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Administrators with appropriate permissions can add inventory. Although you can view inventory from any level, you can only add inventory at the sub location level.

When adding inventory, you can search for items by name. However, you may see multiple instances of the item in your search results. This can occur when the item has been customized for your domain. The original and customized items appear, and the domain that owns the item is indicated in parentheses next to its name. While you can select any of these to add to your inventory, it is likely that you will want to use the one customized to your location.

There are several basic scenarios for adding inventory:

  • Your task can be as simple as adding a quantity to existing inventory at a sub location.
  • You may want to add an item that is currently not stored at this sub location. In this case, you need to add the line item and then indicate the location.
  • You might have inventory that is not in the current list of options, and in this case, you can submit a request to add the line item.

After you add a new line item to a sub location by saving it, you see three drawers entitled Images, Documents/Notes, and History that allow you to work with details about the item.  For more information, see Manage Inventory.

Note: If you are adding reusable goods, kits, or equipment, your facility may want to track maintenance. To enable this, on the line item detail page, select the Track Maintenance checkbox. This box is only visible if an administrator enables the Track Maintenance attribute for the item.

To add inventory

  1. On the Inventory tab, click Manage Inventory. The Manage Inventory page
  2. Click change location. The domain hierarchy window opens.
  3. Locate and click the sub location.
  4. Take one or more of these actions.

If you want to…

Then…

Update the quantity of an existing item,

  1. In the inventory list, locate and click the existing item. The line item detail page opens.
  2. In the Inventory batch, for Quantity, enter or change the number.
  3. Click Save. The Manage Inventory page opens.

Add a new batch to an existing item,

  1. In the inventory list, locate and click the existing item. The line item detail page opens.
  2. On the lower right, click Add Inventory. The page refreshes to show a new batch. Details are populated based on previously entered inventory.
  3. Enter or change the information in the new batch.
  4. Click Save. The Manage Inventory page opens.

Add a new item,

  1. Click Add Line Item. The Select Item list opens.
  2. Search for and click the name of the item.
    Note: If you are unable to locate the item, go to the "Request creation of a new item" step below.
  3. Enter the relevant information.
  4. Click Save. The Manage Inventory page opens.

Request creation of a new item,

  1. Click Add Line Item. The Select Item list opens.
  2. Click request a new item. The Request New Item window opens.
  3. Enter a description of the requested item, along with your Email and Phone.
  4. Click Submit. A message is sent to your administrator requesting the item. After the item is added to your domain and region, you can add it to your location.