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Physical Inventory mockups:

Table of Contents

Physical Inventory Workflow

In this workflow a Stockroom Clerk is conducting a stock count of the commodities in a facility for a specific program.

Gliffy
imageAttachmentIdatt112074655
nameStock Management - Physical Inventory Workflow
diagramAttachmentIdatt112074651

Choose a program for creating a new physical inventory:

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After you submit a physical inventory then it will navigate you back to the SOH summary page with the program you choose for the submitted physical inventory and your home facility:

Feedback from Team ILL:

  • We suggest just showing all the Lots in this table rather than collapsing the Lots with the expand/collapse feature.
  • We suggest taking off the Program and Facility fields and the left "View" button here. The Program and Facility are included in the page title, so that is fine. And this solves the problem of having two kinds of "View" buttons that each do different tasks.

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Feedback from Team ILL: Similar to above, for now we can show all the Lots expanded and not include the expand/collapse feature. Also we will need to handle the Lots in the pagination (we talked about ideas to avoid having some of the Lots paginate and get split up on separate pages).

SOH summary process:

In this workflow, a Store Manager is checking the stock level for a commodity in a facility.

SOH menu:

After you choose a program, facility and then click the 'view' button then:

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Feedback from Team ILL: We suggest using styles from the Requisition header for the top "BIN CARD" header area. Also, please add some sample content into that header area so we are sure we are understanding what would be on this screen. Also, perhaps the Expiration Date should get a more prominent style since it is important.


Comparison Screens From Other Logistics Systems

Open question: do we treat physical inventory differently then others?

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