Introduction

Veterinary practices commonly run yearly or quarterly inventory checks for their stock items. This article shows how to perform the inventory check task for one item.

First Time Inventory Check

When your practice has started using Provet Cloud and you have created the items, the stock levels do not initially exist. This means that they have to be 'added'.

1. Find the stock item and open the Add to Stock dialogue.

1. Go to Settings > Items & Lists > Stock.
2. In the Stock section, use the filters and search to find the desired item.
3. On the item row, select the button with three dots.
4. Select + Add to stock.

2. Fill in the item information and save.

1. If your practice uses the 'Stock locations' feature, select a Stock location to add to. The default location is initially selected.
2. Define the quantity in the Quantity of packages or Quantity of remainder/units field. You can use either field or both, in which case the quantities will be summed. In the example image below, 1 full package and 5 units were added, which totals 15 units (in this case, ml).
3. If batch numbers and expiration dates are in use, add them in the respective fields. If you do not want to track the item by batches, you can leave these fields empty.
4. The system retrieves the default Wholesale price from the item's information, but you can change it for this specific action. If you want to make changes to the item's default pricing scheme, select Update prices. The Wholesale price field is used to calculate the value that is added to the stock.
5. Optionally, add extra information about the stock update in the Note field.
6. Select Save to add the quantity to the stock.

Routine Inventory Check

When you have been working with Provet Cloud inventory for a while and the items have initial stock levels, you can do inventory checks by just using the 'Inventory check' option.

1. Find the stock item and open the Inventory Check dialogue.

1. Go to Settings > Items & Lists > Stock.
2. In the Stock section, use the filters and search to find the desired item.
3. On the item row, select the button with three dots.
4. Select Inventory check.

2. Fill in the item information and save.

1. Select the Stock location. The dialogue expands.
2. Optionally, select the Date of entry if it is not the current time.
3. You can use the Counting method toggle to select whether to add the quantity in packages and units or in just units. If you choose Package (default), you can enter the count in both packages and units or in just packages or just units.
4. Enter the found quantities using the Counted packages and/or Counted units fields.
   • If batch numbers and expiration dates are in use, the batches in the selected stock location will be displayed row by row.
   • If you found some other batch that is not initially shown, you can use the plus button to add another row and then select from a list of older batches. If you cannot find the batch from the list, you can use the add to batch function to add to the batch.
   • If the checked quantity matched with the quantity in Provet Cloud, you can also use the right-arrow button next to the Expected amount to quick-fill the quantity fields with the information.
5. Optionally, add Notes to provide more information.
6. Select Save to make the inventory check entry. Note that you can also select Save and continue to stay on the same item but choose another location. This is useful if you are checking a particular item through all locations.

See Also

Adding Items to Stock

Removing Items from Stock

Moving Items Between Stock Locations