Order of recommend setup for new labs

Labs interested in making new inventory should do some offline work before splashing around in VetView. Have a list of websites or item catalogs that they frequently order from on hand for this information.

1. Offline homework for personnel who do lab product reorders

   1. Who are the vendors I usually order from?

   2. What products does each vendor sell?

   3. Who is the preferred vendor for each product?

   4. What is the order price and quantity for each product?

   5. How much of each product do I have to order from each vendor?

      1. How is this product shipped? Is it different from how we’ll use it -i.e. we order a box of 100 but use them 1 at a time?

      2. Will this be a floor stock product that gets reordered in bulk, or will we eventually want to decrement it on a per test basis?

   6. How is each product stocked in our shelves? Do we order 1 case (order unit) of 10 boxes (stock unit) of 1000 gloves (sales/usage unit)?

   7. Can I order the same product from a different vendor at a different price?

2. Actual VetView Setup

• Inventory Location Setup under Lab Setup

  • We know this part is changing

• Vendor Setup will have to be next step, not Product setup

• Product Setup - link products to vendors, and to inventory locations

• Now you can make your first purchase order

Workflow Questions and Bugs Identified during review sessions

The concept we have on the Inventory Screens themselves - screen to screen flow - should be included on these pages as long as the user has the rights. We have some “Go to product setup” but we should also have “Go To Vendor Setup” in a few other where it’s appropriate.

Also need to discuss the redundancy on right click menus in general. We added too many buttons and they could be simplified for the Labs.

Lab Setup → Workstation/Section Setup Screen

• The location drop down doesn’t build out until you’ve saved the entire Workstation at least once

  • This means you can’t set parent locations until you’ve saved at least once.

  • Should just have an info dot or warning that it’s required?

  • LIMS-12391: lab inventory location tree not buildingClosed

• Missing some of the info from Hospital - no way to have Defaults/Hidden on Labs

• Lack of Default Location setting is breaking PO auto stock feature

Vendor Setup Screen

• We should add some ghost text in the fields to aid in product setup since these will all be inventory newbies

• Contact not populating to top (on Save?) - must be primary

• LIMS-12392: Lab/Hospital Vendor Screen clean-upClosed

• addt bug LIMS-12393: Unable to delete lab vendor contactClosed

Product Setup Screen

• Inventory on Hand

  • Product Pop up?

• Why are right click menus taking us to product setup when we’re already there? Hide this.

• Why do we have both Edit Inventory and Edit lot/serial/manufacturer? Redundant.

• Why are right click menus taking us to the transaction log…… when we have a transaction log tab? Is there a difference?

• LIMS-12394: Lab/Hospital product setup clean-up for inventoryClosed

• LIMS-12395: Hide NDC field on labs inventoryClosed

Purchase Order Screen

• Pick List - add item from picklist results in cannot invoke method error. Need stacktrace@Shauna Corsaro@Cathy Allison

• Need time stamps visible on the PO log. Important to know when, not just what date

• PO Receiving - What is the default location? We don’t get to set this in labs.

• LIMS-12396: Labs/Hospital purchase order screen clean-upClosed

• Reciving Without:

  • Hide + Add all items

  • Delivery report is blank – needed save

  • MAJOR: Auto Stock has no inventory locations if they didn’t set up workstations

    • Stocking list is missing

    • Inventory can disappear into a black hole

  • LIMS-12397: Receive delivery without PO clean-upClosed

Inventory Count Screen

Inventory Transfer Screen

• Menu on pull - View Log X

• Need a change in location

• You should not be allowed to complete a pull without one of the radio buttons selected

• LIMS-12399: Labs/Hospital inventory pull screen clean-upClosed

PO Screen

• View PO - This should be grayed out until you select a row, or instead open a pop up window to select

• LIMS-12396: Labs/Hospital purchase order screen clean-upClosed

Open