How to Use the Transformation Option

Created June 25, 2026 By USMeds

Article Summary

This article explains how to use the Transformation option and how the system tracks serialized data during the relabeling or repackaging process.

How to Use the Transformation Option

(Relabel / Repackage)

Purpose

This article explains how to use the Transformation option and how the system tracks serialized data during the relabeling or repackaging process.

Site Setup

The site must have the Repackager option enabled by USMeds Support.

Site Type: Repack

This is an add-on module. Please contact support@usmeds.com for more information.

Step-by-Step Instructions

  Go to Inventory > View Inventory.

  1. Use the search filters at the top of the Inventory page to locate the item(s) you want to transform.
  2. Click the Inventory Transaction ID link for the item.
  3. On the Transaction Detail screen, click the Actions button.
  4. Select Transformation.
  1.  Enter the required information on the Transformation screen, then click Submit to complete the transformation.

Transformation Fields

Source NDC
The system automatically populates this field based on the parent transaction NDC.

Source Units
The system automatically populates this field based on the amount of source items / serial numbers selected.

Repack NDC (Required)
Add the new NDC assigned to the transformed item(s). This information is required to unlock the Lot, Expiration Date, Repack Items, and Serial Numbers fields.

Lot (Required)
Add the lot number assigned to the transformed item(s).

Exp Date (Required)
By default, the system automatically pulls the expiration date from the source NDC. This field can be edited if needed.

Package Quantity
The system automatically populates this field based on the Repack NDC unit quantity.

Repack Items
Enter a custom item amount, or use the auto-calculate option to calculate the number of items that can be repackaged based on the selected serial number count and Repack NDC count.

Remaining
The system calculates this value based on the number of items to be transformed and available units.

Serial Number (Required)
Specify the source item serial number by scanning barcodes, searching, or selecting the serial numbers from the Serial Number table using the checkboxes.

Important Note

Once the transformation is completed, the system creates two transactions:

Pre-Transformation
This is an intermediary transaction that logs the source serial numbers before the transformation.

Transformation
This transaction contains the repackaged item information. The new serial numbers are not added automatically and must be added by the user by scanning each item into the transaction.

Scan the New Repackaged Serial Numbers

After the Transformation transaction is created:

  1. Open the Transformation transaction.
  2. Go to the Serial Number tab.
  3. Scan the new repackaged serial numbers.
  4. Confirm that the QTY matches the serial number count.

Transforming from a Pre-Transformation Event

Purpose

In some cases, remaining units may be left in a Pre-Transformation event. The system allows a transformation to be performed from the Pre-Transformation event.

This links the Repack NDC and serial numbers to the Source NDC and serial number by creating a child transaction under the Pre-Transformation transaction.

Step-by-Step Instructions

  1. Open the Pre-Transformation transaction.
  2. Click the Actions button.
  3. Select Transformation from the dropdown menu.
  4. Enter the required information on the Transformation screen.
  5. Click Submit to complete the transformation.

Transformation Fields

Source NDC
The system automatically populates this field based on the parent NDC.

Source Units
Enter the number of units to be transformed.

Repack NDC
The new NDC assigned to the transformed item(s).This information is required to unlock the Lot and Expiration Date fields.
The lot number assigned to the transformed item(s).

Exp Date
By default, the system automatically pulls the expiration date from the source NDC. This field can be edited if needed.

Package Quantity
The system automatically populates this field based on the Repack NDC.

Scan the New Repackaged Serial Numbers

After the Transformation transaction is created:

  1. Open the Transformation transaction.
  2. Go to the Serial Number tab.
  3. Scan the new repackaged serial numbers.
  4. Confirm that the QTY matches the serial number count.