...
| Table of Contents | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
...
After search for inventory counts in the top section, a list of all the counts matching your criteria will appear below.
...
List of Buttons and Columns in the Inventory Count List section
Button or Column | Description |
|---|---|
New Inventory Count Button | Starts a new Inventory Count for the selected Inventory Area. |
Edit Inventory Count Button | Modifies the selected Inventory Count if one has been selected on the list. |
Delete Inventory Count Button | Removes the selected inventory count if one has been selected on the list. |
Count No Column | The assigned Inventory Count number. The Count Number is also a link to go to the specific Inventory Count directly. |
Status | The status of the Inventory Column. Available statuses are New, Working, and Completed. |
Inventory Area | The inventory area against which this count was created. Inventory Areas are parents to Inventory Locations. |
Inventory Location | The inventory location against which this count was created. Inventory locations are children to the Inventory Area. |
Counted By | The name of the user who was assigned to perform the Inventory Count. |
Date Counted | The date of the count that was chosen when the Inventory Count was created. |
...
A small pop up window will appear to select the Inventory Area, Inventory Location, and confirm the user and date of the count.
...
List of fields in the New Inventory Count Window
...
Button or Column | Description |
|---|---|
Back to Search Button | Returns to the results screen. On creation, the based Inventory Count is saved, so this button is immediately available. |
Save Button | Saves any changes to the worksheet. Once saved, you can leave and return to the worksheet without losing any data. |
Print Inventory Count Worksheet Button | Opens a PDF version of this screen to allow for a print out. Use this for inventory counts where a mobile device is not available. |
View Sales Unit Button | Changes the Sales to Stock ratio toggle on all lines. When the Sales unit is displayed, this line becomes View Stock Unit. |
Expand Count Details Button | Displays additional attributes for each row of inventory. Use this to view or update the lot, serial number, or make a comment about the inventory line. |
Complete Count Button | Saves all changes and transitions the status from Working to Complete. If there are lines with no values, the system will ask if you want to count them as 0, or leave the current inventory level intact. |
Add Product Button | Add an additional inventory line to this inventory count, if you find a product that does not have a line entry. |
Reset Count Button | Clears out all values in the Counted Qty column so you can start the count over. |
Line/Seq Column | The line and sequence number of the product in the count. |
Product Column | The name of the product included in the count. |
Location Column | Either the name of the Location of the product if applicable, or empty if there is no location. |
Quantity Column | The quantity of the product that is expected to be at that location. |
Counted Quantity Column | The actual quantity of the product counted at the location. |
Expiration Date | The expiration date of the product as it was entered during the stocking of the product at that location, if any. This displays as a date picker that can be modified if the date was missing or incorrect. |
Hamburger Pancake Menu Button | A button that opens the Inventory Options. These are the same options that are available under the Right Click menu on this screen. Each menu applies to the current row only. |
...
Button | Description |
|---|---|
Ignore Button | Completes the count and ignores the fields that are blank. These products will remain uncounted. |
Delete Button | Treats all blank values as 0 and removes the product row from the inventory area. |
Cancel Button | Exits out of the Complete Inventory Count window without saving any changes. |
Add Product Button
...
Enter in the correct information, and click on the Save button to add the product to the Inventory Location.
...
List of fields in the Add Product Window
...
Field
...
Description
...
Product Line
...
A place to search for the product to add using the Line and Sequence, or by searching for the product by its description.
...
Inventory Location
...
The inventory location to which this product will be added. If an Inventory Location was chosen at the time of creating the Inventory Count, this field will pre-load with that location and cannot be changed.
...
Quantity
...
A field to enter the quantity of the product that is being added.
...
Expiration Date
...
A date picker to enter the expiration date of the product, if known.
...
Lot Number
...
A field to enter the lot number of the product being added, if known.
...
Serial Number
...
A field to enter the serial number of the product, if known.
...
Manufacturer
...
A field to enter the name of the manufacturer of the product, if known.
...
NDC
...
A field to enter the National Drug Control number of the product, if this is a pharmaceutical product.
...
Save Button
...
Saves the product and adds it to the Inventory Area.
...
Cancel
...
The Add Product Button performs the same action on all VetView 3.3 and 4.0 screens. It has been pulled out into a separate page.
Reset Count Button
Click this button to clear out all the Counted Qty values and start over. You will be promoted to confirm this reset before making it.
...
Button | Description |
|---|---|
OK Button | The OK button will reset the inventory quantities so you can start over. |
Cancel Button | Exits out of the Reset Count Window without saving any changes. |
Inventory Menu
...
/ Right Click Menu
...
Right clicking on a row, or clicking on the Menu button for that row, will display additional options to perform against that row of inventory.
...
Go To Product Setup
This option will go to the Product Setup page for the selected inventory item.
Remove Product
Use this to clear out a line of inventory from the count is there is none left of the specific inventory entry.
You will receive a prompt confirming that you want to delete it.
...
Add Product
This is the same as the Add Product button from the top line of this screen.
Split Inventory item
This can be used in parent inventory areas to split a Stock line into two separate rows, allowing one to be transferred to a different inventory area or location.
You can copy a previous row to capture the expiration date, lot, serial number, and other details, then divide the inventory quantity between the two split rows.
After splitting, the second row can be moved to a different location using Inventory Transfer.
Add Inventory Adjustment
This option allows you to indicate that an inventory item was Expired, Lost, or Wasted (damaged.)
In this example, the product expired in May and will be discarded. This adjustment will log why the inventory line entry was removed.
...
View Pending Transfers / POS
This option will list any inventory transfers and purchase orders that this specific inventory line item is involved with.
...
If there are none, it will show, "No pending transfers or purchase orders."
...
View Transaction Log
...
Options
These are reused throughout all Inventory screens and have been pulled onto their own page.