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This functionality is new as of version 4.1.

Excerpt
nameAdd Product Reorder Items from a Picklist

Product Reorder Items can be added via the ‘Product Reorder’ screen - ‘Picklist’ dialog.

Tip

In order to have access to Add Product Reorder Items:

One of the following must apply:

  • The User is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Purchase Order' Elevated Privilege; OR,

  • The User is a member of a Security Role that is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Purchase Order' Elevated Privilege.

  • Refer to:

...

To Add Reorder Items from a Picklist:

  1. Navigate to the ‘Product Reorder’ screen.

    1. Refer to Search Product Reorder Lists.

      'Product Reorder' screenImage Removed
    Add Products to be ordered
    1. 'Product Reorder' screen - 'Picklist' buttonImage Added
  2. Click the ‘Picklist’ button.

  3. The

    available Products will be limited to those that already exist in Inventory for the Destination Inventory Area.
  4. If the Product belongs to a Product Category that has been setup to be excluded from the Product Reorder, it will not be available for selection on the ‘Product Reorder’ screen.

    1. Refer to Configure Product Categories.

  5. Select the Vendor.

    1. If multiple Vendors are associated with a Product, the Default Vendor will be displayed on the Reorder List - the Vendor can be changed to any other active Vendor that is associated with the Product.

  6. Enter the desired ‘Order Qty’ in Order Units of Measure.

  7. Resolve any missing Vendors.

    1. If a Product is missing a Default Vendor, the “< No Vendor Information - Click to Resolve >” message will appear in the ‘Vendor’ column.

    2. Click the hyperlink to open the Add / Link Product to Vendor’ dialog.

      1. Refer to Link Purchase Order Item to Vendor.

    3. The missing Vendors will need to be resolved before the Product Reorder List can be saved and/or Purchase Orders created.

  8. Click the ‘Save’ button to save the Reorder List so that it can be completed at a later time.

  9. Click the ‘Create P.O.’ button.

    Refer to https://vetview.atlassian.net/wiki/spaces/UG/pages/3721297951.

    ‘Add Picklist’ dialog will open.

    'Product Reorder' screen - 'Picklist' dialogImage Added
  10. Add ‘Requested Quantities’ for Products from the Picklist.

  11. Click the ‘Post’ button.

  12. The Product will be added to the ‘Product Reorder’ screen.

    'Product Reorder' screenImage Added
  13. Refer to:

    1. Add Reorder Items