This entity contains codes that are used for invoicing inventory items. No standardization exists among practices. Profit centers, or categories, are subsets of related codes. The attached contains the required format for Inventory.CSV with a sample record.
The Type defines how the sample file handles the CSV data type to produce the double quote delimiters for each field. Make sure to change the custom field format if any if the fields noted as “integer” contain alphanumeric data.
Inventory codes are only converted once, during the first data conversion pass. We do not reconvert these entities at the time of the final because customers are instructed to make setup changes directly in Pulse throughout the trial training period.
Fields:
Field Name | Type | Required | Description |
Code | “string” | Y | Unique code identifier |
Category | “string” | Y | PIMS profit center code |
Description | “string” | Y | Item description |
Barcode | “string” |
| Item barcode |
UOM | “string” |
| Unit of measure |
QOH | “integer” |
| Quantity on hand |
Expiration | “string” |
| Expiration date |
Price | “decimal” |
| selling price of a single unit before modifiers |
Fee | “decimal” |
| fee value associated with dispensing the item |
MinPrice | “decimal” |
| Minimum price for item |
Cost | “decimal” |
| purchase price of a single unit before modifiers |
MarkupPct | “decimal” |
| (Amount, Percentage) |
Price2 | “decimal” |
| selling price of a single unit at PriceBreak1 before modifiers |
Price3 | “decimal” |
| selling price of a single unit at PriceBreak2 before modifiers |
Price4 | “decimal” |
| selling price of a single unit at PriceBreak3 before modifiers |
Price5 | “decimal” |
| selling price of a single unit at PriceBreak4 before modifiers |
PriceBreak1 | “integer” |
| quantity dispensed or administered to for Price2 to be applied |
PriceBreak2 | “integer” |
| quantity dispensed or administered to for Price3 to be applied |
PriceBreak3 | “integer” |
| quantity dispensed or administered to for Price4 to be applied |
PriceBreak4 | “integer” |
| quantity dispensed or administered to for Price5 to be applied |
Instruction | “string” |
| Internal |
Comments | “string” |
| Client notes |
ROL | “string” |
| Reorder level |
ROQ | “string” |
| Reorder quantity |
Vendor | “string” |
| Company where item is purchased |
Manufacturer | “string” |
| Item manufacturer |
flgDrug | “bool” |
| True = FDA prescription medication |
flgVaccine | “bool” |
| True = Code is vaccine |
flgTaxable | “bool” |
| true = Code is taxable |
flgControlled | “bool” |
| true = Code is FDA controlled substance |
flgNoDiscount | “bool” |
| True = Code not subject to any discounting |
Branch | “integer” | Y* | Sites.Id |
*Branch is required for multi-site data sets.