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Inventory Context Menu

Inventory Context Menu

Page created for VetView 4.0.

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Inventory Context Menu / Right-Click Menu Options

This menu is reused throughout all of the Inventory screens added or updated after VetView 3.3.

Right clicking on a row, or clicking on the Menu button for that row, will display additional options to perform against that row of inventory.

A screenshot of the hamburger menu that can also be accessed by right clicking.  A list of the items in this menu follows in the next part of this page.
Inventory Count Menu Options

List of Inventory Count Menu Options

Menu Option

Description

Menu Option

Description

Go To Product Setup

Goes to the Product Setup Page.

Remove Product

Removes the product from the inventory area.

Add Product

Opens the Add Product dialog box.

Split Inventory item

Opens the Split Inventory Item dialog box.

Add Inventory Adjustment

Opens the Inventory Adjustment dialog box.

View Pending Transfers / POS

Opens a window that displays any Inventory Transfers and Purchase Orders that involve this product.

View Transaction Log

Opens the Transaction Log tab on the new Inventory Screen for this line of inventory for the product.

Remove Product Dialog Box

Use this to clear out a line of inventory from the count is there is none left of the specific inventory entry.

You will receive a prompt confirming that you want to delete it.

Add Product Dialog Box

This is the same as the Add Product button from the top line of this screen.

Split Inventory item Dialog Box

This can be used in parent inventory areas to split a Stock line into two separate rows, allowing one to be transferred to a different inventory area or location.

You can copy a previous row to capture the expiration date, lot, serial number, and other details, then divide the inventory quantity between the two split rows.

After splitting, the second row can be moved to a different location using Inventory Transfer.

A screenshot of the Split Inventory Dialog Box.  The product is displayed at the top, with an info dot.  Each row contains the selected product, and columns to add the quantity, expiration, lot, serial, NDC, and manufacturer.  A Save and Cancel button follows.
Inventory Split/Merge Dialog Box

 

Add Inventory Adjustment Dialog Box

This option allows you to indicate that an inventory item was Expired, Lost, or Wasted (damaged.)

In this example, the product expired in May and will be discarded.  This adjustment will log why the inventory line entry was removed.

A screenshot of the Add or Edit Inventory Adjustments Dialog Box.    There is text information about the product, and the option to choose between the type of adjustment, enter the quantity, and add a comment.  A Save and Cancel button follows.
Add Edit Adjustments Dialog Box

 

View Pending Transfers / POS Dialog Box

This option will list any inventory transfers and purchase orders that this specific inventory line item is involved with.

A screenshot of the Pending Transfers and Purchase Orders window where at least one is found.  It displays a list of the POs or Transfers and also has a link to go directly to them.  An OK button is at the bottom to close the window.
Pending Transfers or Purchase Orders Found

If there are none, it will show, "No pending transfers or purchase orders" instead.

View Transaction Log Menu Option

This option will load the Transaction Log tab on the new Inventory Search screen for this specific product.

 

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