Features

Inventory Management

Manage inventory at multiple levels: bin location, product, lot/serial number, and expiration date

• Create bin locations and storage areas within each storage facility

• For each inventory location, make adjustments to quantity and bin location during inventory and cycle count activities, including comments field for reason for adjustment

• Export report for suggested cycle count for each location based on last inventory date

• Remove quantity from inventory due to expiry, damage, or recall

Electronic Stock Card

OpenBoxes supports any type of item including, but not limited to, medications, medical supplies and devices, office supplies, and building materials. In addition, the software can be used to track the location of fixed assets like automobiles, IT equipment, and hospital furniture.

• Store metadata about each item, including cost, suppliers and manufacturers, category/classification, and substitutions.

• Create custom attributes for temperature requirements, hazardous material class, and import/export requirements (e.g. for controlled substances).

• View quantity on hand within each inventory location by bin location, lot/serial number, and expiration date

• View stock history including debits, credits, and inventory adjustments

Stock Movements

Intuitive workflows to manage movement of stock from a supplier to depot, from depot to depot, and from depot to consumption location.

• Based on the origin and destination entered, OpenBoxes selects the appropriate workflow for moving stock (i.e. incoming from a supplier, depot to depot, depot to consumption location)

• Ability to base a stock movement on a stock list

• Ability to edit quantity in stock movement based on availability of stock while capturing original request to inform forecasting

• Ability to act on suggested substitutions during stock movement workflow

• Automated suggested pick based on FEFO

• Ability to export and print pick list

• Ability to pack items by pallet and box

• Ability to add stock movement metadata including date, tracking number, comments

• Ability to export packing lists and other customized customs clearance documentation

• Ability to upload and store other documentation

Inventory Tracking

Adjust inventory quantity and remove quantity due to expiry and damage.

• Track lot/serial number and expiration date through workflows, including automation based on FEFO during picking

• Easily identify affected inventory in the event of a recall

• View and export dashboard reports on expiring stock

• Access information about incoming shipments and pending outgoing shipments for each item by location

Dashboard

Useful indicators to help inform stakeholders on important decisions that need to be made and advise users on what they neeed to work on next.

• Stock value

• Inventory summary

• Bin location summary

• Expiring stock summary

• Fast movers

• Global search

• Product tags

• Recent activities

Flexible Location Hierachy

Organize and manage stock within multiple facilities, thousands of bin locations, receiving and staging area, supply closets, etc

• Location Groups (geographic region)

• Location (facility, storage area, room, closet, locked cabinet, crash cart)

• Internal locations (bin location, receiving area, staging area, cross-docking, bulk storage)

Reporting

Supports utilization and request (demand) tracking; Includes out-of-the-box reporting features for planning and warehouse management; Customized reports and integration with other software can be developed

Security

Assign permission levels by role

• Auditing of user actions, includes automatic created & updated timestamps for all major transactions

• Multiple roles available (Superuser, Manager, Read-only)

• User access can be restricted by location

• Ability to authenticate using directory service (i.e. LDAP)

• Configuration of user roles and permissions (coming soon)

Support for Multiple Languages

Supports English, Spanish, and French out of the box and can easily be translated into any other language.

• Easy to translate into other languages

• Ability to store custom translations in local database.

• Custom translations for certain metadata fields (i.e. location type)

Email Notifications

Configure email notifications for users

• Shipment event notifications (shipped, received)

• New product creation

• Stock alerts (coming soon)

Custom Attributes

Record metadata required for proper handling of particular items.

• Controlled-substance classification

• Temperature requirements (for cold chain)

• Hazardous materials classification

• Import/export license requirements

Stock List Management

Organize items by formulary and assign to stock lists.

• Ability to organize items by formulary or catalog

• Ability to assign items to a stock list by location to standardize and automate stock requests

Flexible Deployment Options

OpenBoxes is a web-based system that can be hosted in the cloud or on-premise; there is no need for a license, so there is no limit to the number of simultaneous users

• OpenBoxes is a web-based system that can be hosted in the cloud or on-premise.

• Requires consistent internet connectivity for cloud-based system

• Requires human resources and hardware to support on-premise system with offline capability

• There are no limits to the number of users who can use the system at one time

• There are no limits to the number stock locations you can manage

• Can be accessed from mobile devices

• Can be integrated with third-party software systems through REST API (as of v0.8.0).

• Can be integrated with barcode scanners and RFID receivers