Inventory On Hand tab in 3.3

Inventory on Hand tab

The 'Inventory Search' screen → 'Inventory on Hand' tab has two sections:

'Search Criteria'
'Search Results'

Inventory Search screen → Inventory On Hand tab:

Search Criteria section

This section provides the ability to search for Inventory on Hand.
Inventory Search screen → Inventory on Hand tab → Search Criteria section:

Fields & Controls

Fields & Controls	Description
Product	The 'Product' field is a smart search that provides the ability to enter the *Product Line, Product Sequence Number, Vendor Product Code, Alternate ID, Synonym, and/or part of the VetView Product Name, or the Vendor's Product Name. As characters are typed, a short list of Products* will be presented for selection. The typed characters are compared to the Product Name, *Code, Alternate IDs, Synonyms; and, Vendor's Product Code, and Name*.
Inventory Area	A logical or large physical area of the *Hospital* where *Inventory* may be stored and used; such as, Pharmacy, Radiology, Oncology, Large Animal Hospital, Main Warehouse, etc. *Inventory Areas* are further divided into *Physical Locations,* called 'Inventory Locations', where one or more *Inventory Items* may be found.
Location Filter	A physical location, within an *Inventory Area* (Hospital Unit), where *Inventory* is stored. The *Inventory Location* is defined via the 'Hospital Setup' screen - 'Unit Setup' tab - 'Inventory' subtab - 'Inventory Locations' subtab.
Expiration Date	The Expiration Date refers to a date, that may be associated to each Inventory Item, and indicates when the Inventory Item will expire, thus should be taken out of Inventory. The Expiration Date is entered by the User from a number of screens, and is one of the 'Unique Inventory Attributes'. A range of dates may be used to find Inventory with an Expiration Date within the date range.
Lot	The Lot Number is an identifier that may be associated with an Inventory Item, and is one of the 'Unique Inventory Attributes'. Inventory Items may be located by their Lot Number. If using the Lot Number to location *Inventory Items, the complete Lot Number* must be used - partial search is not allowed. The manufacturer’s *Lot Number* which pinpoints the production batch from which the *Inventory* originated. When product recalls occur, the *Product* is usually referenced by the *Serial Number* and/or *Lot Number*.
Serial	The Serial Number is an identifier that may be associated with an Inventory Item, and is one of the 'Unique Inventory Attributes'. Inventory Items may be located by their Serial Number. If using the Serial Number to location *Inventory Items, the complete Serial Number* must be used - partial search is not allowed.
NDC	The National Drug Code (NDC) is an identifier that may be associated with an Inventory Item, and is one of the 'Unique Inventory Attributes'. Inventory Items may be located by their NDC. If using the NDC to location *Inventory Items, the complete NDC* must be used - partial search is not allowed. The 10-digit NDC will be in one of the following configurations: 4-4-2, 5-3-2, or 5-4-1, meaning that there are 4 or 5 digits for the labeler code, 4 or 3 digits for the product code, and 2 or 1 digit(s) for the package code. The FDA maintains a searchable database of all NDC codes on their website. More about National Drug Codes* can be found on these websites:* National Drug Code Directory: https://www.fda.gov/drugs/drug-approvals-and-databases/national-drug-code-directory https://www.accessdata.fda.gov/cder/ndcxls.zip Electronic Animal Drug Product Listing Directory: https://www.fda.gov/industry/structured-product-labeling-resources/electronic-animal-drug-product-listing-directory
Mfr	The *Manufacturer* is the organization that produced the Product or Inventory, and is one of the 'Unique Inventory Attributes'.
Stock Levels	Filters that are applied to the Search Results based on the Inventory Item *'Quantity'. One of five options are available: All* - no restrictions. In Stock - Quantity is greater than zero. *Below Min Qty* - Quantity is below the 'Minimum Stock Quantity' for the Product in the Inventory Location. (Refer to 'How to Edit Minimum Stock Quantity' link below) Out of Stock - Quantity is equal to zero. Negative Qty - Quantity is less than zero.
	The 'Search' button uses the selected search criteria to populate the 'Search Results' section.
	The 'Reset Search' button clears all of the fields in the 'Search Criteria', and 'Search Results' sections.

Search Results section

This section provides the list of Inventory on Hand after the Search Criteria is executed.
Inventory Search screen → Inventory on Hand tab → Search Criteria section:

Fields & Controls

Fields & Controls	Description
	The 'Add Inventory' button provides access to the 'Add / Edit Inventory' dialog. (Refer to 'How to Add Inventory' link below)
	The *'Print List'* button provides the ability to print the contents of the 'Search Results' section, in the 'Inventory on Hand' report. (Refer to 'How to Print the Inventory on Hand report' link below)
Line-Seq	The 'Line-Seq' column displays the VetView Product Line Number and Sequence Number separated by a '.' (period). The Search Results can be sorted by this column.
Product	The 'Product' column displays the VetView Product Name. The Search Results can be sorted by this column.
Inventory Area	A logical or large physical area of the *Hospital* where *Inventory* may be stored and used; such as, Pharmacy, Radiology, Oncology, Large Animal Hospital, Main Warehouse, etc. *Inventory Areas* are further divided into *Physical Locations,* called 'Inventory Locations', where one or more *Inventory Items* may be found.
Inventory Location	A physical location, within an *Inventory Area* (Hospital Unit), where *Inventory* is stored. The *Inventory Location* is defined via the 'Hospital Setup' screen - 'Unit Setup' tab - 'Inventory' subtab - 'Inventory Locations' subtab.
Minimum Quantity	The *Minimum Quantity* (also known as the *Par Value) to be held in Inventory* for a *Product* and *Inventory Area* (*Hospital Unit). The 'Minimum Stock Quantity'* for each *Product* is configured for the *Inventory Location, via the 'Edit Product Minimum Quantity by Inventory Location' dialog on the following screens (the functionality provided by this tab is the same on either screen): 'Inventory Search' screen → 'Inventory On Hand' tab 'Product Info' screen → 'Inventory' tab → 'Inventory on Hand' subtab (Refer to the 'How To Edit Minimum Quantity' section on the 'Purchase Order Details screen in 4.0*' wiki User Guide page.)
Expiration	The Expiration Date refers to a date, that may be associated to each Inventory Item, and indicates when the Inventory Item will expire, thus should be taken out of Inventory. The Expiration Date is entered by the User from a number of screens, and is one of the 'Unique Inventory Attributes'.
Lot	The Lot Number is an identifier that may be associated with an Inventory Item, and is one of the 'Unique Inventory Attributes'. Inventory Items may be located by their Lot Number. The manufacturer’s *Lot Number* which pinpoints the production batch from which the *Inventory* originated. When product recalls occur, the *Product* is usually referenced by the *Serial Number* and/or *Lot Number*.
Serial	The Serial Number is an identifier that may be associated with an Inventory Item, and is one of the 'Unique Inventory Attributes'. Inventory Items may be located by their Serial Number.
NDC	The National Drug Code (NDC) is an identifier that may be associated with an Inventory Item, and is one of the 'Unique Inventory Attributes'. Inventory Items may be located by their NDC. The 10-digit NDC will be in one of the following configurations: 4-4-2, 5-3-2, or 5-4-1, meaning that there are 4 or 5 digits for the labeler code, 4 or 3 digits for the product code, and 2 or 1 digit(s) for the package code. The FDA maintains a searchable database of all NDC codes on their website. More about National Drug Codes* can be found on these websites:* National Drug Code Directory: https://www.fda.gov/drugs/drug-approvals-and-databases/national-drug-code-directory https://www.accessdata.fda.gov/cder/ndcxls.zip Electronic Animal Drug Product Listing Directory: https://www.fda.gov/industry/structured-product-labeling-resources/electronic-animal-drug-product-listing-directory
Mfr	The *Manufacturer* is the organization that produced the Product or Inventory, and is one of the 'Unique Inventory Attributes'.
Stock Level
	The 'Search' button uses the selected search criteria to populate the 'Search Results' section.
	The 'Reset Search' button clears all of the fields in the 'Search Criteria', and 'Search Results' sections.

How To...

Expand the following links to learn about specific functionality provided by this screen.

Add Inventory

Inventory can be added via the 'Add / Edit Inventory' dialog.

To Add Inventory:

Navigate to the 'Inventory Search' screen → 'Inventory on Hand' tab.
Click here to expand...
Search for the Inventory Area and Inventory Location to which Inventory should be added.
1. It is not necessary to execute a search; however, if an Inventory Location is searched, it will be prepopulated in the 'Add / Edit Inventory' dialog.
Click the button; OR,
Right-click a row and select the option from the context menu; OR,
1. There are two versions of the context menu:
  1. A short version appears when the selected row represents Inventory' with multiple Inventory Items.
  2. A long version appears when the selected row represents a single Inventory Item.
Click the button, at the right end of an Inventory Item row, and select the menu option.
On the 'Add / Modify Inventory' dialog:
Click here to expand...
1. Select the Product.
  1. Enter the 'Line' and 'Seq'; OR,
  2. Enter the 'Line' and/or 'Seq' to filter the 'Description' drop-down list.
  3. Enter the Product Name, Alternate ID, or Synonym, in the 'Description' drop-down list.
2. The Inventory Location is prepopulated by the row that was selected from the 'Search Results', but it may be changed.
3. Enter the Quantity in Sales Units, which should be displayed to the right of the 'Quantity' field.
4. Enter the remaining fields as required:
  1. Expiration Date
  2. Lot Number
  3. Serial Number
  4. NDC
  5. Manufacturer
5. Click the button to save; OR,
6. Click the button to cancel.

Print List

Click on the Print List button to open a PDF report of the items that matched your search results. This PDF can be printed and carried to the inventory location as a working list.

View Sales Unit / View Stock Unit (Switch)

Clicking on the View Sales Unit button will change all the switches from the current setting on the Sales to Stock column over to the Sales unit.

Once clicked, the button changes to say View Stock Unit. The switches on each line will change at the same time to display the Sales Unit.

Inventory Menu Options

At the end of each row of the Search Results, the Menu Button appears as an icon with three stacked lines. This button will open up the Right Click menu that is available on this screen.

Go To Product Setup

This will open up the Product Setup screen for the product on the row where the menu button was clicked. Press the CTRL key to open this in a new tab.

Delete Inventory Item

If a row was added by accident or you need to manually consolidate, you can delete the inventory item.

The system will prompt you to confirm the deletion.

Only one row of inventory will be deleted; any other rows of the inventory item will remain in the system until an action is taken directly on them.

Add Inventory Item

This opens up the same window as the Add Inventory Item button at the top of the Search Results window.

Split Inventory Item

Inventory within a single area can be split after a transfer. For example, if a quantity of a product sent to a unit will be split between a storage shelf and crash carts, it can be added once at the primary location, and then split to the secondary location.

Click on the Copy icon to transfer the expiration, lot, serial number, and manufacturer to to the next line to preserve it, then change the location to the new one.

Add Inventory Adjustment

If a product has been lost, damaged, or has expired, it can be adjusted on the fly using the Add Inventory Adjustment window.

Edit Minimum Stock Quantity

Use this to modify the minimum stock quantities that can be used to trigger the need to reorder the product on the next PO to the vender.

Edit Minimum Stock Quantity

To Edit Minimum Stock Quantity:

Navigate to the 'Inventory Search' screen → 'Inventory on Hand' tab.
Click here to expand...
Search for the Inventory Area and Inventory Location to which Inventory should be added.
1. It is not necessary to execute a search; however, if an Inventory Location is searched, it will be prepopulated in the 'Add / Edit Inventory' dialog.
Right-click a row and select the option from the context menu; OR,
1. There are two versions of the context menu:
  1. A short version appears when the selected row represents Inventory' with multiple Inventory Items.
  2. A long version appears when the selected row represents a single Inventory Item.
Click the button, at the right end of an Inventory Item row, and select the menu option.
On the 'Edit Product Minimum Quantity by Inventory Location' dialog:
Click here to expand...

Print the Inventory on Hand report

To Print the 'Inventory on Hand' report:

Navigate to the 'Inventory Search' screen → 'Inventory on Hand' tab.
Click here to expand...
Search for the Inventory Area and Inventory Location to which Inventory should be added

Add Lot / Serial / Manufacturer / Expiration Date

If information for the stocked item was not entered when the inventory line was added, or the information is incorrect, it can be modified by right clicking and choosing this option.

Enter in the correct information, and then click save.

View Pending Transfers / POS

View Transaction Log

VetView Wiki

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