Purchase orders Subtab (3.3)
Purchase Orders
This tab will search for Purchase Orders on which this specific product was included.
It includes a date range and a choice for the inventory area where the PO was initially accepted.
Transfer History
This tab allows you to search for transfers of the product that have been performed from one inventory area to the other in a specified date range.
You can also choose transfers from a specific inventory area, to a different specific inventory area.
Inventory Counts
This tab allows you to search for the product if it was updated via an Inventory Count.
You can search based in the inventory area, filter by location, or search by date ranges, lot numbers, or the user who performed the count.
Transaction Log
This tab allows you to search for all inventory related transactions that include this product, including adding inventory via Product Setup, updates via Purchase Receiving or Inventory Count, sales or uses during patient visits, or losses such as Waste or Expiration.
Vendors Subtab
The Vendors Subtab allows you to associated vendors that are pre-defined in your system (via the Vendor Setup Screen) with this inventory item. When you first add an item to the system, none of these links will exist, but you can add them, modify them, and set a default vendor for the product on this screen.
Add Vendor
To link a vendor, click on the Add Vendor button.
The Vendor Product Details window will open.
| Field | Description |
|---|---|
| Vendor List | A drop down menu of all the vendors previously defined under the Vendor Setup Screen |
| Contract | A list of contracts available for the selected vendor, if applicable |
| Product # | The product identifier used by the vendor for reordering purposes |
| Product Name | The product name as it is used by the vendor for reordering purposes |
| Sales | The price of the product for resale, e.g. 1 box or 1 tablet. Recycles the sales unit from the Product Details tab |
| Stock | The price and unit of the product as it is stored in inventory, such as one bottle or one case. The ratio of sales to stock is in the field just above the stock line on this window. |
| Order | The price and unit of the product as it must be ordered, such as a case of 10 bottles, twenty boxes of gloves in a large box, or one palette containing 100 rolls. The ratio of stock to order is in the field next to Stock. |
| Manufacturer | The manufacturer that supplies this product to the vendor |
| Comments | Any additional information about this product's relationship to the vendor that may be useful |
Once you have completed the Vendor product details, click on the Save button to create the association.
Edit Vendor
To edit a vendor, select the line you want to edit. It will turn blue. Then click on the Edit pencil to open the Vendor Product Details window again.
Use this screen to make any changes to the prices on this product that the vender is offering.
Changes to the vendor itself must be made under the Vendor Setup screen.
Set As Default
The first time you open the Vendors tab, you may see a toast message warning you that no default vendor has been set.
To set a default vendor, select the line that contains the vendor you want to make as the default. The line will turn blue to indicate it was chosen. Then click on the Set As Default button.
You'll get a pop up window confirming that you want to set the default. Click on OK, and then the selected vendor's name will become bolded, and you the warning toast message will disappear.
Default vendors can be changed at any time, if your supply chain changes.
Display Active Only
To hide venders that are no longer active for a product, click on this button. The Inactive venders will disappear from the list.
VetView Wiki Most recent releases of VetView: Version 4.2.5 Hotfix (Released 10/31/2024)