Inventory Transfer Requests
- Cathy Allison
Inventory Transfer Requests
The Inventory Transfer Request Screen allows you to track inventory as it moves from your inventory receiving area to other locations in the hospital. Units may put in requests for resupply to your inventory team, who then fulfill the requests on this screen.
Inventory Transfer Request Search
The Inventory Transfer Request Search allows you to locate any previously created transfer requests, and review and update the status.
Field | Description |
---|---|
Request Number | Searches for an inventory transfer request by its unique number. |
Requested By | Searches for an inventory transfer request based on the person who submitted it. |
Product | Searches for inventory transfer requests that match a specific product, such as line, sequence, and the description. |
Source Area | Searches for requests based on the source area, regardless of the destination. |
Requested Date | Searches for requests between, before, or after a specific date. |
Destination Area | Searches for requests based on the destination area, regardless of the source. |
Needed By Date | Searches for requests between, before, or after a specific date needed by. |
Status | Searches for requests by status. These are multi-select, to display all needed results in a single list. |
After searching for your specific criteria, you will receive a list of any requests that match in the section below.
Inventory Transfer Request List
This section contains the matching search results. It is a list of the inventory transfer requests in the system, and actions that you can perform against them individually or in bulk.
Field | Description |
---|---|
New Inventory Transfer Request | Loads the screen to create a new request. |
Edit Request | Edits the selected inventory transfer request. Only one request can be edited at a time. However, you can open multiples in other tabs by using CTRL + Click on the request number to open them, as opposed to the edit button. |
Transfer Inventory | Marks the selected inventory transfer requests as completed. |
Options to print the inventory transfer request - either the list of requests, or the specific request reports themselves. | |
Cancel Selected | Marks the selected inventory transfer requests as canceled. |
Delete Selected | Marks the selected inventory transfer requests as deleted. These will no longer be available to search in the system. Use Cancelled when you may want to review the request again in the future. |
New Inventory Transfer Request
Click on the "New Inventory Transfer Request" button to create a new request.
This will load an entirely new screen, the Inventory Request screen.
Inventory Request Screen
Requests will always begin in New status.
Select the Source Area (where you want to acquire the inventory from) and the Destination area (where it needs to be moved to) and the sub location within the inventory area.
You can enter in any comments regarding the move, and also the date you will need the inventory by.
Indicate the specific products to be transferred and the requested quantities line by line.
Or, use the Pick List tool to quickly select items to request.
Pick List
Click on the Pick list button to open a pick list window.
At the top, select the pick list you wish to use. (Pick lists must be defined under Product Setup. Inventory Pick lists are shared with Billing Pick Lists.)
Increment the quantities for the Inventory Transfer Request, and then click on the Post button.
Edit Inventory Transfer Request
Requests will stay in the status of New until an employee has begun working on the list.
Select the request you will be working on, then click Edit Request. Or double click the request row to open it.
The main Inventory Request Screen will open to allow a user to edit it.
Submit Inventory Transfer Request
A request will only transition from New status once it has been Submitted.
Click on the Submit button from within the request to begin this process.
The status of the request will change to Submitted.
Process Inventory Transfer Request
Once a request has been formally Submitted, it can be processed singularly or in a batch.
To process a request, first search for any Submitted requests.
A list of submitted requests will appear below.
Find the request you want to process. Then click on the shopping cart icon next to the request you wish to transfer to begin.
A request screen will load. The requested quantity will come from the default areas first, assuming it has enough stock. Alternate locations with stock will also appear below.
When you have finished filling out the transfer quantities (and depending on your workflow, loaded up the stock cart with the products), you can click on Post Transfer to complete the process.
Once a transfer has been posted, the status will change to Complete.
VetView Wiki Most recent releases of VetView: Version 5.0.2 and 4.2.8 Hotfix (Released 12/20/2024)