Inventory Masterpage
This article is your one stop shop for all things related to inventory detail, creation, and management.
Your inventory is the lifeblood of your business and managing its data is a critical element of your success. Whether you're managing production details, organizing your trunk stock inventory, or auditing your warehouse inventory this page will help you access the resources you need to understand your inventory data model in Beacon and how to use it.
Other inventory master pages:
Information Management
How do I manage my inventory details?
Every device in Beacon has its own identifying details, statuses, and dispositions. Every device is unique. This article helps you understand the data related to your inventory so you can get the most value out of Beacon.
How do I review my inventory levels?
Make sure you stay in stock by reviewing your inventory levels. Particularly when it comes to trunk inventory, you won't want to run out of critical devices for an upcoming surgery.
How do I review my inventory levels in Beacon mobile?
Same as above, but perhaps even more important. When you're always on the move, managing trunk stock inventory on your phone is a challenge. Make sure you know how much you have.
How do I manage my inventory in Beacon mobile?
Wondering about accessing your inventory data or how to move your inventory using Beacon Mobile? This article has you covered.
Managing Inventory Hold Statuses
Inventory hold statuses can be helpful to prevent inventory from being sold before it is ready for sale. For instance, perhaps it must be inspected prior to sale.
Managing Sterile Packed Inventory with a contents list (Packs)
Packs are a type of inventory that allow you to list a bill of materials of its contents to represent all of the individual devices that may be provided to a case within a sterile packaged kit.
How can I save a weight for my inventory?
The weight can be useful data when calculating shipping and can be stored in the catalog.
How do I add manufacture date to my inventory?
If not already included in the UDI, the Manufactured date may be entered in the inventory detail screen.
How do I view my inventory movement history?
Inventory movement history can be viewed in the inventory detail screen for an individual device or container, in the request/transfers screen to view movement overall, or you can pull a request or transfer report.
Facility Stock
Facility stock is inventory sold directly to a facility, which is converted to 'Facility Stock' instead of being deactivated. This allows its inevitable use in a case to be recorded for patient records, without the sale. Different from trunk inventory that you may consign to a hospital, Facility Stock has already been sold.
How do you use stocking orders with Facility Stock?
This article will show you how to construct an event to create Facility Stock. The inventory is sold via an event type called Stocking Order, but then is converted to facility stock inventory instead of being consumed in the sale.
Is Facility stock included in normal inventory views?
Learn how to view and filter inventory to review Facility Stock. It's important to know how much inventory is in your warehouse inventory, what's in your trunk inventory, and what has been sold into Facility Stock so you can adequately manage the inventory needs of the customer.
Searching and Reporting
How do I view, search, and filter my inventory?
Important for finding your inventory and reviewing stock levels, make sure you know how to locate a device or container!
How do I scan barcodes to search my inventory?
Scanning barcodes is probably the easiest way to search for or mark used inventory.
How can I use OCR to search my inventory by scanning text?
If you don't have a barcode to scan, but you do have your UDI, you may be able to use our AI to recognize the text in an image.
How do I export my inventory from Beacon?
Pulling inventory reports is an important part of managing your inventory, learn how here!
How do I find inventory that is shared with me?
Distributorships may share distributor inventory with sales users who belong to the distributorship, here's how to find the inventory that has been shared with you.
Audits and Edits
How to adjust out/remove/deactivate inventory in your account without a sale
Stock adjustment events may be used to decrement inventory that no longer exists or for some other reason must be removed without a sale.
How can I fix inventory inaccuracies in my account?
You may also deactivate inventory manually in rare cases and add more inventory to fix inaccuracies, check out how!
How do I use Beacon inventory audits?
If you're looking for a more complete audit of your inventory, try using our Audit feature to collect counts and make adjustments to your inventory.
How can I auto-reconcile my audit variances?
After you enter your physical inventory counts, Beacon is able to automatically reconcile variances using transfers to a designated Discrepant Custodian.
How do I manually deactivate inventory?
This article shows you how to manually deactivate a device, but we recommend using Stock Adjustment events to consume inventory in most cases.