Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Print Shopping List Report

Note

This section is incomplete due to the Whitelabel error on the report, which has now been accidentally pushed to Master.

The Shopping List Report is intended to be used by the source location to gather the requested items. The VetView Pull screen can be used in real time during an Inventory Pull for this process if the person handling the pull has a tablet or laptop, but the Shopping List can be printed and used with a clipboard as an offline replacement.

...

Click on the Print Shopping List button to load this report in PDF format.

A blank line will appear at the end of each row of the requested items, so that the total pulled quantity can be filled in and then entered on the Inventory Pull Screen.

...

Start Inventory Pull

Clicking on the Start Inventory Pull button initiates the Inventory Pull workflow. The Inventory Pull screen will load within this same window. This button is intended for the Source location after they have reviewed and accepted the Inventory Transfer Request.

...

Field

Description

Pull No

The unique identifier for this pull. An Inventory Transfer Request can have multiple pulls.

Pulled By

The VetView user who acknowledged the Inventory Transfer Request and started the Inventory Pull.

Pull Date

The date the Inventory Pull was started. Depending on your hospital’s workflow policies, most pulls should be initiated and completed on the same day unless there is an issue.

Print Shopping List Button

This button contains the list of all items in the Inventory Transfer Request, and a blank line next to each item for the person performing the Inventory Pull to write down notes and quantities for the item as they grab it from the shelf. This information can also be entered in real time on the Inventory Pull screen itself.

Print Button

This button prints the Inventory Pull Report which is different from the Shopping List. This report contains the pull quantities, not just the requested quantities.

Continue Pull

As this tab is only visible when a pull has been started, if the pull is not in Complete status, this tab will present the option to Continue the pull. Clicking this button will load the Inventory Pull screen. When the pull is complete, this button will become disabled.

Start Stocking

When the pull has been marked as Completed on the Inventory Pull screen, this button becomes available on the Inventory Transfer Request screen. Clicking on it will load the Inventory Stocking screen to begin the process.

Delete Pull

A pull is a transient part of the Inventory process and if one was initiated by mistake and cannot be completed on the day it was started, it can be deleted and a new one created, so long it has not yet been marked as completed.

Expand Inventory Details

Lot, serial, manufacturer, and NDC are hidden on smaller screens to prevent the need for scrolling horizontally. For products where these details are important, such as pharmaceuticals, this button will display the hidden columns. It can be toggled on and off at any time.

Print Shopping List

Clicking on this button will load the Inventory Shopping List Report.

...

This is the same PDF report that appeared when clicking on Print Shopping List on the Transfer Request tab.

Print Button (Inventory Pull Report)

...