Help / Modules / Inventory

Run bulk inventory workflows

Bulk Inventory is the single landing page for every batch workflow — shipment logging, vendor receiving, manual receipt, and provider assignment. Each card opens a focused flow so you don't have to hunt through the main catalog for the right modal.

Before you start

• Open Inventory Management → Bulk to reach /inventory-management/bulk. To land on a category-specific variant, use /inventory-management/bulk/{category} where category is amniotic, biologics, or conservative.
• You need the inventory_manager, vendor_coordinator, or admin role for shipment and receiving. Provider assignment is available to any role with In Stock access.
• Have your vendor's packing slip or invoice on hand (CSV or XLSX). Templates are provided from each modal.

The four workflows

Card	What it does	When to use it
Upload Shipment (from vendor)	Mark items on an existing order as shipped	The vendor confirmed shipment and sent a packing list
Upload Receiving (from vendor)	Record items received against an order. Matched lines auto-stock into In Stock	Physical delivery arrived and you're logging what came in
Manual Receive (no CSV)	Receive a single ordered item by hand	Partial delivery, or the vendor didn't send a packing slip
Bulk Assign to Provider	Hand off facility-owned stock to a provider	Provisioning a new provider or moving inventory to a mobile bag

Upload Shipment

Use this when the vendor confirms the order shipped but the boxes haven't arrived yet.

1. Click Upload Shipment. The modal opens with a template download link.
2. Download the template. It's pre-filled with sample rows for the current category.
3. Fill in one row per shipped line — SKU, quantity, ship date, tracking number.
4. Upload the file. The modal validates each row and highlights errors before the write.
5. Confirm. The order status flips to Shipped and shipment lines are recorded in the audit trail.

Upload Receiving

Use this when the physical delivery arrives and you're logging what actually came in.

1. Click Upload Receiving. Pick the order the receipt is against.
2. Download the receiving template — it's pre-populated with the order's line items, so you only correct discrepancies.
3. Fill in received quantity, lot number (for amniotic/biologics), and expiry date. Leave a row's quantity as zero if that item did not arrive.
4. Upload. The modal shows a preview split into Perfect matches and Exceptions (short quantity, wrong SKU, expired lot).
5. Confirm. - Perfect matches land directly in In Stock — no operator review. - Exceptions appear in the Receiving History tab under Needs review so someone can reconcile before the items are stocked.

Manual Receive

Use for partial deliveries or when there's no packing slip to work from.

1. Click Manual Receive. The picker opens with your active orders filtered by category.
2. Pick the order, then the specific line item.
3. Enter the received quantity, lot, and expiry.
4. Save. The item lands in In Stock and the order's remaining quantity is updated.

Bulk Assign to Provider

Use to hand off facility-owned stock to a provider — for example, restocking a mobile clinician's bag before a route.

1. Click Bulk Assign to Provider. The page routes to In Stock with the assign panel open.
2. Pick items from the on-hand list.
3. Pick the destination provider from the dropdown.
4. Confirm. Each assigned item appears on that provider's dashboard for them to accept in Received.

How the flows fit together

• Shipment and Receiving work in sequence against the same order — shipment first when the vendor confirms, receiving second when boxes arrive.
• Manual Receive is a shortcut around Upload Receiving when a CSV is overkill. Both write to the same In Stock and Receiving History.
• Bulk Assign to Provider operates on stock that already made it into In Stock, regardless of which of the three receiving flows put it there.

Templates

Every modal offers a Download template link. Templates are category-aware and vary by workflow:

Template	Filename pattern
Vendor receiving (amniotic/biologics)	ivr_receiving_amniotic_template.xlsx or ivr_receiving_biologics_template.xlsx
Vendor pre-filled receiving	vendor_template_{order-name}.xlsx
Conservative receiving	Category-neutral shipment/receiving template

The pre-filled vendor template pulls the order's line items into the sheet — you only correct discrepancies instead of typing every SKU by hand.

Troubleshooting

Symptom	Likely cause	What to do
"Row 4: SKU not found"	SKU in the file doesn't match the master catalog	Verify the SKU in Product Catalog; correct the file and re-upload
Receipt landed in Needs review instead of In Stock	Quantity, lot, or expiry mismatched the order	Open Receiving History → Needs review and reconcile the row
Template columns don't match my vendor's format	Templates are Medipyxis-specific	Map vendor columns to the template offline; the upload only reads the Medipyxis column headers
Manual receive picker is empty	No active orders in the current category	Confirm the order isn't fully received or archived; switch categories if needed

Related

• Main Inventory — the on-hand view and where stock lands after receiving.
• Product Catalog — the SKU master that bulk workflows validate against.
• Amniotic / Biologics / Conservative — category-specific fields (lot format, expiry, HCPCS).