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Rick Eggleston (Unlicensed)

Rick Eggleston (Unlicensed)

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Overview


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Excerpt

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Navigation


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  1. Click the 'Navigation' button on the VetView button bar at the top of the screen.

  2. Click the 'Hospital Setup' hyperlink.

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    Info

    The availability of menu items is controlled by privileges that are assigned to each user, so the 'Navigation Menu' will not look the same for all users.





  3. The 'Hospital Setup' screen will open.

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    1. Select the 'Hospital' from the drop-down list.
    2. Select the 'Unit Setup' tab.
    3. Select the 'Unit', to be configured as an Inventory Area, from the list of Hospital Units.
    4. Select the 'Unit DetailsLocations' subtab.Update the 'Inventory Area' and 'Auto Receive Inventory' options.

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How To...


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Setup Inventory Locations for an Inventory Area

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  • Select the '

    Unit Details

    Inventory Locations' subtab.

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  • Select the 'Hospital' from the drop-down list.
  • Select the 'Unit Setup' tab.

  • Select the 'Unit'

    • , to be configured as an Inventory Area, from the list of Hospital Units.

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    1. Navigate to the 'Hospital Setup' screen.

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    1. Select an existing location.
    2. Update Click the 'Inventory Area' and 'Auto Receive Inventory' options.Image Removed
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    Selecting the 'Inventory Area' option will make the Hospital Unit appear on the 'Inventory Area' drop-down lists for selection on inventory-related screens.

    Selecting the 'Auto Receive Inventory' option will bypass the 'Inventory Transfer Receiving' screen when inventory is transferred to the Inventory Area.  When the status of the Inventory Transfer Request Item is updated to 'Transferred', it will automatically be received into the Inventory Area at the default 'Inventory Location'.

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    Info
    titleNote:
    1. Edit' button; or,
    2. Click the 'Add' button to add a new location.
    3. Select the 'Default' option for one of the locations.
    4. Click the 'Save' button save your changes.Image Added


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    In order for the location to appear in drop-down lists, the 'Active' option must be checked.

    When the 'Default' option is checked, the selected location will be used as the default location when inventory is auto-received.  All Inventory Areas that wish to Auto-Receive Inventory must have a 'Default Inventory Location'.

    When the 'Hide from Transfer' option is checked, the inventory held in the Inventory Location will not be available on the 'Inventory Transfer' screen.






    Note
    titleSetup Requirements

    The Inventory Transfer Receiving functionality is not currently available; therefor, each Hospital Unit that is designated as an Inventory Area, must also be set to 'Auto Receive Inventory'.

    Each Inventory Area must also be assigned a 'Default Inventory Location'.


    Hide an Inventory Location from the 'Inventory Transfer' screen



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    Planned Improvements


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    Bugs


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    Open Issues


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    UG:Setup & Admin Guides
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    Info
    This page may contain functionality not found in the current version of VetView.


    Info
    titleDefinitions

    Refer to the 'Inventory and Accounting Definitions' wiki page for definition of inventory terms, and for details about fields and controls.


    Info
    titleRequest Status

    Click here for a list of the Inventory Transfer Request status rules


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    Table of Contents