The Balance Dashboard is accessed by clicking on the Balance tab. Customers with multiple pharmacy locations can select the Region and Pharmacy to view the Balance Dashboard for each location:
About
The Balance function within Datarithm provides Return (to wholesaler) and transfer (to sister locations) recommendations for items that are in surplus. Additionally, Datarithm allows you to execute “manual” returns and “manual” transfers for items that may not be in surplus. Lastly, users can create return “alerts” as reminders to return items in the future to either the wholesaler or the manufacturer (via a Returns Company or a Reverse Distributor).
Balance Dashboard
The Balance Dashboard is accessed by clicking on the Balance tab. Customers with multiple pharmacy locations can select the Region and Pharmacy to view the Balance Dashboard for each location:
The Balance Overview illustrates how the customer’s balancing has changed since starting with
Datarithm. “Pending” reflects the customer’s inventory that is still waiting to be returned or transferred.
“Completed” reflects the customer’s completed balancing activity from when they first onboarded with Datarithm. Click on it to navigate to the corresponding Progress Report.
Return to Wholesaler Progress Overview illustrates the “Monthly Amount” of dollars in inventory that have been recouped by returning the inventory to the wholesaler and the total amount of dollars in inventory (“Running Total”) that have been saved since the customer onboarded with Datarithm. Click on the chart to navigate to the corresponding Progress Report.
Transfer Progress Overview illustrates the “Monthly Amount” of dollars in inventory that have been transferred to another pharmacy and the total amount of dollars in inventory (“Running Total”) that have been transferred since the customer onboarded with Datarithm. Click on the chart to navigate to the corresponding Progress Report.
Liquidation Progress Overview illustrates the “Monthly Amount” of dollars in inventory that have been saved via liquidation and the total amount of dollars in inventory (“Running Total”) that have been saved since the customer onboarded with Datarithm. Click on the chart to navigate to the corresponding Progress Report.