Edit Inventory Screen

 Purpose

The Edit Inventory screen is used to update the information on a vaccine lot already existing in inventory. On the Modify Quantity screen, you can modify the quantities of multiple lots.

Note: Only state-level users are allowed to edit public-funded inventory.  However, on the Modify Quantity screen, provider-level users are allowed to subtract anonymous doses from public-funded vaccine lots.

Back to manage inventory

 Information Provided

The following provides an explanation on how to edit a single vaccine lot in your inventory. Read below to find out how to do so.

    1. On the Manage Inventory page for public- or private-funded inventory, select a site.  On the vaccine inventory table, click one of the "Show" radio buttons and then, click a Trade Name.  If you are provider level user, you will not be able to click a Trade Name on the Manage Inventory-Funding Source Public screen.    

    2. On the Edit Vaccine Inventory Information screen, make changes to Manufacturer, Trade Name, NDC, Lot Number, Dose, Expiration Date, Funding Source, Lot Active, or Cost Per Dose fields as desired for the vaccine lot.

      Note: To record reconstitution of Dryvax lots, it is recommended that you click the Reconstitute button instead of setting the Reconstituted radio button to Yes.

    3. To change the quantity of a vaccine lot, fill in the Number of Doses field.

    4. To record when vaccine lot quantity was updated, enter a date in the Transaction Date field.  This field is mandatory if you enter a value in the Number of Doses field.    

    5. Choose an explanation for changing the quantity of the vaccine lot by selecting a choice from the 'Reason' pick list. The following table provides an explanation of each type of transaction:

Reason Types

Description

Receipt of Inventory

Select this option for adding new inventory to a vaccine lot.

Anonymous Dose

Select this option for subtracting doses administered to patients who have opted out of IRIS through the Idaho Immunization Program.

Doses Restocked

Select this option when restocking inventory that has been rejected by another provider.

Doses Transferred

Select this option for subtracting inventory that has been transferred to another organization.

Doses Wasted

Select this option for subtracting wastage for a vaccine lot.  Vaccine waste usually occurs because of broken vials, faulty injections or improper refrigeration.  

Doses Returned to Distributor

Select this option for subtracting doses that have been returned to the distributor.

Error correction (Add)

Select this option if you are adding doses because of a data entry error.

Error correction (Subtract)

Select this option if you are subtracting doses because of a data entry error.

    1. If you chose Doses Wasted or Doses Returned to Distributor as the Reason for modifying the quantity at hand, you must choose an option in the Detail drop-down:

      Doses Wasted Detail Options

      Doses Returned to Distributor Detail Options

      Broken Vial/Syringe

      Expired vaccine

      Lost or unaccounted for vaccine

      Failure to store properly upon receipt

      Non vaccine product (e.g. IG, HBIG, Dil)

      Mechanical failure

      Open vial but all doses not administered

      Natural disaster/power outage

      Other

      Other

      Vaccine drawn into syringe but not admin

      Recall

       

      Refrigerator too cold

       

      Refrigerator too warm

       

      Spoiled--other

       

      Vaccine spoiled in transit (Freeze/Warm)

    2. Fill in the Explanation field.  This field is mandatory when the Funding Source is public.

    3. Click on the Save button to save any changes made.

    4. All updates made will be saved to the database, and you will receive a message saying "Inventory was updated successfully."

    5. To return to the Manage Inventory screen for public- or private-funded inventory, click the Cancel button.

Back to Top

The following provides an explanation on how to edit multiple vaccine lots at the same time. This can save much time when you have many lots to edit. Keep in mind though when using this feature to edit lots you can only modify the quantity of lots. Nothing else can be changed such as expiration date or manufacturer. Read below to find out how to edit multiple lots.

    1. From the Manage Inventory screen for public- or private-funded inventory, select multiple vaccine lots on the inventory table and click Modify Quantity.

    2. To change the quantity of a vaccine lot, fill in the Number of Doses field.

    3. To record when vaccine lot quantity was updated, enter a date in the Transaction Date field.

    4. Choose an explanation for changing the quantity of the vaccine lot by selecting a choice from the 'Reason' pick list. The following table provides an explanation of each type of transaction:

      Reason Types

      Description

      Receipt of Inventory

      Select this option for adding new inventory to a vaccine lot.

      Anonymous Dose

      Select this option for subtracting doses administered to patients who have opted out of IRIS through the Idaho Immunization Program.

      Doses Restocked

      Select this option when restocking inventory that has been rejected by another provider

      Doses Transferred

      Select this option for subtracting inventory that has been transferred to another organization

      Doses Wasted

      Select this option for subtracting wastage for a vaccine lot.  Vaccine waste usually occurs because of broken vials, faulty injections or improper refrigeration.

      Doses Returned to Distributor

      Select this option for subtracting doses that have been returned to the distributor.

      Error correction (Add)

      Select this option if you are adding doses because of a data entry error.

      Error correction (Subtract)

      Select this option if you are subtracting doses because of a data entry error.

    1. If you chose Doses Wasted or Doses Returned to Distributor as the Reason for modifying the quantity at hand, you must choose an option in the Detail drop-down:

      Doses Wasted Detail Options

      Doses Returned to Distributor Detail Options

      Broken Vial/Syringe

      Expired vaccine

      Lost or unaccounted for vaccine

      Failure to store properly upon receipt

      Non vaccine product (e.g. IG, HBIG, Dil)

      Mechanical failure

      Open vial but all doses not administered

      Natural disaster/power outage

      Other

      Other

      Vaccine drawn into syringe but not admin

      Recall

       

      Refrigerator too cold

       

      Refrigerator too warm

       

      Spoiled--other

       

      Vaccine spoiled in transit (Freeze/Warm)

    2. Fill in the Explanation field.  This field is mandatory when the Funding Source is public.

    3. Click on the Save button to save the changes made.

    4. You will be returned to the Manage Inventory screen for public- or private-funded inventory and your updates will be displayed.

Back to Top

 Functionality

The functionality on the Edit Inventory screen involves editing the vaccine lot information for either a single lot selected or multiple lots selected and using the Modify Quantity button on the Manage Inventory screen.

Button

Description

Click on the Save button to save any changes you have made to the selected vaccine lot(s).

Click on the Reconstitute button if you have reconstituted doses by taking the Dryvax dry powder formulation and mixing the doses with diluent. This button only displays for a Dryvax lot whose Reconstituted indicator is set to No. The Reconstitute button takes you to the Reconstitute Vaccine screen.

The Add New button will only appear when you select a lot to edit individually. Make sure you save your changes before clicking the Add New button. Once you click Add New, the Add Inventory screen will display allowing you to add a new lot.

The Cancel button will do one of two things.

1. If you have already edited one or more vaccine lots, clicking on the Cancel button will return you to the manage inventory screen for public- or private-funded inventory.

2. If you have not saved any edits you have made clicking on the Cancel button will disregard any changes and return you to the Manage Inventory screen.

Back to Top