Product Reorder screen
- Cathy Allison
- Rick Eggleston (Unlicensed)
Click the 'Navigation' button on the VetView button bar at the top of the screen.
Click the 'Product Reorder' hyperlink.
Select an Inventory Area (Hospital Unit).
Add products.
The default vendor for the product will be selected, with the option to select any vendor from which the product was previously ordered.
Click the 'Create P.O.' button.
The selected products, will be grouped by vendor and contract, with at least one purchase order being created per vendor and contract.
The 'Purchase Order Search' screen will open.
The 'New' status will be selected, and the search will be executed, with the newest purchase orders listed first.
Select each purchase order, and click the 'Edit' button.
- The University P.O. Number is not created automatically; so, if you use this field, you will need to populate it for each new purchase order.
After editing the purchase order, click the 'Print', or 'Send E-PO/Mark as Sent' button.
When the purchase order is printed successfully, the status will be updated to 'PO Printed'.
If the purchase order is sent electronically, the status will be update to 'Sent'.
Screen
Mockups
Following is a list of mockups for this screen:
Specs
Fields and Controls
Privileges
Definitions
How To...
- Products are added to the reorder list manually.
The default vendor can be changed to another vendor from a list of vendors that have previously provided the product.
Vendor/Product attributes, such as sales unit for the product, and stock unit, order unit, S:St ratio, St:O ratio, vendor product number, and vendor product name, must have already been specified for the default vendor.
The 'Required Qty' is calculated based on the minimum, reorder, and current quantities.
If the product has been ordered but not yet received on a purchase order, the quantity ordered will appear in the 'Pending Qty' column.
If a contract is used for the default vendor, the contract will be used on the new purchase order.
Selecting all, or some, of the products for each vendor, then clicking the 'Create P.O.' button will automatically create a purchase order for each vendor, containing only the selected products.
The Purchase Order Search screen will open, allowing the User to specify a 'Univ. PO Number', make any necessary changes, then print and/or send the purchase orders.
Create Product List by Inventory Area
Using the Product Reorder screen , select the 'Inventory Unit' (Inventory Area) that will receive the purchase order.
- Only Hospital Units that are identified as Inventory Areas will be available in the drop-down list. Typically, this is the hospital's main inventory receiving unit.
In the 'Product List' section, enter the products that need to be ordered.
Select the Vendor, if the default Vendor is not correct.
- Specify the 'Actual Qty' in order units.
Create Purchase Orders
- After entering the products that need to be ordered, select the checkbox for the products that should be included on the purchase orders.
- Click on the
('Create PO') button to generate the purchase orders.
The purchase orders will be created automatically.
The Purchase Order Search screen will open with the list of 'New' purchase orders at the top of the list.
Purchase Orders
Refer to the Purchase Order Search screen Wiki page to view, edit, print, and send purchase orders.