions of Ward Inventory
+
+To access the functions of ward inventory, click on *[.underline]##W##ard Inventory* on the Pharmacy menu.
+
+image:image22.png[Phamacy Menu,width=220,height=182]
+
+All the functions available under *[.underline]##W##ard Inventory* are accessible from the *_Manage Ward Inventory_* window. By default, the system shows all the inventories recorded in the period.
+
+The *_Manage Ward Inventory_* window is composed of three areas: the *Search panel* at the top, the *Ward Inventory table* in the center and the *Buttons panel* on the bottom. See the image below.
+
+The *Search panel* at the top, allows narrowing or sub-setting the inventory list by:
+
+* *Date From* and *Date To*: dates selectors used to select a period.
+* *[status]* selector (e.g., 'all'): the status used to filter inventory.
+
+The *Inventory table* in the center identifies the inventory by:
+
+* *Reference*: indicates the reference of the ward inventory.
+* *Ward*: indicates the ward related to the inventory.
+* *Date*: indicates the date with which the ward inventory was entered into the system.
+* *Status*: indicates the status of the ward inventory.
+* *User*: indicates the user who entered the ward inventory.
+
+The *Buttons panel* has all the functions of the ward inventory, the following choices are available:
+
+* *[.underline]##N##ew*: this button is used to create a new ward inventory.
+* *[.underline]##E##dit*: this button is used to modify an existing ward inventory.
+* *[.underline]##V##iew*: this button is used to show an existing ward inventory.
+* *[.underline]##D##elete*: this button is used to cancel an existing ward inventory.
+* *[.underline]##C##lose*: this button is used to close the window and return to the main menu.
+
+image:image262.png[Ward Inventory Browser]
+
+[#create-a-new-ward-inventory]
+===== 4.5.2.1 Create a New ward Inventory ([.underline]##N##ew)
+
+The *New Inventory* function is used to create a new inventory on the main store. Click on *[.underline]##N##ew* button in the *_Manage Ward Inventory_* window to access the *_New Inventory_* window.
+
+image:image263.png[New ward Inventory]
+
+After the selection of the ward (FEMALE WARD in this example), the *_New Inventory_* window is shown, allowing for the management of the ward inventory of the FEMALE WARD:
+
+image:image264.png[New ward Inventory]
+
+The *_New Inventory_* window is composed of three areas: the *Inventory panel* at the top, the *Inventory row table* in the center and the *Buttons panel* on the bottom.
+
+The data shown in the *Upper panel* area are:
+
+* *Ward*: the ward that is associated with the new inventory.
+* *Date*: the date of the inventory.
+* *Reference*: the reference associated to the inventory.
+
+The data shown in the *Center panel* area represents an inventory row. The data are:
+
+* *Code*: the code of the phamaceutical.
+* *Product*: the description of the phamaceutical.
+* *New Lot*: indicates if the inventory row is for a new lot or not.
+* *Lot's Code.*: the lot code of the pharmaceutical.
+* *Due Date*: the due date of the lot.
+* *Theoretic Qty*: the theoretic quantity of the lot of the pharmaceutical.
+* *Real Qty*: the real(physical) quantity of the lot of the pharmaceutical.
+* *Total Cost*: the total cost or real value of the lot.
+
+The *Buttons panel* is used to perform some action:
+
+* *[.underline]##S##ave*: this button is used to save the inventory.
+* *[.underline]##L##ot*: this button is used to link a new lot to a new specific product (the inventory row that column *New Lot* as value *N*). To perform the operation, first highlighted the product and click this button.
+
+NOTE: This button is enabled only for the inventory row where the column *New Lot* has value the value *N*, otherwise the button is disabled.
+
+* *[.underline]##D##elete*: this button is used to remove one or a set of inventory rows.
+* *Clean [.underline]##T##able*: this button is used to remove all the inventory rows.
+* *[.underline]##V##alidate*: this button is used to validate the inventory.
+* *[.underline]##C##onfirm*: this button is used to validate the inventory.
+
+*NOTE:* The Confirm button is enabled only if the inventory is validated, otherwise the button is disabled.
+
+* *[.underline]##C##lose*: this button is used to return to the *_Inventory Browser_* window.
+
+*NOTE:* It is possible to insert inventory row(s) either for specific products or for a set of products.
+
+===== 4.5.2.2 Edit Ward Inventory ([.underline]##E##dit)
+
+To modify a ward inventory, highlight the inventory in the *_Manage Ward Inventory_* window. Once the inventory is highlighted, click the *[.underline]##E##dit* button to use the *return* key in the *_Edit Inventory_* window. Now the record is available for changes. This function permits editing all the data for the inventory, including inventory(ies) row(s).
+
+image:image268.png[Edit ward Inventory]
+
+During modification it is possible to validate the inventory by clicking on *[.underline]##V##alidate* button. This results in a dialog like the one below:
+
+image:image266.png[Validate Inventory]
+
+During modification it is possible to Confirm the inventory by clicking the *[.underline]##C##onfirm* button. The action results in the dialog shown below:
+
+image:image267.png[Confirm Inventory]
+
+===== 4.5.2.3 View Ward Inventory ([.underline]##V##iew)
+
+To view a ward inventory, highlight the inventory in the *_Manage Ward Inventory_* window. Once the inventory is  highlighted, click on *[.underline]##V##iew* button to enter on the *_View Inventory_* window. 
+
+image:image265.png[View Ward Inventory]
+
+This function is used to view all the data for the inventory including inventory(ies) row(s) of the inventory.  There is a;sp the option to *[.underline]##P##rint* the data.
+
+*NOTE:* While in view mode it is not possible to update the data.
+
+To print the inventory, click the *[.underline]##P##rint* button shown the image below:
+
+image:image259.png[Print Ward Inventory]
+
+Click on *[.underline]##Y##es* button, after some time the JasperViewer® will show the generated report without real quantity as follows:
+
+image:image269.png[Report output without real qty]
+
+If we click on *[.underline]##N##o* button, after some time the JasperViewer® will show the generated report with real quantity as follows:
+
+image:image270.png[Report output with real qty]
+
+===== 4.5.2.4 Delete Ward Inventory ([.underline]##D##elete)
+
+The delete button is used to cancel an inventory.  First, highlight the inventory in the *_Inventory Browser_* window, When the inventory is highlighted, click the *[.underline]##D##elete* button in the *Buttons panel*. A confirmation window is shown:
+
+image:image257.png[Delete ward Inventory]
+
 <<<
 
 [#laboratory]