How do I set up my Lab Inventory Products?

For VetView 4.2, to accommodate the addition of inventory to Lab products, we have adjusted the layout of the Lab Product Setup page.

Now you can turn existing lab products into Inventory Item, or add consumables as new inventory items to track the flow within your laboratory.

How do I make an existing lab product into an Inventory product?

If you had existing products you were adding as expenses to certain tests, you can simply add the new Inventory flag to this product to start adding it to Inventory Locations that you have set up in your Lab Sections.

Note that Inventory Products belong to individual labs, just like regular products. You can use the same line and sequence number for the product in each lab for continuity, but each lab that will use the item will need to have its own product.

Turn on the Inventory Flag

To declare a new or existing Product as an inventory product, turn on the Inventory flag, and then click on the Save button.

Open

This will turn on the Inventory Tab. This tab is where you will add the item to Inventory Locations and associate it with Vendors.

Open

Adjust the Billing Details

On the Billing Details tab, for an existing product you will want to review the Unit Cost and other details for the product to make sure that they make sense for an inventory item. You can also consider the name of the item, and whether this item is something that has to be taxed in your state if it is itemized on accession charges.

Make your modifications to the existing product, and click on the Save button once more to apply the changed. In this example, the Category was changed to Inventory, the Billing description was shortened for clarity, the units were changed to “each” and the client multipliers were disabled in favor of a multiple unit discount instead.

You are now ready to start filling in the Inventory Details on the new Inventory Tab.

How do I make a new Inventory product from scratch?

To start tracking a consumable inventory product that you have not previously tracked, you will need to add it to VetView.

On the Product Setup Screen, click on the Add New Product button to create a new product in the system.

A blank Product Details Screen will appear.

You will not be able to Save this product until you have added in a minimum amount of information:

• The Line number this product will be sorted under

• A sequence number (click the “Next” button to auto generated the next available number in the sequence under that line)

• The laboratory this product will be stored in

• The Product Category

  • Optional Inventory Flag if this product will need to have inventory tracked across sections or be reorder on a PO screen

• Billing Description (how the item will appear itemized in the Charges section on an invoice)

• Unit Cost: The actual cost for the product

• Unit Price: The internal pricing value of the product against which multiple unit discounts may be applied

• Multiple unit price level: At what volume the multiple unit price will apply. Leave as 1 if volume pricing will not be used for this product.

• Multiple unit price: The discount price at the specified volume. This number can be the same as the Unit Price if volume pricing will not be used for the product.

  • If volume pricing will be used, you can choose to discount client multipliers that would have otherwise provided a discount when volume pricing is used instead

How do I add in Inventory information for a product?

This process will be the same for your existing products and any new Inventory products you are adding.

How do I add in Inventory Details?

Inventory Costs and Details

Default Vendor’s Product Info

This section is Display Only. Once you have a default vendor set up on the Vendor’s tab, the settings you have added there will be imported to this tab so you can compare them to the standard Inventory Costs an Defaults used within your lab.

How do I link Inventory Vendors to my product?

Add a new vendor to your Lab

Link an existing vendor to this product

How do I add inventory items to my Lab Sections?

Add Inventory on the Product Setup Screen