How do I add inventory for a product?

The Add New Inventory button is available on multiple screens in VetView, allowing you to add new inventory for existing products wherever you are managing your inventory.

How do I add inventory on the Inventory Search screen?

Inventory on the Inventory Search screen is added on the Inventory on Hand tab. 

This tab offers the Add Inventory button as a quick way to add inventory that was acquired outside of a normal purchase order or inventory transfer process - such as from a local retailer. 

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Add Inventory Button

Add Inventory button

You do not need to perform a search to add inventory on this tab. You can select the Inventory Location to add the inventory to from within the Add/Modify Inventory Window.

Click on the Add Inventory button to open the Add/Modify Inventory dialog.

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Add / Modify Inventory Button

Search for the product either by using its line and sequence or its product name, then choose the inventory location where you want to add it.

Fill in the rest of the details, and click the Save button to add the inventory item to the system.  Although the fields are not always required, the more information you can add about the inventory, the better you will be able to manage the inventory in the future.

Click on the Save button to add the inventory to the selected location.

The next time you search for that product or that location, the product you added will appear.

In the example given, the Quantity added was below the PAR levels added at the time of the inventory, so the product is automatically flagged as being low and will be included on future Minimum Stock reorder lists for this Inventory Area.

How do I add inventory on the Inventory Management screen?

Like the Inventory Search screen, the Inventory Management screen has a quick Add Product button at the top of the screen that allows you to add inventory outside of the normal purchase order or inventory transfer process.

You can use this to add values to any existing inventory item in your system at any time, or to add a new type of inventory item into your system. (A quantity of at least 1 item must be entered in 4.2.)

You also have the option of adding PAR levels for this specific inventory area or location while adding the inventory item.

Correcting Inventory Levels on an Existing Product outside of a Count

If the Inventory amount in a specific location is not correct, you can update it to the correct value in two ways:

• Edit Inventory (add inventory values back)

• Add Inventory Adjustment (remove inventory values with a specific reason)

You can also use the Edit Inventory option to split out the inventory into two separate pieces and move them between Inventory Locations (zones) or Inventory Areas (sub zones) without changing the total quantities.

How do I delete an item from Inventory?

If an item is no longer stored in that inventory location, click on the Delete Inventory Item menu option to remove it.

For example, an item that displays an invalid negative quantity is no longer sold by the manufacturer, and has been replaced with a different product on more recent purchase orders. Other units or sections may still have stock of the product so it cannot be set as inactive yet. This product with a negative value can be safely deleted from the inventory area.

Note that this does not remove the product from the system.  It only removes the item listing from the selected Inventory Area and Location.

How do I add inventory on the Inventory Count by Area screen?

During the course of an Inventory Count, you may find products that are in the inventory location but are not listed in the system.

You can add the items during the Inventory Count to ensure that the final count is as accurate as possible.

Add additional inventory by right-clicking an item in the list, or add a new product by clicking on the Add Product button at the top of the screen. 

This will bring up the standard Add/Modify Inventory Window.

How do I add inventory via a Purchase Order?

As purchase order items arrive, you can add the inventory as you verify the PO items against the order that was sent to the vendor.

Select the desired purchase order, then click on the View PO button to open the Purchase Order Details screen. Or double click the row to open the PO directly.

On the Purchase Order Details screen, confirm that the PO data matches, and verify the list of items on the PO.

Then click on Start New Receiving to open a new Delivery tab to enter in the received items into your Inventory Areas. 

From the Delivery tab, you can verify that the Quantity ordered matches the Quantity received, and enter in details such as expiration dates, lot/serial, and NDCs as appropriate. Additional product comments can be added as well, such as differences in product packaging or substitutes if a different manufacturer was provided for the product than expected (e.g. you ordered masks from Grainger and received identical ones manufactured from Westinghouse instead, as your supplier was backordered.)

If only one item was delivered in this batch, you can add it individually, and keep the PO open for later items. 

Only products on the Purchase Order will display on the drop down menu, so you can search directly on the Delivery tab to add the inventory items that were included in this delivery for the PO.

Click on the Mark Delivery completed button to complete the process and add the items to the inventory unit chosen on the Purchase Order.

You will be prompted to choose how to add these items to the Inventory Area.  Auto Stock will put the entire items into the selected locations and mark the Stocking event as completed in a single step.

Select the Inventory Location where you want to add these items. Note that items must be added to a single inventory location with Auto Stock, but can be further split out to other locations in the same unit once they are added without a formal transfer.

Add Delivery to Stocking List will instead create a Stocking event for the Purchase Order, for a second person within that hospital unit to verify receipt of the items in the delivery and complete the process at a later time.

How do I add inventory via the Product Setup screen?

On the Product Setup screen, use the Inventory on Hand subtab to view the existing inventory for the product in all locations and add new inventory to any Inventory Area.

Click on the Add Inventory button to open the Add/Modify Inventory dialog.  The product will pre-populated.

For New Products

Before adding inventory, be sure to specify the default Product Cost, Sales Unit, Stock Unit, Order Unit, Sales-to-Stock (S:St) Ratio, and Stock-to-Order (St:O) Ratio via the Inventory Costs and Defaults section on the Product Details tab.

Then you can add inventory on the Inventory On Hand subtab.

How do I add inventory via the Inventory Transfer Request screen?

Use the Inventory Transfer Request screen to request inventory from another Inventory Area and add it to another.

Click on Submit Request to send the Inventory Transfer Request to the selected unit.

The Source unit will be responsible for pulling the items using the Inventory Pull workflow. This can be started on the Inventory Transfer Request screen, or on the Inventory Pull Screen.

Once that is finished, click on Complete Inventory Pull to transition the Inventory Transfer Request over to the Stocking status.

Auto Stock after Completing Inventory Pull

After clicking on the Complete Inventory Pull button, you will get a pop up box that gives you the option to Auto Stock or to Add to Stocking List.

• Auto Stock: Immediately increases the inventory levels in the default location displayed

• Add to Stocking List: Adds these items to the Stocking workflow to be manually stocked and verified at a later time

Add to Stocking List will keep the Stocking event tied to the existing Inventory Transfer Request and Inventory Pull event that has already occurred in the workflow.

The Start Stocking button then becomes available on the Inventory Transfer Request screen. On the Stocking Screen itself, the Inventory Pull is available in the list of options.