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Cornerstone 8.3 Single Location Inventory Guide

1. X Wwewoy Reepllist Hmemon Reumtoveor X WwewoysReumtoVendr Inventory Stock Transfertist X Wwewoy SmckTanferlist x x Inventory Transfer Items mE Inventory Transfer Items Inventory Vendor List Inventory gt Vendors Cornerstone 8 3 Single Location Inventory Appendix Page 7 Cornerstone Dialog Security Access Suggestions Path to Locate Inventory Vendor Maintenance 00 0 00 X Inventory Vendors Inventory View Quantity on olx Inventory View Quantity on Hand Hand Cornerstone Reports Security Access Suggestions Path to Locate Inventory Adjustment Report 000 00 Reports gt Inventory gt Inventory Adjustment Report Inventory Audit Open Details Reports gt Inventory gt Inventory Audit Open X Report Details Report Inventory Audit Report 000 00 Reports gt Inventory gt Inventory Audit Report Inventory Backorder Report 000 00 Reports gt Inventory gt Inventory Backorder Report Inventory Cost Report Reports gt Inventory gt Inventory Cost Report 1 l Lx gt gt Inventory Cost Totals Report ol J xe E Inventory Inventory Cost Totals Inventory Counts Report 000 00 LX Reports gt Inventory gt Inventory Counts Report Inventory Evaluation Report 00 00 0 Reports gt Inventory gt Inventory Evaluation Report Inventory Expirat
2. temi Multi Location Per Invoice Item tem 3 Cornerstone 8 3 Single Location Inventory Getting Started Phases and Setup Page 9 Phase 2 Decisions and Setup Before Invoice Item Information Checklist Item Pick a Beginning Category classification or subclassification Set Initial Inventory Security Review and move items within chosen category Review and set up units of measure for chosen category Set up vendors for chosen category Set up locations for chosen category Make lot and expiration date tracking decision for chosen category Explanation For a manageable project select one classification or subclassification to begin tracking inventory quantities on hand A recommended classification is food It is straightforward for a beginner to set up and count Turn on security for staff who are responsible for inventory management setup Use the M O column found in the Inventory Security Setting Guide in the appendix Evaluate move invoice items within these classes subclasses if needed Print the Invoice Item Setup Report for this category Reports gt Invoice Item gt Invoice Item Setup Report Select the range of class IDs or subclass IDs C Some of the items may need to be changed from service to inventory Some items may need to be moved to another classification or subclassification Identify the normal buy and minimum sell quantities for chosen cate
3. 2 Click New QOH Adjust 3 Search for and select the item that needs a quantity on hand adjustment in the Item box 4 Optional Select the location of the item to adjust in the Location list 5 If tracking enter an expiration date for the item in the Expiration date box 6 If tracking enter a lot number for the item in the Lot number box 7 Enter the new quantity on hand in the Actual box The Change box will show the change in quantity 8 From the Adjustment reason list select the reason the adjustment was made 9 Click Save Entering a number in either the Actual box or the Change box will cause the other box to populate with the quantity modification Editing QOH 1 Select Inventory gt View Quantity on Hand The View Quantity on Hand window displays all items marked to display quantity on hand Enter search criteria to view the quantity on hand for specific items Select one or more items to adjust and click Edit QOH Enter the new quantity on hand in the Actual box The Change box will show the change in quantity From the Adjustment reason list select the reason the adjustment was made Continue making adjustments for each item selected Click Save I SP Cornerstone 8 3 Single Location Inventory Deplete Adjust Move Page 7 ADJUSTMENT LIST OVERVIEW To open the Adjustment List window select Inventory gt Adjustment List The Adjustment List displays all adjustments processed in the View Qua
4. Inventory Backorder X Inventory Backorder List Maintenance Inventory Cost Adjustment Inventory gt Adjustment List gt New Cost Adjustment Maintenance Inventory Cost Center List Inventory Cost Center List List as Activities gt Inventory gt Settings gt Cost Centers Inventory Cost Center Inventory gt Cost Centers da RA Inventory History Purge Purge 4 Tools gt Inventory Purge Inventory Internal Stock Use 4 Inventory gt Internal Stock Use Inventory Inventory Details Various Locations Invoice PVL Whiteboard X X X X X in Prescriptions etc Inventory Inventory Reports a Reports gt Inventory Inventory ltem History and Item Inventory gt Item History and Item Information Tab IMEEM Inventory LocationList List L3 H5 Inventory Locations Inventory Location X Inventory Locations Maintenance Inventory Location Type List a cao aie aon RS Inventory gt Location Types Inventory Location Type Inventory gt Location Types Maintenance Inventory Order List Inventory gt Order Inventory Order Maintenance 000 0 0 Inventory gt Order Inventory Purchasing Work List 00 0 00 00 Inventory gt Purchasing Work List Inventory QOH Adjustment X Inventory View Quantity on Hand Maintenance nventory Receiptlist X Inventoy gt Receiptlist nventory Receipt Maintenances
5. Select the items and click Return Optional Adjust the return information for the items in the Return to Vendor columns Click Save Cornerstone 8 3 Single Location Inventory Deplete Adjust Move Page 52 section 5 Inventory Reports Cornerstone 8 2 Single Location Inventory Inventory Reports Page 53 Reports PRINTING REPORTS OVERVIEW This section explains how to sort filter and then preview print or save inventory reports Access the reports by selecting Reports gt Inventory The Reports window displays the reports available Select the report and click Run to preview the report Select the sort order and range information if applicable and then preview print or save the report To open the Report Search window for inventory reports select Reports gt Search for a Report gt select Inventory from the navigation pane or select Reports gt Inventory P Fr Report Search Search Appointment m Boarding Client Client and Patient Reports Compliance t End of Day End of Month H End of Year Equine Inventory Adjustment Report Audit Open Details Report Audit Report Backorder Report Cost Report Cost Totals Report Counts Report gt Evaluation Report Expiration Date Report Internal Usage Report Item Vendor Information Report Items Profit Analysis Report Linked Items Report HOn Order Report Overstock Report Partial Receipts Report Purchase History R
6. Use this feature to designate areas where inventory is being stored Examples of locations include Pharmacy Central Storage Refrigerator A and Refrigerator B Cost Center Inventory gt Cost Centers Use cost centers to track inventory costs associated with specific areas in your practice for items used within your practice but not invoiced Examples of cost centers include boarding kennel lab supplies expired drugs breakage and truck Adjustment Reasons Inventory gt Adjustment Reasons Adjustment reasons are used to track adjustments of quantity on hand QOH within inventory Examples of adjustment reasons include broken cycle count free sample unaccounted for expired and entry error Inactivate Invoice Items Not Used Lists gt Invoice Item Inactivating items not used by the practice will help keep your lists smaller and more pertinent To inactivate an inventory or service from the Invoice Item List locate the item and click Update Inventory items must have the Maintain QOH check box cleared to be marked as inactive Set up Inventory Items Lists gt Invoice Item Setting up inventory items can take a substantial amount of time Try to pick a category of inventory e g canned foods or antibiotics and complete the setup of those items Setup includes reorder information and marking the item to maintain QOH for tracking purposes Most of the details on inventory reports include QOH information Link Inventory Items Li
7. 3 Click the Description column header The items are sorted in D ascending order Group by Description Description 4 Click the Description column header again The items are Freeze Description sorted in descending order TUUx 400 Added By 5 Right click a column header and point to Columns A list of T 3 00 columns displays Select a column that does not have a check mark next to it m nag Vendor 7 Click a column header The column selected will now be 3 00 ba NUN included in the view 3 00 m QOH QOB agg 4 00 3 00 3 00 Lh These selections are based on user login Once a selection is made by a user it will remain every time a user logs in Cornerstone 8 3 Single Location Inventory Purchase Page 28 INVENTORY ITEM SEARCH OVERVIEW This section introduces the Search for Inventory Item window which is used in Cornerstone inventory to search for and select items To access this window press F2 or double click in one of the searchable item fields located throughout inventory or click the magnifying glass icon located next to the item box x Search for Inventory item Search for Inventory Item B x Ld P Type all or part of the description to locate an inventory item Type all or part of the description to locate an inventory item Description Item ID Description Item ID acep Classification Keyword Ace
8. Close the window Lh When accessed from the Want List Create Edit Purchase Order or Purchasing Work List windows the enhanced Search for Inventory Item window opens For more information see Inventory Item Search Overview on the previous page and the procedure below ADVANCED ENHANCED SEARCH FOR AN INVENTORY ITEM Use the Search for Inventory Item window to do an advanced search for an inventory item The options available will depend on which inventory window you were on when you initiated the search The search results will be narrowed by each option you complete 1 From the Search for Inventory Item window click Advanced not necessary on enhanced window Q Click Clear advanced or Reset enhanced to remove the current search criteria and begin a new search From the Vendor list enhanced only select the vendor 3 Type all or part of the word in the Description box Type an item ID or a portion of the ID in the Item advanced or Item ID enhanced box In the enhanced window you can opt to enter the vendor item ID in the Vendor Item ID box 5 Select the Include inactive check box to include inventory items that have a status of inactive From the Classification list select a class of items to search within Type an item ID item description or a portion of the ID or description in the Keyword box advanced OR Select the Search for a word check box to search using text in the Description box enhanced 8 Click S
9. Repeat starting at step 2 for another class Begin by working on the item classes that have the most activity Cornerstone 8 3 Single Location Inventory Getting Started Phases and Setup Page 20 PRACTICE DEFAULTS Cy If your practice uses IDEXX SmartOrder electronic inventory ordering see IDEXX SmartOrder Electronic Inventory Ordering with MWI Veterinary Supply on page 58 for additional setup information Setting the Inventory Defaults To access the inventory default settings select Controls Defaults Practice and Workstation select Inventory in the navigation pane Fr Practice and Workstation Defaults Account Alerts Appointment Scheduler Boarding Check in Client Daily Entries Report Daily Planner Documents End Of Period Estimate IDEXX VetLab Settings Imaging Invoice Invoice Item Labs Inventory Central Storage Vendor ID NEN Order ID 3 Auto confirm adjustments Usage tax Tax Show item history for Delete want items on completed Printpurchase order notes Prescriptions Warn if not verified Performed PVL rams Warn if not verified and Saved Invoices Performed Document Items months Not required Messages Passwords Patient Patient Advisor Iv Automatically default in the oldest expiration date in the location Performance Tracker Practice Prescriptions Purging Report Language Required Data Statement Pr
10. and close the Locations List window At least one location is required if your practice wants to track the quantity on hand of inventory items If you have Central Storage as a location and if you intend to have only one location for all inventoried items You may only receive inventory items regardless of QOH tracking status into inventory not service group ssa 1 IP Add a Location Set up a list of physical locations in your practice where inventory is stored Location ID Description Retail East Inactive Cornerstone 8 3 Single Location Inventory Getting Started Phases and Setup Page 12 In the Location ID box type a unique ID for the location In the Description box type the name of location Click Save The Locations List window displays o p d 99 Close the Locations List window ADDING A COST CENTER Inventory items that are consumed by the practice but not invoiced to the clients can be depleted from inventory using the Internal Stock Use window A cost center is required in order to track and report the cost of the items used internally Some examples of cost centers include expired products laboratory supplies and treatment supplies Use this method rather than invoicing a practice account which negatively impacts your average invoice metrics 1 Select Inventory gt Cost Centers 2 Click Add New The Add a Cost Center Set up a cast center in your practice where inven
11. reorder point plus the reorder quantity Be sure to 0 Maintain QOH v Track expiration dates Track lot numbers convert the reorder quantity to individual units when adding For example if the reorder point is 3 cans D T2 tbe Buy barcode amm and the reorder quantity IS 1 Case Reorder information by location 24 cans then the overstock point would SEEM Select location Cental Storage CSTONE oe be 28 3 24 1 Dr Janes Truck From To Reorder PI Reorder Qty Overstock Pt 2 00 E Pharmacy East Januar y December 6 00 Cornerstone 8 3 Single Location Inventory Getting Started Phases and Setup Page 15 e Item Vendor button Select the Item Vendor button to enter information about the vendors for this item on the Item Vendor Information window and then click OK to save the information and close the window If your practice uses IDEXX SmartOrder electronic inventory ordering you must ensure that invoice items are associated with the vendor MWI Veterinary Supply See Adding Vendor Item IDs for Matching Inventory Items in Cornerstone on page 60 5 Onthe Link Items tab list any items and the appropriate quantities that will be removed from inventory as a result of the sale of this item 6 Onthe Travel tab select any travel sheets that this item should be listed on 7 When the information regarding the setup of the inventory item is complete click OK to
12. 3 Yrs 10 Mos 77 00 pounds Male Retriever Labrac Active Star AThBUOT IIS EX NOTE Reminders satisfied by this invoice must be reinstated manually Special actions such as sex modification and marking the patient as deceased Dental must be reversed manually on the patient information screen DENTAL EXA PRE SURGICZ Confirmation ANESTHESIA TEETH CLEAN DENTAL SCAI FLUORIDE 1 Baytril Injectab pproved by MES Amoxicillin 50 Options Print invoice Copies 4 Lab Work Copy To SAVING AND PRINTING INTERNAL STOCK USE This section explains how to use the Internal Stock Use window to track the revenue of doing business in the different aspects of the practice This is only used to track the cost of items that are used internally and are not invoiced To open the Internal Stock Use window select Inventory gt Internal Stock Use F Internal Stock Use Charge stock used internally to the appropriate cost center Item UOM Quantity It Canine ca 12 Lot number Expiration Date used 78796221 10 20 2011 From location Charge to cost center Central Storage Expired Products Usage taxes to apply Cost Tax 5 096 0 Total cost 13 80 Q Internal stock usage is considered complete when saved An adjustment is required to reverse it Cornerstone 8 3 Single Location Inventory Deplete Adjust Move Page 50 Internal Stock Use buttons include Save is use
13. Find backordered items area fields include e Vendor list View a list of back orders for a specific vendor Classification list View a list of back orders for a specific classification Group list View a list of back orders for a specific location group EDITING A BACK ORDERED ITEM Make modifications to an item that is on back order 1 Select Inventory Backorder List Backorder Detail 2 Select the back ordered item to Edive backordered Iam modify Item Treat Them right Grass Saver Treats 3 Click Edit Backorder Optional In the Backorder qty box Vendor MWI Veterinary Supply enter a new quantity on back order Tr NN 9 Optional In the Expected delivery pe box enter the date the item is 0 0 expected to be delivered 6 Optional In the Notes box type a el note pertaining to the back ordered 4 00 ite m Purchase order Order Date 122 wednesday January 04 2012 7 Click Save Backordered by Backordered on Train41 Thursday January 05 2012 Notes pO Cornerstone 8 3 Single Location Inventory Receive Page 42 POSTING INVENTORY RECEIPTS This section shows how to post a receipt 1 Select Inventory gt Receipt List 2 Select a receipt number and click Post The Change prices window opens F Receive Order Select a vendor and enter a receipt number Items on purchase orders display in the grid To receive items change the status to received After changing the status mak
14. Location Inventory Page 59 3 Inthe Login Password Management area select Vendor MWI Veterinary Supply from the Account Information for list 4 From the Associated Cornerstone Vendor list select the practice specific vendor associated with MWI to use for this service Q If you already have an account set up with MWI you can use that account name 5 In the Customer Number text box enter your practice s MWI customer number You can find this information on your mwivet com account Select the Enable Online Ordering check box A pop up box displays the terms and agreement Review the terms and click Accept to activate the service When you are notified that activation was successful click OK 5 po iw Se Click Test to verify that you have a working Internet connection and valid login information for accessing the vendor s online ordering system In the Practice Information window the user acceptance date time stamp and a link to the MWI terms and agreement are displayed when online ordering is enabled You have now setup Cornerstone for online ordering If you have not contacted MWI E Commerce Support to activate online ordering with MWI you must do so before you can begin placing orders If you have not activated online ordering and place an order through Cornerstone it will not be processed and you will not receive your order ADDING VENDOR ITEM IDS FOR MATCHING INVENTORY ITEMS IN CORNERSTONE When adding items to a purch
15. Usage Tax Report to show the cumulative amount of tax owed based on internal use Inventory Vendor Summary Report Use the Inventory Vendor Summary Report to view the detailed information you have recorded about the vendors Inventory Want List Report Use the Inventory Want List Report to view details of items currently on the Want List Additionally the following report is very useful End of Month Cost of Goods Sold Report Use the End of Month Cost of Goods Sold Report to view cost and profit based on sales for items that are set up to track quantity on hand It includes only those inventory items that are sold in the selected time frame you can select multiple periods and or the current period Cornerstone 8 3 Single Location Inventory Inventory Reports Page 57 Section 6 IDEXX SmartOrder Electronic Inventory Ordering with MWI Veterinary Supply Cornerstone 8 3 Single Location Inventory IDEXX SmartOrder Page 58 IDEXX SmartOrder Electronic Inventory Ordering with MWI Veterinary Supply IDEXX SmartOrder electronic inventory ordering allows for a more efficient inventory work flow with real time online inventory ordering through MWI Veterinary Supply Two of the industry s leading systems Cornerstone and MWI integrate with each other to provide a unique inventory management solution that is virtually seamless Using the IDEXX SmartOrder connection orders placed within Cornerstone receive rea
16. not update It will still figure into the average cost Tax The individual tax that applies to the item if applicable Receipt Order window buttons include Receipt item detail is used to enter additional information for an item including the locations at which the item is being received lot numbers and or expiration dates Items in red on the Receive Order window require this information be entered If the information is not entered the receipt cannot be posted Receipt item detail Remove item is used to remove a manually added item In other words if an item wasnt on the original purchase order but you now have an item to receive you would manually add it on the Receive Order window which would create a manually added item Select the line to remove and click Remove Item Lh To remove an item that is listed on the receipt but originated from the purchase order select Cancelled from the Status list mm Receive all is used to change the status of all items on the receipt to Received View order is used to look at the purchase order for the item Select the item and click View order The View Purchase Order for Vendor name window displays the detailed information for the order Click Back to return to the Receive Order window View order Save is used to save but not post the receipt on the Receive Order window Because the receipt has not been posted at this point staff can still open and work o
17. order Inventory Cost Report Use the Inventory Cost Report to display the cost of inventory on hand This is a good report to print when processing end of year EOY If the practice does not perform an EOY cycle count print this report to obtain the value of EOY inventory information Cornerstone 8 3 Single Location Inventory Inventory Reports Page 55 Inventory Cost Totals Report The Inventory Cost Totals Report displays the total cost of inventory on hand summarized by item classification Inventory Counts Report Use the Inventory Counts Report when performing a cycle count of inventory items marked to maintain quantity on hand The report lists the current quantity on hand for each item and provides a space to write the actual number of items physically available for each item on the printed report Inventory Evaluation Report Use the Inventory Evaluation Report to view information about each inventory item marked to maintain quantity on hand Inventory Expiration Date Report Use the Inventory Expiration Date Report to view a list of inventory items that will expire before a specified date Inventory Internal Usage Report Use the Inventory lInternal Usage Report to view all the items and their associated costs that were used internally by the practice Inventory Item Vendor Information Report Use the Inventory ltem Vendor Information Report to view a list of vendors and associated inform
18. order will be placed Ly The total cost of the order is displayed at the bottom of the window The Purchase Order window includes the following columns e ID The item ID of the product to be ordered Description The name of the item to be ordered This can be manually changed but when printing the purchase order the original description displays Qty The total amount of the item to be ordered based on UOM If the buy sell ratio is set for the item and unit is changed to the selling unit the quantity is calculated according to the ratio UOM The unit of measure for the item being ordered default is the buy UOM e SP indicates special price If the item will be purchased at a special price select Yes from the list The item s vendor cost will not update when received which in turn will not affect the item markup Examples of items purchased at special cost include free samples and promotional items e Cost The unit cost of the item being ordered Extended Cost The total cost of the item ordered which is unit cost multiplied by quantity ordered This is a hidden column e Status The status of the item being placed on an order Options include Ordered and Backordered Order by Lists the name of the staff member who is currently logged in Notes General information pertaining to the item being ordered Back Ordered The quantity back ordered if applicable This is a hidden column e Canceled The quantit
19. pack of 4 41 00 Cerenia 24mg pack of 4 0 00 104 Cerenia 60 mg pack of 4 24 00 None 107 RCVD Canine Hepatic LS14 17 5Lbs 10 00 bag 04 23 2012 Not Done MWI Vetmedin 5 mg Bottle of 50 55 00 bottle 04 26 2012 Not Done 12 CET 12 chlorhexidine rinse 12 00 each 04 18 2012 Not Done MWI 154 Phenylbutazone Bute Tabs 1 gm 100ct 50 00 None 10 24 2012 Not Done 08 21 2012 Not Done MWI 08 21 2012 Not Done MWI 08 21 2012 Not Done ES ES ES ES ES ES ES ES ES ER 9 8 1 Select Inventory gt Purchasing Work List 1717 homeopat ropa ae ee 2 Clear the Suggested item check box LE TET gae 3 Select the item you want to add to the order 0 4 In the Add to Order area in the Order Quantity box type the quantity 5 Optional Select the buying unit of measure for the product being ordered from the Unit of measure list 6 In the Add to Order area from the Vendor list select the vendor from whom the item will be ordered 7 Optional Enter or update any notes about the order Add To Order 8 You may see notes here based on tasks in a previous section ae Hn Order Quantity Unit of measure 9 Click Add to Order to create a new purchase order The Create Purchase Order 50 Mone v window opens Vendor 10 Ifa purchase order already exists for the vendor the Edit Purchase Order window mtr opens and the item will be added to the existing purchase order Group 11 Enter a number in the PO n
20. save SINGLE CHANGES SPECIAL BUY SELL EXAMPLES There are times when you may need to purchase different quantities of a product or want to sell the product in varying amounts You will need to make a decision as to how best to set them up for inventory Example 1 Flea tick or heartworm prevention These products can be set up in two ways The optimal method to set up this type of item is to sell it per dose This will ensure the staff is always entering the number of doses the client is purchasing and inventory counts will remain correct Heartgard 1 carton 60 dose Heartgard 1 carton 10 packages the buy sell ratio is set as 1 carton 60 doses you may still sell the doses with quantity price breaks Example 2 Tablets that come in different sized bottles There are times when you purchase products in varying quantities Determine which buy sell ratio is the most appropriate to allow your staff to invoice the item as well as accounting for the inventory quantities efficiently There are two methods that could apply Deramaxx 25mg 1 tablet 1 tablet Deramaxx 25mg 1 bottle 90 tablets Cornerstone 8 3 Single Location Inventory Getting Started Phases and Setup Page 16 MASS CHANGES Moving Items It is very important to make a backup before you make any changes You ll be reminded to make one before making any changes This lesson highlights the Move Items tab of the Inventory Setup window Y
21. you select an item from the list you can View the quantity on hand information in the Item Details area ORDER LIST OVERVIEW This section highlights the Purchase Order List window To track items on order with vendors and orders that have been partially received from vendors within Cornerstone use the Purchase Order List window To access the Purchase Order List select Inventory gt Order List The Purchase Order List window automatically displays orders managed by staff management within the past two weeks When looking for specific purchase orders ae enter information in one or more of the criteria fields in the View and manage purchase orders area and click Search Orders that match the criteria display on the Order List window Unmatched Orders Purchase Order List fields include Vendor list Select a vendor to view purchase orders for the specified vendor only e Status list Select the status of the order Options include All Statuses Closed Not sent Partial Sent and Sent online if applicable e Date Range boxes The range two weeks prior to the current system date appears in the boxes If necessary enter different dates Purchase Order List fields include e PO Number The purchase order number e Vendor The vendor the order was placed with e Status The status of the order Options include Not sent Sent Partial and Closed A Sent Online status is available for orders placed usi
22. 0 Ib CCD40 Canine c d 40 Ib CRUKITA Cruciate Repair over S0lbs CVP IVD Canine Venison Potato canned CVP20 IVD Canine Venison Potato 203 CWD10 Canine w d 10 Ib CWD20 Canine w d 20 Ib DHPPA DHPP Annual Vaccination ECLR15 lams Canine Low Residue 15lb FCD10 Feline c d 10 Ib FCD4 Feline c d 4 Ib FCDS20 Feline c d 20 Ib FDM Feline DM can FHCP Feline HCP 3yr Vaccination FVRCPA FVRCP Annual Vaccination LIN Lincocin injection LYMEV Lyme Vaccination Search results 1 to 25 of 28 add to Want List Qty UOM 0 00 None 1 00 bag 0 00 None 1 00 each 120 00 each 3 00 bottle 1 00 bag 24 00 bag 18 00 bag 3 00 None 1 00 case 2 00 bag 3 00 bag 3 00 bag 4 00 box 3 00 bag 3 00 bag 2 00 bag 2 00 bag 3 00 case 4 00 box 4 00 box 94 00 mi 2 00 box Iq 4 b bh Status Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Search Restore Column Defaults Vendor Veterinary Purchasing Company Fort Dodge 240716 gt Results per page 25 v Total cost of selected items Based on last cost of item EXER Item Details Location Stocking Levels Qty On Hand Qty On Order Qty On Back Order Qty On Unsent Order Qty On PVL Order Unconfirmed Today s Reorder Point Reorder Point Reorder Qty Over Stock Point Ove
23. 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Po Void Amoxicillin 400 mg 14 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Amoxicillin 200 mg 2 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Amoxicillin 200 mg 99 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Amoxicillin 150 mg 1 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Amoxicillin 150 mg 500 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Amoxicillin 100 mg 1 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Amoxicillin 100 mg 12 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Amoxicillin 50 mg 1 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Amoxicillin 50 mg 25 00 Cornerstone 10 16 2008 Cycle count Unconfirmed ADDING AN ADJUSTMENT REASON Set up a list of adjustment reasons to associate with QOH adjustments Adjustment reasons are used to explain why a quantity on hand cost expiration date or lot number adjustment was performed for an inventory item This information can be tracked using the Inventory Adjustment Report Description Damaged Inactive 1 Select Inventory gt Adjustment Reasons The Adjustment Reasons List window displays all existing adjustment reasons To modify an existing adjustment reason select the adjustment reason and click Edit The Adjustment Reason Information window opens Make any changes click Save and close the Adjustment Reasons List window Click Add New The Add an Adjustment Wind
24. 300 00 tablet 110 00 cc 28 00 bottle Reorder Qty 5 00 bottle 2 00 bottle 4 00 bottle 4 00 bottle 5 00 bottle 5 00 vial 24 00 bottle 18 00 bottle 12 00 bottle 3 00 bottle 3 00 bottle 3 00 bottle 26 00 bottle Overstock Pt 1 900 00 tablet 1 000 00 tablet 1 500 00 tablet 1 500 00 tablet 1 700 00 tablet 430 00 cc 40 00 battle 32 00 battle 20 00 battle 2 000 00 tablet 2 100 00 tablet 480 00 cc 70 00 bottle Setting Barcodes Expiration Dates and Lot Numbers This section highlights the Set Barcodes Expdate Lotnbr tab on the Invoice Item Setup window This tab allows the user to set buy and sell barcodes as well as set invoice items to track expiration dates and lot numbers You will learn how to set barcodes expiration dates and lot numbers for a specific location or multiple locations To update multiple item expiration dates go to Tools gt Invoice Item Setup gt select Set Barcode Expdate Lotnbr tab e Initially when one or more items have been marked to track expiration dates a message will display asking if you want your existing expiration dates copied into inventory where dates are available e f expiration dates have been changed on any of the invoice items prior to opening the Invoice Item Setup window and making changes those invoice item expiration dates will remain unchanged The Expiration Date check box must be selected on items for which you will track expiration
25. C Oyde count C 36 2008 FLP236 Fronffire Pius 23 44 Ib x 6 8 na nia 3800 3600each IC Oyde count REAT C gerne 33 Fronifire Pius 0 22 bx 3 doses na nia 1500 1500 iC Oyde count REAT C 362008 5 Plus 45 88 Ib x na na 7 00 T SR 40 Oyde count FLEA TI c 32008 0453 Fronffire Plus 45 88 Ib x 3 08 na na 2700 an iC Qyde count FLEAM C 3 2008 0456 Fronffire Pius 45 88 Ib x 6 dose na na 7 n Oyde count REAT C 3208 FLP6 Fronifire Plus 0 220 x 6 doses na na 2300 0 iC Oyde count REAT C 362008 FLP Pius 99 122 Ib x 1 cose na na 6 40 Oyde count FLEA T c 36 2008 FLP Fono Pius 89 122 Ib x 3 dones na n 40 Oyde count C 362008 2806 Fronffire Pius 89 132 Ib x 6 doses na IC Oyde count REAT C 362008 F ercephr 1 5 MG x 26 50 na iC Oye count HW c 38 2008 INM 575 MG x 11 25 b ma y za o t IC Oyde count Hw c 36 2008 INLI2 Mtercephor 11 5 MO x 12 26 50 1b na w iso iC Oyde count Hw c 362008 INS Interceptor 23 gt 1 0 10 a sw Ts 400 each iC Oyde count Hae 6 362008 NS12 mterc ptor 23 MGx 12 0 10 b fm a 1800 6 00 each iC Oyde count Hw c 362008 Nse Interceptor 2 3 Ma x 6 0 10 aa n 2000 2000 card iC Ode count HW c Select the report to view a sample of the report and see a list of the report details Click Create report to run the report Report buttons include Preview Preview is us
26. Distribution Corp Account Humber 12345 Web site address www idexx com o Inthe Account Number box type the account number 6 From the Vendor Type list select the type of vendor Address 1 One IDEXX Drive Address 2 Vendor Type City Distributor Postal Code 04092 800 551 0998 7 Inthe Web site address box type the URL for the vendor s website Click Edit ote to make any changes to a website address 8 In the address boxes type the vendor s address Alerts 9 Inthe Phone numbers area enter the vendor s phone number information 10 Click Save and close the Vendor List window ADDING A LOCATION More than one location can be set up by the practice for tracking inventory Each inventory item can be assigned to one location Examples of locations include room names room numbers shelf numbers reception areas stockrooms trucks refrigerators lock boxes kennels and controlled substance cabinets Cy G 1 Select Inventory gt Locations The Locations List window displays all existing locations 2 Click Add New The Add a Location window opens Cy skip this lesson dispensing or pick items Locations can be deleted if not used or inactivated if no longer used and items are moved out of the location To modify an existing location select the location and click Edit The Location Information window opens Make any changes click Save
27. ERSTONE CUSTOMER SUPPORT CENTER You can access the support center 24 hours a day 7 days a week 365 days a year e Select Cornerstone gt Help gt Support Center e Click the Support Center button ie on the toolbar Type cornerstonehelp com in any Internet browser Cornerstone 8 3 Single Location Inventory Introduction Page 7 Section 1 Getting Started Phases and Setup Cornerstone 8 3 Single Location Inventory Getting Started Phases and Setup Page 8 Phase 1 Understand Basic Work Flow and Unique Capabilities Cornerstone inventory management has the following unique capabilities that allow you to reach your desired level of total inventory cost profit margins turnover and accurate quantities e Follows a basic inventory management work flow of purchase receive and deplete e Single location inventory tracking whereby one invoice item is tracked at one location i e Invoice Item A at Location 1 Invoice Item B at Location 2 or multi location inventory tracking whereby one invoice item is tracked at more than one location i e Invoice Item A at Location 1 and Invoice Item A at Location 2 Ability to order by Want List and or Suggest List Key reports such as the Cost of Goods Sold Report If you decide to use multi location per item inventory use the DEXX Cornerstone Multi Location Inventory training guide Single Location Single Location Per Invoice Item Multiple Locations
28. Jones 4 cR 9 E ros Cancel Prescription Labels Do you want to void Prescription No 962 When using the Patient Visit List and declining an item to history using the blue PVL line to record client did not pick up prescription is a best practice option for patient record documentation and for returning inventory to stock Voiding the prescription would be the next step Cornerstone 8 3 Single Location Inventory Deplete Adjust Move Page 49 Voiding Invoices Voiding an invoice reverses all charges on the invoice and returns the quantity of the inventory items to inventory stock there are payments attached to the invoice Cornerstone will ask if you want to reverse them Lh Voiding does not reverse any special actions that were completed e g sex modification mark as deceased etc or reminders updated during the invoicing process Client Invoice for Gary amp Linda Adams 33 Client r Invoice Accounts receivable Client ID 32 Invoice number 0 Closed Current 0 00 Fost Name Gary amp LindaAdams Invoice type Sugey x 30 days 0 00 CAVE Credit code Cash Check Cr Card Receptionist sc 60 days 0 00 Last payment 7 10 2011 428 38 Cornerstone 90 days 0 00 Visa Invoice total 257 91 A R Total Discount Payment Patient Print Patient ID 222 Balance Due Nave Age wan Boots 4 Yrs 3 Mos 14 35 pounds Neutered M Terrier Fox Smoc Active Bandit
29. LABORATORIES Proprietary Rights Notice Information in this document is subject to change without notice Companies names and data used in examples are fictitious unless otherwise noted No part of this document may be reproduced or transmitted in any form or by any means electronic mechanical or otherwise for any purpose without the express written permission of IDEXX Laboratories IDEXX Laboratories may have patents or pending patent applications trademarks copyrights or other intellectual or industrial property rights covering this document or subject matter in this document The furnishing of this document does not give a license to these property rights except as expressly provided in any written license agreement from IDEXX Laboratories 2012 IDEXX Laboratories Inc All rights reserved 06 29564 00 Cornerstone and IDEXX SmartOrder are trademarks or registered trademarks of IDEXX Laboratories Inc or its affiliates in the United States and or other countries Deramaxx is a trademark or registered trademark of Novartis Animal Health US FedEx is a registered trademark of Federal Express Corporation Heartgard is a trademark or registered trademark of Merial MWI is a registered trademark of MWI Veterinary Supply Inc UPS is a registered trademark of United Parcel Service of America Inc Windows and Internet Explorer are trademarks or registered trademarks of Microsoft Corporation in the United States and other countries All ot
30. Reorder Report Inventory Returns Report Inventory Setup Error Report a Inventory Turnover Report EMEN Inventory Usage Tax Report Inventory Vendor Summary Report Inventory Want List Repot X X X X Cornerstone 8 3 Single Location Inventory Appendix Page 68
31. The item list displays PHPF Review the order for completeness and update the status by either clicking Receive All or by selecting Received from the Status drop down list for each item 5 Missing order information e g lot number is in red text You must update this information before you can post the order Click Receipt Item Details to fill in the remaining fields Click Post In the Change Prices window make any final adjustments and view the current and new pricing if applicable When finished making any changes click Post Cornerstone 8 3 Single Location Inventory Receive Page 44 Section 4 Deplete Adjust Move Cornerstone 8 3 Single Location Inventory Deplete Adjust Move Page 45 VIEW QUANTITY ON HAND WINDOW OVERVIEW To access the View Quantity on Hand window select Inventory gt View Quantity on Hand The View Quantity on Hand window displays all items marked to maintain quantity on hand To narrow the list of items enter criteria in the available fields and click Search Fr View Quantity on Hand oE View your quantity on hand To change your quantity on hand select the line s to change and click Edit QOH ty c Edit QOH Location Classification Item All v All v Adv d search New QOH Adjust 234 matching search results Absolute Ethyl Alcohol 100 Central Storage 0 00 None Acepromazine tablet 10 mg Pharmacy 0 00 tablet Am
32. aced with your practice s associated vendor for MWI along with a confirmation number for use in the event you have to contact MWI Write the confirmation number down for future reference as it will not be available in Cornerstone one the order is sent SYNCHRONIZATION OF ELECTRONIC INVENTORY ORDERS WITH MWI If you are set up to use IDEXX SmartOrder with MWI online inventory ordering Cornerstone checks MWI online orders to detect unmatched orders Unmatched orders are orders that were placed with MWI without using Cornerstone for example orders placed by phone or fax or by going directly to mwi com When an MWI order does not match a purchase order in Cornerstone the order does not appear in the table on the Purchase Order List window However you can view these orders in the Unmatched Orders area on the right of the Purchase Order List window and use the following procedure to create matching purchase orders for them This synchronizes the electronic inventory orders from MWI with Cornerstone and adds them to the Purchase Order List If you start an order in Cornerstone but Cornerstone is not able to connect with MWI a message appears telling you that you need to complete the order offline After you place this order for example by phone or fax Cornerstone detects it as an unmatched order However because a purchase order was already created before the Internet connectivity problem occurred you need to follow a special procedure t
33. acy M 600 00 Cornerstone 10 24 2011 Entry error Unconfirmed QOH Adjustment from Adjustment List This section shows how to adjust the quantity on hand QOH for an item on the Adjustment List Select Inventory gt Adjustment List The New Cost Adjustment window opens Click New QOH Adjust The Make a Quantity on Hand Adjustment window opens In the Item box press F2 to search for and select the item that needs a quantity on hand adjustment From the Location list select a location the item belongs to tracking select or enter the expiration date for the item in the Expiration date box tracking select or enter the lot number for the item in the Lot number box Enter the new quantity on hand in the Actual box Select a reason the adjustment was made from the Adjustment reason list Click Save O P N o ouem 0 r5 Cost Adjustment Modify cost information for an inventory item 1 Select Inventory gt Adjustment List The New Cost Adjustment window opens 2 Search for and select the inventory item that needs a cost adjustment 3 Inthe Avg cost box enter the average cost of the product Or in the Total cost box enter the total cost of the product 4 Click Save Cornerstone 8 3 Single Location Inventory Deplete Adjust Move Page 48 Other Depletion Activities Patient Visit List Whiteboard Invoice and Voids It is important to understand how inventory quantities are depleted fr
34. ase order if an invoice item is not recognized by MWI or if the invoice item does not have an associated MWI vendor item ID in Cornerstone the invoice item line will display with a yellow background and an alert message box appears At this point you may either remove the item from the order or double click the item s description to open the Suggested Item List dialog box and select a suggested MWI item ID match for the item On the Suggested ltem List dialog box Cornerstone automatically populates the Description field with the invoice item s description in Cornerstone Click Search to find any closely matching MWI item descriptions If you are unable to locate a matching item you can refine search terms or change the description to one or more words that may be recognizable and click Search again If you select the MWI item as a match the MWI vendor item ID is automatically applied to the Cornerstone item This item will now be available for online ordering from Cornerstone in the future If you make a mistake mapping your item ID to the MWI item ID you will not be able to assign that MWI vendor item ID To remove the incorrect mapping select Lists Invoice Item and search for the item Click Update On the Inventory tab click Item Vendor and delete the vendor item ID on the grid Assigning Multiple Vendor Item IDs to a Single Inventory Item ID You can set up multiple vendor item IDs for a single product as long as you use the same buy sel
35. ation assigned to inventory items through the Invoice Item List Inventory Items Profit Analysis Report Use the Inventory ltems Profit Analysis Report to determine profitability of inventory items sold C End of month EOM must be processed twice and end of year EOY once before data appears for the appropriate columns for this report The data in this report corresponds to the data in the EOM Inventory Sales Report Inventory Linked Items Report The Inventory Linked Items Report lists all of the invoice items that have inventory items linked to them Inventory On Order Report Use the Inventory On Order Report to view detailed order information for items currently on order Inventory Overstock Report The Inventory Overstock Report displays a list of inventory items that are above their overstock point according to reorder information set up at the practice Inventory Partial Receipts Report The Inventory Partial Receipts Report lists orders that have been partially filled but remain open because some items on the order have not yet been received Inventory Purchase History Report Use the Inventory Purchase History Report to view a list of past vendor transactions including the receipt and return of inventory items for the practice Inventory Receipt Report Use the Inventory Receipt Report to view detailed information about items the practice has received Cornerstone 8 3 Single Location Inve
36. atuses from COrnerstOne cccccsseecceeceeeeeeeceeeeeeeeeseuseeeesauaeeeeeeaaeeeeessaeeeeesaees 61 synchronization of Electronic Inventory Orders with MWI c cccccsssseceecessseeeceeeeeeeceeseeeeseeeseeeessageeeseeas 61 Receiving Electronic Inventory Orders ccccccsssseeecceeeseeeeceesseeeceeeusceeeceuseeeeseusseeessaaseeeeseuaueeeessaneesessaages 63 Appendix 0 BE 15 Steps to Inventory 001 oat rics nsee ce wanie cectonamstapanendewnserteusinamsiies sense oush nemewase amemeneceneuassuaneeassesuamaecusns 65 Cornerstone Inventory Security escscitnstscidscetdentdtuxctersussaiecetendiensueadasaeiiuesthcltanst oouiweatbotemancleareenitent 67 Cornerstone 8 3 Single Location Inventory Page 5 Help ON WINDOW HELP INFORMATION Instructional information can be found under the window title and on the right hand side of many of the inventory windows View Quantity on Hand View your quantity on hand To change your quantity an hand select the linefs to change and click Edit GOGH Location All All 260 matching search results y Adult Canine 14 75 oz Beef Allergraam Shampoo 8 oz Allergraom Shampoo 16 oz Amitriptyline 10 mg Amitriptyline 10 mg Amitriptyline 25 mg Amitriptyline 25 Amitriptyline 0 Amitriptyline 50 Amoxi Inject 25 gm Arooxi Inject 25 gm Amoxi Inject Zo gm Amoxicillin 50 mg Amoxicillin 50 mg Amoxicillin 100 mg Amoxicillin 100 mg Amoxicillin 150 mg Amoxicillin 150 mg Amoxici
37. cted criteria display in the Receipt List window The following fields are available in the Find receipts area Vendor list View receipts for a specific vendor only e Status list View receipts with a specific status All Posted and Not Posted From list The two weeks prior to the current system date displays in the field Manually type a beginning date or click the arrow and select a date from the calendar to find receipts on or after a certain date Tolist The current system date displays in the field If necessary type an ending date or click the arrow and select a date from the calendar to find receipts on or before a certain date A Not sent status indicates an order has been saved but not placed This is useful if more items will be added to the order at a later point A Sent or Sent Online for IDEXX SmartOrder status indicates the order is ready for the vendor and has been placed A Partial status indicates the practice has received some of the items on the placed order from the vendor A Closed status indicates the order was manually closed by the practice This usually indicates the order was cancelled Cornerstone 8 3 Single Location Inventory Receive Page 38 RECEIVE ORDER OVERVIEW C For IDEXX SmartOrder users an order automatically changes its status to received once it is received at the practice For more information see Receiving Electronic Inventory Orders on page 63 Cy If you want to receive an ord
38. ctronic inventory ordering with MWI Veterinary Supply integration you must establish an account with MWI at mwivet com set up electronic inventory ordering in Cornerstone and have a consistent high speed Internet connection For more information about setting up IDEXX SmartOrder see Section 6 IDEXX SmartOrder Electronic Inventory Ordering with MWI Veterinary Supply on page 58 TRAINING CONTENT Content of the course includes Getting Started Phases and Setup Receive Purchase Deplete Adjust Move Throughout this training document there are references to useful information These icons will help you identify this information Q Tips enhance the basic information covered in the content LY Notes provide additional information Cornerstone 8 3 Single Location Inventory Introduction Page 3 Cornerstone 8 3 Single Location Inventory Table of Contents Introduction to the IDEXX Cornerstone Practice Management System Single Location Inventory Mc c P 3 Course BI cre qot p EE 3 mile jg 3 TANNG COMEM f TTE 3 NE o t 6 On Window Help IDToHTiallO Ies useumtaspeicu ttn sett Pt Iu dnt usc eP Sue Natta t ues hnsisienctiasuioasi
39. d to process the depletion of stock for items used internally by the practice Print is used to access the Inventory Internal Usage Report window Click Print select sot order and range information and then decide whether to preview print or save the report Click Back until the Internal Stock Use window appears Cancel is used to discontinue an internal use of stock depletion Select Inventory gt Internal Stock Use In the Item box search for and select the item to deplete In the Quantity box enter the quantity to remove from stock In the Lot number box if tracking enter the lot number of the item being depleted In the Expiration box if tracking enter the expiration date of the item being depleted In the Date used box enter a date the item was removed from inventory From the From location list select the location where the item was used From the Charge to cost center list select the cost center that will be charged for the item Optional From the Usage taxes to apply list select the usage taxes that apply to the item Optional In the Cost box modify the unit cost JA 10 ease I o od Click Save to save and close To preview or print the report click Print Cornerstone 8 3 Single Location Inventory Deplete Adjust Move Page 51 Return an Item to Vendor RETURN TO VENDOR OVERVIEW The Return to Vendor window contains several fields a list of items to be returned to the vendor and a Find
40. dates To update a single item s expiration date check box go to Lists gt Invoice Item gt select an item gt select Inventory tab e When turning on expiration date or lot number tracking for first time and existing QOHSs are already listed it is advisable to immediately update the current QOH with expiration date and lot number information Update from the View Quantity on Hand window e t is important that your staff knows how to correctly complete the task of inventory verification if the expiration date and or lot number do not readily appear This is done by double clicking in the location or lot number field of inventory details window Cornerstone 8 3 Single Location Inventory Getting Started Phases and Setup Page 18 BP Invoice Item Setup Move items Copyltems SetReorderPoints Set Barcodes Expdate Lotnbr whiteboard Description Sell Barcode Buy Barcode Chk All Class ID PHA PHARMACEUTICALS Retrieve Subclass ID ANT Antibiotics Inventory Clear Cancel Item ID Amoxicillin 50 mg Amoxicillin 100 mg Unchk All Amoxicillin 150 mg Amoxicillin 200 mg Amoxicillin 400 mg Chk All Amoxicillin Injectable Amoxicillin Oral 250 mg 100 ml a Unchk All Amoxicillin Suspension 15 ml Amoxicillin Suspension 30 ml Amoxi Inject 25 qm Antirobe 25 mg Clindamycin Antirobe 75 mg Clindamycin Antirobe 150 mg Clindamycin Ma
41. der Electronic Inventory Ordering with MWI Veterinary Supply on page 58 To create a purchase order for MWI 1 Select Inventory Order List 2 Click Add New Order The Create Purchase Order window opens 3 In the PO Number box press Tab or type an order number 4 From the Vendor list select MWI Veterinary Supply or your practice specific associated vendor for MWI as the vendor o In the invoice item grid in the first ID field type the item ID and press Tab or press F2 to search for and select the item to order If you have not linked the Cornerstone invoice item ID to MWI vendor item IDs you will be prompted to do so Once an item has been entered in the grid Cornerstone performs a real time check to verify the following e tem has a matching MWI vendor item ID Ordered item quantity is available e tem cost e Any available quantity discounts C An invoice item line marked Back order displays if the item is on back order with the selected vendor Contact MWI directly to check on expected date of availability 6 Alink for the MWI fulfillment and support terms of sale is displayed on the right side of the Purchase Order window Click the link to review the order A link where you can review MWI s terms and conditions is available T Click Place Order Cy When you place an order through IDEXX SmartOrder the order is sent to MWI for fulfillment MWI is fully responsible for fulfillment of your order including pro
42. e 3 00 bottle 3 00 bottle 3 00 bottle 26 00 bottle 9 00 bottle 4 00 bottle 1 900 00 tablet 1 000 00 tablet 1 500 00 tablet 1 500 00 tablet 1 700 00 tablet 430 00 cc 40 00 bottle 32 00 bottle 20 00 bottle 2 000 00 tablet 2 100 00 tablet 480 00 cc 70 00 bottle 3 200 00 capsul Deselect All 1 500 00 tablet _ Cy Inventory items can be moved to active or inactive locations however inventory items can be depleted only from active locations Select Tools gt Inventory Setup gt select the Move Items tab When the backup warning message appears click Yes after making an appropriate backup if needed Enter the search criteria and location information Click Retrieve Select the items for which you want to move reorder information and quantity on hand Click OK A window will display the quantities of items saved and or items with errors Click OK to close the window QU ED oP dem ee po Setting Reorder Points This section highlights the Set Reorder Points tab on the Invoice Item Setup window This tab allows the user to set reorder points for multiple items at one time You will learn how to set multiple reorder points for a specific location Select Tools gt Invoice Item Setup gt click Yes at the backup warning gt select Set Reorder Points tab Enter the search criteria and location information Click Retrieve Set the new reorder points reorder quantities and overstock points
43. e other adjustments as needed Receipt information Vendor Receipt number Date WILSON PET SUPPLY 11 3 2012 Purchase order number di Sort in original PO sequence Received 1000 00 AMoO200 Amoxicillin tablet 250 mg _ Received Cost Tax 0 0000 CS 0 00 56 4800 0 00 1 00 108 Canine 2 0 Ultra 27 5Lbs g ys Nm EU cK ru c QPa au LUO D EF Change prices To change prices for items on the receipt highlight the item and change the detail below AMO200 Amoxicillin tablet 250 mg each 0 0000 0 70 0 70 108 Canine Z D Ultra 5 bag 56 4800 75 12 75 12 Detailed pricing information for Amoxicillin tablet 250 mg New pricing Unit cost 0 00 Dispensing Fee ty Markup Price Qty rice 14 00 0 0 0 0 0 0 70 0 00 096 0 70 Minimum price 12 00 A n D NA SL e Ame h adon Danag e at a A mien RAL hm ues inm mui aia naim a Atm Ree ne aD DN 5 an Aner An A oh Fine a a Atte 9 aaa ADA A mom a n a ahh n m e SIUS ea AIL s Nn Cornerstone doesn t require you to complete anything on this window but at a minimum you should review the new pricing to ensure your receipt entry was accurate and is not causing an inaccurate new price 3 Optional To change price information select the
44. earch advanced On the enhanced window the search is conducted automatically DELETING A WANT LIST ITEM This section shows how to delete an item from Metronidazole injectable bag 5 00 None 04 11 20 Not Done MWI the Want List through the Purchasing Work List Sigpa old 0 00 None 08 21 2 Not Done MWI Cerenia 24mg pack of 4 41 00 None 08 21 20 Not Done MWI 1 Select Inventory gt Purchasing Work Cerenia 24mg pack of 4 0 00 None 08 21 20 Not Done MWI L i st Cerenia 60 mg pack of 4 24 00 None 08 21 20 Not Done Central Sto z RCVD Canine Hepatic L514 17 5Lbs 10 00 bag 04 23 20 Not Done 2 Clear the Suggested items check Vetmedin 5 mg Bottle of 50 55 00 botle 04 26 20 Not Done box CET 12 chlorhexidine rinse 12 00 each 04 18 2 Not Done Homeopet Drops 10 00 None 04 18 20 Not Done 3 CI ck Sea rc h Meloxicam 0 5 mg ml 0 00 None 06 18 20 Not Done Veterinary Purchasing Company 2 RCVD Canine Hepatic LS14 17 5Lbs B 2 00 box 04 06 2 Not Done MWI Veterinary Supply 4 Select the item that does not need to be E ical Rewards One Calorie Treat 5 00 bag 03 30 2 Not Done MWI Veterinary Supply Central Sto ordered and click Remove from list acid cB ins VARL Allergy Serum 11 00 None 04 18 20 Not Done 5 Ifthe confirmation window appears LEE 1212 Rimadvi 100mo Tablet BOCT Rate 0 00 Search results 1 to 25 of 29 Id 4 Pl Res
45. ed to view a report before printing or saving it Print Now is used to print the report immediately to the default printer Print is used when you want to choose which printer the report will print to Back is used to return to the Inventory Reports window Remove Range is used to clear the range information in the Set report range area of the window Cornerstone 8 3 Single Location Inventory Inventory Reports Page 54 In this activity you will preview the Inventory Cost Report 1 Select Reports gt Inventory The available reports are displayed 2 Select a report Inventory Cost Report Click Preview to view the standard report or enter ranges to 3 Click Create Report The Inventory Reports narrow the report I The Inventory Cost Report shovs you the cost of your window opens inventory n Rand The report sorted by classification ID item description vendor name location or Click Run group Optional Click Preview to view the standard report or Sort by Class ID W select an option from the Sort by list to narrow the results 6 Optional Specify the information displayed on the aes um report by selecting range information in the Set report range area of the window Description list Select the information to display on the report e Starting value Enter a starting value by which to narrow the report results Press F2 to select from a list of options e Ending value Enter an endin
46. eesicontidcosinendonuanbevadaeleeechistcoscinabiene 6 Cornerstone Reference HeSOLIGC6S iain tictensaeediies Eno gana sk o annu Ya gan aya kd ny Da aa kYy Enn FN VR a cU NY a FREE S a REr apa EX RUNS 7 Using Cornerstone Help 0 aerei irinna aana 7 Using Cornerstone Administrator s Manual and Cornerstone User s Manual esses 7 Online Cornerstone Customer Support Center ccccccccssssceecceesseeeceeesceesceessecesseeeeeeeseaseeeeseeaseeeesseseeeenss 7 Phase 1 Understand Basic Work Flow and Unique Capabilities 9 Phase 2 Decisions and Setup Before Invoice Item Information 10 Accessing Inventory Management Ua Reus REC x runs ao e ebnd ceu b Usus ua UsRuESrPEES 11 Access Inventory from the Cornerstone Menu Dab c sccccccccsssseeeeeecceueeseeeeeceseaeuseeeeessesaaaseeeeesssaasseeeess 11 Set Up Vendors Locations Cost Centers and Units of Measure 11 Vendor List OV GIVI GW C P 11 Adang a New WSO asta cna 12 Adding a Location MENTRE 12 Adding a Cost Cemer eeren e E E NRE EE EA OEE E EER 13 Set Up Adjustment Reasons sssssnnssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn mnnn nnnn mennenm nnmnnn 14 Adjustment a
47. eport Receipt Report Reorder Report Returns Report 407 shown Adjustment Report Hide locked reports Create report Report fields Date date of adjustment Item ID Description invoice item hospital description New Cost new cost on adjustment Adj Cost difference between old and new cost New Qty quantity entered on adjustment Adj Qty difference between old and new quantity and unit of measure Expiration Date expiration date if entered on adjustment Lot Number lot number entered on adjustment User ID user ID logged in when adjustment was made Adj Reason adjustment description Location location ID where item is stored Status C confirmed or U unconfirmed Descri ption Lists all of the adjustments made to your computerized inventory record Use this report to view a list of quantity or price adjustments in inventory Inventory Adjustment Report rted By Date B New Adj New Adj Expiration User Adj Location Date Description Cost Co Date Lot Number ID Reason Status X32X8 CVP 0 WO Cane Verson 5 Polo 8 na na 200 300 bag Ode count DET 6 332008 AD arine bline a d can na ma 5200 9000can Ode count DET 6 32008 ms Fronfire Plus 0 220 x dose na n 500 dose Oyde count REAT C 36 2008 FLP23 Fronlfire Pius 23 44 x dcos na n 500 5 00 each iC Oyde count REAT C 36 2008 FLP233 Fronlre Pius 23 44 Ib x 3 08 na nia 2300 2300cach i
48. er from the Purchase Order List window see Receiving an Order from the Purchase Order List Window on page 44 Open the Receive Order window from the Receipt List window by clicking Receive an Order Edit or View Receive Order Select a vendor and enter a receipt number Items on purchase orders display in the grid To receive items change the status to received After changing the status make other adjustments as needed Open receipts for ven MVendaor Receipt number Date xMew receipt MWI Veterinary Supply 1 4 2012 33 Purchase arder number All Gpen Pos To receive items fram a specific purchase order select the purchase order number Click Receive All to change the status of all items to received or manually change the status of each line To manually add an item to the receipt pup II enter the item ID in the ID field To remove items that vou have manually added ta the receipt select the item line and click Remove Item Item History Item Information Stock Locations Receive Order fields include Vendor list Select the vendor from which the items are being received Receipt number box Type the invoice or packing slip number provided by the vendor e Date box This is the date the shipment is received The current system date will automatically display but can be changed if necessary e Open receipts for vendor box If you have any open unfinished receipts for this vendor they wi
49. ers and expiration dates while working on the document Setting the Inventory Depletion Default If there is only one location available the location can be automatically selected You can set a default location for a specific workstation or assign a default location for a staff member You can also select a depletion option to set the oldest expiration date in each location as the default In these cases the system can be set to automatically choose a location and mark an item as verified when depleting inventory If you have only one location and this option is not selected staff will have to view the inventory details of the item in the Inventory Details window assign it a location and mark it as verified before they can remove the item from inventory Automatically default in the oldest expiration date in the location Cy If you have set inventory to default a location based on workstation or staff member the system will first look at the Cornerstone workstation location and if no location is selected will then look at the location assigned to the logged in staff member to determine which location to use If you choose to use this default you may still need to verify the depletion when you are tracking lot numbers and or expiration dates for the invoice item This default selection is primarily used in clinics where only one location is used only a few lot numbers and or expiration dates are tracked or no lot numbers and or expi
50. et up prior to establishing inventory settings and working in inventory Security for inventory is set in Cornerstone and can be located on the menu bar at File gt Security Setup In the following grid you will find a listing of all the inventory security settings access suggestions and the path to locate that feature It is ultimately the practice s decision maker who decides who has access to certain areas within the inventory features Key GEN General Login REC Receptionist DR Doctor TECH Technician and M O Managers Owners For security settings to take effect you will need to close out of Cornerstone and reopen This document contains suggested security setting for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access 10 certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Lh Security settings in additional areas such as Practice List security settings must also be established Cornerstone Dialog Security Access Suggestions Path to Locate Finventory Agustmentuist Inventory gt Adjustment ist Inventory Adjustment Reason X Inventory Adjustment Reasons List Inventory Adjustment Reason Inventory Adjustment Reasons Maintenance Inventory Backorder List LT 0 Inventory gt Backorder
51. f all inventory However the values of items with negative quantities are nat subtracted from the total cost CORNERSTONE REFERENCE RESOURCES There are three reference resources for you to access if you have questions while using Cornerstone Cornerstone Help can be accessed within the Cornerstone software The Cornerstone Administrator s Manual and Cornerstone User s Manual are available from icons located on your desktop or from the Start menu The IDEXX Cornerstone Customer Support Center is a website designed to provide you with general information for questions you may have including training materials and it is accessible through Cornerstone or any Internet browser USING CORNERSTONE HELP You can access Cornerstone Help in three ways Press F1 for content specific help Click the Help button P on the toolbar e Select Help on the menu bar and select either Contents or Search For Help On You can also view Help text that displays on the left side of the status bar USING CORNERSTONE ADMINISTRATOR S MANUAL AND CORNERSTONE USER S MANUAL The Cornerstone Administrator s Manual and Cornerstone User s Manual are accessed through the Cornerstone Program menu Use the manuals to supplement your learning gain additional information on a topic or help answer questions you have in the future that you can t find the answers to in this book To access either manual click Start gt All Programs gt Cornerstone gt Manuals ONLINE CORN
52. for the selected items Click OK A window will display the quantities of items saved and or items with errors Click OK to close the window o FS mox Cornerstone 8 3 Single Location Inventory Getting Started Phases and Setup Page 17 After QOH tracking and buy sell ratios are set up for an inventory item use the Invoice Item Setup tool Tools gt Invoice Item Setup to set reorder points and expiration date and lot number tracking BP Invoice Item Setup ol amp Set Reorder Points Set Barcodes Expdate Lotnbr Whiteboard Move Items Copy Items Invoice item and location Class ID PHA PHARMACEUTICALS Retrieve Subclass ID ANT Antibiotics Inventory Service Item ID Location Pharmacy Main REX Item ID Description Amoxicillin 50 mg Amoxicillin 100 mg Amoxicillin 150 mg Amoxicillin 200 mg Amoxicillin 400 mg Amoxicillin Injectable Amoxicillin Oral 250 mq 100 ml Amoxicillin Suspension 15 ml Amoxicillin Suspension 30 ml Baytril 22 7 mg Baytril 68 mg Baytril Injectable Baytril Otic 9 On Hand 2 000 00 tablet 2 000 00 tablet 2 000 00 tablet 2 000 00 tablet 2 000 00 tablet 700 00 cc 8 00 bottle 10 00 bottle 10 00 bottle 4 000 00 tablet 4 000 00 tablet 796 90 cc 36 00 bottle Reorder Pt 410 00 tablet 300 00 tablet 260 00 tablet 360 00 tablet 300 00 tablet 120 00 cc 10 00 bottle 10 00 battle 6 00 battle 260 00 tablet
53. g value by which to narrow the report results Press F2 to select from a list of options e And Or list If the report is to include more than one search criteria select And to include all the description ranges entered or select Or to include any of the description ranges entered Click Remove Range if the information entered within the Set report range area of the window is inaccurate This will clear the fields 7 Preview or print the report 8 Click Back until you return to the Inventory Reports window 9 Close the Inventory Reports window INVENTORY REPORTS This section highlights the inventory reports available in Cornerstone Inventory Adjustment Report Use the Inventory Adjustment Report to view a list of quantity or price adjustments in inventory Inventory Audit Open Details Report Use the Inventory Audit Open Details Report to display an itemized listing of inventory items that have item details completed including location expiration date and lot number and are marked as verified but have not yet been finalized Inventory Audit Report Use the Inventory Audit Report to display an itemized listing of inventory item transactions in Cornerstone This list can be used as a reference if re keying data is necessary When printing this report enter ranges to filter the report to avoid printing a large report Inventory Backorder Report Use the Inventory Backorder Report to view all items on back
54. gory Item Examples Injectables Heartworm Heartworm Review and set up units of measure under Controls gt Units of Measure Collect vendors and information for this category Vendor name address website contact name contact phone number and contact email address Set up under Inventory Vendors See Section 6 IDEXX SmartOrder Electronic Inventory Ordering with MWI9 Veterinary Supply on page 58 if your practice is using that feature Additional setup is required Set up the locations where this category is kept Inventory Locations You can print various reports by location such as the Inventory Counts Report and provide that location report to individual staff members for physical counts Make management decision and choose one of the four tracking options Track neither lot number nor expiration date but only quantities Track lot number only Track expiration date only Track lot number and expiration date along with quantities Use this decision criteria e Staff will need to enter or select the level of inventory detail you set at any of the consumption windows Patient Visit List Whiteboard Prescription Rabies or Invoice Cornerstone allows staff to enter a lot and expiration date on the fly at consumption Patient Visit List Whiteboard Prescription Rabies or Invoice which means they could enter an invalid option and it would need to be corrected A manually entered lot number expirat
55. he order such as sending the order by fax or calling MWI IF File Edit Activities Lists Controls Inventory Tools Reports Weblinks Window Help 6 8 9 9 4 4 8 9 HEB E View and manage purchase orders Vendor Status Date Range All Vendors v AllStatuses y 11 06 2012 FR ro 11 20 2012 FR Search Add New Order PO Number 4 Vendor Status Total Order by Date 123376 BISCO DENTAL FILM TRANS Closed 0 00 Schulze DWM Corrin 11 15 2012 For group 123377 MWI Closed 12 82 Schulze DVM Corrin 11 15 2012 F T 123381 MWI Sent Online 11 00 Schulze DVM Corrin 11 20 2012 123382 Heska Sent 0 00 Schulze DVM Corrin 11 20 2012 123383 MARKET LINK Sent 0 00 Schulze DVM Corrin 11 20 2012 Unmatched Orders View all 2 TT 123384 Novartis Sent 1 00 Schulze DVM Corrin 11 20 2012 123385 MWI Sent Online 2 86 Schulze DVM Corrin 11 20 2012 123386 MWI Sent Online 10 49 Schulze DVM Corrin 11 20 2012 123387 Novartis Sent 0 00 Schulze DVM Corrin 11 20 2012 123388 Thera Pet 0 00 Schulze DVM Corrin 11 20 2012 rack individual invoice items in the order by clicking the Track link This link launches the associated website USPS UPS or FedEx to access tracking details The link appears on the Purchase Order List once MWI has completed processing and shipped the item e After submitting your order you will receive a confirmation notice informing you that your order has been pl
56. her product and company names and logos are trademarks of their respective holders IDEXX Computer Systems One IDEXX Drive Westbrook Maine 04092 USA idexx com cornerstone Introduction to the IDEXX Cornerstone Practice Management System Single Location Inventory Training COURSE DESCRIPTION During this course inventory managers from practices that are just starting inventory management for the IDEXX Cornerstone Practice Management System will learn basic inventory management capabilities be introduced to a decisions and setup checklist and then learn how to complete basic purchase receipt and other important inventory transactions in their real practice data files or the training files PREREQUISITES The current version of Cornerstone installed at the practice Decision to use Cornerstone single location inventory Access to the inventory feature which means inventory security has been turned on for inventory management staff Invoice item setup knowledge and experience including how to maintain classifications and subclassifications e Knowledge of basic inventory management processes outside of Cornerstone such as efficient physical counts properly receiving inventory and communication among inventory management staff e Windows Internet Explorer 7 or later must be installed on each Cornerstone workstation It does not have to be the default Internet browser e f your practice is using IDEXX SmartOrder ele
57. i aai aaa eer reer ere ee re re 14 14 Phase 3 Invoice Item Information Changes Mass and Single Changes 15 Single Changes Maintain GOH tte N E a 15 Single Changes Special Buy Sell Examples ssessesesssseeseseeeeeeeennnnn nennen nnne nnne nnn nnns 16 PASS CAN CS RE IEEE D T 17 Phase 4 Invoice Item Counts and Costs and Practice Defaults 20 Checklist lnvoice Item Counts and Costs secet eritque en mue ron t erbe bise etm exi oc toos enc 1 o Ong as Ee Sese on rper end 20 21 Staf DelaURS S 23 Communication and Decision quiu nina ama tdtko cause agora ud Ego rape Nadu en pores 23 Phase 5 Deplete Adjust Mowve 1 ecleeeeeeeieeeiiee esee n enn n nnn nn nnn nnn h nna n nana nana anna nns 24 Purchase 2S Want Suggested List Overvi W c 26 Purchasing isi eO I E aA A a eaaa kaar E 27 PAU SSO MAMAS dresenn EE DOO TE OE 28 Inventory Item Search Overview e 29 Basic Search for an Inventory MO T mmm 29 EDGE UNG a VV EI SE MEE E UT 30 Adding an Item to a Purchase Order from the Purchasing Work LISt cc cccccccsesesseeeeeeesseaeeeeeeeeesaneeeess 31 Adding an Item to the Want List from the Purchasing Work List ccc
58. int Options The Inventory defaults area includes the following fields e Vendor ID box The ID will automatically appear as the primary vendor in the Item Vendor Information window when setting up inventory information on invoice items Order ID field Enter a beginning number used to track purchase orders in Inventory This is the number to begin numbering new purchase orders Usage Tax box Select each tax that applies to items used internally by the practice if applicable Cy e Show item history for box Enter the number of months for which item history will display If the usage tax does not display on the list set the tax up in Cornerstone Foundation in Controls gt Taxes Receiving location list Select the primary location at which items are received Check boxes Auto confirm adjustments Auto confirm stock transfers Delete want items on completed order Print purchase order notes Cornerstone 8 3 Single Location Inventory Getting Started Phases and Setup Page 21 The When inventory details need to be verified for items tracking lot numbers and expiration dates area includes the following fields Prescriptions list The default selection is Not required Other options include Warn if not verified and Required Not required You will not be required to enter lot numbers and expiration dates on the Prescription window e Warn if not verified On the Prescription window a war
59. ion Date X Reports gt Inventory gt Inventory Expiration Date Report Report Inventory lInternal Usage X Reports Inventory Inventory Internal Usage Report Report Inventory ltem Vendor Reports Inventory Inventory Item Vendor X Information Report Information Report Inventory lItems Profit Analysis Reports gt Inventory gt Inventory Items Profit Report Analysis Report Inventory Linked Items Report pf Inventory On Order Report aM Inventory Overstock Report Pf Inventory Partial Receipts Report Inventory Purchase History Report inventory Receipt Repo m m Reports gt Inventory gt Inventory Linked Items Report Reports gt Inventory gt Inventory On Order Report Reports gt Inventory gt Inventory Overstock Report Reports gt Inventory gt Inventory Partial Receipts Report Reports gt Inventory gt Inventory Purchase History Report Reports gt Inventory gt Inventory Receipt Report Reports gt Inventory gt Inventory Reorder Report Reports gt Inventory gt Inventory Returns Report Report will automatically display when an error occurs Reports gt Inventory gt Inventory Inventory Turnover Report Reports gt Inventory gt Inventory Inventory Usage Tax Report Reports gt Inventory gt Inventory Inventory Vendor Summary Report X Reports gt Inventory gt Inventory Want List Report Inventory
60. ion date will require a manual correction by inventory staff even if the manually entered info is correct or the result will create a negative QOH for those items You can print the Invoice Item Sales Information for a specific lot number to see a list of clients that purchased an item with a given lot number Cornerstone 8 3 Single Location Inventory Getting Started Phases and Setup Page 10 Accessing Inventory Management ACCESS INVENTORY FROM THE CORNERSTONE MENU BAR E Cornerston File Edit Activities Lists Controls Inventory Tools Reports Web Links Window Help ef 8 9359 3 wantlist Bh 8 98 2 9 1 Order List Purchasing Work List Receipt List View Quantity on Hand Return to Vendor Internal Stock Use Backorder List Adjustment List Vendors Locations Cost Centers Adjustment Reasons Set Up Vendors Locations Cost Centers and Units of Measure VENDOR LIST OVERVIEW To open the Vendor List window select Inventory gt Vendors The Vendor List displays active vendors used by the practice to place orders receive inventory and return inventory From the Vendor List window add new vendors edit existing vendors and delete unused vendors F Vendor List a 93 Search for a Vendor p Comin Edit Vendors that have DEi 7 been used previously 6 of 6 vendors may be inactivated but Phone number VendorA 715 222 1234 not deleted Vendor B 217 555 1212 Vendo
61. item on the Change prices list The current and new pricing information for the item displays in the Detailed pricing information for Name of Item area Cy The new pricing unit cost equals the cost of the item that appears on the Receive Order window When receiving an item with more than one unit cost the highest cost becomes the new unit cost You may enter new markup information for the item to calculate a new price for the item or enter a new price to calculate the markup of the product C Prices will not change if the item isn t set to auto calculate price Lists Invoice Item Detailed pricing information for Amoxicillin tablet 250 mg New pricing Unit cost 0 00 Dispensing Fee Ez Oty dT TEST ce 14 00 Minimum price 12 00 Cornerstone 8 3 Single Location Inventory Receive Page 43 Optional Enter a dispensing fee for the item in the Dispensing Fee box Optional Enter a minimum price for the item in the Minimum price box Click Post The quantity on hand and cost information for each item is updated and the items are received into the correct location The Receipt List window displays the posted receipt 7 Close the Receipt List window RECEIVING AN ORDER FROM THE PURCHASE ORDER LIST WINDOW Select Inventory gt Order List The Purchase Order List window opens Select the purchase order and click Receive Order Type the receipt number for your order in the Receipt Number box
62. items to return area used to search for and select items that need to be added to the list of returns To access this window select Inventory gt Return to Vendor C It is only possible to return only those items that are marked to maintain QOH Return to endor Return items ta a vendor Vendor RMA number My Vendor 06668 Adult Canine 14 75 o 144 00 can Location All F afd Canine Feline C Adult Canine 14 75 Amitriptyline 10 mg Amitriptyline 10 mg Amitriptyline 25 mg Amitriptyline 25 mg Return date 11 5 2007 78798221 2 0 0 Restock fee 0 00 Primary vendor can can tablet tablet tablet tablet Central Storage Central Storage Supplies East Pharmacy Main Supplies East Pharmacy Main RETURNING INVENTORY TO A VENDOR Shipping 0 00 Save amp Print Total tax 0 00 787962 36554 20698 36221 43698 This section shows how to return inventory items to a vendor 1 2 3 W oe Select Inventory gt Return to Vendor 2 520 4f12 2 4 2 2007 4 15 2 From the Vendor list choose the vendor the inventory items will be returned to Optional Type the Return Merchandise Authorization RMA number provided by the vendor in the RMA number box Optional Select or enter a return date in the Return date box Search for and select items to return in the Find items to return area
63. ity on Hand and Expiration Date Adjustments sees nennen nennen nennen nnn nnns 46 Adjustment List OVErViOW ccccccsccccccsssececceeesceeecsessececsuaueeeesceuseceeseeeeeeessaueeeecseuseceseseaseeesssasesesssagseeessaaseees 48 Other Depletion Activities Patient Visit List Whiteboard Invoice and Voids 49 Voiding Prescriptions and INVOICES seeeecseeeeseeseeeeeeeee eene nennen nennen nenne nennen nnne nnn ra nn arena nnns 49 Saving and Printing Internal Stock USO ioo iuo rper ie peau urina 1e sisE por uio esto qevibe v urit ehe rir vae tin Vor a oot Evae bite ras 50 Return an temi to Vendor ee t ccc 52 Return to Vendor Overvi W 52 Ret rning Nyentory t0 a Vendo POTENT E EO E DOE 52 Inventory Reports DIB 54 Repons puesto scenes sere EENE 54 TMOG M nic ee PREIS UO rE 55 IDEXX SmartOrder Electronic Inventory Ordering with MWI Veterinary nnmnnn UN ERI ONE 59 Setting Up Electronic Inventory Ordering with MWI Veterinary Supply cccccseeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeens 59 Adding Vendor Item IDs for Matching Inventory Items in Cornerstone ccccceeeeeeeeeeeeeeeeeaesseeeeseeeeeeeenanees 60 Adding a Vendor Item ID While Working with Inventory Orders cccccsseeeeceeeeeeeeeeceeeeeeeeeaeeeeeeeseeaeeeessaaees 61 Tracking Electronic Order St
64. ived 4 00 None 5 51 22 04 MWI Veterinary Supply 05 31 2012 Ordered 4 00 None 5 51 22 04 MWI Veterinary Suppl Search results 1 to 2 of 2 Results perpage 25 v Q If the item is not on an available list click the magnifying glass on the Item History Item Information or Stock Locations tab to search for and select the item For the View Quantity on Hand and Receive Order windows 1 Search for and select an item and then click the Expand button located in the lower right area of the window The Item History tab displays 2 Click the Item Information tab to view details about the item 3 Click the Collapse 1 button to minimize the tabs Q If the item is not on an available list click the magnifying glass Q on the Item History or Item Information tab to search for and select the item ITEM DETAILS OVERVIEW This section highlights the Item Details area of the Purchasing Work List The Item Details area displays stocking levels and reorder point information for an item selected in the Purchasing Work List This area is also used to access the Find and Transfer Items window to move items from one location to another Item Details Item information includes of 4 Tn Location e Item ID Description The selected item s ID and description display when nn it is selected within any of the Purchasing Work List tabs p E ccc s Qty On Order 0 Location View location of item Qty On Back Orde
65. ke an appropriate backup before continuing 1 2 p IX 9 9 10 11 12 Select Tools gt Invoice Item Setup gt click Yes at the backup warning gt select Set Barcodes Expdate Lotnbr tab A window will display a warning message If you clear the Track Exp Dates check box for an item all the expiration dates for the item will be lost If you clear the Track Lot Nbrs check box for an item all the lot numbers for the item will be lost Read the warning and click OK Enter the search criteria Click Retrieve Enter the appropriate information for buy barcodes and sell barcodes and then select or clear the check boxes to track lot numbers and expiration dates Click OK When the warning message same as step 2 appears click Yes after reviewing changed information A small window displays the quantities of items saved and or items with an error if applicable Click OK to close the window When the warning message same as step 2 appears click Yes after reviewing changed information A small window will display the quantities of items saved and or items with an error if applicable Click OK to close the window Cornerstone 8 3 Single Location Inventory Getting Started Phases and Setup Page 19 Phase 4 Invoice Item Counts and Costs and Practice Defaults CHECKLIST INVOICE ITEM COUNTS AND COSTS These instructions are designed to assist you in the inventory clean up procedure 1 Review the Invoice Item Setu
66. l ratio for each vendor item ID For example you might have more than one vendor for amoxicillin 50 mg capsules With both vendors you buy in bottles of 50 capsules but sell individually In this case you could set up a vendor item ID for each vendor and link both vendor item IDs to the same inventory item ID Buy Example Inventory Example Vendor Item ID Item ID Cornerstone 8 3 Single Location Inventory IDEXX SmartOrder Page 60 ADDING A VENDOR ITEM ID WHILE WORKING WITH INVENTORY ORDERS You can add a new invoice item when searching for an item on the enhanced Search for Inventory Item window available see Inventory Item Search Overview on page 29 The enhanced Search for Inventory Item window includes Vendor and Vendor Item ID fields that provide a quick way to add the primary vendor vendor item ID information for the item Q Identify your frequently ordered items and link them to MWI invoice item IDs TRACKING ELECTRONIC ORDER STATUSES FROM CORNERSTONE Order tracking features for electronic inventory orders allow you to e See when the status of an ordered item changes indicating if the order was sent if the vendor received the order successfully etc e Ifthe order is received successfully by MWI the status is Sent Online e Ifthe order is not received by MWI you will see a message asking you to complete the order offline and the status is Sent If this happens you need to use another method to send t
67. l time inventory status updates and pricing updates from MWI Order tracking is provided once MWI has processed an order and as orders are shipped In addition Cornerstone automatically recognizes the receipt of the shipment Benefits of IDEXX SmartOrder include e Ordering from within your practice management system The order process is within your work flow so you do not have to switch among multiple systems to place or track an order Real time pricing details When you place an order cost for that item is displayed in the purchase order In addition when quantity discount opportunities are available a notification is visible in the SP Special Pricing column of the purchase order Immediate notification of item availability You will know right away if items are on back order e tem status updates Orders can be tracked from the time they re placed to the time they arrive at the practice e Automated electronic receipt of items As ordered items arrive at the practice receipts automatically fill with the appropriate information for quick and easy processing SETTING UP ELECTRONIC INVENTORY ORDERING WITH MWI VETERINARY SUPPLY For IDEXX SmartOrder to seamlessly connect to the MWI online inventory ordering system you must complete a one time setup to specify your account information and agree to the MWI terms of sale This will allow you to send and receive orders from MWI without needing to log in to their website for each o
68. ll display here To finish one of these receipts select the receipt from the box Purchase order number list Select an order to find the items on a specific purchase order e Sortin order PO sequence check box Select to sort in PO sequence e Shipping box Type any shipping charges that apply Total tax box Type the total amount of tax that applies to the shipment If entering tax for the individual items on the receipt the total for all line items is calculated and displays in the field Total field View the total cost of the items on the receipt This total should match the total provided by the vendor on the invoice or packing slip Cornerstone 8 3 Single Location Inventory Receive Page 39 Columns on the Receive Order window include e Status The status of the item on the receipt Options include Ordered Received Backordered and Cancelled Qty The total quantity for the item placed on the purchase order based on the unit of measure e ID The item ID of the product placed on a purchase order Description The name of the item placed on a purchase order Note A note added to the line item Click the 5 icon to view the note e PO number The numerical code assigned the purchase order the item was placed on e UOM The buying unit of measure for the item Cost The unit cost of the item Special price If the item is purchased at a special price the icon displays As a result the item s vendor cost will
69. llin 200 mg Amoxicillin 200 mg Amoxicillin 400 mg Amoxicillin 400 mg Item History Itera Information Classification 73795221 36954 20608 356521 45638 346599 45535 622023 778551 226294 23564 456962 11 5955632 422565 20 14750 19325 7330 Item 3 14 2007 3 28 2007 4 12 2007 4 2 2007 4 15 2007 4 25 2007 4 28 2007 3 8 2007 3 30 2007 3 10 2007 3 i 2007 a z4 2007 3 11 2007 3 20 2007 3 2 2007 3 30 2007 3 25 2007 3 29 2007 3 6 2007 3 10 2007 144 00 0 00 0 00 2 000 00 3 000 000 2 000 00 3 000 00 1 000 00 3 000 000 1 000 00 1 000 00 1 000 00 1 500 00 200 00 200 00 1 500 00 1 500 00 200 00 1 500 00 700 00 1 500 00 200 00 can battle bottle tablet tablet tablet tablet tablet tablet cc cc cc tablet tablet tablet tablet tablet tablet tablet tablet tablet tablet 40 0000 40 0000 40 0000 40 0000 40 0000 40 0000 40 0000 40 0000 40 0000 40 0000 40 0000 40 0000 40 0000 40 0000 40 0000 40 0000 40 0000 40 0000 40 0000 40 0000 40 0000 40 0000 ul Only show items with negative quantity Total cost 0 00 Cornerstone 8 3 Single Location Inventory Introduction Page 6 C Edit Lot amp Exp To change the quantity for items in the list select the rows to adjust and click the Edit QOH button To create a new adjustment click the Mew QOH Adjust button The total cost measures the value o
70. ls and entering the charges on the Patient Visit List or invoice Cornerstone 8 3 Single Location Inventory Getting Started Phases and Setup Page 23 Phase 5 Deplete Adjust Move The diagram below shows the inventory work flow The numbered steps correspond to the diagram For detailed information see the Deplete Adjust Move section on page 45 The work flow includes the following steps Purchasing Work List Purchase Order Receive Order ww NYS Deplete e Adjustments nternal Stock Use Performed PVL or Document Items e Return to Vendor Inventory Workflow Diagram Deplete inventory through adjustments use and returns DER nd enter a receipt number Items on purchase orders display in the grid To receive items tatus to received After changing the status make other adjustments as needed I Item History Item Information Stock Locations Cornerstone 8 3 Single Location Inventory Getting Started Phases and Setup Page 24 Section 2 Purchase Cornerstone 8 2 Single Location Inventory Purchase Page 5 WANT SUGGESTED LIST OVERVIEW The Want Suggested List tab on the Purchasing Work List window is used to display e Items that have been requested by employees Want item check box selected e Items that are at or below the reorder point Suggested item check box selected e tems that have been requested by emplo
71. n the receipt Save and Print is used to print a receipt Click Save and Print and the Inventory Receipt Report window displays the current details of the receipt Preview print or save a copy of the receipt and then click Back to return to the Receive Order window Post is used to process a completed receipt Click Post The Change Prices window displays each item being received Make any necessary changes to the pricing information for the items and click Post QOH and cost information is updated and items are received into the correct locations Cancel is used to discontinue a receipt Click Cancel If the confirmation window displays click Yes The Receipt List window appears Cornerstone 8 3 Single Location Inventory Receive Page 40 ADDING A NEW RECEIPT RECEIVE ORDER This section shows how to create a new receipt to receive inventory into Cornerstone An asterisk indicates a required field If the field is left blank or the information in the field is a duplicate of another entry a message will display In this activity you will create a receipt containing an item and save it Select Inventory gt Receipt List The Receipt List window displays existing receipts entered in the last two weeks Click Receive an Order The Receive Order window opens From the Vendor list select the vendor from which items are being received If there are open receipts for the vendor they will display in the Open receipts for
72. ng IDEXX SmartOrder e For group The location group for which the items are ordered This is a hidden column Total The total cost of the order Order by The name of the staff member who was logged in at the time the order was initially entered Date The last date the order was worked on A Not sent status indicates an order has been saved but not placed This is useful if more items will be added to the order at a later point A Sent or Sent Online for IDEXX SmartOrder status indicates the order is ready for the vendor and has been placed A Partial status indicates the practice has received some of the items on the placed order from the vendor A Closed status indicates the order was manually closed by the practice This usually indicates the order was cancelled Cornerstone 8 3 Single Location Inventory Purchase Page 33 PURCHASE ORDER OVERVIEW To open the Purchase Order window select Inventory gt Order List gt click Add New Order to open the Create a Purchase Order window or click Edit to open the Edit a Purchase Order window Create Purchase Order Create a Purchase Order for a specific vendor Vendor Pet Health Pharmacy Order by Cancel Press Tab to move from field to field The Purchase Order window includes the following fields e PO Number box A purchase order number is a unique number that is used to track each order entered in inventory e Vendor list Select the vendor with whom the
73. nidazole injectable bag Injectables 35 00 102 Lepto Titer at KSU Lab 43 50 103 MWI 100911 Cerenia 24mg pack of 4 Pharmacy 16 00 104 Cerenia 60 mg pack of 4 Pharmacy 524 50 att 107 MWI 130081 RCVD Canine Hepatic LS14 17 5Lbs Diet 38 65 mit 108 HILLS Canine Z D Ultra 27 5Lbs Science Diet 75 12 10DIV 10 Dextrose Solution Injectables 0 00 zi 112 Vetmedin 5 mg Bottle of 50 Pharmacy 65 00 114 Dog Day Boarding Hospitalization 17 50 115 MWI 100118 Dexasone Bendaryl Injections Injectables 38 50 116 Dog Boarding Boarding 20 00 12 MWI 10012 CET 12 chlorhexidine rinse Pharmacy 16 29 Search results 1 to 25 of 735 ia gt bl Results perpage 25 v Add an item Enhanced Search for Inventory Item window Basic SEARCH FOR AN INVENTORY ITEM This section shows how to use the Search for Inventory Item window to perform a basic search for an inventory item 1 Select Inventory gt View Quantity on Hand N In the Item box press F2 or click the magnifying glass icon to open the Search for Inventory Item window p Type the first few letters of the item you are searching for in the Description box C Any inventory items that match the search criteria display in the list 4 Select the item you searched for C The blue flag indicates the items that are tracking quantity on hand 5 Click Select The item s description displays in the Item box Cornerstone 8 3 Single Location Inventory Purchase Page 29 6
74. ning will appear if lot numbers and expiration dates are not entered Lot numbers and expiration dates may be entered now or later when working on the PVL or invoice Required You will be required to enter lot numbers and expiration dates on the Prescription window Performed PVL items and Saved Invoices list The default selection is Warn if not verified Other options include Not required and Required e Not required You will not be required to enter lot numbers and expiration dates on the PVL or saved invoices e Warn if not verified A warning will appear if lot numbers and expiration dates are not entered giving you the option to enter lot numbers and expiration dates on the PVL or saved invoices Required You will be required to enter lot numbers and expiration dates on the PVL or saved invoices Performed Document Items box The default selection is Not Required Other options include Warn if not verified and Required Notrequired You will not be required to enter inventory details at the time that the invoice items are sent from the document to the PVL You still need to verify inventory details later on the PVL or invoice e Warn if not verified A warning will appear if inventory details are not filled in and verified at the time that the invoice items are sent from the document to the PVL You still need to verify inventory details later on the PVL or invoice Required You will be required to enter lot numb
75. nline transaction C You must have an account set up with mwivet com to use IDEXX SmartOrder If you do not have an account set up contact your MWI representative New MWI customers must contact MWI to set up your account and activate online ordering with mwivet com If you do not have an account set up contact your MWI representative Existing MWI customers can use their current MWI customer number to activate electronic inventory ordering in Cornerstone but you must also contact MWI to enable online ordering through MWI C There is a 99 annual service fee for IDEXX SmartOrder however this fee will be waived by MWI for any practices that place annual orders totaling 5 000 or more directly through the IDEXX SmartOrder inventory ordering system within Cornerstone The annual tracking period will begin on the date that you activate IDEXX SmartOrder within Cornerstone To use the service you must e Have or establish an account with MWI at mwivet com e Setup electronic inventory ordering in Cornerstone and accept the MWI terms of agreement e Have a consistent high speed Internet connection Login Password Management Settings C Only an administrator can set up and modify electronic inventory ordering with IDEXX SmartOrder 1 Select Lists gt Practice The Practice List window opens 2 With your practice name selected click Update or double click the practice The Practice Information window opens Cornerstone 8 3 Single
76. ntity on Hand window practice defaults are not set to auto confirm quantity on hand or expiration date adjustments each adjustment performed by other staff members in the View Quantity on Hand window will display on the Adjustment List with an Unconfirmed status Adjustments can be Confirmed or Voided To narrow the list of items enter criteria in any of the fields in the Find adjustments area while performing a basic or advanced search and click Search Adjustment List B x This list shows quantity on hand adjustments that have been made at your practice New QOH Adjust New Cost Adjust Locatian Status All All Amoxicillin 400 mg Amoxicillin 100 mg Amoxicillin 150 mg Amoxicillin 200 mg Amoxicillin 50 mg Metronidazole Liquid Metronidazole Liquid Pharmacy M Pharmacy M Pharmacy M Pharmacy M Pharmacy M Pharmacy East Supplies East 30 00 20 00 230 00 530 00 200 00 200 00 50 00 Cornerstone Cornerstone Cornerstone Cornerstone Cornerstone Cornerstone Cornerstone 11 7 2011 11 7 2011 11 7 2011 11 7 2011 11 7 2011 11 6 2011 11 6 2011 Cycle count Cycle count Cyele count Cycle count Cycle count Cycle count Expired Unconfirmed Unconfirmed Unconfirmed Unconfirmed Unconfirmed Unconfirmed Unconfirmed Metronidazole Liquid Supplies East 200 00 Cornerstone 11 6 2011 Entry error Unconfirmed Cephalexin 250 mg Tablet Pharm
77. ntory Inventory Reports Page 56 Inventory Reorder Report Use the Inventory Reorder Report to view a list of inventory items marked to maintain quantity on hand that are at or below their reorder points This report contains the same information that is available on the Purchasing Work List when the Suggested Item check box is selected Inventory Returns Report The Inventory Returns Report lists all of the items that have been returned to a vendor Inventory Turnover Report The Inventory Turnover Report helps track how many times inventory completes a cycle of being received or sold Use the ratios to adjust purchase patterns and to help optimize cash flow C The ratio that appears is the amount of the item depletion divided by the item s average quantity on hand The validity of the report depends on the accuracy of the QOH If receipts returns and internal usage are not used correctly the turnover ratio may not be accurate On the Inventory Turnover Report preview window select Beginning Period Date Processed and Ending Period Date Processed to calculate the turnover ratio for the specified months date range Click OK The Set report range area displays If applicable select a range of information and then preview or print the report C End of month EOM must be processed to have date selections Inventory Usage Tax Report Some states require practices to pay taxes on items used internally Use the Inventory
78. o synchronize this kind of unmatched order Cornerstone 8 3 Single Location Inventory IDEXX SmartOrder Page 61 Otherwise an extra duplicate purchase order will remain in Cornerstone See Synchronize an Order Started in Cornerstone but Completed Offline below Synchronize Electronic Inventory Orders with MWI 1 Select the view all link to open the Unmatched Purchase Unmatched Orders Orders window View all 1 Unmatched Purchase Orders Unmatched Purchase Orders Sales Order Number Vendor Total Customer PO Number Date 7550776 MWI 1 575 79 0848183653 09 11 2012 7556853 12 54 09 11 2012 7562944 260 20 0932410474 09 11 2012 7597725 1 402 98 1246841425 13 11 2012 7625393 846 47 1348195982 14 11 2012 465 22 1555226 7413169 15 11 2012 Se Se 7653379 5686879 Line items for Purchase Order 5686879 All unmatched items must be matched before the PO can be completed Invoice Number Vendor itemID Vendor Item Description i Cost Quantity Inventory item 6064128 29755 Biotene Water Additive 10 23 3 00 nmatched 6064128 32282 Ibuprofen Tabs 400mg 13 05 1 00 6064128 33254 Novifit L 400mg 43 20 2 00 6064128 35212 Ketoconazole Tab 200mg 15 59 1 00 6064128 35764 Gabapentin Capsules 400mg 14 00 1 00 6064128 415 Depo Medrol 40mg Rx 19 95 1 00 Select an order in the top grid to view the invoice items on that order in the bottom grid For any invoice item that does not have an associated Corne
79. om Cornerstone Patient Visit List The Patient Visit List depletes inventory quantities only when the item has been performed and inventory details have been verified Electronic Whiteboard When treatments are completed on the Whiteboard window inventory items are performed and there is an opportunity to verify inventory details These charges are transferred to the Patient Visit List e Invoice Inventory quantities are depleted on saved and posted invoices when the inventory details are verified VoiDiNG PRESCRIPTIONS AND INVOICES Voiding Prescriptions Voiding a prescription does three things The prescription is voided and hidden in the patient s medical record unless Hide voided items check box is cleared The quantity of the items is added back into inventory he charge is deleted from the Patient Visit List Use this feature when returning prescriptions to the shelf that have not been picked up by your client Prescription Labels Search by Chent and patient information Sort by Client ID ggz Gary amp Linda Adams New gt Client Patient Date Patient ID 222 Boots View C Rs Mumber 4 te 8 Mas 14 35 pounds BET Neutered Male Terrier Fos Smooth Fetill Hx Humber Correct C Ae Sumber Prescription history Fat enDescipion Quant Voi 4 21 2011 Amoxicillin 50 mg 1 14 00 Fred Jones 4 Anne Carson DVM Anne Carson OM Fred Jones DM Fred Jones 41 Fred
80. or Post C Saved receipts can be updated or changed but the items will not be received into inventory Posted receipts are final and items are then transferred into inventory C For information about receiving an order using IDEXX SmartOrder See Receiving Electronic Inventory Orders on page 63 Q Items that appear in black do not require lot number or expiration date information Items that appear in red DO require lot number and or expiration date information Fields that must be filled in contain a red in the field Cornerstone 8 3 Single Location Inventory Receive Page 41 BACKORDER LIST OVERVIEW This section highlights the Backorder List Back ordering can only be used if purchase orders are entered To open the Backorder List select Inventory gt Backorder List Back orders appear on the list if an item placed on a purchase order has a status of back order or if the item is placed on back order when it is received The quantity of back ordered items on this list may be modified or the back ordered item may be cancelled To narrow the list of items enter criteria in any of the fields in the Find backordered items area and click Search p Backorder List l E Me x View items that you hawe placed on backorder View Purchase Order Classification Edit Backorder All ass open oneal L Print Backorders Cancel Backorder 02387 Baytril 68 mg bottle My Vendor 02441 Clavamox Drops bottle My Vendor
81. ou will learn how to move an invoice item s reorder information and quantity on hand from one location to another Access the Move Items tab by selecting Tools gt Inventory Setup gt select the Move Items tab BB invoice Item Setup EZ a DG Move Items Copy Items Set Reorder Points Set Barcodes Expdate Lotnbr Whiteboard Clear Cancel Class ID PHA PHARMACEUTICALS Subclass ID ANT Antibiotics Inventory Item ID Location Pharmacy Main RX Pharmacy East XE Overstock Pt 02333 Amoxicillin 50 mg Amoxicillin 100 mg Amoxicillin 150 mg Amoxicillin 200 mg Amoxicillin 400 mg Amoxicillin Injectable Amoxicillin Oral 250 mg 100 ml Amoxicillin Suspension 15 ml Amoxicillin Suspension 30 ml Baytril 22 mg Baytril 68 mg Baytril Injectable Baytril Otic Cephalexin 250 mg Capsule Cephalexin 250 mg Tablet mn x 9 2 000 00 tablet 2 000 00 tablet 2 000 00 tablet 2 000 00 tablet 2 000 00 tablet 700 00 cc 8 00 bottle 10 00 bottle 10 00 bottle 4 000 00 tablet 4 000 00 tablet 796 90 cc 36 00 bottle 2 000 00 capsule 2 000 00 tablet 410 00 tablet 300 00 tablet 260 00 tablet 360 00 tablet 300 00 tablet 120 00 cc 10 00 bottle 10 00 bottle 6 00 bottle 260 00 tablet 300 00 tablet 110 00 cc 28 00 bottle 600 00 capsule 300 00 tablet 5 00 bottle 2 00 bottle 4 00 bottle 4 00 bottle 5 00 bottle 5 00 vial 24 00 bottle 18 00 bottle 12 00 bottl
82. ow opens In the Description box type a description Click Save Close the Adjustment Reasons List window X9 I9 Cornerstone 8 3 Single Location Inventory Getting Started Phases and Setup Page 4 Phase 3 Invoice Item Information Changes Mass and Single Changes SINGLE CHANGES MAINTAIN QOH Select an inventory item from the Invoice Item List Lists gt Invoice Item gt select an item and click Update On the Info tab in the Type area confirm the sell unit of measure Select the Inventory tab pe 0 S9 xc Complete the following fields if applicable e NDC DIN Code Enter the NDC National Drug Code or DIN Drug Identification Number Serial number Enter the serial number for this item e Maintain QOH To maintain quantity on hand for this item select the Maintain QOH check box If your practice is using Cornerstone inventory you may find it useful to maintain quantity on hand QOH for various items Ly When the Maintain QOH check box is selected other fields on this tab become active Track expiration date Select the check box if you want to track expiration dates C Expiration dates can be tracked only if the QOH is being maintained for this item Track lot numbers If you want to track lot numbers select the check boxes for Track lot numbers C Lot numbers can only be tracked if the QOH is being maintained for this item Buy sell ratio Select the buy sell ration from the list If your p
83. oxicillin tablet 500 mg Central Storage lt 116 00 each Anhydrous Theophylline gm Central Storage 0 00 None Atropine Injectable Central Storage Et es 0 00 cc Baytril tablet 22 7mg Pharmacy 15 00 tablet Baytril tablet 68mg Pharmacy 4 00 tablet Buprenex Injection and oral meds Controlled Substances 10 20 ampule Canine d d Salmon and Pot 17 6 Food Products 1 00 bag R canine feline 3 0 can Food Products 19 00 can Canine Adult Light Small Bites 5 Ib Food Products 0 00 bag Canine Adult Small Bites 20 Food Products lt 0 00 bag Canine b d 104 Food Products 0 00 bag Canine b d 27 54 Food Products 1 00 bag Canine gd 10 Ib Food Products 0 00 bag Canine c d 20 Ib Food Products 1 00 bag To change the quantity for 3 d Ib d d b items in the list select the Canine c d 40 Food Products 22 1 00 bag row s to adjust and click the Canine gd can Food Products 10 00 can Edit QOH button To create a new adjustment click the Canine d d can All Flavors Food Products 12 00 can New QOH Adjust button Canine D D Duck and Potato 17 6 5 Food Products es 0 00 bag The total cost measures the Canine d d rice egg 17 6 Ib Food Products 1 00 bag value of all inventory Canine D D Salmon and Pot 8 Food Products 0 00 bag However the values of items with negative quantities are Canine DAP 3yr Vaccination Central Storage 0 00 dose Bokebtsa da
84. p Report Are there items that you no longer sell or that should be inactivated Are there items that are in the wrong classification 2 Choose a class to begin working on e g Information tab Set the correct selling unit of measure Food or Nutritional and complete setup on and pricing information Be sure to include price breaks as each item in this class needed Inventory tab Select the maintain QOH location and set reorder information reorder point reorder quantity overstock point Select to track expiration dates and track lot numbers as needed 3 Receive any vendor invoices that have not Enter receipts to ensure cost history is up to date prior to been entered in Cornerstone adjusting This will ensure quantities will not be incorrect again after adjustments are made 4 Print the Inventory Counts Report for the Use this report to do a physical count of your inventory items class of items you setup o Using the count totals written on the e Make adjustments using the View Quantity on Hand or Inventory Counts Report adjust your Adjustment List windows quantity on hand C You will want to adjust immediately after counting and before any other invoicing is completed 6 Review the cost on hand of the inventory e View the inventory cost on hand in the View Quantity on items adjusted Adjust the average cost of Hand window each inventory item as needed Complete cost adjustments in the Adjustment List 7
85. promazine 5 mg PHARMACEUTICALS 0 20 Acepromazine 10 mg PHARMACEUTICALS 0 27 Acepromazine 25 mg PHARMACEUTICALS 0 58 Immunoregulin 5 ml VACCINES amp BIOLO Acepromazine Injectable PHARMACEUTICALS 1 00 Imrab 1 Year 10 ml VACCINES amp BIOLO Intra Trac II VACCINES amp BIOLO Lyme Disease Borrelia VACCINES amp BIOLO Rabies Vaccine VACCINES amp BIOLO Bordetella Vaccine VACCINES amp BIOLO Chlamydia VACCINES amp BIOLO Corona Vaccine VACCINES amp BIOLO DA2P CPV VACCINES amp BIOLO Basic Search for Inventory Item window Advanced Search for Inventory Item window Lh a flag icon displays next to an item the item is marked to maintain QOH When you access the Search for Inventory Item window from the Want List the Create Edit Purchase Order window or the Purchasing Work List the window is enhanced Items marked to maintain QOH are indicated by 4 In addition the search fields vary slightly on the different versions of Search for Inventory window Search for Inventory Item x Find an inventory item Reset Vendor All Vendors Y Classification All Classifications v Description temiD C Vendor Item ID E Search for a word Include inactive inventory items IDA Vendor XVendor 6 Description Classification Price Select 100 IDEXX Biopsy 1 Tissue Lab 192 75 E 1002 Lg Ex Uro ABD C R OBL 45 min Radiology 30 00 101 MWI 26519 Metro
86. r 0 Oty On Unsent Order 0 i Qty On PWL Orde Stocking Levels information includes Sms B Qty on hand The quantity currently available Today s Reorder Point Reorder Point 0 None e Qty on order The amount currently on a placed purchase order Reorder Qty 0 Over Stock Point 0 None Over Under e Qty on back order The amount currently on back order e Qty on unsent order The amount currently on a saved but not placed purchase order Sales History link View the Sales History window for this item This window displays the sales history for the last three years and includes year to date and month to date totals Today s Reorder Point information includes e Reorder point The reorder point for a single selected location e Reorder qty The recommended amount to order when the reorder point is reached Overstock point The overstock point of the item e View Details link If seasonal reorder point information exists for the item this option will be available Cornerstone 8 3 Single Location Inventory Purchase Page 32 Transferring Items to Another Location Click Go to Transfer to open the Find and Transfer Items window and transfer quantities of an item from one location to another Viewing Quantities on Hand To view quantity on hand select Inventory gt Purchasing Work List You can search within Want or Suggested items or both by selecting the appropriate check boxes and clicking Search After
87. r C 312 111 3322 Vendor D 109 109 1009 Vendor E 202 200 2000 My Vendor 444 532 5555 When looking for a specific vendor enter information in one or more of the criteria fields provided and click Search Vendors that match the criteria display on the Vendor List The Search for a Vendor area includes the following fields e Vendor box Type the beginning letters or the full name of a vendor The Vendor box is not case sensitive Use the sign followed by a combination of letters to find any vendor whose name contains the combination Searches cannot be performed on vendor IDs e Status list Select the status of the vendor Choices include All Active Only or Inactive Only Cornerstone 8 3 Single Location Inventory Getting Started Phases and Setup Page 11 ADDING A NEW VENDOR 1 Select Inventory gt Vendors The Vendor List displays active vendors set up by the practice 2 Click Add New The Add a New Vendor window opens C To modify an existing vendor select the vendor and click Edit The Vendor Information window opens Make any changes click Save and close the Vendor List window 3 Inthe ID box type an ID for the vendor e If the ID entered already exists the field label will display in red ID The system will not allow a user to enter further vendor information until the ID is unique 4 n the Vendor name box type the vendor s name Add a New Yendor ID Vendor name IDEXX
88. r Under Add To Order Cornerstone 8 3 Single Location Inventory Purchase Page 26 ADDING ITEMS TO THE WANT LIST This section shows how to add an item to the Want List Staff can use the Want List to request items to be purchased The purchasing manager can then view the entire list and make decisions about ordering the items Select the Want List button on the toolbar 2 Ifthe item is an inventory item select the Inventory Item check box In the Item ID box type the item ID press F2 or click the magnifying glass icon Q to search for and select the item In the Quantity box enter the number of this item you want Then go to step 3 OR If the item is not an inventory item select the Not an Inventory Item check box and type a description of the item in the Description box Then go to step 4 In the Reason box type a reason Click OK Click Cancel to close the window If you have appropriate security you can view the list of items that users have placed on the Want List by selecting Inventory gt Purchasing Work List C If an item is already on the Want List the window will extend indicating the item is already on the Want List It will provide the description quantity currently on the Want List who added the item and the date it was added on In the image below is an example indicating that Phenylbutazone Bute Tabs was previously added to the Want List by Bridget Wall IE want List Add items to the Wan
89. ration dates are tracked Cornerstone 8 3 Single Location Inventory Getting Started Phases and Setup Page 22 DETERMINING STAFF DEFAULTS WF Staff Defaults t CS Cornerstone In this section learn how to view and assign Patent Gipboerd Toolbar Mecalansoussa Inventory My Revortoe al am default inventory settings for a staff member 1 Select Controls gt Defaults gt Staff aida c 2 Inthe Staff ID box enter the staff ID and press Tab or press F2 to search for the staff member 3 Click the Inventory tab 4 Optional Select the Auto save changes without prompting and or Auto delete without prompting check boxes 5 Click Save to save the settings 6 Click Print to view a list of default inventory locations by staff and then click Cancel 7 Click OK to exit the Staff Defaults window COMMUNICATION AND DECISION MAKING Communicating the implementation of the new inventory process to your staff and careful decision making in the inventory setup process is important for your success in implementing Cornerstone inventory Depending on how you use the features in inventory it may impact how you use Cornerstone If you plan to track lot numbers and expiration dates you will be required to enter those prior to or during the invoice process It is important to have a plan in place for communicating these lot numbers and or expiration dates to the staff responsible for prescription labe
90. re groups of similar invoice items narrow invoice item searches and create pick lists to use in invoicing Use this option to add or modify classification and subclassification information Departing Instructions Lists gt Departing Instructions Use departing instructions to explain the patient care after treatment after surgery or after administering medications or vaccinations These educational paragraphs recommend needed services and advise when a return visit is necessary Invoicing an item that has departing instructions linked will automatically print the departing instructions on the invoice Prescription Instructions Lists gt Prescription Instructions Setting up prescription instructions includes creating a list of instructions and then linking a specific instruction to an invoice item You can link one 1 prescription instruction per invoice item Units of Measure Controls gt Units of Measure Units of measure are used to designate how invoice items are bought and sold Price Change Reasons Controls gt Price Change Reasons Use price change reasons to specify if invoice item prices can be changed If prices can be changed your practice can set up codes to track the reasons prices were changed Vendor Setup Inventory gt Vendors Set up vendors to manage the ordering source for inventory items placed orders and received orders You can link vendors to an individual invoice item Locations Inventory gt Locations
91. rstone inventory item ID add the ID in the appropriate field in the Inventory Item column All invoice items must have associated Cornerstone inventory item IDs for the order to be reconciled and created C See Adding Vendor Item IDs for Matching Inventory Items in Cornerstone earlier in this section for more information 4 When each line item has been matched to an associated inventory item in Cornerstone click Save to create the purchase order in Cornerstone The Unmatched Purchase Orders window closes and the purchase order appears on the Purchase Order List window Synchronize an Order Started in Cornerstone but Completed Offline Select the view all link on the Unmatched Purchase Orders window 2 If you know that the order listed is a duplicate select it and click Delete to use the original purchase order Q The original purchase order has a lower purchase order number OR If you decide to synchronize the unmatched order follow the instructions in the previous section C You must close the original purchase order in the Purchase Order List after you have synchronized the new unmatched order To close an order on the Purchase Order List select the purchase order that was originally created for this order and click Close Order The status changes to Closed Then click Delete The original order is removed from the Purchase Order List The original purchase order has a lower purchase order number than the purchase order yo
92. scccccssssseeeceeseeeeseeseeeesseneseeesseaees 31 Viewing Item History and Item uidnwwsrcnor sini siavderclewnasiweesusivenasinesnssteaneecdiiens 31 temi OV Ch 32 Order LSF OV SI 33 Cornerstone 8 3 Single Location Inventory Page 4 Purchase 34 Creating a New Purchase Oren a aE r eiar narina 35 Creating a New Purchase Order with IDEXX SmartOrder cccccccccsssseeeeececeesseeeecceceeesseeeeeeeseeaseeeeeeessaas 35 M diying a FP rchase Order serren eee OE ae ETT 36 Special Purchase Scenarios Rabies Vaccines Heartworm Flea Tick Prevention 36 R 37 006 riui 38 Receipt T 38 Receive Order ee ee 39 Adding a New Receipt Receive Order ccccccscsssseeeececcceseeeeeeecccaueuseeeececauaeseceeeesaeaaueseeesseaaaaeeseeessssasseeeees 41 Backorder LIST OYENIEW ee ee ee 42 Editing a Back ONS isi TE m mnm 42 Posting Inventory sasenegtesenes tts Eres Uc 43 Receiving an Order from the Purchase Order List Window cccccccccssseseeeeeecaeeeeseeeeseeeaeaeseeessesasseeeness 44 Denplete Adjust Move S View Quantity on Hand Window Overview ccccseeeeccceseeeceeeceseeeeceaeseeeeeseeeeeeasaueeeeeseaeeeeeseaaeeeeesseeeeeeesaneees 46 Quant
93. seach kaw Seat cost Total cost 9 542 48 I Item History Item Information Stock Locations ooo Lh There is no way to remove items from this window without turning off quantity on hand tracking However items with quantity on hand of zero will automatically be removed from this window after 14 days C When an item s quantity on hand is edited this will create multiple listings in the View Quantity on Hand window Q Review this window for negative quantities on hand for any items Then review the item s cost If an adjustment is needed make the adjustment from Inventory Adjustment List QuANTITY ON HAND AND EXPIRATION DATE ADJUSTMENTS Adjustments are generally made due to a physical count of inventory damaged or expired products and entry errors This section will explain how to adjust the quantity on hand for an inventory item Edit QOH is used to adjust the existing quantity on hand for an item that appears on the View Quantity on Hand list New QOH Adjust is used to adjust the quantity on hand for an item that does not have a QOH listed and does not appear on the View Quantity on Hand list Edit Lot and Exp can be used to adjust lot numbers and expiration dates There are two methods to adjust expiration dates found on the View Quantity on Hand window Using the New QOH Adjust window Using the Edit QOH window C When using this method after the adjustment you will notice two lines on the View Quantit
94. sts Invoice Item Inventory items can be linked to services or other inventory items Linking items can be helpful when you do not want items listed separately on invoices Examples of inventory items to link include canine and feline vaccination services should have a dose of the appropriate vaccine linked and the Heartgard services should have a Heartgard product linked IDEXX SmartOrder only Identify high frequency inventory items and link the Cornerstone invoice item ID to the MWI Veterinary Supply item ID See Adding Vendor Item IDs for Matching Inventory Items in Cornerstone on page 60 Receive Past Invoices Inventory Receipt List Enter past invoices from the vendors to allow your facility to see receipt and cost history for the items Warning DO NOT input past invoices after a physical count has been adjusted within Cornerstone because receiving orders will add to the current quantity on hand Cornerstone 8 3 Single Location Inventory Appendix Page 65 14 Cycle Count Physically count the inventory items marked to maintain quantity on hand 15 Adjust Quantity on Hand Cost and or Expiration Dates Inventory gt Adjustment List When you ve completed taking a physical inventory adjust the quantities on hand cost and expiration date information Cornerstone 8 3 Single Location Inventory Appendix Page 66 Cornerstone Inventory Security Security access to Cornerstone inventory features should be s
95. t List V Inventory Item Item ID 154 C Phenylbutazone Bute Tabs 1 gm 100ct Quantity None Reason Not an inventory Item This item is already on want list Description UOM Date Added by Phenylbutazone Bute Tabs 1 gm 100ct None 10 24 2012 Bridget Wall PURCHASING WORK LiST OVERVIEW This section highlights the Purchasing Work List window see image on previous page Open the window by selecting Inventory Purchasing Work List e On the Want Suggested List tab view items requested by staff or suggested by the system e The ltem Details area displays general information for an item based on the location or location group selected This area is also used to access the Find and Transfer Items window to move items from one location to another The Add to Order area is used to add one or more items to a purchase order The More Item Information For item area includes detailed item information history and stock locations The add to Want List link opens the Want List window Cornerstone 8 3 Single Location Inventory Purchase Page 27 ARRANGING COLUMNS This section shows how to arrange a list of items in the Purchasing Work List by description and then add an additional column to view the vendor for each product This allows your practice to arrange things for your needs 1 Select Inventory gt Purchasing Work List Phe iatue 3 Vendor 2 Click Search HE Columns Type
96. tory is used for internal usage window opens Ip WST C To modify an existing cost center select the cost center and click Edit Description The Cost Centers Information window Waste opens Make any changes click Save and close the Cost Centers List window Fi Inactive In the ID box type an ID In the Description box type a description Click Save Close the Cost Centers List window ROUEN dx 29 Cornerstone 8 3 Single Location Inventory Getting Started Phases and Setup Page 13 Set Up Adjustment Reasons ADJUSTMENT LIST OVERVIEW To open the Adjustment List window select Inventory gt Adjustment List The Adjustment List displays all adjustments processed in the View Quantity on Hand window practice defaults are not set to auto confirm quantity on hand or expiration date adjustments each adjustment performed by other staff members in the View Quantity on Hand window will display on the Adjustment List with an Unconfirmed status Adjustments can be Confirmed or Voided To narrow the list of items enter criteria in any of the fields in the Find adjustments area while performing a basic or advanced search and click Search Adjustment List fs fon fem This list shows quantity on hand adjustments that have been made at your practice All Er From 9 16 2008 To 10 16 2008 gt Print Y m Change Adjustedby Status Amoxicillin 400 mg 21
97. tus of Sent 6 Close the Purchase Order List window SPECIAL PURCHASE SCENARIOS RABIES VACCINES HEARTWORM FLEA TICK PREVENTION There are times when you will need to purchase items in quantities that are different than your buy sell ratio For those types of items it is recommended to complete the following steps 1 On the Create Edit Purchase Order window select and enter the inventory item 2 Change the unit of measure to the selling unit of measure 3 Enter the order quantity keeping in mind the unit of measure 4 Enter the item s cost if available By entering the purchase in this way you will be able to determine when an item has been ordered and received in the nonstandard quantity C When receiving the item you will need to ensure the cost is entered as the selling unit s cost Cornerstone 8 3 Single Location Inventory Purchase Page 36 Section 3 Receive Cornerstone 8 2 Single Location Inventory Receive Page 37 Receipt Management RECEIPT LIST OVERVIEW Open the Receipt List window by selecting Inventory gt Receipt List The Receipt List window automatically displays receipts entered in the past two weeks and is sorted by date iew open From To w 12 20 2011 1 3 2012 W WILSON PET SUPPLY When looking for a specific receipt enter information in one or more of the criteria fields provided in the Find receipts area and click Search Receipts that match the sele
98. u just created through the synchronization process Cornerstone 8 3 Single Location Inventory IDEXX SmartOrder Page 62 RECEIVING ELECTRONIC INVENTORY ORDERS Select Inventory gt Order List The Purchase Order List window opens Select the purchase order and click Receive Order Type the receipt number for your order in the Receipt Number box The item list displays D S i Review the order for completeness and update the status by either clicking Receive All or by selecting Received from the Status drop down list for each item 5 Missing order information e g lot number is in red text You must update this information before you can post the order Click Receipt Item Details to fill in the remaining fields Click Post In the Change Prices window make any final adjustments and view the current and new pricing if applicable When finished making any changes click Post Cornerstone 8 3 Single Location Inventory IDEXX SmartOrder Page 63 Section 7 Appendix Documents included in the appendix are e 16 Steps to Inventory Setup e Cornerstone Inventory Security Cornerstone 8 3 Single Location Inventory Appendix Page 64 15 Steps to Inventory Setup 1 10 11 12 13 Classifications Subclassifications Lists gt Invoice Item Class Classifications and subclassifications can be used to categorize invoice items to generate more specific information in reports markup or markdown enti
99. ults per page 25 click Yes Total cost of selected items La LIS Based on last cost oftem 7 More Item Information For Rewards One Calorie Treat When selecting more than one item to delete use Shift to select a consecutive group of items and Ctrl to select nonconsecutive items on the list Cornerstone 8 3 Single Location Inventory Purchase Page 30 ADDING AN ITEM TO A PURCHASE ORDER FROM THE PURCHASING WORK LIST This section shows how to create a purchase order using the Purchasing Work List Purchase orders can be created through the Want List Suggest List or the combination of the two lists Additionally if you have a list of items to order that aren t on the Want List or automatically suggested by the system enter them through Inventory gt Order List The benefits of purchase orders are the following FP Purchasing Work List Want Suggested List Locate An Item Quantity at Location e Serve as a records of orders Ability to pull information when needing to confirm orders with a vendor e Manage discrepancies on large orders e Only method to track back orders can t track through entering receipts only Items to consider ordering V Suggested item V Want Item add to Want List Location Want List Only w All Locations Status Y Not Done Type IDA Description UOM Cerenia 24mg pack of 4 0 00 None 08 21 2012 Not Done MWI 103 Cerenia 24mg
100. umber box and press Tab The item is now listed on the 5 purchase order 12 Click Save 13 Close the Purchasing Work List Notes Add To Order ADDING AN ITEM TO THE WANT LIST FROM THE PURCHASING WORK LIST To quickly add an item to the Want List from the Purchasing Work List 1 Click the add to Want List link 2 Select the Inventory item check box or the Not an inventory item check box and complete the required information 3 Click OK VIEWING ITEM HISTORY AND ITEM INFORMATION You can view item history item information and stock locations for items in inventory The way you access this information is different for the different style inventory windows in Cornerstone For the Want List Purchasing Work List and Add or Edit Purchase Order List windows 1 Search for and or select an item and then click the Information for item or More Item Information For item bar located at the bottom of the window The Item History tab displays 2 Click the Item Information tab to view details about the item 3 Click the Stock Locations tab to view stock information Cornerstone 8 3 Single Location Inventory Purchase Page 31 4 Click the Information for item or More Item Information For item bar to close the tabs lv More Item Information For Cerenia 24mg pack of 4 Item History Item information Stock Locations Q Date v Transaction From To Quantity UOM Unit Cost Total Cost Vendor 09 28 2012 Rece
101. urchase and selling unit of measures are different select the buy UOM and select the number of sell UOM included in each buy UOM i e box 12 tubes C The sell UOM is set up on the Information tab In the Reorder information by location area the UOM in the Reorder Qty column will update to reflect the buy UOM The UOMs in the Reorder Pt and Overstock Pt columns display the sell UOM Q If items are bought in various quantities e g if an item is purchased in a bottle of 250 or 500 tablets set the buy sell ratio to 1 tablet 1 tablet Buy barcode You can enter a buy barcode if the buy and sell numbers for the buy sell ratio are different If the numbers are the same e g 1 box 1 box 1 tube 1 dose a buy barcode cannot be listed Barcodes are optional e Stock at locations Select the locations where you will stock this item C Locations are unique to each practice and are set up at Inventory gt Locations C The number in the Overstock Pt column must be at least 1 greater than the number of vials in the Reorder Pt column plus the number of vials ordered in the Reorder Qty column Remember you ll need to continue to list the reorder information for each of the locations highlighted on the Stock at locations list Information Instructions Reminders Tas Disc Inventory Link Items Spec Actions Travel Q To determine the overstock point value add the Inventory information NOC DIN Code
102. vendor box 4 Type the invoice or packing slip number provided by the vendor in the Receipt number box and press Tab This number must be unique for the vendor If the number entered is a duplicate a message will display 5 Enter a receipt date in the Date box Items on purchase orders will display in the grid CQ The current system date automatically appears in the Date box If necessary change the date manually by clicking the arrow to display a calendar Select a vendor and enter receipt number Items an purchase orders display in the grid To receive items change the status to received After adjustments as needed Receipt information Vendor Receipt number Date WILSOM PET SUPPLY 1 3 2012 Mark the first item as received 7 Click in the Status box and select Received from the list Purchase order number Sart in original PO sequence Mot received Y 1 00 00 JAMOz Amoxicillin tablet 250 mg 1 00 108 Canine Z D Ultra 27 5 Lbs received Cancelled Backordered ee ee ee ai 8 Mark the second item as received C If further information is required such as lot number and expiration date the line will display in red 9 Click Receipt Item Details to add the details location where the item is being received lot numbers and expiration dates if needed 10 Click Done You will return to the Receive Order window 11 Click Save
103. viding customer support related to your order C If you have a credit card on file at MWI and are set up to be billed by credit card you will be billed when you place the order You will not be able to pay by credit card when you receive the order Q A Not sent status indicates an order has been saved but not placed This is useful if more items will be added to the order at a later point A Sent or Sent Online for IDEXX SmartOrder status indicates the order is ready for the vendor and has been placed A Partial status indicates the practice has received some of the items on the placed order from the vendor A Closed status indicates the order was manually closed by the practice This usually indicates the order was cancelled Cornerstone 8 3 Single Location Inventory Purchase Page 35 MODIFYING A PURCHASE ORDER This section shows how to edit a Purchase Order 1 Select Inventory gt Order List 2 Select an order that has a status of Not sent or Sent or Sent Online if you used IDEXX SmartOrder 3 Click Edit The Edit Purchase Order window opens Edit Purchase Order Edit a Purchase Order for a specific vendor Print ID Description 2083 Flea Prevention Special i one o i rder one DVM Case Cancel Press Tab to move from field to field 4 Make any necessary changes to the order 5 Save the order or click Place Order to place the order Lh The Purchase Order List window displays the purchase order with a sta
104. y canceled if applicable This is a hidden column Received The quantity received if applicable This is a hidden column Special offers Displays any special offer information This is a hidden column Track For orders placed using IDEXX SmartOrder electronic inventory ordering displays tracking information This is a hidden column Q An asterisk indicates a required field If the field is left blank or the information in the field is a duplicate of another entry a message will display C For IDEXX SmartOrder users fulfillment and support information displays when placing orders online through MWI Veterinary Supply Cornerstone 8 3 Single Location Inventory Purchase Page 34 CREATING A NEW PURCHASE ORDER To create a new purchase order for a vendor 1 Select Inventory gt Order List Click Add New Order In the PO Number box press Tab or type an order number From the Vendor list select the vendor from which the products will be ordered In the invoice item grid in the first ID field type the item ID and press Tab or press F2 to search for and select the item to order from the vendor 6 Enter information for each item being ordered in the columns provided 7 Click Save to be able to return to the order and edit it or Place Order pre oS CREATING A NEW PURCHASE ORDER WITH IDEXX SMARTORDER Before you create a purchase order with IDEXX SmartOrder make sure to read Section 6 IDEXX SmartOr
105. y on Hand window One for the new entry and one with the old expiration date The old expiration date will disappear from the list in 14 days Cornerstone 8 3 Single Location Inventory Deplete Adjust Move Page 46 Q If the Auto confirm adjustments check box is not marked under Controls gt Defaults gt Practice and Workstation Inventory then you will need to confirm the entry under Inventory Adjustment List before it will display on the View Quantity on Hand window Practice and Workstation Defaults Sele Account Inventory Alerts g Appointment Schedule Inventory HERES EE s Baarding Vendar ID Receiving location Central Storage amp i Check in Order ID 325 Auto confirm adjustments Delete want items on completed Client T Auto confirm stock transfer Print purchase order notes Daily Entries Report Usage tax Other Tax Daily Planner State Sales Tax When inventory details need to be venfied H Documents Prescriptions Warn if not verified End Of Period E Shaw item Performed FL items 7 i Estimate history for E months and Saved Invoices Warn if not verified M Imaging Performed Inventory Document Items Not required bi Invoice nois inventory depletion Oe satically mark Inventory details d i New QOH Adjust 1 Select Inventory gt View Quantity on Hand The View Quantity on Hand window displays all items marked to display quantity on hand
106. yees and items that are at or below the reorder point Suggested item check box and Want item check box selected Cy Items can be deleted from the Want Suggested List tab When looking for specific items in the Want Suggested List tab of the Purchasing Work List select an option from one of the available criteria lists Items requested that match the criteria display in the Want Suggested List tab The Want Suggested tab includes the following fields Location Want List Only list Select a location to narrow the list of items to the specific location only e Status list Select a status to view only items with the specified status Options include All Statuses Not Done or Completed Want Items Only e Want item check box Select this option to include items requested by staff on the Want List e Suggested item check box Select this option to view items that are at or below the reorder points set up by the practice Reorder points are set up on individual item records Lists gt Invoice Item gt select the Item gt select Update gt Inventory tab EF Purchasing Work List Want Suggested List Items to consider ordering V Suggested Item Want Item Status Not Done v Type DA Description 154 Phenylbutazone Bute Tabs 1 gm 100ct 1719 RCVD Feline Dental DD 1888 Meloxicam 0 5 mg ml 1DON 1 00 donation AMITO Amitriptyline tablet 10 mg BAY22 Baytril tablet 22 7 mg CCD10 Canine c d 10 Ib CCD10 Canine c d 1

Cornerstone 8.3 Single Location Inventory Guide

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