How do I search for existing inventory in 4.0?

This page was originally created for VetView 4.0 on 4/14/2023 and has been updated to reflect changes made in VetView 4.2 on 1/25/2024.

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How do I search for existing inventory?

In VetView 3.3 we added a new Inventory Search screen.  This screen allows for a faster search of specific products based on item number and product information, inventory area and location, and stock levels.

For detailed information about this screen, please see the Inventory Search screen in 3.3 page.

In Version 4.0 and later we have updated the look and feel of this screen slightly, and we have continued to make refinements in VetView 4.2.

 

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HD Monitors Required The Inventory Management screens perform best on monitors of 1920 x 1080 pixels (standard 1080p resolution) but require at least 1366x768 (standard laptop HD) to view without losing functionality. Please contact your IT department if you run into problems using these screens due to a small monitor or laptop screen size.

How do I search for all locations of a specific product?

On the new Inventory Search screen, enter in the line and sequence number for the product you want to search for. You can also identify a product by searching for it by name or a synonym.

Click on the Search button to find matching results.

A list of all matching products will appear.

The Inventory Areas for each specific product will load in the second column, and any sub locations will appear in the Inventory Location column.  

The results will also display the current known quantities of each inventory entry for the product.

A screenshot from VetView showing the Inventory on Hand tab.  At the top are search criteria starting with the product line and sequence in the upper left.  At the bottom are the search results.
Inventory On Hand Tab within the Inventory Search Screen

Product Details

To verify you are looking at the product that you expect to see, you can mouse over the info dot on product details to verify the product's information.

How do I create a list of all items in an Inventory Area or location?

To find all products within a specific Inventory Area or Inventory Location, select the Area and Location on the top section, and click on Search.

All items within that Inventory Area or Inventory Location will display in the Search Results.

How do I create a list of all items that are low on inventory, or out of stock?

You can search for items that are Below Minimum Stock Quantity, Out of Stock (exactly zero), or have a negative quantity (usually a result of an Inventory Transfer not being performed when moving items from one location to another.)

Select the function and click on Search to create a list.

This list can be used as a starting point to identify specific locations and areas that need attention, such as performing an Inventory Count, removing outdated inventory entries, or otherwise cleaning up old data.

In this example, Cardiology, Field Services, Internal Medicine, and the LA Hospital  are potentially places that should have an Inventory Count and correction performed.

Why can't I modify the inventory in certain areas?

In VetView 3.3 and 4.0, Units can have certain users or roles within the hospital assigned to manage inventory.

If the logged in user is not a member of the unit with the Manage Inventory privileges, then the options to adjust the individual Inventory entries within that unit are not available.

In this example, the user is not assigned Inventory privileges within LA Emergency as a unit, and as such, the options to modify the inventory entries are grayed out.

If you have been asked to update inventory for a unit and do not have these options available, contact your supervisor or unit manager to have your Role added to the unit, or have your individual user privileges updated with the new Inventory Management options.   Supervisors may go to the Hospital Unit Assigned Users Tab page for more information.