How to: Set Up Pharmacy Inventory

The pharmacy inventory setup includes setting up the pharmacy product and the pharmacy item.

  1. Go to Departments - LS Retail - Pharmacy - Pharmacy Setup - Administration.
  2. In the General section, select Pharmacy Inventory Setup.

  3. Fill in the fields in the General FastTab:

    Field Description
    Stock Check in Prescription Here you can specify a check of the stock when a prescription order is created. The available options are:
    • No Check - the available stock is ignored.
    • Full Check and Ordering - if an item is out of stock, the system will ask if you want to create and order.
    • Warning no Ordering - a warning about the stock is displayed. No ordering takes place.
    Product No. Series Here you select the number series for the pharmacy product.
    Article No. Series Here you select the number series for the pharmacy article.
    Default Tracking Code Here you select how the default tracking on the pharmacy product should be done, for example by lot number.
    Open Pack Doc. No. Series Here you select a number series for the pack if the pack is broken. Each part will get its own document number.
    Open Pack Lot No. Series Here you select a number series for the pack if the pack is broken. Each part will get its own lot number.
    Open Pack Source Code Here you define how the transaction is traced through the system.
    Item Creation Here you select what default item number the pharmacy item will get when it is created. The available options are:
    • Same Number as Article
    • From No. Series
    • Optional
    Article Relation to Item Here you select the relation that an article should have to a pharmacy item. The options are:
    • One to One Relation
    • Same Number
    • One to Many Exceptions
    Item Default Profile Here you enter the pharmacy item's default profile, for example MEDICINE or DRUG. See Item Profile for more information.
    Default Costing Method Here you select the default costing method. The options are:
  5. FIFO
  6. LIFO
    7. Specific
  7. Average
  8. Standard
    		9.
    Default Replen. Calc. Type Here you select the default replenishment calculation type. The options are:
    Default Purch. Order Delivery Here you select the default location for purchase order deliveries. The options are:
    • To Warehouse
    • To Store
    Refund Reason Code Group Here you can select a reason code group for return reasons. There can be multiple reason codes in every reason code group. See Reason Code Groups for more details.
    Refund Reason Mandatory Here you select whether the refund reason should be mandatory.

  1. Fill in the fields in the Receiving FastTab:

    Field Description
    Receiving: Skip Item not Exist Select this check box if you want to skip receiving an item, if the sent item does not have an item number in the system. Items that are not received will remain marked as un-received on the purchase order.
    Receiving: Skip PO None Match Select this check box if you want the system to create a line in the purchase order in cases where the supplier sends an item that was not ordered. Then a line is not created in the receiving lines.
    Def. R. Reason no Match Here you define a reason code to be used, if the received item does not match the delivered item.

  1. Fill in the fields in the Item to Pharmacy Item Defaults FastTab:

    Field Description
    Product Type Here you select the default product type for the items, for example RX, which stands for Prescription Items. To create a new product type, see To create a Pharmacy Product Type.
    Item Type Here you select the default item type. For example, there could be two types, one that requires prescription and one that does not.
    Default Profile Here you select the default profile for the item, see To create a Default Item Profile.
    Pharmacy Product Source Here you define how to link the pharmacy product and the pharmacy item.

    The available options are: 

    • Manual Enter Number
    • Same Number as Item
    • Number Series
    Pharmacy Item Source Here you define how to link the pharmacy item and the retail item.

    Available options:

    • Manual Enter Number
    • Same Number as Item
    • Number Series
    Default Product Code Here you can select a default product code for the pharmacy item.