Updates you've been asking for!

September brings major new features designed to make inventory counting faster, easier to organize, and less prone to costly mistakes.

You requested, we listened and built! Your team can now arrange count lists to match the physical order of your shelves, create custom inventory tags, correct or add counts more easily, reorder products when circumstances change, and receive a warning before an unusually high count is saved.

🗂️ New Custom Inventory Tags

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Every hospital organizes inventory differently. Inventory Ally now allows your team to create custom, color-coded tags that reflect your hospital’s specific needs and workflows.

Tags can be used to identify products such as:

• Backordered items
• Controlled medications
• Refrigerated products
• Product recalls
• Seasonal products
• Special-order items
• Safety stock items
• Frequently monitored products

Your team can add multiple tags to an inventory item and filter the Counting page by tag.

For example, you could quickly display every refrigerated product, review all items affected by a product recall, or identify products that require special ordering.

Custom tags can be created and managed from the new Inventory Tags section under My Account. Read more here.

🔄 Correct Counts, Add New Counts, or Order Again

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Inventory needs can change after an item has been counted. Inventory Ally now gives your team more control over what happens next.

From an inventory item’s action menu, your team can select:

• Correct Past Counts
• Add New Count
• Order Again

Correct Past Counts

If a previously entered count was incorrect, your team can select Correct Past Counts to update the count record.

This provides a clear way to correct mistakes without leaving inaccurate information in the item’s count history.

Add New Count

Your team can select Add New Count when a product needs to be counted again.

This is useful when stock has changed since the original count, a second count is needed for verification, or your team wants to record an updated quantity outside the regular counting schedule.

Order Again

Sometimes a product needs to be ordered again even after your hospital’s order has already been finalized.

Your team can select Order Again to return the item to the current order for review. The order quantity can then be confirmed before the order is finalized.

This is helpful when:

• An ordered product is unavailable or cancelled
• The hospital needs an additional quantity
• An item was accidentally left off an order
• Stock changes after the original order is placed
• A replacement order is needed

Together, these options give your team a clearer way to respond when a count is incorrect, inventory changes, or an additional order is needed. Read more here.

⚠️ New Protection Against Unusually High Counts

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Inventory Ally can now warn your team before an unusually high quantity is saved.

If an entered count appears significantly higher than the product’s typical usage, Inventory Ally will ask the user to confirm the amount.

The warning includes:

• The quantity entered
• The selected unit of measure
• The approximate value of the inventory
• The option to adjust or confirm the count

This gives the user an opportunity to catch an extra zero, an incorrect unit of measure, or another entry mistake before it affects inventory value and ordering recommendations.

The count will not be saved until the user either corrects the quantity or confirms that it is accurate. Read more here.

🔢 Count in the Same Order as Your Shelves

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Your team can now customize the order in which inventory items appear for each room.

The new Room Sequence tool allows you to arrange a room’s inventory list so it matches the physical order of products on your shelves.

Items can be dragged into place or moved directly to a specific position. Once the room sequence is saved, products will appear in that order during counting.

Instead of moving back and forth between shelves or searching through a list, team members can follow the room from beginning to end.

This helps:

• Make inventory counts faster
• Reduce missed products
• Limit unnecessary movement around the hospital
• Create a more consistent counting process
• Make counting easier for team members who are less familiar with the room

Room Sequence can be managed from your hospital’s inventory settings. Your CSM is available to help with setup. Read more here.

✅ What This Means for Your Hospital

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• Custom tags can reflect your hospital’s unique inventory workflows
• Tagged products can be found and reviewed more quickly
• Previous counting mistakes can be corrected more easily
• Updated quantities can be recorded whenever a new count is needed
• Products can be reordered after an order has already been finalized
• Unusually high counts can be caught before they affect inventory records
• Inventory counts can be completed faster and more consistently
• New team members can follow established counting workflows more easily
• Ordering recommendations and inventory values are better protected from entry mistakes
• Count lists can follow the physical layout of each room

These features give your hospital more control over how inventory is organized, counted, corrected, and reordered—all while helping your team catch costly mistakes before they happen.

If you have questions or want help setting up Room Sequence or custom inventory tags for your hospital, the Inventory Ally team is here to support you.