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Overview

  1. The definition of Inventory Locations is now based on a hierarchical structure.
  2. A Quantity of Inventory can now exist in multiple Inventory Locations.
  3. Inventory can be moved among Inventory Locations, within the Inventory Area, with varying Quantities. 
  4. Reconciliation & Adjustment of Inventory will now happen at the Inventory Location level.
  5. Adjustments to Inventory Quantities will now require an Adjustment Code and Reason.
  6. It is now possible to 'Auto-Receive Inventory' at the Hospital, Inventory Area, and Inventory Location level.
    1. Inventory Areas can be configured to inherit this property from its parent Inventory Area, or the Hospital.
    2. Inventory Locations can be configured to inherit this property from its parent Inventory Location, or its parent Inventory Area.

VetView Wiki

Most recent releases of VetView:  Version 4.2.5 Hotfix (Released 10/31/2024)

Functionality

 Inventory Location Setup...
  1. Navigate to the 'Hospital Setup' screen via the 'Navigation Menu'.
    1. Select the Hospital.
  2. Navigate to the 'Unit Setup' tab.
    1. Select the Hospital Unit.

  3. Navigate to the 'Unit Details' subtab.

     Click here to expand...
    1. Insure that the 'Inventory Area' checkbox is selected.
      1. This options designates the Hospital Unit as an Inventory Area which provides additional functionality to that Hospital Unit - such as Inventory Locations in which Inventory is stored, used, transferred, shipped, and received.
    2. Configure the other Inventory Transfer and Purchase Order Defaults.

  4. Navigate to the 'Inventory Locations' subtab.

     Click here to expand...
    1. Using the 'Location Levels' section, create a model of the storage spaces within the Inventory Area.
      1. For more details, refer to the 'Hospital Setup' screen - 'Unit Setup' tab - 'Inventory Locations' subtab Mockup Wiki page.
    2. Using the 'Inventory Locations' section, begin to lay out the physical Inventory Locations within the Inventory Area, using the Location Level model.
    3. Add Products to the Inventory Location.


 Link Products to Inventory Locations...

Linking Products and Inventory Locations does not actually add Inventory, it just creates a link between the Product and Inventory Location.  This provides a Default Inventory Location for the Product.

This step is not necessary.  When Inventory is received, the Inventory Location is selected, which also creates the Default Inventory Location for the Product.

  1. Navigate to the 'Hospital Setup' screen via the 'Navigation Menu'.
    1. Select the Hospital.
  2. Navigate to the 'Unit Setup' tab.
    1. Select the Hospital Unit.

  3. Navigate to the 'Inventory Locations' subtab.

  4. Navigate to the 'List by Location' subtab.

 Reconciling Inventory at the Inventory Location level...
  1. Navigate to the 'Inventory Reconciliation & Adjustment' screen via the 'Navigation Menu'.
  2. Search for Inventory using the search options at the top of the screen - including Inventory Area, Inventory Location, and Product.
  3. In the search results, make changes to any of the editable values.
  4. When the 'Post' or 'Save' button is clicked, provide the Inventory Adjustment Code and Reason associated with each line of Inventory that was edited.
  5. To view Inventory Adjustments that have been posted to an Inventory row, hover the cursor over the info dot in the 'Adj' column.

 Moving Inventory within an Inventory Area...
  1. Navigate to the 'Product Setup' screen via the 'Navigation Menu'.
  2. Search for and select the Product.
  3. On the 'Product Info' screen, navigate to the 'Inventory' tab.
  4. Navigate to the 'Inventory' subtab.
  5. Using the checkboxes on the:
    1.  'Location View' subtab...
      1. Select the Inventory Location from which to move all Inventory, or the individual Inventory to be moved.
      2. Click the 'Move Selected' button.

    2.  'Inventory View' subtab...
      1. Select the individual Inventory to be moved, or the Inventory Location from which to move all Inventory.
      2. Click the 'Move Selected' button.

  6. In the 'Move Inventory' dialog

     Click here to expand...
    1. Provide the 'New Inventory Location', Inventory 'Adjustment Code', 'Adjustment Reason', and the 'Quantity to Move' from each of the 'Current Inventory Locations'.
      1. The 'Quantity to Move' will default to the existing Quantity in the 'Current Inventory Location', and can not exceed the existing 'Sales Quantity'.
      2. The 'Units' will default to the 'Sales Units', and indicates that the 'Quantity to Move' is in Sales Units or Stock Units.

 Auto-Receive Inventory Setup...
 Hospital Setup...
  1. Navigate to the 'Hospital Setup' screen via the 'Navigation Menu'.
    1. Select the Hospital.
  2. Navigate to the 'Inventory Setup' tab.
  3. Navigate to the 'Hospital Defaults' subtab.
  4. In the 'Inventory Transfer Defaults' section, set 'Auto-Receive Inventory' to:
    1. 'Yes' - The Inventory Areas that are not explicitly set, or are set to inherit this setting from the Hospital, will automatically Receive Inventory that is Shipped to them via an Inventory Transfer Request.
    2. 'No' - The Inventory Areas that are not explicitly set, or are set to inherit this setting from the Hospital, will not automatically Receive Inventory that is Shipped to them via an Inventory Transfer Request.
    3. By default, the Inventory Areas that are not explicitly set to not auto-receive Inventory, or inherit the setting from their parent Inventory Area or the Hospital, will automatically inherit this setting from the Hospital.
 Inventory Location Setup...
  1. Navigate to the 'Hospital Setup' screen via the 'Navigation Menu'.
    1. Select the Hospital.
  2. Navigate to the 'Unit Setup' tab.
    1. Select the Hospital Unit.
  3. Navigate to the 'Inventory Locations' subtab.
  4. After selecting the Inventory Location, 
    1. Right-click and select the 'Auto-Receive' menu option; or,
    2. Click the 'Edit' Button; then,
    3. Select an option:
      1. 'Auto-Receive Inventory'
      2. 'Do not Auto-Receive Inventory'
      3. 'Inherit from Parent Area'
      4. 'Inherit from Parent Location'

Definitions

  • Following is a table of definitions for the screens (Components), components of screens (Subcomponents), fields (UI Element labels, names and entities), controls (names and entities), DB columns, adjustment types, privileges, attributes, and specs that have a direct, or indirect, connection to the term 'Inventory Location'.
  • Use the controls at the top of the table to change the sort, grouping, and row height.
  • To see more of the cell content, click on the cell expansion control located at the top-right corner of a selected cell.

Open Issues

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