Warehouse staff
People who receive, scan, store, pick, ship, return, count and scrap. Access: Rx Tracking User.
Abbreviations on this page: GLN (Global Location Number), GTIN (Global Trade Item Number), NDC (National Drug Code), EPCIS (Electronic Product Code Information Services), SSCC (Serial Shipping Container Code).
Set up once
Core guide
- Onboard a trading partner: DSCSA role, GLN and address
- Set up a handheld scanner for Scan Serials
- Receive through a two- or three-step route
Barcode app
Every day
Core guide
- Work the DSCSA activities in your to-do list
- Find a product by NDC or GTIN, or a partner by GLN
- Check whether a partner is an authorized trading partner, and why not
- Flag a small-dispenser customer and record its attestation
- Record or find a receipt by the supplier's document number
- Import the supplier's EPCIS file on the receipt
- Receive a sealed case by scanning its SSCC label
- Validate a DSCSA receipt
- Receive part of a shipment
- Scan units onto a receipt with Scan Serials, and undo a scan
- Capture a product's GTIN from the first scan
- Receive without a supplier EPCIS file
- Review supplier EPCIS files and the inbound DSCSA document
- Sell DSCSA product by dropship
- Scan the serials of a delivery and validate it
- Ship part of a delivery, or ship in pick, pack and ship steps
- Ship at lot level to an exempt small dispenser
- Open the DSCSA document a delivery posted
- Find, view, download and print DSCSA documents
- Receive a saleable customer return with its serials
- Return saleable product to the supplier
- Review the lots on hold, and why they are held
- Keep trace requests within the 24-hour deadline
- Count stock and record the units that are gone
- Look up a unit in the package ledger
3PL guide
- Record an owner's instruction
- Find an owner's instructions and see which are used
- Create a receipt held for an owner
- Attach the supplier's EPCIS file to an owner's open receipt
- Scan and validate an owner receipt
- Record the owner's confirmation or the supplier's statement before validating
- Put away and move an owner's units inside the warehouse
- Work the Supplier Data Pending list
- Record supplier data the owner uploaded through its portal
- Record an owner order
- Confirm an owner order
- Pick, scan and ship an owner order
- Send an owner's goods back to it (custody return order)
- Read an owner's outbound document
- Read an owner's inbound document and the history of owner documents
- Know who receives an owner's documents: issuing mode A or B
- Send an owner its documents
- Find and read the notices sent to an owner
- Take back a customer return of units an owner sold
- Return an owner's units to its supplier, or to the owner in custody
- Count an owner's stock and record the units that are gone
- Create and approve a title purchase order
- Select the serials that change owner
- Check and validate a title transfer
- Import the owner's transfer file on a title transfer
- Sell units back to an owner in place (reversion)
- Record a sale between two owners in place
- Ship our own sale that takes a just-in-time owner's units
- Pick, pack and ship when a just-in-time owner holds the product
- Take in and sell consignment stock
- Find and read the in-place documents of a title transfer
- Sell units bought in place as our own stock
- Print the FDA annual report summary
- Review the gate log and export it for an inspector
- Print or export the facility client list
- See the stock we hold for each owner (Owner Stock)
- List the serial numbers we hold for an owner (Owner Serials)
- Follow an owner's stock movements (Owner Movements)
- Export the selected rows of an owner report as a CSV file
- Read our own stock figures while we hold owners' stock
- Find the DSCSA documents issued in an owner's name or received for it
- Review returns of owners' units
- Check every serial's recorded owner against the stock (Ledger vs Stock per Owner)
Barcode app
- Receive DSCSA units in the Barcode app
- Pick and ship a delivery in the Barcode app
- Move DSCSA stock internally, or in pick and pack steps, in the Barcode app
- Process a return in the Barcode app
- Count DSCSA stock in the Barcode app (recording units found in a count needs the Rx Tracking Manager right)
- Scan owner stock in the Barcode app
- Scan a lot on an owner transfer: the owner-aware lot pre-fill
Suspect product
When something goes wrong
Core guide
- Fix a missing GLN before shipping
- Read the warnings of an imported supplier EPCIS file
- Replace a supplier file with a corrected one before validation
- Cancel a supplier file, or a receipt that has scans or a file
- Correct a receipt after validation
- Record the supplier's Transaction Statement before validating
- Record a missing Transaction Statement after validation and release the lots
- Work a receiving discrepancy to resolution
- Handle a duplicate serial at receipt
- Correct the scans of an open delivery
- Handle a document posted without an EPCIS file
- Take back units shipped at lot level to a small dispenser
- Send a non-saleable return to the supplier
- Move quarantined stock to a quarantine shelf
- Scrap DSCSA units, naming each unit's serial
- Log a trace request from the FDA, a state or a trading partner
- Search the records a trace request asks for
- Respond to a trace request with the response zip, and send it
- Correct a lot's number or expiry after documents were posted
3PL guide
- Check whether an owner is an authorized trading partner, and fix it
- Receive an owner's goods before their data
- Release a data-pending hold with the supplier's late EPCIS file
- Release a data-pending hold with the supplier's transaction statement document
- Release a data-pending hold with the owner's confirmation
- Resolve the differences a late supplier file finds
- Change, cancel or delete an owner order
- Ship an owner's units without an owner order
- Answer a trace request about an owner's records
- Answer a trace request about our own records while we hold owners' stock
- Send a notice that could not be emailed
- Follow an owner hold placed by an owner receipt
- Clear a documentation owner hold by recording the missing documentation
- List the customers an owner's units of a lot were shipped to
- Reject and destroy an owner's returned units on its destroy instruction
- Take back units an owner shipped at lot level to a small dispenser
- Send an owner's nonsaleable units to the owner or one of its return designees
- Scrap an owner's units on its scrap or destroy instruction
- Record the seller's Transaction Statement that the owner's file does not affirm
- Resolve serials the owner's file lists that can't change owner (Title Not Held)
- Cancel or correct a title transfer or a title purchase order
- Get an owner transfer through the owner, counterparty and facility checks
- Review the receiving discrepancies of owners' receipts
- See which owners' units are on hold (Owner Holds report)
Barcode app
Suspect product
- Open a suspect-product investigation for a lot
- Follow the investigation a lot quarantine opens automatically
- Record that the product is illegitimate and start the 24-hour clock
- Find the trading partners to notify
- Complete and print the Form FDA 3911 data sheet
- Record the notifications to FDA and to the trading partners
- File a follow-up, or request the termination of a notification
- Close an investigation
- Open an investigation of an owner's units
- Follow the automatic investigations of a lot that holds owners' units
- Split an investigation per owner
- Prepare an owner's trading partners and Form FDA 3911, and hand them to the owner
- Change the investigated owner
Troubleshooting
- Fix an "Only DSCSA users or managers can ..." refusal or an Odoo access error
- Find the troubleshooting entry for a message
- Resolve a delivery that refuses to validate
- Fix an operation refused for its owner instruction
- Fix a supplier file refused on an owner receipt
- Resolve an owner-isolation refusal
- Resolve trace-request refusals that concern owners
- Resolve a title transfer refused at Check or Validate
- Resolve a delivery refused because of a just-in-time owner's units
- Fix a scan the Barcode app refuses or doesn't recognize
- Fix a transfer that won't validate from the Barcode app
Reference you'll use
Core guide
3PL guide
- 3PL settings and the fields the add-on adds to existing screens
- Which owner instruction each operation needs
- What an owner hold blocks, how holds combine, and when a release needs the owner's instruction