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How can I audit my Facility Stock?

Updated over 2 weeks ago

Facility Stock is inventory that is sold directly to a facility, intended to be pulled from the shelf as needed. Facility Stock, rather than being deactivated during the sale

Viewing Facility Stock

The first step to taking control of your inventory situation is taking stock of what you have, you can do this easily in the All Inventory Screen by filtering for your Facility Stock, and even filter down to look at individual Facilities.

Reporting on Facility Stock

The next step is being able to run regular Facility Stock reports to work with and keep your team in sync. Your Facility Stock Reports will allow you to report on Stocking Order Sales (to see where facility stock came from), report on existing facility stock in its various custodies and facilities, and also report on cases where facility stock was used.

Auditing Facility Stock

Auditing Facility Stock usually involves two different actions:

  • Auditing the physical inventory at the Facility Location vs. the Beacon counts

    • This is the sure-fire way to determine if your Facility Stock counts are correct or if adjustments need to be made. If Facility Stock is inaccurate, then your Facility Stock Cases are very likely inaccurate or missing records as well, since Facility Stock cases are the only way for Facility Stock to be used.

    • Perform a physical count of all of your facility stock inventory at a particular facility. Next, Pull a report of your Facility Stock inventory at that facility, compare the counts. If inventory must be adjusted, make those adjustments in Beacon.

  • Auditing the Facility Case records vs. your Facility Stock Cases in Beacon

    • This is how you can verify that you've tracked all patient usage of your devices for your records. If you have missed tracking any facility stock cases, then your inventory will likely be inaccurate.

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