Inventory Ally has three roles to help you give each team member the access they need:
Users can help with everyday inventory tasks, including counting, adding items to Want Lists, applying existing tags, and viewing Inventory Activity. With Insights, they can also receive orders and report waste.
Hospital Administrators can manage inventory details and account settings for the hospitals they’re assigned to.
Administrators have access to all hospitals in the account, along with account-wide administrative settings.
Some features also require an Insights subscription, a supported integration, or an enabled feature. “Yes” means the role has permission when the subscription, integration, and feature requirements listed below are met.
Hospital access |
|
|
|
Access hospital inventory | Assigned hospitals | Assigned hospitals | All hospitals in the account |
Counting and item management |
|
|
|
Enter inventory counts or approve estimated quantities | Yes | Yes | Yes |
Change the unit of measurement used when counting | Yes | Yes | Yes |
Add notes to an Inventory Ally item | Yes | Yes | Yes |
Apply or remove an existing tag on an Inventory Ally item | Yes | Yes | Yes |
Create a new inventory tag | No | Yes | Yes |
Edit or delete an inventory tag | No | Yes | Yes |
Update an item’s counting frequency | No | Yes | Yes |
Hide or unhide items | No | Yes | Yes |
Merge items | No | Yes | Yes |
Adjust safety stock for individual items | No | Yes | Yes |
Adjust hospital safety stock ranges | No | Yes | Yes |
Set maximum safety stock ranges for all hospitals within the account | No | No | Yes |
Set up a custom unit of measurement (UOM) | No | Yes | Yes |
Ordering and Want Lists |
|
|
|
Upload order history | Yes | Yes | Yes |
Add items to a Want List | Yes | Yes | Yes |
Create Want List access | No | Yes | Yes |
Finalize an order | No | Yes | Yes |
Sync an order with an integrated shopping cart or list | No | Yes | Yes |
Add a note and update the quantity on an order | No | Yes | Yes |
Access the Bulk Calculator | Yes | Yes | Yes |
Receiving and waste (Insights Subscription required) |
|
|
|
View deliveries in the Delivery Tracker | Yes | Yes | Yes |
Receive orders and confirm delivered items | Yes | Yes | Yes |
Record received quantities, missing items, and delivery discrepancies | Yes | Yes | Yes |
Enter lot numbers and expiration dates while receiving | Yes | Yes | Yes |
Configure whether an item requires a lot number or expiration date | No | Yes | Yes |
Report waste | Yes | Yes | Yes |
Activity and reporting |
|
|
|
View Inventory Activity | Yes | Yes | Yes |
Access the account-level Activity/Audit Log page | No | No | Yes |
Access Inventory Analysis reporting | No | Yes | Yes |
Open detailed margin reporting | No | Yes | Yes |
Open detailed shrink reporting | No | Yes | Yes |
Access enterprise reporting (Add-On Required) | No | No | Yes |
Integrations and PIMS mapping |
|
|
|
Enable integrations | No | Yes | Yes |
Create, edit, or delete PIMS transactional/invoice mapping rules | No | Yes | Yes |
Create, edit, or delete PIMS writeback mapping rules | No | Yes | Yes |
Users and billing |
|
|
|
Add users | No | Yes | Yes |
Update billing information | No | Assigned hospitals | Yes |
Tip: The Hospital Administrator role is only necessary if you have multiple locations—single practices won't need it. We recommend having each team member sign in with their own credentials, as this allows us to provide you with an Audit Log.
Give each team member their own login
We recommend that each team member sign in with their own credentials so inventory actions can be associated with the person who performed them.