The Inventory tab defines the unit's PO Defaults and inventory locations. These optional locations are where inventory can be sent to using the Inventory Transfer screen, and drawn against on the Order Management screen (or Pharmacy screen when applicable.)
If a smaller unit draws its supplies from a parent unit's location, these can be left blank.
Once an Inventory Location is added, it becomes available on the Inventory Transfer screen.
Set Purchase Order Defaults
These are the defaults that will automatically fill whenever a Purchase Order is created for this unit.
(In Version 3.x and earlier of VetView, these were set at the Hospital level and not individual units.)
Field | Description |
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Direct Inquiries To: | The VetView user that will be added in the inquiries field on the Purchase Order, in case the vender has quesitons. |
Delivery Contact: | The VetView user that should be informed when this PO has been shipped. This person can be the same as the Inquiries field, or different. |
Charge Account: | The internal charge account for this PO to be tracked against. |
Purchase Order Number: | Choice between a manually assigned PO number, or an auto assigned number based on the university PO system (e.g. Peoplesoft) or a requisition number |
Inventory Location Subtab
The Inventory Locations for the unit are on this tab.
Add a new Inventory Location
Click on the Add button to add a new inventory location. The Inventory Location window will open.
Field | Description |
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Active | The active flag for the inventory location. Once added, these locations cannot be deleted, but they can be set to inactive if they will no longer be used. |
Default | This is the default inventory location for the unit. You can have additional locations for each unit, but only one location can be set as the unit default at a time. |
Hide from Transfer | This inventory location is intended to be internal to the unit, and is not available to the Inventory Transfer screen. Any inventory must be manually added on the Product Setup screen instead. |
Location Name | The name of the location as it will appear in the drop down menus on the Inventory Transfer screen and the Order Management screen |
Location Short Code | The searchable name that will display within menus. After selection, the full Location Name will display. |
Parent Location | You can define parent and child relationships between Inventory Locations. At least one location must be entered in order to add a parent location. |
View Parent Child Relationships in Inventory Locations
Once a child location has a Parent location added, then it will appear nested in tree form under the parent location.
In this example, the ECC Area has two child locations: a table for initial receiving during an Inventory Transfer, and shelves once it has been sorted.