Reviewing Inventory Balances in AcuityLogic DC

This topic explains how to review your inventory balances for frames and accessories.

To review inventory balances

  1. Click Inventory and select Lookup.

    The Inventory Lookup window opens.

  2. From the Item Type drop-down list, select Frames or Accessory.
  3. To find the item for which to look up inventory balances, use one of the following methods:
    • Click the Lookup icon and use the search criteria on the Stock Item Search window to select an item.
    • Click inside the UPC Code field and scan the barcode or enter the UPC code for an item you have in stock.
  4. If your company uses the average cost by company or average cost by office valuation methods, select the List only transaction types that affect cost check box to hide transactions that do not affect average cost.
    The inventory valuation method is specified in the Company Information window in AcuityLogic Admin. See Setting Up Company Information.

    The following inventory information for the item appears:

    • On Hand — The inventory on-hand quantity of the item. This quantity should be counted at the current location during a physical inventory session.
    • On Order — The quantity of the item on order from a vendor. This quantity is not reflected in any general ledger transactions.
    • In Transit — The quantity of the item transferred from another location that has not been received at the current location.
    • WIP (Work In Progress) — The quantity of the item at the current location that has been placed into production for existing orders. This includes the quantity at a lab or distribution center waiting to be shipped to a location for patient orders or the quantity at a location waiting to be dispensed to patients.
    • WIP In Transit — The quantity of the item for existing orders transferred from another location that has not been received at the current location.
    • Committed — The quantity of the item sold that has not yet been dispensed to patients. This includes the WIP and WIP In Transit quantities and the quantity sold to patients that has not been received from a vendor or outside lab.
    • Vendor Back Order — The quantity of the item on order from a vendor that is currently on back order.
    • Back Order Date — The date when the item on back order will be available from a vendor.
  5. If the WIP, WIP In Transit, or Committed quantity for one or more items appears to be incorrect, click Recalculate, and then click OK in the confirmation message to update the quantities for your office.

    The quantities are updated only if the information was incorrect.

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