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Inventory Management (3.3)

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Info

This page was added in VetView 3.3 and updated to reflect changes in VetView 4.0 on 5/10/2023.

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Inventory Management Screen

This new screen added in VetView 3.3 allows you to view and modify inventory in an area or location all at once.

You can also search for specific items, or filter by expiration dates, lot and serial, manufacturer or NDC, and stock levels.

Once you create an inventory management list, you can print it out or adjust individual lines in the inventory.

Basic Inventory Management

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Search Fields

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List of Buttons and Fields on the Inventory Management Screen

Field or Button

Description

Save Button

Saves any changes made on this screen to the appropriate Inventory Areas.

Print List

Prints all results displayed on this page and in the rest of the list.  To print fewer items, filter them out first using More Search Options

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Expand Inventory Details

Displays the Lot,  Serial, NDC, and Manufacturer fields for each row of inventory.   Changes to Collapse Inventory Unit once clicked.

Collapse Inventory Details

Hides the Lot, Serial, NDC, and Manufacturer fields for each row of inventory.

More Search Options

Displays additional search criteria to limit results in the Inventory list.   Changes to Less Search options when clicked.

Less Search Options

Hides the additional search criteria options.

Add Product

Opens the Add Product window to add a new inventory item to an inventory area and location.

Inventory Area

A search field and drop down menu containing a list of Inventory Areas for which the current logged in user has Inventory Management rights to access.

Location Filter

A search field and drop down menu containing a list of all the inventory locations within the selected Inventory Area.

Search Button

Applies search criteria selected in the Inventory Area and Location Filter, and lists all the available Inventory Items in that location below.

Reset Search Button

Clears out the selected Inventory Area and Location.

More

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Add Product Window

Inventory Menu / Right Click Menu Options

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Info

To see commonly used terms in VetView Hospital, please visit our Hospital Glossary of Terms.

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Search Options Button

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List of More Search Options Fields

Field

Description

Product Search

Fields to enter in a product line, product sequence, and/or product description. Use this to list entire product lines or to narrow the search down to a single product.

Expiration Date

A set of date fields to search for products that expire within a range of dates.

Lot

Search for specific products by their lot number.

Serial

Search for specific products by their serial number.

NDC

Search for specific products by their National Drug Control number.

MFR

Search for specific products by their manufacturer.

Stock Levels

A series of radio buttons to search for All products , or based on whether they are In Stock, Below Min Quantity, Out of Stock, or have a Negative Quantity.

Add Product Button

The Add Product button is the same on all inventory screens. It has been pulled out into a separate page.

Inventory Items

After searching, a list of all matching inventory items will appear in the fields after the search. On smaller monitors, certain columns may be hidden temporarily to accommodate the last of space.

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List of Inventory Item Columns

Column

Description

Line Seq

The line and sequence of the inventory item.

Product

The product name of the inventory item. An info dot with additional product details appears next to the name.

Inventory Area

The area of the inventory item.

Inventory Location

The location within the area of the inventory item.

Minimum Quantity

The established minimum quantity that this inventory item should contain, as defined on the Product Setup screen.

Quantity

The actual quantity that this product has in the inventory area. If the total quantity among all inventory item rows is less than the establish minimum quantity, then this row will appear highlighted.

Expiration

The expiration date of the inventory item on the row, if it was entered.

Inventory Menu

A button that opens the Inventory Menu.

Inventory Menu

The Inventory Menu here is the same as the menu on all Inventory screens. This has been pulled out on a separate page.

Inventory Menu