Enable Mass Inventory Update Feature
The first step in using the mass inventory update feature is to enable it.
To enable mass inventory update, check the
Use Mass Inventory Update
check box.
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NextGen® Medication Inventory Control Help 10.6.3.0
Add Mass Inventory Update Users
Users must be assigned rights to have access to the Mass Inventory Update button on the Inventory Management template. Select the field below the Last Name column of the grid. A picklist of users opens. Select a user and select OK. The user’s Last Name, First Name and UserID enter the fields below the grid. Select Add to save the user to the grid. Parent topic: Mass Inventory Update
NextGen® Medication Inventory Control Help 10.6.3.0
Inactivate a Mass Inventory Update Rights for a User
When a user no longer needs mass inventory update rights, remove them active list. Select the user from the grid. Select the Toggle button above the grid. The user moves to the inactive list. View Inactive Mass Inventory Update Users Reactivate a Sub-Location Parent topic: Mass Inventory Update
NextGen® Medication Inventory Control Help 10.6.3.0
Mass Inventory Update
Use the Mass Inventory Update panel to enable mass inventory updates and configure user rights to perform mass updates. A user with mass update rights can use an excel spreadsheet of inventory, suppliers, and manufacturers to update several medications at one time rather than updating each medication individually. When the Use Mass Inventory Update check box is marked, users who have mass inventory update rights see the Mass Inventory Update check box under the Inventory grid on the Inventory Management template. Enable Mass Inventory Update Feature Add Mass Inventory Update Users Inactivate a Mass Inventory Update Rights for a User Parent topic: Admin Configuration Template
NextGen® Medication Inventory Control Help 10.6.3.0
View Inactive Mass Inventory Update Users
You can view all inactive users. Select the Inactive option above the grid. The grid shows all users whose Mass Inventory Update rights are inactive. Parent topic: Inactivate a Mass Inventory Update Rights for a User
NextGen® Medication Inventory Control Help 10.6.3.0
Mass Inventory Update
Use the Mass Inventory Update button to manage complete inventory data through the use of a Microsoft Excel spreadsheet. The main steps in this process are: Export your inventory to an excel spreadsheet. Update medication quantities in the spreadsheet. Import the updated spreadsheet to update the medications quantities in inventory. Note: We recommend that you store the exported reports and files in a location that the database server can access, such as the NextGen EMR folder. This is detailed further in the workflow below. Export the Inventory Access and Update the Spreadsheet Parent topic: Managing Medications in the Inventory
NextGen® Medication Inventory Control Help 10.6.3.0
Reactivate a Sub-Location
A user with inactive Mass Inventory Update rights can be restored to the active list. Select the Inactive option above the grid. Select the user in the grid. Select the Toggle button. The user is restored to the active list and has Mass Inventory Update rights. Parent topic: Inactivate a Mass Inventory Update Rights for a User