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Best Practices for Mapping Inventory to PIMS Products and Invoice Data

How to accurately map inventory items to PIMS product transactions?Troubleshooting for missing lab tests, handling hidden items, prioritizing high-value products, and calculating conversion ratios for injectables and complex ordering scenarios.

Updated over 3 weeks ago

Lab Tests Not Appearing as Mapping Options

  • Review Invoice Information: Send [email protected] details from a recent invoice or a screenshot of the PIMS item setup to clarify how the missing transactions were recorded. This information can resolve discrepancies in how items are listed.

  • Consider Mapping Alternatives: For items like the Blood Chemistry Panel, you can map one item to represent multiple instances (e.g., mapping to both the "17 clip" and "15 clip"). Be cautious—this may cause Inventory Ally to deduct from both corresponding items, which can affect your on-hand quantity records.

  • Opt Out of Mapping: If the alternative mapping method could create inaccurate inventory counts, you may choose not to map these items.

Hidden or Unmappable PIMS Items

  • Check Transaction History Visibility: Verify whether the item is marked as hidden from invoices.

  • Unhide and Map: Locate and unhide the relevant transactions, then link them to the appropriate inventory items within PIMS for seamless usage tracking and reordering.

Mapping Priority

Start with your fastest-moving and highest-priced products that have weekly cycle counts. Follow this sequence: weekly, EOW (Every Other Week), monthly, and quarterly items.

Mapping inventory items to PIMS transactions in Inventory Ally is a straightforward way to improve your inventory management. Our support team is ready to help if you have questions during the mapping process.

Injectables

Configure using per mL. When you invoice 10 mL, the system deducts 10 mL from inventory.

The key is ensuring your conversion ratio is accurate.

Example

When mapping is based on per mL with a conversion ratio of 0.1, invoicing 0.5 mL will correctly deduct 0.5 mL × 0.1 from your inventory—even with a minimum invoice quantity of 1.

Minimum Ordering Quantities

Use the ordering unit, not minimum ordering quantities, when determining the unit of measurement.

Example

Cytopoint requires ordering 5 or 10 vials minimum, but is purchased and counted per vial.

Tip: Use per vial for your conversion ratio.

Complex Conversion Ratios

The conversion ratio is crucial for PIMS mapping.

Example

When invoicing by the pack of 4, you may sometimes sell half a pack. The conversion ratio remains 0.2 regardless of minimum order quantity or purchasing unit.

As with injectables, using a conversion ratio of 0.2 means invoicing 0.5 of a pack will deduct 0.5 pack × 0.2 from your inventory.

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