Inventory Reorder screen

Owned by Cathy Allison
Last updated: Oct 20, 2021 by Rick Eggleston (Unlicensed)
5 min read

Overview

  • Provides the ability to quickly create purchase orders for products that have reached their minimum stock level.
    • Scope - Examines the inventory in an Inventory Area (Hospital Unit), for all vendors, or a single vendor.
    • Minimum Stock Quantity - For each vendor, lists the products that have reached their 'Minimum Stock' quantity - based on the 'Default Vendor' for each product.
    • Needed Quantity - Populated with the Minimum Stock Quantity plus the Reorder Quantity minus the Current Quantity, rounding up to the nearest whole stock unit for the default vendor.
    • Default Vendor - For each product, the 'Default Vendor' can be changed on-the-fly.  The change will affect the current activity, or it can be saved as the default vendor for future orders.
    • Ignore Pending - Pending quantities are those quantities that have been ordered on a purchase order that has been sent, or printed, but not yet received.  This will help prevent placing duplicate orders.

Inventory Reorder report

  • Provides the ability to quickly create purchase orders for products that have reached their minimum stock level.

Functionality

  • Products are added to the reorder list automatically.

    • 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 'Reorder Actual' quantity is calculated based on the minimum, reorder, and current quantities.

    • After the 'Generate List' button is clicked, the page will display a list of vendors that are associated with the reorder products, as the 'Default Vendor'.

    • If the product has been ordered but not yet received on a purchase order, the quantity ordered will appear in the 'Pending Qty' column.  These products can be filtered out of the list (ignored) so that they are not ordered unnecessarily.

    • 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' screen will open, allowing the User to specify a 'Univ. PO Number', make any necessary changes, then send or print the purchase orders.

VetView Wiki

Most recent releases of VetView:  Version 4.1.3 Hotfix (Released 2/16/2024)

This page may contain functionality not found in the current version of VetView.
Contents

Navigation

  1. Click the 'Navigation' button on the VetView button bar at the top of the screen.

  2. Click the 'Inventory Reorder' hyperlink.

     Click here to expand...

  3. Select a vendor and unit.

  4. Click the 'Generate List' button.

     Click here to expand...

  5. Select a vendor from the 'Vendor List'

  6. Select the product that should be ordered

  7. Click the 'Create P.O.' button.

  8. If more than one vendor is listed, select products to be ordered from each one.

  9. When the purchase orders are created, at least one purchase order will be created for each vendor and contract.

     Click here to expand...

  10. 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.

  11. Select each purchase order, then click the 'Edit' button.

  12. 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.
     Click here to expand...

  13. After editing the purchase order, click the 'Print', or 'Send E-PO/Mark as Sent' button.

  14. When the purchase order is printed successfully, the status will be updated to 'PO Printed'.

  15. If the purchase order is sent electronically, the status will be update to 'Sent'.

     Click here to expand...

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

This is the Inventory Reorder screen.

Mockups


Following is a list of mockups for this screen:

 Click here to expand...

Specs

Fields and Controls

The following table lists all of the fields and controls found on this screen.  The fields and controls are grouped by their location on the screen; for example, buttons on a 'section' or columns in a 'data grid'.  Use the controls at the top of the table to change the sort, grouping, and row height.  To see more of the cell content,  click on the cell expansion control located at the top-right corner of a selected cell.

Privileges

Definitions

How To...

Create Product List by Inventory Area

 Click here to expand...

  1. Using the 'Inventory Reorder screen' screen, select the Unit (Inventory Area) that will appear on the purchase orders.

    1. Only Hospital Units that are identified as Inventory Areas will be available in the drop-down list.
    2. Optionally, select a specific vendor.

  2. 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'.

  3. 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.

     Click here to expand...

  4. A list of Vendors, associated to the products that have reached the 'Minimum Quantity', will appear. 

     Click here to expand...



Create Product List by Inventory Area

 Click here to expand...

  1. Click on a specific vendor to view the products that have reached the minimum quantity, and for which they are the 'Default Vendor'

  2. 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'.

  3. Click on the 'Create PO' button to generate a purchase order for the selected items - one purchase order per vendor/contract.

     Click here to expand...

Create Product List by Inventory Area

 Click here to expand...

  1. 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.

  2. Click on the  ('Create PO') button to generate the purchase orders.

     Click here to expand...

  3. The purchase orders will be created automatically.

  4. The 'Purchase Order Search screen' screen will open with the list of 'New' purchase orders at the top of the list.

     Click here to expand...

Purchase Orders

Refer to the 'Purchase Order Search screen' Wiki page to view, edit, print, and send purchase orders.

Planned Improvements

key summary status
Refresh

Bugs

key summary status
Refresh

Open Issues

 Click to expand ...

key summary type priority status fixversions components
Refresh