Once your inventory is setup in VetLogix, it's critical to ensure its accuracy, especially for mobile vets. The take inventory module allows you to conduct inventory counts as needed.
NOTE: If you receive a message stating that your practice's inventory setup is incomplete due to missing Inventory GL Account mappings, you will not be able to proceed with inventory counts.
This setup requires an Administrator user type to complete. To setup, follow these steps:
On the admin app (vetlogix.io), go to: Configuration > GL Accounts > Account Mapping
From there, assign Inventory Adjustment Reasons to their corresponding GL Accounts (you may need to update your GL Accounts table first).
How to create and manage inventory worksheets
Once you login to the app, select the red button at the bottom of the screen.
From the menu that appears, choose Inventory.
You will be taken to the main inventory screen. Choose the option for Take Inventory.
Now you are on the main Take Inventory screen. Any inventory counts that have been done previously for locations at your practice will appear here.
To start a new inventory worksheet, select the plus icon at the bottom of the screen.
When you have your new open worksheet, the first step will be to choose the location you are taking inventory for. Once your location is selected, select the Generate Worksheet button.
Next, you will start to count inventory.
The ON HAND column shows the current quantity of the item for your location. As you go through and count each item, you will enter the actual quantity you have in the NEW COUNT column.
For each item you enter a NEW COUNT for that is different from the ON HAND count you must select an ADJUSTMENT REASON from the list of available options. This ensures inventory changes are easy to understand later.
If you had any optional notes to add for specific products, you would add these in the last column of the worksheet.
To save your work, click the Save button at the bottom. It's a best practice to periodically save your progress.
Now that you’ve saved your progress, you can return to the main inventory worksheets screen by selecting the Back icon in the top left of the screen.
You can see the new inventory worksheet is there, with a status of IN PROGRESS. Just tap anywhere on that row to reopen the worksheet.
With the in progress worksheet reopened, you can see the counts you've already done have been saved.
If you had any additional counts to do you would complete those now, continuing to save your progress as you go. Once you've finished taking inventory of that storage location and are ready to submit the counts, select the Submit button at the bottom.
Once the worksheet has been submitted, select the Back button in the top left of the screen one more time to return to the main inventory screen. You will see the status has changed to PENDING APPROVAL. Worksheets can only be approved through the VetLogix desktop admin app by administrator type users.
