This page was created for VetView 2.1.7. The Inventory Reconciliation and Adjustment screen discussed on this page was replaced by the Inventory Count screen in VetView 3.3. This page has had the formatting updated for VetView 4.0 but the content still reflects Vetview 3.2 and earlier.

1 Inventory Reconciliation and Adjustment Screen

Inventory Reconciliation and Adjustment Screen

The Inventory Reconciliation & Adjustment screen was replaced by the Inventory Count screen in VetView version 3.3.

The Inventory Reconciliation screen is a tool to match actual inventory counts at at a physical location with the amounts stored in the system. This process should be done according to your hospital's best practices.

Inventory Reconciliation and Adjustment Search

At the top of this screen is a place to search for inventory areas, their sub inventory locations, or products within a specific inventory area or location. (You must select at least one Inventory Area to perform a search.)

An image of the Inventory Reconciliation and Adjustment Search

List of Fields in the Inventory Reconciliation and Adjustment Search Section

Field	Description

Field	Description
Inventory Area	(Required) Displays results from this inventory area. Only one Inventory Area can be searched at a time, and one must be selected to perform the search at all.
Inventory Location	Optional field for inventory areas that have sub locations within them. If only one inventory location is associated with an inventory area, it will automatically load in this field
Lot Number	Searches for a specific lot number within the inventory location.
Product	Searches for a specific product within the inventory location, either by line and sequence number, or by keyword.
Last Recon. Date	Searches for products within the inventory area based on the last reconciliation date ranges. Use this to build a list of inventory that has not been counted recently.
Hide Reconciled Inventory	Will suppress any inventory reconciled with a username and date from the results, regardless of last date reconciled.
Manufacturer	Searches for products by manufacturer.

Inventory List

After search for inventory in the top section, a list of all products matching your criteria will appear below. This screen allows for direct modification. You can verify the current listed quantity, change it to the new quantity, and then Post New Values.

You can also print this list to create a physical report that can be carried to the inventory location if you are unable to take a laptop or tablet with you for the task.

This section performs best on a minimum screen size of 1920 x 1080. For smaller screen sizes, a scroll bar will appear on the bottom of the screen to facilitate the entire width of this list.

Image contains a screenshot of the Inventory List section on this screen. A table containing all of the displayed fields in this part of the screen is in the next section of this page.

An image of the Inventory List as it might display based on search criteria.

List of Fields in the Inventory List Section

Column	Description

Column	Description
Post New Values Button	Applies any changes entered into these rows to the Inventory Area.
Print List Button	Generates a PDF of the Inventory Audit Report. This PDF can be printed and used to write down values of the inventory items on paper.
Line Sequence Product	The line, sequence, and name of the product as it is stored in the product tables.
Location	The Inventory Location if there is a sub location and you searched the entire Inventory Area.
Sales Qty	The total quantity as it is in a unit sold.
Sales Unit	The unit for which it is sold, whether that is "each" or "bottles" or "tablets" depending on the specific product setup.
Unit Cost	The total unit cost as stored in the product tables.
Sales to Stock Ratio	The quantity of unit as it is sold compared to the quantity as it is stocked. A medication may be sold as a single pill, but stocked in a bottle of 1000 pills.
Stock Quantity	The total quantity of the stock units that the inventory area currently has listed.
Stock Unit	The unit type that the product is stocked as. This can be changed on the fly on this screen if your supplier changes its method of packaging.
Actual Quantity	The total quantity of stock units that your inventory area or location actually has. Ideally this matches the amount stored in the system, but if it is different, you can use this screen to reconcile the difference.
Expiration	The expiration date if it was entered during the stocking process.
Lot	The lot number if it was entered during the stocking process.
Serial	The serial number if it was entered during the stocking process.
Manufacturer	The manufacturer if it was entered during the stocking process.
Last Reconciled	The date of last reconciliation in the system. If the product has never been updated, this will be blank.
By	The last user to perform reconciliation in the system. If the product has never been updated, this will be blank.

Post New Values Button

Click on the Post New Values button to apply changes to the Inventory from the reconciliation list. The list will then be updated with the new numbers, and give a date and time stamp of the user who entered the new values in.

Print List Button

Click the Print List button to create a PDF of the search results. This list can then be taken around to the physical location of the inventory for a manual reconciliation process. Changes can then be applied to the area based off the paper.