Inventory Transfer screen
- Rick Eggleston (Unlicensed)
Click the 'Navigation' button on the VetView button bar at the top of the screen.
Click the 'Inventory Transfer' hyperlink.
The availability of menu items is controlled by privileges that are assigned to each user, so the 'Navigation Menu' will not look the same for all users.
Screen
Mockups
Following is a list of mockups for this screen:
Specs
Fields and Controls
Privileges
Definitions
How To...
Fulfill an Inventory Transfer Request
Navigate to the 'Inventory Transfer' screen.
From here, you will be able to search for Request Items to be transferred, print the 'Shopping List' report, transfer and adjust request items.
Search for requests or request items to be transferred.
Only request items with a status of 'Requested', 'Backordered', and 'Missing' can be Transferred.
Refer to the 'Fields and Controls' section for detailed information about the search criteria fields and controls.
Select the 'Date Shipped'.
The 'Date Shipped' will default to the current date, but it can be modified. This date will be applied to all request items shipped when the 'Ship' button is clicked.
Enter the quantity 'Transferred' and 'Cancelled' for the inventory to be transferred for the request item.
- Expand the Inventory List section for the Request Item.
- Enter the Cancelled '(C)' quantity for each Inventory Item.
- Enter the Transferred '(T)' quantity for the Request Item. This will be calculated automatically by VetView using the inventory that will expire first, then the inventory that has been on the shelf the longest.
- As you update the Inventory Item quantities, the quantities for the Request Item will be updated.
- The Backordered '(B)' quantity will be calculated as follows:
- If the sum of the Transferred and Cancelled quantities is less than the Requested quantity, the remaining quantity will be considered to be Backordered.
- Examine the Requested '(Q)' quantity for the Request Item.
- Note the value in the 'Request Units' column. This indicates the units that were requested - Sales or Stock, and the S:St ratio.
- VetView will auto-populate the Transferred '(T)' column using inventory that will expire first, or inventory that has been on the shelf the longest.
- If need be, inventory from multiple Inventory Locations, and with different attributes, can be selected.
- If the desired quantity has not been calculated, enter the quantity of the Inventory Item to be Transferred in the '(T)' column - based on the Requested Units.
- If the 'Hide from Transfer' option has been selected for an Inventory Location, the inventory held in that location will not appear as an option in the Inventory List. (Refer to the 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab).
Enter 'Comments' for the inventory and request item.
Click the 'Save' button to save the changes without posting.
This will only save the changes to the inventory quantities. The inventory quantities must be posted, which will not happen until the 'Ship' button is clicked.
Click the 'Ship' button to post the changes to inventory.
When the 'Ship' button is clicked, the status of the Inventory Transfer Request and Request Items will be updated.
Refer to the 'Inventory Transfer & Purchase Order Status' wiki page for a complete list of status rules.
Setup Requirements
The 'Inventory Transfer Receiving' functionality is not currently available; therefor, each Hospital Unit that is designated as an Inventory Area, must also be set to 'Auto Receive Inventory'. The Inventory Area must also be assigned a 'Default Inventory Location'. These settings are found on the 'Hospital Setup' screen -> 'Unit Setup' tab -> 'Unit Details', and 'Inventory Locations' subtabs.