Inventory Reorder screen
- Cathy Allison
- Rick Eggleston (Unlicensed)
Click the 'Navigation' button on the VetView button bar at the top of the screen.
Click the 'Inventory Reorder' hyperlink.
Select a vendor and unit.
Click the 'Generate List' button.
Select a vendor from the 'Vendor List'
Select the product that should be ordered
Click the 'Create P.O.' button.
If more than one vendor is listed, select products to be ordered from each one.
When the purchase orders are created, at least one purchase order will be created for each 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, then 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...
Create Product List by Inventory Area
Using the 'Inventory Reorder screen' screen, select the Unit (Inventory Area) that will appear on the purchase orders.
- Only Hospital Units that are identified as Inventory Areas will be available in the drop-down list.
- Optionally, select a specific vendor.
The 'Ignore Pending' checkbox is used to filter the products that have been ordered, but not yet received. The default state is checked, which will prevent those products from appearing in the 'Inventory List'.
Click the 'Generate List' button. If the list has been previously generated, and the 'Reorder Actual' quantities have been modified, you will be presented with a confirmation to generate a new list, overwriting the quantities in the old list.
A list of Vendors, associated to the products that have reached the 'Minimum Quantity', will appear.
Create Product List by Inventory Area
Click on a specific vendor to view the products that have reached the minimum quantity, and for which they are the 'Default Vendor'
You can select all of the items for the vendor, or only choose specific items by selecting the checkbox at the end of the rows in the 'Inventory List'.
Click on the 'Create PO' button to generate a purchase order for the selected items - one purchase order per vendor/contract.
Create Product List by Inventory Area
After selecting the vendor and 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' 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.