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IDEXX Cornerstone* Initiating Inventory Management 8.3 Participant

1. e Page 88 Report Title Inventory On Order Report Report Description Use the On Order Report to view detailed order information for any inventory items currently on order Report Fields e Vendor Name of the vendor the items are on order from only in sort option Vendor Name Class The unique identifier and name of an item s classification only in sort option Class ID tem ID The unique identifier for each invoice item Description The name of the invoice item Hospital Description Directions to Run the Report On the menu select Reports gt Inventory Click Create Report Click Run poa lY p Ux c o c Click OK Creating Inventory Reports Sort Order and Range Item Description Class ID Sort Order Range e Vendor Name e f Sort by is Vendor Name Item Description Vendor Name e f Sort by is Item Description Item Description Vendor Name e f Sort by is Class ID Class ID Item Description Vendor Name Quantity on Hand The amount of invoice item quantity on hand in inventory Quantity on Order The amount of invoice item quantity on order PO Number Purchase order number Order Date The date of the purchase order Lead Time The amount of time it takes to get the order in Stock Group The group the items belongs to On the Reports Search window select On Order Report On the Inventory Reports window select On Ord
2. lseeeeseieeeeeeeeee see een e nennen nnn hnhu seta eui aita nasa then sesta esas ass use senes assensu sean nnns 12 Set Up Vendors Locations Cost Centers and Units of Measure esesssseeseseseenenenne 13 Phase 3 Invoice Item Information Changes Mass and Single Changes accesses iani ore ers antec ticocan dU NEMO ICE ERN OXIDE EU sexi CIN eer N NEN rU RM USQUE SUM NU EG EUR 17 Single Changes Maintain QOH 22 5 oat ener patito ttt rrt ee ee tER E eume duci tastumes vn custo eundo erectos iaa soe rx t saeva en 17 Single Changes Special Buy Sell Scenarios eesssseeseeeeeeennenn nennen nennen nnne nnn nnne 18 yita e rec TUR mme S 19 Phase 4 Inventory Cleanup Procedures and Defaults esee 23 Checklist Invoice Item Counts and Costs cccccccceccesssseeececccseeseeceeecceaaeseeeeeessauauaeeeeeesseaeaseeeeesessaaseeeeeees 23 PTAC GS DEAU qc HT 24 Communication and Training Decision Making cccsssseccccccccesseeeceecccaeueeeeeeeesuaeeeeeeeeessaaaeeeeeeessaaeseeeeees 26 Phase 5 DEDICTS AdiusU MOWVB cucenueinucnznE unu RuaxE Ini ENMUEEuE EADEREDC EAT BNpES NIS SEUEuATEURN EET DPUAMPxRME UE NUM SR NSENAC 28 Purchase Searching for Inventory Items uita penc naui tpaca nux m aa au Cua yRE Hox np yu Ca on CE aS Khu aV UE a N CuS KR ENSE EEUA KE UCE EE 30 Inventory Item Search Overview acc
3. e Page 96 Report Title Inventory Returns Report Report Description The Returns Report lists all of the items that have been returned to a vendor Lh Only items for which you track quantity on hand are included on this report Report Fields e Date Return date of the invoice items e Item ID The unique identifier for each invoice item Description The name of the invoice item hospital description e Quantity Returned The invoice item returned quantity and buy unit of measure Cost Cost per unit e Lot Number The unique number assigned to an invoice item Directions to Run the Report On the menu select Reports gt Inventory Click Create Report Click Run Per xw X b e SS qu x Click OK Creating Inventory Reports Sort Order and Range Sort Order Hange e Date e f Sort by is Date Date Item Description Vendor e Vendor Name Name e f Sort by is Vendor Name Item Description Item ID Vendor Name Expiration Date The invoice item s expiration date e Vendor The vendor name to which the item is returned e Location The location that the item was returned On the Reports Search window select Returns Report On the Inventory Reports window select Returns Report On the Inventory Returns Report window select the sort order Optional Select range if applicable by entering starting and ending values IDEXX Cornerstone Initiating Inve
4. 11 can perform modifications to multiple inventory items at one time reorder information track expiration dates or lot numbers 12 can perform modifications to individual inventory items buy sell ratio maintain QOH reorder information etc 13 I can link vendor IDs to inventory items DEBEBIT 14 can maintain inventory defaults T Purchase 15 1 can add an item to he Wantlist 16 can use the Suggested Items check box on the Purchasing Work List to view BENE RE inventory items that need to be reordered HT Lean pertom abasic search toran iwvertoytem 18 I can perform an advanced search for an inventory item e a 19 can arrange and adjust the columns on an Inventory window 20 can view Item History and Item Information for an inventory item a ae 21 can delete an item from the Want List a 22 can use the Purchasing Work List to add an item to a purchase order a 23 can create a purchase order using the Order List DEINER NENNEN PT 24 can create an order using IDEXX SmartOrder 25 can modify a purchase order using the Order List IDEXX Cornerstone Initiating Inventory Management e Page 109 Can Can Perform Cannot Not Perform but NOT Perform Applicable Using Receive Receive O 26 ican adda new receipt o o S S 27 can modify an inventory receipt po o o 28 ican reconcile unmatched orders 29 ican edita back ordered item 30 ican postan invento
5. Toestablish seasonal reorder points click the month in the To column and select a different month Cornerstone will automatically complete the next line for From column with the month following the one selected in the To column 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 C 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 66 6 On the Link Items tab list any QOH tracking inventory items and the appropriate quantities that will be depleted from inventory as a result of the sale of this item 7 Onthe Travel tab select any travel sheets that this item should be listed on 8 Onthe Special Actions tab select an applicable action such as Prescription Label or Print Document 9 When the information regarding the setup of the inventory item is complete click OK to save SINGLE CHANGES SPECIAL BUY SELL SCENARIOS View a snippet online demonstration 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 decide how to set them up for inventory Example 1 Flea tick or heartworm prevention
6. ve M LI LI LI LI LI LI LI Reports gt Inventory gt Inventory Adjustment Report Reports gt Inventory gt Inventory Audit Open Details Report Reports gt Inventory gt Inventory Audit Report Reports gt Inventory gt Inventory Backorder Report xX Reports gt Inventory gt Inventory Cost Report Reports gt Inventory gt Inventory Cost Totals Report Reports gt Inventory gt Inventory Counts Report Reports gt Inventory gt Inventory Evaluation Report Reports gt Inventory gt Inventory Expiration Date Report X Reports gt Inventory gt Inventory lnternal Usage Report Reports gt Inventory gt Inventory ltem Vendor Information Report Reports gt Inventory gt Inventory ltems Profit Analysis Report Reports gt Inventory gt Inventory Linked Items Report Reports gt Inventory gt Inventory On Order Report iia gt Inventory gt Inventory Returns IDEXX Cornerstone Initiating Inventory Management Page 106 Reports gt Inventory gt Inventory Overstock Report Reports gt Inventory gt Inventory Partial Receipts Report Reports gt Inventory gt Inventory Purchase History Report IO X X X X X X X X X X X Reports gt Inventory gt Inventory Receipt X Report X Reports gt Inventory gt Inventory Reorder Appendix Cornerstone Reports Security Access Suggestions Path to
7. Actual Item ID Description On Hand Location Date Number Class PHA PHARMACEUTICALS __ 08129 Bac Neo Poly HC Ointment 3 5g 0 00 tube Josz Bac Neo Poly HC Ointment 3 5g 1 00 tube 04023 3V Caps Med Lge Breed 60ct 1 00 bottle o02801 Acepromazine 10 mg 0 00 tablet o02801 Acepromazine 10 mg 246 00 tablet 02802 Acepromazine 25 mg 20 00 tablet 02802 Acepromazine 25 mg 242 00 tablet 08013 Ak TrolOintment Neo Poly Dex 13 00 tube 02205 Albon 125 mg 235 00 tablet o2206 Albon 250 mg 26175 tablet 02207 Albon 500 mg 441 50 tablet 2204 Albon Syrup 1 ounce 12 00 dose 03001 Aminophylline 100 mg 797 00 tablet 03004 Amitriptyline HCL 10 mg 0 00 tablet o3004 Amitriptyline HCL 10 mg 662 00 tablet 02228 Amoxi Drops 50mg 30 ml 0 00 bottle 02228 Amoxi Drops 50mg 30 ml 5 00 bottle 02221 Amoxicillin 100 mg 349 00 tablet 02223 Amoxicillin 250 mg 457 00 tablet 02224 Amoxicillin 500 mg 1652 00 capsule 03011 Anipryl 5 mg 4 00 box 03013 Anipryl 10 mg 2 00 box 03014 Anipryl 15 mg 2 00 box 03012 Anipryl30 mg 1 00 box Antirobe 25 mg 1318 00 capsule Antirobe 75 mg 120 00 capsule Inventory Counts Report Clindadrops 25 mg 20 ml Sorted By Class ID Surgery Cabinet Central Storage Central Storage Pharmacy Central Storage Pharmacy Central Storage Central Storage Central Storage Central Storage Central Storage Central Storage Central Storage Pharmacy Centr
8. Page 82 Directions to Run the Report po iu de UP s X Jw oc On the menu select Reports gt Inventory On the Reports Search window select Evaluation Report Click Create Report On the Inventory Reports window select Evaluation Report Click Run On the Inventory Evaluation window select the sort order Optional Select range if applicable by entering starting and ending values Click OK Item 04026 Item 08129 Bac Neo Poly HC Ointment 3 5g Buy Sell Ratio 1 tube to 1 00 tube On Hand Loc Total 1 00 1 00 tube On Order 0 00 tube On Backorder 0 00 tube Buy UOM tube Last Purchase Date 8 23 2011 Base Pricing Info 24 00 Item 08129 Bac Neo Poly HC Ointment 3 5g Buy Sell Ratio 1 tube to 1 00 tube On Hand Loc Total 0 00 1 00 tube On Order 0 00 tube On Backorder 0 00 tube Buy UOM tube Last Purchase Date 8 23 2011 Base Pricing Info 24 00 Item 04023 3V Caps Med Lge Breed 60ct Buy Sell Ratio 1 bottle to 1 00 bottle On Hand Loc Total 1 00 1 00 bottle On Order 0 00 bottle On Backorder 0 00 bottle Buy UOM bottle Last Purchase Date 7 18 2011 Base Pricing Info 14 40 3V Caps SM Med Breed 60ct 1 bottle to 1 00 bottle Inventory Evaluation Report Sorted By Item Description Class PHA PHARMACEUTICALS Dispensing Fee 4 00 Lead Time 0 Reorder Point 0 00 tube Reorder Quantity 1 00 tube Overstock Point 3 00 tube Markup 100 Class PHA PHAR
9. e Transaction types include performed invoice items on the Patient Visit List boarding invoice items boarding instruction items and Patient Advisor exam items To be included on the report all items must have inventory details location expiration and or lot number included and verified 1 On the menu select Reports gt Inventory 2 Onthe Reports Search window select Audit Open Details Report 3 Click Create Report 4 Onthe Inventory Reports window select Audit Open Details Report 5 Click Run 6 On the Inventory Audit Open Details Report window select the sort order 7 Optional Select range if applicable by entering Inventory Audit Open Details Report starting and ending Sorted By Item Description T i T i Expirati values Type Patient B Location ID Lot Number D m Quantity Item 1791 4 DX 8 Click OK Visit List 4196 Thunder CSTONE 5 00 each Current QOH 5 00 each Item AMO400 Amoxicillin tablet 500 mg Visit List 4196 Thunder CSTONE 10 00 each Boarding 4196 Thunder Res ID 1444 CSTONE 1 00 each Current QOH 6 00 each Item CM40 Canine Science Diet maintenance 40s Boarding 4196 Thunder Res ID 1444 DIET 1 00 bag Current QOH 1 00 ba Item CZDL8 Canine z d low 8 Ib Visit List 4196 Thunder DIET 2 00 each Current QOH 0 00 each Hem ZDCAN Canine Z D Ultra 14 750z Can Boarding 4196 Thunder Res ID 1444 DIET 2 00 can Current QOH 10 00 can item DEFENSO Defensor 3 Visit List 4196
10. 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 always enters the number of doses the client is purchasing so correct inventory counts are maintained Item Buy Sell Ration Heartgard 1 carton 60 doses Heartgard 1 carton 10 packages If the buy sell ratio is set as 1 carton 60 doses you can still sell the doses with quantity price breaks C uwy Amount Markup 14 35 17 60 IDEXX Cornerstone Initiating Inventory Management e Page 18 Phase 3 Invoice Item Information Changes Mass and Single Changes 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 while at the same time allow you to efficiently manage invoice quantities There are two methods you can use Item Buy Sell Ration 1 tablet 1 tablet 1 bottle 90 tablets Deramaxx 25mg Deramaxx 25mg MASS CHANGES Moving Items It is very important to make a backup before you make any changes You ll be reminded to do this View a snippet online demonstration You can use the Move Items tab on the Inventory Setup window to move an invoice item s reorder information and quantity on hand from one location to another e If initiating the use of additional locations
11. 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 View items that you have placed on backorder Find backordered items Vendor Classification 1 of 1 matching search results GRASST Treat Them right Grass Saver Treats None Veterinary Purchasing Company 4 00 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 EDITING A BACK ORDERED ITEM View a snippet online demonstration To edit a back ordered item On the menu select Inventory gt Backorder List Select the back ordered item to edit Click Edit Backorder Optional In the Backorder qty box enter a new quantity on backorder The Cancelled qty Received qty and Original Order qty fields are updated to reflect the changes p o Iw xs 5 Optional In the Expected delivery box type a date or click the arrow to display a calendar and choose a date the item is expected to be delivered Optional In the Notes box type or add a note pertaining to the back ordered item Click Save Close the Backorder List window IDEXX Cornerstone Initiating Inventory Management e Page 50 Receipt Management BB Backorder Detail at e Edit a backordered item It UOM Save Treat Them right Grass Saver Treats
12. C If the overstock point is less than the reorder point plus the value of the reorder quantity plus one a message displays Change the numbers and quantities appropriately and continue Click OK A message window lists the quantities of items saved and or items with errors Click OK to close the window Cy If the system encounters errors in the process of moving items it indicates the number of errors and directs you to the Inventory Setup Error Report Q 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 lot number tracking IDEXX Cornerstone Initiating Inventory Management e Page 20 Phase 3 Invoice Item Information Changes Mass and Single Changes SETTING BARCODES EXPIRATION DATES AND LOT NUMBERS Miew a snippet online demonstration Use the Set Barcodes Expdate Lotnbr tab on the Invoice Item Setup window to set buy and sell barcodes as well as set invoice items to track expiration dates and lot numbers You can set barcodes expiration dates and lot numbers for a specific location or multiple locations Access the Set Barcodes Expiration Dates and Lot Numbers tab by selecting Tools gt Inventory Setup gt select Set Barcodes Expdate Lotnbr tab The Expira ion Date check Set Reorder Points Set Barcodes E xpdate Lotnbr Invoice item an ocauon box must be selected on
13. Item ID The unique identifier for each invoice item Description The name of the Invoice Item Hospital Description Sort Order and Range Sort Order e Location e Class ID On Hand Current quantity on hand and unit of measure for item item s location expiration date or lot number Location Location of current items quantity Directions to Run the Report 1 On the menu select Reports gt Inventory On the Reports Search window select Counts Report Click Create Report On the Inventory Reports window select Counts Report Click Run On the Inventory Counts Report select the sort order Optional Select range if applicable by entering starting and ending values Click OK IDEXX Cornerstone Initiating Inventory Management Item Description Creating Inventory Reports Range e f Sort by is Item Description Class ID Item Description Item ID Location e f Sort by is Location Class ID Item Description Location e f Sort by is Class ID Class ID Item Description Item ID Expiration Date Expiration date for current item quantity and location Lot Number Log number for current item quantity and location Class Invoice item classification ID and description only in Sort option Class ID e 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
14. Select a reason the adjustment was made from the Adjustment reason list Click Save Close the Adjustment List window oe s UD OU m Make Quantity on Hand Adjustment Adjust your quantity on hand Ajuste Adjusting 3 of 5 records Item Amoxicillin 150 mg Location Amoxicillin 200 mg i Amoxicillin 400 mg Lot number Actual 1 450 00 ADJUST VENDOR COST OF ITEM View a snippet online demonstration D Be sure your quantity on hand amounts are correct before you make an adjustment To adjust the cost of an inventory item 1 On the menu select Inventory gt Adjustment List The Adjustment List window opens 2 Click New Cost Adjust The Make Cost Adjustment window opens EF Make Cost Adjustment If the average cost for this item has become incorrect you can adjust it here Adjust item cost This adjustment will be made to this item across all locations Item RCVD Canine Hepatic L514 1 P Current total QOH 2 bag Current avg cost 29 0600 29 0600 Total cost Current total cost 58 12 58 12 3 Search for and select the inventory item that needs a cost adjustment In the Avg cost box enter the average cost of the product Or in the Total cost box enter the total cost of the product C The total cost is calculated and displays in the Current total cost field As an alternative you can also enter the
15. The quantity currently available Qty on order The amount currently on a placed purchase order e Qty on back order The amount currently on back order Qty onunsent order The amount currently on a saved but not placed purchase order e Sales History Click the link to 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 lf seasonal reorder point information exists for the item a link will be available Viewing Quantities on Hand To view quantity on hand select Inventory Purchasing Work List You can search within want or suggested items or both by selecting the appropriate check boxes and clicking Search After you select an item from the list you can view the quantity on hand information in the Item Details area IDEXX Cornerstone Initiating Inventory Management e Page 38 Tasks for Creating a Purchase Order PURCHASE ORDER LIST OVERVIEW View a snippet online demonstration Use the Purchase Order List window to track items on order with vendors and orders that have been partially received from vendors within the Cornerstone system
16. When you have matched all line items to Cornerstone inventory items click Save The Unmatched Purchase Orders window closes and the purchase order appears on the Purchase Order List window You can receive against this order and then post it just like any other purchase order If you start a purchase order in Cornerstone but are unable to complete that order through IDEXX SmartOrder and then you create a separate order for the same items outside of Cornerstone you now have two purchase orders You have two options e Reconcile the unmatched order so that you can receive against it and delete the original Cornerstone purchase order on the Purchase Order List window In most cases this is the preferred option because the unmatched order reflects the items that were actually ordered e Use the original Cornerstone purchase order to receive against and post If you typically reconcile unmatched orders delete the unmatched order on the Unmatched Purchase Orders window because it is now a duplicate Synchronize an Order Started in Cornerstone but Completed Offline The original purchase order has a lower purchase order number than the purchase order you just created through the synchronization process Click the View all link on the Unmatched Purchase Orders window If you know that the order listed is a duplicate select it and click Delete to use the original purchase order The original purchase order has a lower purchase order num
17. 100911 Cerenia 24mg pack of 4 Pharmacy s160 j4 Cerenia60mgpackof4 Pharmacy s2450 eit 107 mwi 130081 RCVD Canine Hepatic LS14 17 5Lbs Diet s38 65 E 108 HILLS Canine Z D Ultra 27 5Lbs Science Diet 75 12 10Div 1096 Dextrose Solution Injectables so 00 at 112 Vetmedin 5 mg Bottle of 50 Pharmacy seso0 414 Dog Day Boarding Hospitalization 17 50 115 MWI 100118 Dexasone Bendaryl Injections Injectables 38 50 Ja 16 j Dog Boarding Boarding 20 00 12 mwi 10012 CET 12 chlorhexidine rinse Pharmacy sie29 Results per page 25 Y x Enhanced Search for Inventory Item window IDEXX Cornerstone Initiating Inventory Management e Page 30 Searching for Inventory Items BASIC SEARCH FOR AN INVENTORY ITEM View a snippet online demonstration To perform a basic search for an item from the View Quantity on Hand window 1 On the menu select Inventory gt View Quantity on Hand 2 Inthe Item box press F2 or click the magnifying glass icon n to open the Search for Inventory Item window 3 Type the first few letters of the item you are searching for in the Description box Search for Inventory Item Type all or part of the description to locate an inventory item Lh Any inventory items that match the search criteria display in the list ie a ee jc ssific RS RIS N PHARMACEUTICALS 4 Select the item you searched for zi PHARMACEUTICALS F The bl
18. 2006 9 19 45 PM To Thursday January 21 2010 11 25 46 AM ItemID Description Beg QOH Received Adjusted Returned End QOH Turnover 08129 Bac Neo Poly HC Ointment 3 5g 3 00 2 00 0 00 0 00 1 00 0 00 04023 3V Caps Med Lge Breed 60ct 1 00 0 00 0 00 0 00 1 00 0 00 04026 3V Caps SM Med Breed 60ct 2 00 0 00 0 00 0 00 2 00 0 00 05670 a d Canine Feline Can 5 5 oz 92 00 0 00 0 00 0 00 91 00 0 01 02801 Acepromazine 10 mg 246 00 0 00 0 00 0 00 246 00 0 00 02802 Acepromazine 25 mg 262 00 0 00 0 00 0 00 262 00 0 00 08714 ADL Foaming Ear Cleaner 8oz 3 00 0 00 0 00 0 00 3 00 0 00 08643 Advantage Canine Blue over 55ibs 15 00 0 00 0 00 0 00 15 00 0 00 08640 Advantage Canine Green 0 10lbs 12 00 0 00 0 00 0 00 12 00 0 00 08642 Advantage Canine Red 21 55lbs 6 00 0 00 0 00 0 00 6 00 0 00 08641 Advantage Canine Teal 11 20lbs 9 00 0 00 0 00 0 00 9 00 0 00 08644 Advantage Feline Orange lt 9ibs 31 00 0 00 0 00 0 00 31 00 0 00 04520 Advantage Feline Orange lt 9lbs 6mo 10 00 0 00 0 00 0 00 10 00 0 00 08645 Advantage Feline Purple gt 9lbs 10 00 0 00 0 00 0 00 10 00 0 00 09455 Advantage Feline Purple gt 9ibs 6mo 5 00 0 00 0 00 0 00 5 00 0 00 04045 Advantage K 9 Blue 55lbs 6month 9 00 0 00 0 00 0 00 9 00 0 00 04046 Advantage K 9 Green lt 10lb 6month 10 00 0 00 0 00 0 00 10 00 0 00 04504 Advantage K 9 Red 21 55Ilbs 6month 6 00 0 00 0 00 0 00 6 00 0 00 04950 Advantage K 9 Teal 11 20lbs 6month 14 00 0 00 0 00 0 00 14 00 0 00 08013 Ak Trol Ointment Ne
19. None Vendor Veterinary Purchasing Company Backorder qty Expected delivery an v Cancelled qty 0 00 Received qty 0 0 Original order qty Purchase order Order Date 1234 Wednesday November 14 2012 Backordered on Tae fe Gee Thursday November 15 2012 POSTING INVENTORY RECEIPTS Miew a snippet online demonstration To post an inventory receipt On the menu select Inventory Receipt List Click Receive an Order Select the vendor and press Tab Select the receipt pP D D SS Click Post The Change prices window opens Detailed pricing information for Treat Them right Grass Saver Treats Current pricing New pricing Unit cost 0 00 Unit cost 8 50 Qty Markup _ 0 00 0 0 Q 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 IDEXX Cornerstone Initiating Inventory Management e Page 51 Receipt Management 6 Optional To change price information select the 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 C 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
20. OO O O OJOJOIO In O O OOJO IOIOIO lo OO OOJO 0 0 O a O O OO O OO Oa a O O OOJO o0o0 Oo o OO OJ OJO 0O 0 O0 OO O OJO O OOllo OO O OJ O OJOO lo O Bem O Bee O mon OOOO 0 OJOO Additional comments 6 Did you follow along with the participant workbook during the course presentation O Yes l followed the workbook the majority of the time O No l didn t use the workbook O Sometimes l used the workbook some but not most of the time If No or Sometimes why not IDEXX Cornerstone Initiating Inventory Management e Page 112 Initiating Inventory Management Evaluation 7 What was the most valuable aspect of this course 8 What suggestions do you have for future revisions of this course 9 Using the roles listed count and record how many participants from your practice attended some or all of this course f someone holds more than one of these roles record their primary role only Primary Roles Number of participants with this primary role that attended this course Veterinarian Technician or nurse Reception or client services Office practice or business manager Practice owner Other List role and record number Other List role and record number Thank you We appreciate your feedback Testimonial Permission Please check the box below Please Print Your Name Practice Name Please have an IDEXX Computer 7 Systems representative contact me Practice City State to
21. for the lot number that was manually entered and will have to be manually adjusted Therefore manually entering QOH is not recommended x Inventory item OF Item ID 02402 Cephalexin 250 mg Capsule Quantity NA n Cancel Press Fz ar double click in the Loc ID column to select from existing inventory o Cancel 1 20 00 Ax Pharmacy Main 07718 2008 i 0115489 E 00 00 0000 zi IDEXX Cornerstone Initiating Inventory Management e Page 26 Phase 4 Inventory Cleanup Procedures and Defaults Sample Inventory Communication Plan An inventory communication plan is a beneficial tool for staff members Any employee who receives or uses tracked inventory will need to be prepared to enter inventory details tracking information The following sample memo can be used to communicate changes to your staff Memo Date January 1 2013 TO Practice Staff From Practice Management Team RE New IDEXX Cornerstone Inventory Features Dear Staff Memo Purpose You will soon experience a new improved look feel and functionality in Cornerstone software related to inventory tracking We want to prepare you for this communicate the benefits and provide you with action to take that will be necessary in order to achieve this new level of performance Benefits The benefits to our practice are multifold When inventory tracking is used for an invoice item it could mean e Inventory in locations can be monitored and we ll be alerted when a cert
22. this tool is the best method to move items from a single location Central Storage to new locations e g refrigerator controlled substance cabinet food room etc using item classifications Move Items Copy Items Set Reorder Points Set Barcodes E xpdate Lotnbr r Invoice item and location Class ID PHA o Clear Cancel ltem ID r Move items to this location Location Pharmacy Rx Pharmacy East EXE Rene Hx 1 500 00 tablet 200 00 tablet 2 00 bottle 1 500 00 tablet 100 00 tablet 1 00 bottle 1 500 00 tablet 100 00 tablet 2 00 bottle 1 500 00 tablet 200 00 tablet 2 00 bottle 1 500 00 tablet 100 00 tablet 2 00 bottle 400 00 cc 100 00 cc 4 00 vial PHARMACEUTICALS Subclass ID ANT Antibiotics Item ID TEESE 02336 02339 2342 02346 12 348 Description Overstock Ft 800 00 tablet 500 00 tablet 650 00 tablet 750 00 tablet 650 00 tablet 350 00 cc Select All Amoansicillin 50 mg Amoanicillin 100 mg Aix Amoanicillin 150 mg Fix Amoxicillin 200 mg HA Amoasicillin 400 mq HA Amonsicillin Injectable HA Deselect All 02351 12354 02357 Cy Amosicilin Oral 250 mg1 00 ml Amosicilin Suspension 15 ml Ax Amoxicillin Suspension 30 ml HX 5 00 bottle 6 00 bottle 6 00 bottle 6 00 bottle 6 00 bottle bottle 12 00 bottle 12 00 bottle bottle 20 00 bottle 20 00 bottle battle Inventory items can be moved to active or inactive l
23. 00 can 0 00 bag 0 00 bag 0 00 bag 1 00 bag 1 00 bag 1 00 bag 1 00 b j 10 00 can 12 00 can 0 00 bag 1 00 bag 0 00 bag 0 09 dose 1 00 bar 12 00 can 0 00 bag 14 00 can 3 00 bag 400 bag Average Cost 5o 0000 amp 0 0000 S0 DOO S0 0000 0 0000 0 0000 0 0000 amp 0 0000 50 0000 1 06842 0 0000 50 0000 50 0900 42 2700 516 6000 327 5700 40 0500 81 3240 51 7025 50 0000 50 0000 80 0000 50 000 841 8600 51 2258 80 0000 pogoni 5187300 32 5800 IDEXX Cornerstone Initiating Inventory Management 0 00 0 00 80 00 0 00 0 00 0 00 0 00 0 00 20 00 20 22 000 0 00 80 00 42 27 516 60 S27 ST 45 03 13 24 520 43 0 00 a500 30 00 000 41 85 51471 50 00 0 00 565 19 D OU 150 008 10 7 2010 D CA UL DOPRS Q DU 12523201 1 Dors 12 23 2001 1 33 DOR 1 5 2010 33 0006 33 D0 5 B 12 204 1 33 0094 Gamia i 33 0096 Faki 33 00 1020 33 004 S01 1 33 0085 Tere 20d 1 33 0085 1021 2010 33 0006 12 23 20 1 33 00 amp 24 201 1 Doms 33 004 33 0086 34 2011 10 28 20 1 0 00 D CF 33 00Pa 12 2 2000 Unit Cost Vendor 50 0000 MVI Veterinary SD Do00 NWI Valerian amp 0 0000 MW Veterinary amp p poop MI Veterinary 0 0000 MWI Veterinary 50 0000 MWI Veterinary 0 0900 MAVI Veterinary 50 0000 MI Vioterinamy 50 0000 Hik Science 1 0804 Hill Soance 0 00060 Hills Science 78 6500 Hills Scienca 518 1400 Hills Science 42 2700 Hill Scienoe 815 6000 Hi
24. 132 b x 1 dose na amp 00 B00 ean JC Cycle count RENT C FLPS Fronthne Plus Ged ID x 3 doses na 21 00 1 00 each JC Cycle Conn FLEA TI c WIn d OW select Adj ustme nt 5 FLPR E Frontline Plus 89 132 Ib x E doses na 24 00 each JC Cycle count REAT C R rt Ma me 11 5 ANS T Seo i ni BOO S00 each wa Locke cour HTP G e po P IM inigreeptor 5 5 MG x 11 25 Ip FB 12 00 eash JA cycle Dum hiv c Ina i2 mietan 11 5 Mx 12 26 50 b T na 16 00 mach JC Groit count HP G 1 JE In Miroir 2 3 Miia 1 Df IB if rz ET 2 00 Ach Ki Cartii Count HN E G 9 Click Ru n IMS12 Interceptor 2 2 MG x 12 0 10 Ib ria 16 00 each JO Cycle coum n i INESE naapi 2 3 MGa 6 O10 id nii 701 CKO 7000 and Aa Loychs court G 6 On the Inventory Adjustment Tm IMCL IidenSeeice ZLO NEC r T 5T TDOE IB v rea 200 1700 aan Je Loycha court L INXL12 Merete SLO MG x 12 51 1005 Y 2000 agch JC Cycle count Re po rt WI n d OW select th e sort F INXL inbercepior 23 0 MG x amp 51 100 Ib i 00 20 00 wach JC Ceip court ord er LI IP Iniercapior 2 2 Max 17 Tiz In j 24 00 each Jc Cych count i ce M a G 11 25 5 00 ex JO Cyce cour c g c c c 7 Optional Select range if applicable by entering starting and ending values 8 Click OK IDEXX Cornerstone Initiating Inventory Management Page 74 Creating Inventory Reports Report Title Inventory Audit Report Report Description Sort Order and Range The Audit Report is used as a reference when Sort Order Ra
25. 25658 4 12 2 Amitriptyline 25 mg tablet Supplies East 36521 4 2 2007 Amitriptyline 25 mg tablet Pharmacy Main 45698 4 15 2 To return an item to the vendor On the menu select Inventory Return to Vendor Sawe amp Print From the Vendor list select 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 4 Optional Select or enter a return date in the Return date box 5 Search for and select items to return in the Find items to return area 6 Select the items and click Return 7 Optional Adjust the return information for the items in the Return to Vendor columns C The UOM is in sell units Cost entered by the Cornerstone system is the last paid vendor cost 8 Click Save IDEXX Cornerstone Initiating Inventory Management e Page 62 IDEXX SmartOrder Inventory Solution IDEXX Cornerstone Initiating Inventory Management Page 63 IDEXX SmartOrder Electronic Inventory Ordering IDEXX SmartOrder electronic inventory ordering in Cornerstone 8 3 creates a more efficient inventory work flow with real time online inventory ordering through MWI Veterinary Supply Using the IDEXX SmartOrder connection orders placed within Cornerstone receive real 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
26. Class ID PHA PHARMACEUTICALS Retrieve items for which you will track Subclass ID JANT Antibiotics Clear expiration dates To update Item ID a single item s expiration Exp dates Track Track date check box go to Lists gt iw Deep setBacods muB esate Lab onean iw V Amoxicillin Suspension 15 ml Amoxicillin Suspension 30 ml select Set Barcode Expdate Lotnbr tab 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 Invoice Item select an item Amoxicillin 50 mg v select Inventory tab cures a aj Amoxicillin 150 mg iv I e To update multiple item Amoricilin 200 mg a a ees Amoxicillin 400 mg iv v Chk All expiration dates go to Tools FE Ru e gt Invoice Item Setup gt Amoxicillin Oral 250 mg 100 ml v v Unchk All v v v A 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 e When turning on expiration date or lot number tracking for first time and existing QOHs 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 ho
27. Electronic Inventory Ordering 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 mwivet 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 C If the order was placed outside of Cornerstone Cornerstone tracks it as an unmatched order We recommend reconciling unmatched orders so that you can use them within the IDEXX SmartOrder work flow Reconciling orders you place outside of Cornerstone unmatched orders We recommend that you reconcile the unmatched order this creates a Cornerstone purchase order that you can receive against and post 1 On the Purchase Order List window click the View all link to open the Unmatched Purchase Orders window Unmatched Orders View all 1 2 Select an order in the top grid The invoice items on that order appear in the bottom grid Unmatched Purchase Orders Unmatched Purchase Orders Line items for Purchase
28. IDEXX Cornerstone Initiating Inventory Management Page 103 14 15 16 Appendix Cycle Count Physically count the inventory items marked to maintain quantity on hand Adjust Quantity on Hand Cost and or Expiration Dates Inventory Adjustment List When you ve completed taking a physical inventory adjust the quantities on hand cost and expiration date information Set Up IDEXX SmartOrder Read the IDEXX SmartOrder Inventory Solution on page 63 for set up information IDEXX Cornerstone Initiating Inventory Management Page 104 Appendix INVENTORY SECURITY SETTINGS View a snippet online demonstration Security access to inventory features in the IDEXX Cornerstone Practice Management System should be set up before establishing inventory settings and working in inventory Security for inventory is set in Cornerstone and can be located on the menu bar at File 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 Rec
29. Item Detail Status ocaton Met Done 5 serh Restore Column Debuks on on asna Qty On Order Type Oty vou Status Vendor Qty On Back Order 5 Prenytutazcne Buie Tabs 1 gm 10001 Nene Nol Dose 3 e yc m 1719 RCVD Feine Dents 00 tag Not Done con frmed 1568 Meixicam 0 5 moii None Not Dose Vetennary Purchasing Comoany Today s Reorder Point E won 100 denation sach Not Dose vite oy AMO Amargnyine tatiet 10 mg tech Not ene Stoct Pont avez Daytrt tablet 22 7195 tote Not Osea Fart Dodge 240716 Ej con Canine cid 10b Not Dose To Order 010 Canne cid 100 Not Oone i040 Canne cid 40 b Not Dene E cuma Cruciate Repair over 50b New Not Dose IND Canine Venison Potato can Not Done cve2o IVO Canne Venison Potato 208 Not Done cwo Canne wis 10 b Not Done cwo20 anne wis 20 b Not Done as DMPP Annes Vaccination Not Dose ECLRIS ms Canne Low Residue 15b Not Done FCDY0 Feine cd 10 Not Doe FEDA Feine cd 4 b Not Dose FCpS20 Feine cid 20b Not Done Fou eane DU can se Not Done o PHCP eine HCP 3yr Vaccination Not Dote Q FVRCPA FRCP Annual Vecchatos x Not Done o un coon necon Not Ove o Lvurv yame Vacenaten 20 tox Not Dose iz e Search resuts 11925 0128 Mo M Resuts per page o tal cost of s lecind ite Bases on test cest of tem e e Create a Purchase Order for a specific vendor vendor Veterrary Purchasing Corp v Deserotoa Deplete inventory through invoicing internal use returns a
30. Locate Inventory Setup Error Report ff Report will automatically display when an error occurs gt gt Inventory Turnover Report X Reports gt Inventory gt Inventory Inventory Turnover Report Reports gt Inventory gt Inventory Inventory ie ER ft fx PESUE Tec Reber Reports gt Inventory gt Inventory Inventory M Lope vendor Summary Repos gt gt i IDEXX Cornerstone Initiating Inventory Management Page 107 Skill Assessment and Evaluation IDEXX Cornerstone Initiating Inventory Management Page 108 Initiating Inventory Management Skill Assessment Practice Name Your Name Completion Date Instructions After completing your training please read each of the following skill assessment statements and evaluate your ability to perform each task in the IDEXX Cornerstone Practice Management System Mark only one X for each skill statement Can Can Perform Cannot Not Perform but NOT Perform Applicable Using Introduction 1 I can access Help 2 I can locate Cornerstone reference manuals 3 l can access online customer support Getting Started Phases and Setup 4 I can understand the inventory workflow 9 lcan list inventory decisions that need to be made prior to invoice item inventory setup 6 I can access Cornerstone inventory f can add modify vendors B rnamay B emaWmosycecmes E S 10 can adaimodtyadusimentreasons
31. Order 7413066 All unmatched items must be matched before the PO can be completed Invoice Number Vendor Item ID Vendor Item Description Unit Cost Quantity Inventory item 7360738 100144 Feline EN Intestinal 10Ib 10LB 27 43 1 00 unmatched 7360738 100966 Canine EN Intestinal Hospital Pack 32LB 31 99 1 00 unmatched Close 3 Ensure all invoice items are linked to Cornerstone inventory item IDs all items must be linked to reconcile and create the order If all items are linked go to step 5 4 Forany invoice item that does not have a Cornerstone inventory item ID associated with it double click the inventory line and do one of the following e f you know the item ID type the ID in the Inventory Item field e f you don t know the item ID a Double click the Inventory Item field b On the Search for Inventory Item window type a description in the Description box Possible item matches appear in the table below c Optional If you need to add the item to your Cornerstone system click Add an item at the bottom of the IDEXX Cornerstone Initiating Inventory Management e Page 68 Cy IDEXX SmartOrder Electronic Inventory Ordering window Complete all information but leave the Vendor and Vendor ID boxes blank Then click Save d Select the item in the table and click Select The Search for Inventory Item window closes On the Unmatched Purchase Orders window press TAB in the Inventory Item box to save the ID
32. Programs gt Cornerstone gt Manuals Online Cornerstone 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 Click the Support Center button ie on the toolbar Type cornerstonehelp com in any Internet browser IDEXX Cornerstone Initiating Inventory Management Page 8 Getting Started Phases and Setup IDEXX Cornerstone Initiating Inventory Management e Page 9 Phase 1 Understand Basic Workflow 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 Single Location Single Location Per Invoice Item Multiple Locations Item 1 Multi Location Per Invoice Item tem IDEXX Cornerstone Initiating Inventory Management e Pa
33. REPORTS OVERVIEW View a snippet online demonstration You can sort filter and then preview print or save inventory reports To open the Report Search window for inventory reports select Reports Search for a Report Inventory or select Reports gt Inventory 17 shou Adjustment Report Hide locked reports Rapni Report fields Appointment Date date of adjustment Boarding Item ID Client Description invoice item hospital description Client and Patient Reports 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 Wi tauine User ID user ID logged in when adjustment was made Inventory Adj Reason adjustment description POR Location location ID where item is stored Compliance End of Day End of Month End of Year Audit Open Details Report Status C confirmed or U unconfirmed Audit Report Backorder Report Description Lists all of the adjustments made to your computerized inventory record Use this Cost Report i j 5 i report to view a list of quantity or price adjustments in inventory Cost Totals Report Counts Report E Mia Inventory Adjustment Report Evaluation Report Sorted By Date Expirat
34. Reorder Report oooo oon 00 0 HO OKO GH GO GG G00 FD IDEXX Cornerstone Initiating Inventory Management e Page 71 Printing Reports In addition to the Inventory reports an important report is the End of Month Cost of Goods Sold Report 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 P Inventory Reports Inventory Adjustment Report Inventory Backorder Report Inventory Cost Report Inventory Cost Totals Report Inventory Counts Report Inventory Evaluation Report Inventory Expiration Date Report Inventory Internal Usage Report Inventory Item Vendor Information Report Inventory Iterns Profit Analysis Report Inventory Linked Items Report Inventory On Order Report Inventory Overstock Report Inventory Partial Receipts Report Inventory Purchase History Report Inventory Receipt Report Inventory Reorder Report Inventory Returns Report Inventory Turnover Report Inventory Usage Tax Report Inventory Vendor Summary Report Inventory Want List Report Report buttons include Preview i Preview is used 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 informatio
35. 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 On the Create Edit Purchase Order window select and enter the inventory item Change the unit of measure to the selling unit of measure Enter the order quantity keeping in mind the unit of measure 4 Enter the item s cost if available keeping in mind the unit of measure pe fe I 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 Cy When receiving the item you will need to ensure the cost is entered as the selling unit s cost IDEXX Cornerstone Initiating Inventory Management Page 43 Receive IDEXX Cornerstone Initiating Inventory Management Page 44 Receipt Management RECEIPT LIST OVERVIEW View a snippet online demonstration Open the Receipt List window by selecting Inventory Receipt List The Receipt List window automatically displays received orders entered in the past two weeks and is sorted by date Sort inventory windows by clicking on any of the column headers Each logged in user can add remove and arrange columns to suit their individual needs e P Receipt List View open or closed receipts at your practice Find receipts Vendo
36. Select range if applicable by entering starting and ending values Item ID Description Vendor WIL PO Number 1146 Wilson Pet Supply 02129 Denosyl SD4 90mg 30 count Vendor MWI PO Number 1151 01045 Immunoregulin 5 ml 02006 Doxycycline 100MG 02221 Amoxicillin 100 mg MWI Veterinary Supply IDEXX Cornerstone Initiating Inventory Management Invento Tuesday August 22 2006 Thursday January 21 2010 Partial Receipts Report orted By Vendor Name Quantity Quantity Receipt Ordered Received Number Unit Cost 5 00 box 200 00 cc 150 00 cc r124 0 12 200 00 tablet 300 00 tablet 250 00 tablet r124 0 12 Page 91 Report Title Inventory Purchase History Report Report Description Creating Inventory Reports Sort Order and Range Use the Purchase History Report to view a Sort Order Hange st ia Piden r n ee e Item Description e f Sort by is Item Description Date receipt and return of inventory items for the S D Item Description Item ID practice Report Fields Vendor Name Vendor by Order Vendor by Receipt e tem ID The unique identifier for each invoice item and the name of the invoice item hospital description Date Receipt date e Type Type of invoice item S I G P e Quantity Purchased Quantity and unit of measure e Unit Cost The cost of the item s unit of measure e Total Cost Quantity purchased multiplied by unit cost R e Vendor The name of the it
37. Tab or double click or press F2 to search for the staff member 3 Click the Inventory tab Staff Defaults 4 Optional Select the Auto save changes without prompting and or Auto delete TBA spese Ln without prompting check boxes Patient Clipboard Toolbar Miscellaneous Inventory My Favorites 5 Click Save to save the settings i Auto save changes without promptin Click Print to view a list of default inventory L 7 men locations by staff and then click Cancel Auto delete changes without prompting 7 Click OK to exit the Staff Defaults window COMMUNICATION AND TRAINING 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 View the Sample Inventory Communication Plan on the next page Depending on how you use the features in inventory it may have an impact on 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 labels and entering the charges on the Patient Visit List or invoice If expiration dates and lot numbers are manually entered during invoicing it will result in negative quantities on hand QOH
38. The Purchase Order window includes the following fields PO Number A purchase order number is a unique number that is used to track each order entered in inventory Vendor Select the vendor with whom the order will be placed The Purchase Order window includes the following columns 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 SP 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 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 C The total cost of the order is displayed at the bottom of the window 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 i
39. The total quantity for the item placed on the purchase order based on the unit of measure e D The item ID of the product placed on a purchase order Description The name of the item placed on a purchase order e PO Number The purchase order number e Note A note added to the line item Click the E icon to view the note e UOM The buying unit of measure for the item e Cost The unit cost of the item e Special Price SP lf the item is purchased at a special price the icon displays As a result the item s vendor cost will not update It will still figure into the average cost e Tax The individual tax that applies to the item if applicable C You can sort columns by clicking on the column headers as well as add or remove columns as needed C In Cornerstone tracked cost is based on the Cost field only Even if shipping and taxes have been entered into their respective fields they do not calculate into the inventory cost on hand or cost of goods sold The Receive Order window includes the following buttons 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 Remove item is used to remove a manually added item In other words if an item wasn t on t
40. Thunder Prescription CSTONE 4 00 dose Current QOH 2773 00 dose Item FCD10 Feline c d 10 Ib Visit List 4196 Thunder Exam DIET 6 00 bag Current QOH 7 00 bag IDEXX Cornerstone Initiating Inventory Management e Page 76 Report Title Inventory Backorder Report Report Description The Adjustment Report shows all items on back order for your practice Report Fields e Item ID The unique identifier for each invoice item Description Invoice item hospital description e PO Number Order ID e UOM Order unit of measure Original Quantity Quantity ordered e Cancelled Quantity canceled e Backordered Quantity of items on back order Directions to Run the Report Creating Inventory Reports Sort Order and Range sort Order Range e Item Description e If sort order is by Item Description Item Description Item ID Vendor Name Vendor Name e f sort order is by Vendor Name Item Description Item ID Vendor Name Expected Available quantity to receive and unit of measure Date Expected Date the items are expected Group only in sort options Vendor Name and Location Group Vendor Name of the vendor the item is back ordered with 1 Onthe menu select Reports gt Inventory 2 Onthe Reports Search window select Backorder Report 3 Click Create Report 4 Onthe Inventory Reports window select Backorder Report 5 Click Run 6 On the Inventory Backorder
41. To access the Purchase Order List select Inventory Order List The Purchase Order List window automatically displays orders managed by staff management within the past two weeks BB Purchase Order List Lo amp JL 83 View and manage purchase orders Add New Order Vendor ate Range All Vendors w AllStatuses v 10 11 2012 FR ro 10 25 2012 Gi Search PO Number A Vendor Status Total Order by Date 6770 WILSON PET SUPPLY Closed 0 00 Wall Bridget 10 24 2012 Unmatched Orders No unmatched orders Search results 1 to 1 of 1 Id 4 b bi Results per page 25 v When looking for specific purchase orders enter information in one or more of the criteria fields in the View and manage purchase orders area and click Search Sort inventory windows by clicking on any of the column headers Each logged in user can add remove and arrange columns to suit their individual needs The View and manage purchase orders area includes the following fields e Vendor Select a vendor to view purchase orders for the specified vendor only e Status Select the status of the order Options include All Statuses Closed Not sent Partial Sent and Sent online if applicable e Date Range The range two weeks prior to the current system date appears in the boxes If necessary enter different dates The Purchase Order List includes the following columns e PO Number The purchase order number e Vendor The vendor the order was pla
42. 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 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 online transaction Cy 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 represent
43. 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 e 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 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 IDEXX Cornerstone Initiating Inventory Management Page 17 Phase 3 Invoice Item Information Changes Mass and Single Changes e 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 location Select the location where you will stock this item C Locations are unique to each practice and are set up at Inventory 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 Q To determine the minimum overstock point value add the reorder point plus the reorder quantity Be sure to convert the reorder quantity to individual units when adding For example if the reorder point is 3 cans and the reorder quantity is 1 case 24 cans then the minimum overstock point would be 28 3 24 1
44. edit a unit of measure On the menu select Controls gt Units of Measure 2 Click New C To modify an existing unit of measure select the unit of measure and click Update or double click the unit of measure in the list 3 In the Description box type a description Click OK 5 Close the Invoice Item Units of Measure window y Units of measure that are associated with an invoice item cannot be deleted IDEXX Cornerstone Initiating Inventory Management e Page 16 Phase 3 Invoice Item Information Changes Mass and Single Changes SINGLE CHANGES MAINTAIN QOH Miew a snippet online demonstration To update inventory information for an invoice item On the menu select Lists Invoice Item Select an item and click Update or double click the item in the list 3 Onthe Info tab in the Type area confirm the sell unit of measure Confirm the information in the Classification and Pricing areas Q Best practice is to use the auto calculate price feature with the markup percentage or the margin dollar amount set to update client prices when receiving inventory at a higher cost 4 Click the Inventory tab Information Instructions Reminders Tas Disc Inventory Link Items Spec Actions Travel v Maintain OH M Inventory information NOC DIN Code Track expiration dates Track lot numbers Buy sell ratio 1 box f 2 tube Buy barcade Central Storage
45. eene 54 View Quantity on Hand WindOw ccccccccssssececceeesceeecseusececeeeusceescessseeecsuauseeesseaseeeesenaaeeeessageesessaeseeesssaags 54 Edta Quanuly on Hand os c 55 Adjustment 49 7 E Enn 57 Adjust Quantity on Hand from Adjustment List 22 5 xia eaten rto cue UbRE SE MEYER SEE taa RR UE Uva Ft UG cian qu Sb Ri pia Rav OE didus of Adjust Vendor Cost of Item MENTRE 58 Other Depletion Activities Patient Visit List Whiteboard Invoice Returns Internal Use and VoidS cccccceceenenececneneceeneneeeeneceeeeaeneneeeeauneeesaeneseeneneeaeeenuneeasneneeueneneeaenesegaeneness 59 Voiding Frescriptions and ee Mem T T CO D 59 Deplete Internal StOCk apse E RETE E m TE 60 Kem TO q eo Rm 62 IDEXX SmartOrder Inventory Solution IDEXX SmartOrder Electronic Inventory Ordering ee eere eeee eee 64 Setting Up Electronic Inventory Ordering with MWI Veterinary Supply ccccccsssseseeeeeeeseeeeeseeeeeseaeeseeeees 64 Linking Item IDs to Vendor IntOrfilatlOTI suse ea vuiaac aiia nacta xdi bled ixl vnica e od bene a 65 Adding Vendor Item IDs for Matching Inventory Items sseeesessseeeeneeneeneen nnn 66 Adding a Vendor Item ID While Working with Inventory Orders eesseseeeeeeernnnnnm n 67 Tracking Electronic Order Statuses from Cornerstone ccccccccccceeeseeeeeecccaeesseceeccc
46. enter them through Inventory gt Order ee NN e eee Li t a 112 Vetmedin 5 mg Bottie of SO 55 00 bottle 04 26 2 Not Done ISt 12 CET 12 chlorhexidine rinse 12 00 each 04 18 2 Not Done MWI MT17 HomeopetDrops 40 00 None 04 18 2 Not Done The benefits of purchase orders are as follows 1888 Meloxicam 0 5 mg ml 0 00 None 06 18 2 Not Done Veterinary Purchasing Company 1961 RCVD Canine Hepatic LS14 17 5Lbs B 2 00 box 04 06 20 Not Done MWI Veterinary Supply e Serve as records of orders E i 1DON 1 00 donation 1 00 each 10 04 2 Not Done 1 T T T T e Allow you to access information when E 204 VARL Allergy Serum 1100 None 04 18 2 Not Done 3 LIEL 1247 Rimarvl Ama Tablet BOCT Rattle 10 00 nel 04 22 21 S nn ae LO z confirming orders with a vendor e e EP EI I Sm EE e Allow you to manage discrepancies on large Oi Besed on wat cost of tem 999 orders More Item Information For Rewards One Calorie Treat Lal e Serve as a method to track back orders you can t track through entering receipts only To create a purchase order from the Purchasing Work List window On the menu select Inventory Purchasing Work List 2 If you want to create an order based only on the Want PAR List clear the Suggested item check box 7 Suggested tem V Wantitem add to Want List 3 Select the item you want to a
47. 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 All other 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 Initiating Inventory Management Table of Contents Introduction Introduction to Initiating Inventory Management eeeseeeeeee eene nennen nnn 6 coue DESDI ON supdE plec MR DV E SINUM M nU IFUDUNI ESI FA EEA rum UU EO SE UT UN D DENIM E 6 mic NS RENI mm n 6 E Me AIS Chics ie E E Ts 6 MANNA e 1 1 mr r EE 6 STEN me 7 On Window Help Information PRO RRSRRRR 7 Cornerstone Reference Resources asisessesrerec reip Rs tasa Re nUE va ka cee d IRR ea ROT US ARA VV oS Gas VabRR US Vandese DexsxEP EEUS P UNES Rd EN 7 Getting Started Phases and Setup Phase 1 Understand Basic Workflow and Unique Capabilities 10 Phase 2 Decisions and Setup Before Invoice Item Information 11 Access Inventory Management
48. 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 and have a markup percentage or markup dollar amount entered 7 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 9 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 10 Close the Receipt List window IDEXX Cornerstone Initiating Inventory Management Page 52 Deplete Adjust IDEXX Cornerstone Initiating Inventory Management Page 53 Depletion Quantity on Hand and Cost Adjustments VIEW QUANTITY ON HAND WINDOW View a snippet online demonstration To access the View Quantity on Hand window select Inventory View Quantity on Hand The View Quantity on Hand window displays all items marked to maintain quantity on hand Sort inventory windows by clicking on any of the column headers On most inventory windows each logged in user can add remove and arrange columns to suit their individual needs To narrow the list of items enter criteria in the available fields and click Search View your quantity on hand To change your quantity on hand select the lin
49. the receipt enter item ID in the ID field To remove the items that you have manually added to the receipt select the item line and click Remove Item Page 46 Receipt Management The Receive Order window includes the following fields e Vendor Select the vendor from whom the items are being received Receipt number Enter the invoice or packing slip number provided by the vendor e Date 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 lf you have any open unfinished receipts for this vendor they will display here To finish one of these receipts select the receipt from the box Purchase order number Select an order to find the items on a specific purchase order e Sortin order PO sequence Select this check box to sort in PO sequence e Shipping Enter any shipping charges that apply Total tax Enter 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 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 The Receive Order window includes the following columns e Status The status of the item on the receipt Options include Ordered Received Backordered and Cancelled e Qty
50. to a website address 7 n the address boxes type the vendor s address 8 In the Phone numbers area enter the vendor s phone number information 9 Click Save 10 Close the Vendor List window 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 Q Vendors that have been used previously may be inactivated but not deleted F Add a New Vendor ID Address 1 s B IDEXX Dr Vendor name Address 2 IDEXX Distribution Corp Account Number n City 12345 istributor Westbrook Web site address State wwvi idexx com 800 531 0998 Adding a Location View a snippet online demonstration 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 Lh At least one location is required if your practice wants to track the quantity on hand of inventory items C If you have Central Storage as a location and if you intend to have only one location for all inventoried items skip this lesson C You can receive only inventory items regardless of QOH tracking status into inventory not service group dispensing or pi
51. 100 mg Pharmacy Main 695632 3 20 2007 1 500 00 tablet 0 0000 Amoxicillin 150 mg Pharmacy Main 422565 3 2 2007 1 500 00 tablet 0 0000 Amoxicillin 200 mg Pharmacy Main 1498750 3 25 2007 1 500 00 tablet 0 0000 Amoxicillin 400 mg Pharmacy Main 37940 3 6 2007 1 500 00 tablet 0 0000 Amoxicillin Injectable Pharmacy Main 56993 3 15 2007 400 00 cc 0 0000 Amoxicillin Injectable Pharmacy Main 56993 2 21 2009 0 60 cc 0 0000 Optional Click Advanced Search to enter additional information Optional Select the location of the item to adjust from the Location list In the Item box type the first few letters of the item you are searching for and click Search A list of items that matches the criteria appears Select one or more items to adjust and click Edit QOH To select multiple items from the list press the CTRL key to select nonconsecutive items and the SHIFT key to select consecutive items Lh The Make Adjustment window displays the items The first item is selected Make Quantity on Hand Adjustment Adjust your quantity on hand Adjust Item Adjusting 3 of 5 records Item oxicillin 150 mg Amoxicillin 150 mg Location Amoxicillin 200 mg Pharmacy Main Amoxicillin 400 mg Expiration date Lot number 3 2 2013 422565 Quantity Actual Change 1 500 00 1 450 00 50 00 Adjustment reason Cycle count v mD CD Enter the new quantity on hand in the Actual box The Change box will show the ch
52. 70 ad Canime Feline Can 6 65 oF MV Veterinary Supply Yos 0 74 11122011 O days MVI Vietorinary Supply Tes SO TA 11 132011 O days MVI Vataman Supply Tes oie 50 7411 12011 O days Uca Acaroxx otic Woabe tor Veleriman N S700 0 21 2011 0 days Wobetor Velerimany Ho Mancy Sf DD a 21 2011 O days Webster Veterinary Ho Ed Tucker 57 00 921 2011 0 days g i Acapromazing 10 mg Webster Velerinany Yes 0 10 8 9 2011 days Waebesler Veleriman Tes Mancy 50 10 Bao 11 days Webster Veleriman Tes Ed Tucker 50 10 amp a 2011 0 days TW Veterinary Medical Ha Ordering 0 07 7252011 Q days TW Velernary Medical 5 No Fax 50 07 Tea 2011 O days TW Yelennay Medical No Benjarmr Wealhars SOF 7 25 2011 days 2H Acopromazme 26 mg Butkw Schein Ho Account 0 17 BH 15 2011 0 days Butior Schein H Jimmy Vile or S0 17 B 15 2D11 O days Wabstar Veleriman You 0 19 8 4 2011 days Webster Velerimany Yos Hancy 0 18 8 4 2011 days Webster Veleriman YS Ed Tucker 0 79 B 4 2011 O days MVI Veterina Supply Na SU 15 524 2011 O days MW Veterinary Supply Ho 0 15 5 24 2011 0 days MW Veterinary Supply Ho Tote 0 15 5242011 IDEXX Cornerstone Initiating Inventory Management Page 87 Report Title Inventory Linked Items Report Report Description The Linked Items Report lists all the invoice items that have QOH tracking inventory items linked to them Report Fields tem ID The unique identifier for each invoice item
53. BLIPREN CSAL20 AD KSALIT ADSMag CBD10 cane ccpin cope Description Absolute Ettyd Alcohol 1003S Acapromazine tablet 10 mg Amaxicillin tablet S00 mg Anhydrous Theophylline gm Atrapina Injectable Baytril tablet 22 7 mg Baytil tablet eemg Buprenex Injection and oral meds Canin did Salmon and Pol 17 5 canina feline aid can Canine Adult Light Small Bites 5 Ib Canine Adui Smali Biles 20 Canine bd 108 Canine nd 27 58 Canine cd 16 lb Canine cd 20 I5 Canine d 40 Ib Canine cfd can Canine did can AJ Flavors Canine D0 Duck and Potato 178b Canine did nee A egg 17 5 Ib Canine DD Salmon and Pot 8 8 Canine DAP 3yr Vaccination Canine GD 40b Canine GAD can Canine nid 20 Ib Canine h d can Canine rd 10 m Base Price 0 00 0 55 80 05 0 00 1 63 1 15 2 43 0 00 541 97 amp 1 41 7 01 26 13 24 13 556 22 22 ne 838 7 63 RH 1 76 2 05 41 07 41 97 amp 20 57 54 00 amp 55 57 142 435 55 1 53 530 56 43 On the menu select Reports gt Inventory On the Reports Search window select Cost Report Click Create Report On the Inventory Reports window select Inventory Cost Report Click Run On the Inventory Cost Report window select the sort order Inventory Cost Report sorted By Item Description Total Markup Last Purchase Primary Cost Margin Date QUH tuo Hone D DO tablet 11600 each 000 Mona DO oc 15 00 table 4 00 table 10 20 ampula 1 02 bag 12
54. DEXX Cornerstone nitiating Inventory Management 8 3 Participant Workbook M Lon ge gum NE 4 t r k LABORATORIES as L2 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 2013 IDEXX Laboratories Inc All rights reserved 06 29923 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 Acrobat is either a registered trademark or trademark of Adobe Systems Incorporated in the United States and or other countries Deramaxx is a trademark or registered trademark of Novartis Animal Health US Excel and Internet Explorer are trademarks or registered trademarks of Microsoft Corporation in the United States and or other countries FedEx
55. Dr Jones Truck Pharmacy Pharmacy East r Reorder information by location A Select location Central Storage CSTONE 5 Complete the following fields if applicable e NDC DIN Code Enter the NDC National Drug Code or DIN Drug Identification Number e 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 Q When the Maintain QOH check box is selected other fields on this tab become active When turning on expiration date or lot number tracking for first time and existing inventory is 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 Track expiration date Select the check box if you want to track expiration dates G Expiration dates can be tracked only if the QOH is being maintained for this item e Track lot numbers lf you want to track lot numbers select the check boxes for Track lot numbers Cy Lot numbers can only be tracked if the QOH is being maintained for this item e Buy sell ratio Select the buy sell ratio from the list If your purchase and selling unit of measures are different select the buy UOM and select the number of sell UOM included in
56. For this report to run correctly vendor contact information must be filled in on the Vendor Information window To make sure this information has been set up select Inventory gt Vendors from the menu Then select the line for MWI and click Edit If you make any changes click Save ADDING VENDOR ITEM IDS FOR MATCHING INVENTORY ITEMS When adding items to a purchase 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 window and select a suggested MWI item ID match for the item On the Suggested Item List window 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 IDEXX Cornerstone Initiating Inventory Management Page 66 IDEXX SmartOrder Electronic Inve
57. Ib 2 00 bag Not Done FCDS20 Feline c d 20 Ib 2 00 bag Not Done FDM Feline DM can 3 00 case Not Done FHCP Feline HCP 3yr Vaccination 4 00 box Not Done FVRCPA FVRCP Annual Vaccination 4 00 box Not Done LIN Lincocin injection 94 00 mi Not Done LYMEV Lyme Vaccination 12 00 box Not Done E Search results 1 to 25 of 28 i4 ij he bl Results per page 25 v Total cost of selected items Based on last cost of item IDEXX Cornerstone Initiating Inventory Management Page 32 Tasks for Creating a Purchase Order ADDING ITEMS TO THE WANT LIST View a snippet online demonstration To add an item to the Want List 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 Repeat steps 2 4 D er e w Click Cancel to close the window Want Suggested List Items to consider ordering E Suggested Item add to Want List T s Search Restore Column Defa c Description Qty UOM Status Vendor Cereni
58. Items Profit Analysis Report Report Description Use the Items Profit Analysis Report to determine profitability of inventory items sold C End of month must be processed twice and end of year once before data displays for the appropriate columns for this report The data in this report corresponds to the date in the EOM Inventory Sales Report C Only items for which you track quantity on hand are included on this report Report Fields Class The unique identifier and description for the classification e Revenue Center The unique identifier and description for each revenue center tem ID The unique identifier for each invoice item Description The name of the invoice item Hospital Description e Month to Date Frequency Frequency sold this month Frequency sales of the item e Month to Date Sales Quantity sold this month Gross sales of the item without taxes or discounts applied Creating Inventory Reports Sort Order and Range sort Order Range Class ID e f Sort by is Class ID Location ID Class ID Item Description Item ID e f Sort by is Location ID Item Description Item ID Location ID Revenue Center e f Sort by is Revenue Center Item Description Item ID Revenue Center e Month to Date Cost Cost of the item sold this month e Month to Date Profit Profit of the item sold this month sales minus cost Year to Date Frequency Frequency sold this month F
59. MACEUTICALS Dispensing Fee 4 00 Lead Time 0 Reorder Point 1 00 tube Reorder Quantity 1 00 tube Overstock Point 3 00 tube Markup 100 Class PHA PHARMACEUTICALS Dispensing Fee 1 50 Lead Time 0 Reorder Point 0 00 boitie Reorder Quantity 2 00 bottle Overstock Point 4 00 bottle Markup 125 Class SKC SKIN CARE Dispensing Fee 1 50 Lead Time IDEXX Cornerstone Initiating Inventory Management Sell UOM Prices Auto Calculate Minimum Price Primary Vendor Vendor Item ID Location Sell UOM Prices Auto Calculate Minimum Price Primary Vendor Vendor Item ID Location Sell UOM Prices Auto Calculate Minimum Price Primary Vendor Vendor Item ID Location tube Yes 0 00 MWI Veterin CSTONE tube Yes 0 00 MWI Veterin SURGERY bottle Yes 0 00 MWI Veterin CSTONE Creating Inventory Reports e Page 83 Report Title Inventory Expiration Date Report Report Description Use the Expiration Date Report to view a list of inventory items that will expire before a specified date C Only items for which you track quantity on hand are included on this report Report Fields Location The unique identifier and the description for the location e Item ID The unique identifier for each invoice item Description The name of the invoice item Hospital Description Class ID The unique identifier for the classification of the invoice item
60. RDS FTD4 canine feline a d can Canine c d 40 Ib Canine i d 20 Ib Canine i d 40 Ib Canine J D 30 Canine k d 10 Ib Canine r d 10 Ib Canine r d 30 Ib Canine Science Diet maint light Canine t d 5 Ib Large bites Canine z d low 27 5 Canine Z D Ultra 27 5Lbs Canine Z D Ultra 27 5Lbs Feline c d 20 Ib Feline c d 4 Ib Feline r d small can Feline t d 4 Ib Feline W D 17 6 Feline z d 10lb BRRRRRRARBRATRARRRRRRR Open receipts for vendor lt New receipt gt 214149561 25 4500 S 48 0300 ES 32 5800 S 52 9600 amp S 47 7900 17 5200 FS 16 3700 S 38 3000 S 21 9800 FS 9 7100 S 53 2700 S 53 2700 S 56 4800 S 35 8400 5 10 3000 ES 21 3300 S 10 0000 S 31 7300 FS 36 3000 S For IDEXX SmartOrder users an order automatically changes its status to Received once it is received and entered into the Cornerstone software at the practice For more information see Receiving Electronic Inventory Save Save And Print Cancel To receive items from 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 Receipt Management C E CERCA o remove you have manually added to 0 00 0 00 MISES S que line and click Remove Item Total 713 71 Itern Information a Item History To open the Receive Order window fr
61. Report window select the sort order 7 Optional Select range if applicable by entering starting and ending values 8 Click OK Inventory Backorder Report Sorted By Item Description PO Original Date Item ID Description Number UOM Quantity Cancelled Backordered Expected Expected Vendor FCD4 Feline c d 4 Ib 116 bag 4 00 0 00 4 00 4 00 bag Butler Schein FDM Feline DM can 116 case 3 00 0 00 3 00 72 00 can Butler Schein GENS Gentocin topical spray 116 each 3 00 0 00 3 00 3 00 each Butler Schein ECLR15 lams Canine Low Residue 15lb 116 bag 3 00 0 00 3 00 3 00 bag Butler Schein CVP20 IVD Canine Venison Potato 20 116 bag 2 00 0 00 2 00 2 00 bag Butler Schein CVP IVD Canine Venison Potato canned 116 case 1 00 0 00 1 00 24 00 can Butler Schein MORPHI Morphine Injection 116 bottle 10 00 0 00 10 00 200 00 cc Butler Schein IDEXX Cornerstone Initiating Inventory Management Page 77 Report Title Inventory Cost Report Report Description Use the Cost Report to view the cost of QOH tracking inventory on hand Ly The Inventory Cost Report does not contain items that have a zero or negative quantity or a negative cost Lh Only items for which you track quantity on hand are included on this report Lh A copy of this report is saved to the Cstone Share folder when processing End of Year Report Fields e Item ID The unique identifier for each invoice item tem Description The name of the invoice item Hospital De
62. TONE CSTONE CSTONE CSTONE CSTONE CSTONE CSTONE CSTONE CSTO Page 90 Report Title Inventory Partial Receipts Report Report Description The Partial Receipts Report lists orders that have been partially filled but remain open because some items on the order have not been received yet C Only items for which you track quantity on hand are included on this report Report Fields tem ID The unique identifier for each invoice item Description The name of the invoice item Hospital Description e Quantity Ordered The amount of invoice item s quantity ordered Quantity Received The amount of invoice item s received on the receipt Directions to Run the Report On the menu select Reports gt Inventory Click Create Report Click Run por iw oy ee SS YY a Click OK Creating Inventory Reports Sort Order and Range Sort Order Range e Vendor Name e Date e tem Description e PO Number e Vendor Name Receipt Number The receipt number of the order Unit Cost The unit of measure cost of each item Vendor The unique identifier and description for the vendor PO Number The Purchase order number Date The purchase order date On the Reports Search window select Partial Receipts Report On the Inventory Reports window select Partial Receipts Report On the Inventory Partial Receipts Report window select the sort order Optional
63. 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 selected including a link to sales information for a selected item on the Purchasing Work List 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 Want Suggested List Items to consider ordering V Suggested Item V Want Item add to Want List Status Not Done x Type Da 154 D Phenylbutazone Bute Tabs 1 gm 100ct Item Details Location Stocking Levels Restore Column Defaults Qty On Hand Vendor Qty On Order 1719 RCVD Feline Dental DD 1888 Meloxicam 0 5 mg ml Veterinary Purchasing Company 1 00 donation Amitriptyline tablet 10 mg Baytril tablet 22 7mg Fort Dodge 240716 Canine c d 10 Ib Canine c d 10 Ib Canine c d 40 Ib Cruciate Repair over 50lbs IVD Canine Venison Potato canned IVD Canine Venison Potato 203 Canine w d 10 Ib Canine w d 20 Ib DHPP Annual Vaccination lams Canine Low Residue 151b Feline c d 10 Ib Feline c d 4 Ib Feline c d 20 Ib Feline DM
64. YMES DISEASE VAC CANINE PARVOVIRUS BOOSTER CANINE PREGNANCY TEST HOSP CANINE RABIES 1 YEAR CANINE RABIES 3 YEAR CHEM PRESURGICAL SCREEN EQ Banamine Injection EQ Penicilin G Injection EQ Rompun Injection FELINE BORDETELLA BOOSTER FELINE BORDETELLA FIRST FELINE FIP BOOSTER FELINE FIP FIRST VAC FELINE FIP SECOND VAC FELINE FIV VACCINE 1 FELINE FIV VACCINE 2 FELINE FIV VACCINE BOOSTER FELINE LEUKEMIA FIV HOSP FELINE LEUKEMIA BOOSTER FELINE LEUKEMIA FIRST VAC ST HOSP IDEXX Cornerstone Initiating Inventory Management Inventory Linked Items Report Sorted By Item Description Linked Item ID Linked Item Description 01050 01050 01021 01020 01021 10444 01057 01057 01065 04256 01077 01077 99999 EQBAN EQ1955 EQROM 01147 01147 01035 01035 01035 01137 01137 01137 09420 01055 01055 09460 Intra Trac Il k 9 Bordettla Intra Trac Il k 9 Bordettla DA2ppvLCv DA2ppvCv DA2ppvLCv Canine Lepto Vacine Lyme Disease Borrelia Lyme Disease Borrelia Parvo Canine Pregnancy Test Imrab 3 Rabies Vaccine Imrab 3 Rabies Vaccine PresAnes Panel 4Test EQ Banamine EQ Penicillin G EQ Rompun Feline Bordatella Feline Bordatella FIP FIP FIP Fel O Vax FIV Fel O Vax FIV Fel O Vax FIV Feline FeLV FIV Test Feline Felv Vac Feline Felv Vac Quantity 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 10 0 10 0 5 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0
65. a 24mg pack of 4 2500 None Not Done MWI Veterinary Supply Pete Boe aigu amo em eom i e 154 171 1888 j IDON Done Done 201 ltt Prednisone tablet 5mg 1 00 Prednisone AC injectable e er em en er em en er en n a z If you have appropriate security you can view the list of items that users have placed on the Want List by selecting Purchasing Work List and view the Want List Report by selecting Reports gt Inventory gt Want List Report Items without an item ID code can be added to the Want List If an item ID is added more than once to the Want List the list expands and shows who added it the quantity added and when it was added C QRO Details added to the Reason box appear on the Purchase Order window IDEXX Cornerstone Initiating Inventory Management Page 33 Add items to the Want List Inventory Item Item ID AMO30 O Amoxidrops 15 ml Quantity each Reason E Not an inventory Item This item is already on want list Tasks for Creating a Purchase Order Descriot Amoxidrops 15 ml 11 13 2012 Ze pae d PURCHASING WORK LIST OVERVIEW The Purchasing Work List window allows you to view items requested by staff and those suggested by the system add items to a purchase order and transfer items from one location to another location only for multi location setup Open the window by selecting Inventory Purchasing
66. ack quantity on hand Care should be taken to ensure buy sell ratios are correct prior to setting reorder points Class ID PHA PHARMACEUTICALS Retrieve OK Item ID Location Pharmacy Fix v Amoxicillin 50 mg 1 500 00 tablet 1 250 200 00 tablet 2 00 bottle 800 00 tablet Amosicillin 100 mg i 1 500 00 tablet 1 250 100 D0tablet 1 00 bottle 500 00 tablet Amoxicillin 150 mg RX 1 500 00 tablet 1 250 100 00 tablet 2 00 bottle 650 00 tablet Amoxicillin 200 mg Rx 1 500 00 tablet 1 250 200 00 tablet 2 00 bottle 750 00 tablet Amoxicillin 400 mg Rix 1 500 00 tablet 1 250 100 00 tablet 2 00 bottle 650 00 tablet Amoxicillin Injectable Fix 400 00 cc 1 50 100 00cc 4 00 vial 350 00 cc Amoxicillin Oral 250 mg 100 ml Rx 5 00 bottle 171 6 00 bottle 12 00 bottle 20 00 bottle Amoxicillin Suspension 15 ml 5 00 bottle 171 6 00 bottle 12 00 bottle 20 00 bottle To change the reorder point reorder quantity and overstock point for an item 1 DU SP os x9 I9 On the menu select Tools gt Invoice Item Setup C When the backup warning message appears click Yes if necessary first make an appropriate backup Click the Set Reorder Points tab Enter the search criteria and location information Click Retrieve Set the new reorder points reorder quantities and overstock points for the selected items Click OK A message window will display the quantities of items saved and or items with errors Click OK to close the window
67. address website for category contact name contact phone contact email address Set up under Inventory gt Vendors See IDEXX SmartOrder Inventory Solution on page 63 if your practice is using that feature Additional setup is required 6 Setup locations Setup the locations where this category is kept Inventory gt Locations You can for category print various reports by location such as the Inventory Counts Report and provide that location report to individual staff members for physical counts IDEXX Cornerstone Initiating Inventory Management e Page 11 Phase 2 Decisions and Setup Before Invoice Item Information Checklist Item Explanation 7T Makelot and Make a management decision and choose one of the four tracking options expiration date o 7 tracking decision Track neither lot nor expiration date but only quantities for chosen T Track lot number along with quantities category Track expiration date along with quantities L 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 i
68. ain location is low e Ifa product is recalled by the vendor we ll be able to identify which clients were sold an invoice item with a specific lot number or expiration date in order to take proper action Your Action We need your help to make this happen Please take action in the following ways Complete the training when prompted e When entering inventory information either during purchasing or providing patient care ensure the inventory information is entered accurately Encourage and support others as they utilize inventory related Cornerstone features e Consider operational changes that we may need to make and bring them to management s attention so proper procedures can be adjusted Our Actions Together Together we will review performance and make necessary adjustments to meet our patient care needs Sincerely Practice Management Team IDEXX Cornerstone Initiating Inventory Management Page 27 Phase 5 Deplete Adjust Move The diagram below shows the inventory work flow The numbered steps correspond to the diagram For detailed information see Depletion Quantity on Hand and Cost Adjustments on page 54 The work flow includes the following steps Purchasing Work List Purchase Order Receive Order pe o NM o Deplete e Invoicing direct or indirect via linking e Performed PVL or document Items e Internal stock use e Return to vendor e Adjustments Inventory Work Flow Diagram Sra n
69. al Storage Pharmacy Central Storage Central Storage Central Storage Central Storage Central Storage Central Storage Central Storage Central Storage Central Storage Central Storage Page 81 Report Title Inventory Evaluation Report Report Description Use the Evaluation Report to view information about each inventory item marked to maintain quantity on hand Cy Only items for which you track quantity on hand are included on this report Report Fields Item The unique identifier for each invoice item and the name of the invoice item Hospital Description Class The unique identifier for each invoice classification and the name of the classification Subclass The unique identifier for each invoice subclassifications and the name of the subclassification only in sort option Class ID Buy Sell Ratio The unit of measure of how an item is bought in ratio to the unit of measure of how an item is sold i e 1 box 12 tubes Backorder The total quantity of the item currently on back order Buy UOM The item s purchase unit of measure L ast Purchase Date The date the item was last purchased Base Pricing Info An item s base price This is set up on the Information tab on the invoice item setup window Sell UOM The unit of measure an item is sold at Prices Auto Calculate This field will indicate if an item s price is set to auto calculate Minimum Price Th
70. ange in quantity From the Adjustment reason list select the reason the adjustment was made Continue making adjustments for each item selected by selecting Next Record or Previous Record IDEXX Cornerstone Initiating Inventory Management Page 56 Depletion Quantity on Hand and Cost Adjustments 9 Click Save 10 Close the View Quantity on Hand window ADJUSTMENT LIST OVERVIEW View a snippet online demonstration To open the Adjustment List window select Inventory Adjustment List The Adjustment List displays all adjustments processed in the View Quantity on Hand window 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 If 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 Unconfirmed adjustments can be confirmed or voided This list shows quantity on hand adjustments that have been made at your practice New QOH Adjust Find adjustments Status New Cost Adjust i Al Advanced search Date gp gm From 9 16 2011 V To 10 16 2011 Amoxicillin 400 mg Amoxicillin 400 mag Amoxicillin 200 mg Amoxicillin 200 mg Amoxicillin 150 mg Amoxicillin 150 mg Amoxicillin 100 mg Amo
71. arcodes for you please contact IDEXX Computer Systems at 1 800 283 8386 C If the system encounters errors in the process of moving items it indicates the number of errors and directs you to the Inventory Setup Error Report BB Invoice Item Setup e amp yj OK Moveltems Copyltems SetReorderPoints Set Barcodes Expdate Lotnbr wWhiteboard Class ID PHA PHARMACEUTICALS Subclass ID ANT Antibiotics Inventory Clear Cancel Item ID Description Sell Barcode Buy Barcode ad Chk All Amoxicillin 50 mg Amoxicillin 100 mg Unchk All Amoxicillin 150 mg Amoxicillin 200 mg F Amoxicillin 400 mg Lal i Chk All Amoxicillin Injectable Amoxicillin Oral 250 mg 100 ml Amoxicillin Suspension 15 ml Unchk All Amoxicillin Suspension 30 ml 3 E3 E33 Amoxi Inject 25 qm Antirobe 25 mg Clindamycin Antirobe 75 mg Clindamycin Antirobe 150 mg Clindamycin IDEXX Cornerstone Initiating Inventory Management Page 22 Phase 4 Inventory Cleanup Procedures and Defaults View a snippet online demonstration CHECKLIST INVOICE ITEM COUNTS AND COSTS These instructions will assist you in the inventory clean up procedure Task 1 Review the Invoice Item Setup Report Details Are there items that you no longer sell or that should be inactivated Are there items that are in the wrong classificatio
72. ase order On the menu 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 MWI Veterinary Supply or your practice specific associated vendor for MWI as the vendor o Inthe invoice item grid in the first ID field type the item ID or double click or press F2 to search for and select the item to order 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 Do quus 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 also available 7 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 providing 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 r
73. ative e 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 e 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 Have a consistent high speed Internet connection and Internet Explorer 7 or later installed on each workstation IDEXX Cornerstone Initiating Inventory Management Page 64 IDEXX SmartOrder Electronic Inventory Ordering Login Password Management Settings C Only an administrator can set up and modify electronic inventory ordering with IDEXX SmartOrder de XD Ie Select Lists Practice The Practice List window opens With your practice name selected click Update or double click the practice The Practice Information window ope
74. bag 0 0bag 0 0bag 25 0dose 200 0tablet 1 0bottle 75 0tablet 50 0tablet 75 0tablet IDEXX Cornerstone Initiating Inventory Management Inventory Reorder Report Sorted By Item Description Reorder Quantity 1 0tube 1 0tube 12 0tablet 20 0tablet 12 0bottle 8 0pack 8 0pack 12 0pack 12 0pack 8 0pack 100 0tablet 12 0bottle 5 0bottle 1 0tube 8 0tablet 200 0tablet 3 0bag 3 0bag 3 0bag 25 0dose 300 0tablet 1 0bottle 210 0tablet 100 0tablet Total Qty On Order 6 0tube 6 0tube 0 0tablet 0 0tablet 0 0bottle 0 0pack 0 0pack 0 0pack 0 0pack 0 0pack 0 0tablet 0 0bottle 0 0bottle 0 0tube 0 0tablet 0 0tablet 0 0bag 0 0bag 0 0bag 0 0dose 0 0tablet 0 0bottle 0 0table Last Primary Cost Vendor 12 00 Wilson Pet 12 00 Wilson Pet 0 07 Wilson Pet 0 19 Wilson Pet 6 90 Veterinary F 24 59 MWI Veterir 22 86 MWI Veterir 23 73 MWI Veterir 23 15 MWI Veterin 19 50 MWI Veterin 0 02 Veterinary P 4 75 Veterinary P 4 75 Veterinary P 6 30 Wilson Pet 1 90 Wilson Pet 0 41 Wilson Pet 0 00 MWI Veterin 17 93 MWI Veterin 15 25 MWI Veterin 1 21 Wilson Pet S 0 22 Wilson Pet 4 90 Wilson Pet 0 36 Pfizer Animal 0 61 Pfizer Animal 50 88 Pfizer Animal Creating Inventory Reports Location CSTONE SURGERY PHARM PHARM CSTONE PHARM PHARM CSTONE CSTONE PHARM PHARM CSTONE PHARM SURGERY PHARM PHARM CSTONE CSTONE CSTONE CSTONE PHARM PHARM CSTONE PHARM CSTONE
75. ber 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 to remove the original order from the Purchase Order List RECEIVING ELECTRONIC INVENTORY ORDERS To receive an order p OA qe s On the menu select Inventory 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 Review the order for completeness and update the status by either clicking Receive All or by selecting Received from the Status list for each item 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 IDEXX Cornerstone Initiating Inventory Management e Page 69 Inventory Reports IDEXX Cornerstone Initiating Inventory Management e Page 70 Printing Reports PRINTING
76. by area and complete the corresponding box in the Invoice item information area 4 Foreach item that you want to link a Select the inventory item and click Update b On the Inventory tab click Item Vendor c Fill in the Vendor ID box If you don t know the ID double click or press F2 to select from a list C Make sure that there s a green check mark in the Primary field for this item line to indicate that this vendor will be the default for this item when you add it to the Purchasing Work List d Scroll horizontally to access the Vendor item ID field and enter the MWI SKU number for the item C If you created a Purchase Product History report from mwivet com you ll see this information in the SKU column If you don t know the SKU number consult mwivet com or call your MWI representative e Click OK to close the Item Vendor Information window f On the Invoice Item Information window make sure that the buy sell ratio is appropriate for the buy unit of measure supplied by MWI g Click OK to close the Invoice Item Information window 5 Repeat step 3 until you ve linked all the invoice items on your list and then click Close on the Invoice Item List window 6 If you want to view a summary of your progress run the Inventory ltem Vendor Information Report and filter the report to see only items where the vendor is MWI This report shows each item you have set up with MWI and if you have linked the item to an MWI vendor item ID L
77. can Feline HCP 3yr Vaccination FVRCP Annual Vaccination Lincocin injection LYMEV Lyme Vaccination Search results 1 to 25 of 28 Total cost of selected items Based on last cost of item Qty On Back Order Qty On Unsent Order Qty On PVL Order Unconfirmed Today s Reorder Point Reorder Point Reorder Qty Over Stock Point Over Under Add To Order IDEXX Cornerstone Initiating Inventory Management e Page 34 Tasks for Creating a Purchase Order ARRANGE COLUMNS View a snippet online demonstration To arrange and add columns to the Purchasing Work List Type ID Description On the menu select Inventory Purchasing Work List Click Search Click the Description column header The items are sorted in ascending order Oty UOM Added By 4 4 amp X 4 4 Click the Description column header again The items are sorted in descending order Date Status 5 Right click a column header and point to Columns A list of columns displays Vendor Location 6 Select a column that does not have a check mark next to it to add it OR Select a column that does have a check mark next to it to remove it This will remove the column from view C These selections are based on user login Once a selection is made by a user it will r
78. ce 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 buy sell ratios 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 Lists 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 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 in the Cornerstone software because receiving orders will add to the current quantity on hand
79. cecseaeeeecseseceesueuaeeeeceaeeeessuaaeceeessseeeesseaueeeessaneeesesanaeees 40 oreaing Purchase fe care e mere ter eee et aD matus nearer P DIU Mu UU DRE En eer eee re 41 Creating a Purchase Order with IDEXX SmartOrder Electronic Inventory Ordering 42 Special Purchase Scenarios Rabies Vaccines Heartworm Flea Tick Prevention 43 IDEXX Cornerstone Initiating Inventory Management e Page 3 Table of Contents Receive illum uii eee c MM 45 sized cc 45 Receive Order Overview ccccccsssccccccessecececeuscecccesseeesseaseeeecseusececsseuaeeeessasecessueusceesssseceessuageeeessaneeesssaaaeees 46 Adding a New Hecelpt HecelVe Order sniecsvcrsavsiasannsves asas baa Y REP PES ux RE C avRRED arp vr repa YR Va DU EA e xa E NEA e oEYR KM EDISE 48 Backorder List OVOIVIQW sessdsccintasciescassesnsaneulusdenteinsanetelnwid suns bu E bdteF pni baiaupi n eadhcnsedaniascouienndijetwicacdaleaousetes onueiudexouilesics 50 Editing a Back Ordered Heni e 50 Posting Inventory Receipts ee eccccescceseseeeecenseeceseceneaeccesaecesseueeeesaueeeseueeeessaeeeseaeteseusesesauetessagersasaeeensonens 51 Deplete Adjust Depletion Quantity on Hand and Cost Adjustments eeeeeeeeee eene
80. ced 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 using IDEXX SmartOrder e 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 IDEXX Cornerstone Initiating Inventory Management e Page 39 Tasks for Creating a Purchase Order 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 canceled or that all items were received this automatically closes the order PURCHASE ORDER OVERVIEW View a snippet online demonstration To open the Purchase Order window select Inventory Order List Click Add New Order to open the Create a Purchase Order window or click Edit to open the Edit a Purchase Order window Citate Purchase Order Create a Purchase Order for a specific vendor Vendor Pet Health Pharmacy v Cancel Press Tab to move from field to field
81. ck items Q Locations can be deleted if not used or inactivated if no longer used and items are moved out of the location IDEXX Cornerstone Initiating Inventory Management e Page 14 Phase 2 Decisions and Setup Before Invoice Item Information To add or edit location information 1 Onthe menu select Inventory gt Locations 2 Click Add New C To modify an existing location select the location and click Edit or double click the location in the list 3 In the Location ID box type a unique ID for the location 4 n the Description box type the name of location 5 Click Save 6 Close the Locations List window Se Sc Set up a list of physical locations in your practice where inventory is stored a Location ID Description Retail East Inactive Adding a Cost Center View a snippet online demonstration 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 To add or edit a cost center 1 On the menu select Inventory gt Cost Centers 2 Click Add New C To modify an existing cost center sele
82. ct the cost center and click Edit or double Set up a cast center in your practice where inventory is used for internal usage click the cost center in Ip the list Descriptian 3 In the ID box type an ID Waste 4 n the Description box type a description Fia 5 Click Save 6 Close the Cost Centers List window IDEXX Cornerstone Initiating Inventory Management e Page 15 Phase 2 Decisions and Setup Before Invoice Item Information Adding an Adjustment Reason View a snippet online demonstration Adjustment reasons are used to explain why a quantity on hand expiration date or lot number adjustment was performed for an inventory item This information can be tracked using the Inventory Adjustment Report To add or edit an adjustment reason On the menu select Inventory gt Adjustment Reasons 2 Click Add New To modify an existing adjustment Set up a list of adjustment reasons to associate with QOH adjustments reason select the adjustment reason and click Edit or double click the Description adjustment reason in the list Damaged In the Description box type a description Inactive Click Save 5 Close the Adjustment Reasons List window Creating or Modifying Units of Measure Units of measure UOM are used to set the selling and buying units for inventory items Units of measure appear on client invoices estimates and various item sales and inventory reports To add or
83. d 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 for existing QOH There are two methods to adjust expiration dates found on the View Quantity on Hand window Use the New QOH Adjust window C When using this method after the adjustment you will notice two lines on the View Quantity 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 Use the Edit Lot and Exp window Q If the Auto confirm adjustments check box is not marked under Controls Defaults 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 Inventory Vendor ID Central Storage Order ID 3 Auto confirm adjustments Delete want items on completed Usage tax T ay Print purchase order notes Prescriptions Wam If not verified Show item Performed FL items history for Ell months and Saved Invoices EMI not venfied v Ferfarmed T red Document Items New QOH Adjust 1 On the menu select Inventory gt View Quantity on Hand The View Quantity on Hand window displays all items marked to display quantity on hand Click New QOH Adjust In the Item box type the first few letters of the item you are searching for and click Search A list of items
84. d from the total cost Canine k d can Canine L D 20lb Total cost 9 901 83 Item History Iter Information 4 C Items with quantity on hand of zero will automatically be removed from this window after 14 days There is no way to remove those items from the window without turning off quantity on hand tracking However call Cornerstone Support at 1 800 283 8386 to have a technician perform a setting modification so that items with a zero QOH will be removed after one day C When quantity on hand is edited for an item that is tracking expiration date and or lot numbers it will create multiple listings in the View Quantity on Hand window Q Review this window for negative quantities on hand on any items Then review its cost If a cost adjustment is needed make the adjustment under Inventory Adjustment List IDEXX Cornerstone Initiating Inventory Management Page 54 Depletion Quantity on Hand and Cost Adjustments EDIT A QUANTITY ON HAND View a snippet online demonstration Quantity on Hand and Expiration Date Adjustments Adjustments to the quantity on hand QOH for an inventory item are generally made due to a physical count of inventory damaged or expired products and entry errors 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 liste
85. d then learn how to complete basic purchase receipt and other important inventory transactions in their real practice data files Key training components are Getting Started Phases and Setup e Purchase Receive e Deplete Adjust Move e IDEXX SmartOrder nventory Reports How likely would you be to recommend an IDEXX Cornerstone course to a friend or colleague T Sa E T EEE EE N EEE EAA Likely 10 1 2 3 4 5 6 T 8 9 10 O O O O O O O O O O For us to better understand the opinions of our participants please explain why you selected the rating above The prerequisites for this course are e The current version of Cornerstone installed at the practice e Basic Cornerstone navigation Indicate which participants were ready for and met the prerequisites for this course Please select all that apply O Our practice O All other practices O Some other practices IDEXX Cornerstone Initiating Inventory Management e Page 111 Initiating Inventory Management Evaluation 4 How was the length of the course O Too short O Too long O Just right Additional comments Oo lt o 5 Referring to the items listed below did we meet your expectations for the following N A The course content matched the course description The trainer arrived well prepared and used appropriate examples As a result of this course we can expand our use of Cornerstone s features O O OO O ooo
86. dd to the order mi Not Done Search Restore Column Defaults 4 In the Add to Order area in the Order Quantity box s EA type the quantity j r 05 C unb 2g pii oF 4 2500 Nx Not Done WI Veterinary Supply j 154 Phenylbutazone Bute Tabs 1 gm 100ct 0 00 None Not Done 5 Optional Select the buying unit of measure for the Ej ire Revo Feline Dental DD 00 bag Not Done i i 1888 Meloxicam 0 5 mg ml 0 00 None Not Done Veterinary Purchasing Company product being ordered from the Unit of measure list a CMM poc Lo i AMO30 Amoxidrops 15 ml 0 00 each Not Done 6 From the Vendor list select the vendor you are placing amp cw cw 100 fbag Not Done 1 CRUKITA Cruciate Repair over 50lbs 3 00 None Not Done the order with Ej PRES Prednisone tablet Smg 100 leach NotDone B Ef 7 Optional Enter or update any notes about the order You may see notes here based on tasks in a previous section 8 Click Add to Order to create a new purchase order The Create Purchase Order window opens Lh If a purchase order already exists for the vendor the Edit Purchase Order window opens and the item will be added to the existing purchase order 9 Enter a number in the PO number box and press Tab The item is now listed on the omm purchase order Prednisone AC Injectable 10 Click Save Order Q
87. ddress e Notes Any notes on the vendor e Alerts Any alerts set for the vendor Contact The company representative Inventory Vendor Summary Report AKO Akorn Ophthalmics R amp S Address 1925 West Field Court Lake Forest IL 60045 Contact Telephone Order 888 960 1111 ALL Allied Pharmaceutical Services Address PO Box 1111 1201 Seven Rocks Road Suite 203 Rockville MD 20854 Contact Telephone order 888 440 1111 Notes AND Andersen Products Address Health Science Park 3202 Carolina Dr Haw River NC 27258 elephone IDEXX Cornerstone Initiating Inventory Management Account Number Web site E mail Alerts Account Number Web site E mail Alerts Use to be Akorn Account Number Web site Sorted By Vendor Name 1216 90161 Page 100 Report Title Inventory Want List Report Report Description Use the Want List Report to view details of items currently on the Want List Cy Only items for which you track quantity on hand are included on this report Report Fields tem ID The unique identifier for each invoice item Description The name of the invoice item hospital description e Group The item s location group Directions to Run the Report Creating Inventory Reports Sort Order and Range Sort Order Range tem Description e f Sort by is Item e tem ID Description Item Primary Vendor Description Item ID S
88. de inactive WD Immunoregulin 5 ml Imrab 1 Year 10 ml Intra Trac II Lyme Disease Borrelia Rabies Vaccine Bordetella Vaccine Chlamydia Corona Vaccine DA2P CPV VACCINES amp BIOLO VACCINES amp BIOLO VACCINES amp BIOLO VACCINES amp BIOLO VACCINES amp BIOLO VACCINES amp BIOLO VACCINES amp BIOLO VACCINES amp BIOLO VACCINES amp BIOLO Advanced Search for Inventory Item window C If 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 ai In addition the search fields vary slightly on the different versions of Search for Inventory window Search for Inventory Item Find an inventory item Vendor All Vendors Y Classification All Classifications Y Description ttem ID Vendor Item ID Search for a word 7 Include inactive inventory items IDA Vendor Vendor Item ID Description Classification Price Search results 1 to 25 of 735 C Add an item q4 lt gt pu 100 IDEXX Biopsy 1 Tissue Lab s19275 1002 Lg Ex Uro ABD C R OBL 45 min Radiology 30 00 101 mwi 26519 Metronidazole injectable bag Injectables 535 00 ho Lepto TteratKSU tab s4350 103 mwi
89. der and Range Sort Order Hange tem Description e f Sort by is Item Description Date e Class ID Item Description Item ID e f Sort by is Class ID Class ID Date Item Description Item ID e f Sort by is Cost Center Cost Center Date Item Description e f Sort by is Staff ID Date Item Description Item ID Staff ID Cost Center Staff ID Staff The name and the staff s unique identifier The staff who used or removed the item from inventory for internal use only in sort option Staff Staff Usage Cost of internal usage per staff only in sort option Staff Tax by Staff Tax of internal usage per staff only in sort option Staff On the menu select Reports gt It nyentony l D Description On the Reports 08129 Bac Neo Poly HC Ointment 3 5g Search window select Internal Usage Report Click Create Report Inventory Internal Usage Report Sorted By Item Description Lot Expiration Date Class Unit Number Date Location Used ID Quantity Cost Cost Central Storage 12 7 2011 PHA 2 0tube 4 7300 9 46 Total Usage 9 46 Tax 0 00 Total Cost 9 46 On the Inventory Reports window select Internal Usage Report Click Run On the Inventory Internal Usage Report window select the sort order Optional Select range if applicable by entering starting and ending values Click OK IDEXX Cornerstone Initiating Inventory Management Page 85 Report Title Inventory
90. discuss featuring my comments in promotional materials Practice Telephone Reminder Please return this evaluation using one of the following methods Return this information to Cornerstone Education Department at CornerstoneCoach idexx com Mail this information to IDEXX Laboratories pem pw Attn Cornerstone Education Department Gina Toman i Eam Av 4 One IDEXX Drive LABORATORIES Westbrook Maine 04092 IDEXX Cornerstone Initiating Inventory Management e Page 113
91. e Initiating Inventory Management Inventory Items Profit Analysis Report Sorted By Class ID Month to Date Year to Date Sales Frequency Cost Profit Frequency Sales Cost Profit 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 9 00 135 00 0 00 135 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 1 00 0 00 59 08 59 08 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 e Page 86 Creating Inventory Reports Report Title Inventory Item Vendor Information Report Report Description Sort Order and Range Use the It
92. e On Hand The total amount of inventory of the invoice item in the location listed e Buy Sell Ratio The unit of measure of how an item is bought in ratio to the unit of measure of how an item is sold l e 1 box 12 tubes e Total Value of Inventory The total amount of all expired invoice items Directions to Run the Report Creating Inventory Reports Sort Order and Range Sort Order Range Location e Class ID e Item ID e Expiration Date e Item Description e tem Description e Class ID e Item ID Location Based on Last Cost The total amount of all expired invoice items based on last cost Based on Average Cost The total amount of all expired invoice items based on the average cost Expire Qty The amount of inventory expired Unit of Measure The unit of measure of the expired quantity Expiration Date The invoice item s product s expiration date listed Lot Number The invoice item s product s lot number listed 1 On the menu select Reports Inventory Inventory Expiration Date Report Sorted By Location Item On Buy Sell Expire Unitof Expiration Average Total ID inti Ratio Qt Measure Date Lot Number Unit Cost Cost Description Class ID Hand y 2 Onthe Reports Central Storage CSTONE S ea rch win d OW 02290 Duragesic Patch 25mcg PHA 3 0 1 to 1 3 0 dose 6 30 2013 433637485 0 0000 0 00 Total Value of Inventory for Central Storage select Expiration Based on Last Cost 0 00 Based o
93. e inventory details when the prescription is created e Warn if not verified Display a warning if inventory details are not filled in and verified when the prescription is created e Required Require staff to fill in inventory details and mark as verified when the prescription is created e Performed PVL items and Saved Invoices Inventory details are required when you post an invoice however you can require inventory details earlier when you save the Patient Visit List PVL and invoices From the list select one of the following e Not required Do not require inventory details when the Patient Vist List PVL or invoice is saved e Warn if not verified Display a warning if inventory details are not filled in and verified when the PVL or invoice is saved e Required Require staff to fill in inventory details and mark as verified before they can save the PVL or invoice e Performed Document Items You can specify what should happen if a staff member tries to send invoice items from a document medical note or correspondence to the PVL when inventory details have not been verified From the list select one of the following e Not required Do not require inventory details to be verified at the time that the invoice items are sent from the document to the PVL The inventory details would still need to be verified later on the PVL or invoice e Warn if not verified Display a warning if inventory details are not filled in a
94. e minimum price for which an item can be sold IDEXX Cornerstone Initiating Inventory Management Creating Inventory Reports Sort Order and Range Sort Order Range e Item Description e If Sort by is Item e Class ID Description Class ID Item Description e f Sort by is Class ID Class ID Item Description Subclass ID e f Sort by is Vendor Name Item Description Vendor Name Vendor Name Primary Vendor The name of the invoice item s primary vendor Vendor Item ID The unique identifier for each vendor name Location Location of the item s information provided in this section of the report On Hand Loc Total The total quantity of inventory on hand at the specified location and 1 the total quantity of inventory on hand at all locations On Order The total quantity of the item currently on order Price Break Pricing Info This field would provide any price break information and is only shown if used Dispensing Fee The item s dispensing fee Lead Time The amount of time to get the product in stock Reorder Point A point set by the practice for the item that will prompt the inventory manager it is time to reorder the invoice item Reorder Quantity A point set by the practice for the item that tells the inventory manager how much quantity of an item to reorder Overstock Point The overstock point is set ata minimum to be the Reorder Point Reorder Quantity 1 Continued on next page
95. e s to change and click Edit QOH Location Classification p 179 matching search results Only show items with a negative quantity Description Exp dan VOM Total coat Amoxicillin tablet 500 mg each 0 0000 Baytril tablet 22 7mg tablet 0 0000 Baytril tablet 68mg e s tablet 0 0000 Buprenex Injection and oral meds ampule 0 0000 Canine d d Salmon and Pot 17 6 bag 0 0000 canine feline a d can can 20 2198 Canine b d 10 Canine b d 27 5 Canine c d 10 Ib Canine c d 20 Ib Canine c d 40 Ib bag 18 1400 bag 42 2700 bag 16 6000 bag 27 5700 bag 48 0300 Canine c d can can 13 2430 Canine d d can All Flavors can 20 4300 Canine d d rice amp egg 17 6 Ib bag 0 0000 0 0000 0 0000 14 7096 0 0000 56 1900 97 7400 52 9600 233 8824 Canine DAP 3yr Vaccination unknown unknown Canine G D 40lb Canine G D can Canine h d can Canine i d 10 Ib Canine i d 20 Ib Canine i d 40 b Canine i d can 13oz Canine J D 10 36 4800 To change the quantity for 143 3700 items in the list select the row s to adjust and click the Edit QOH button To create a 70 0800 new adjustment click the 92 7300 Canine J D 30 Canine J D Canned Canine k d 10 Ib Canine k d 20 Ib Canine k d 40 Ib 0 0000 155 4000 The total cost measures the value of all inventory T However the values of items 150 4400 with negative quantities are not subtracte
96. eceive the order MODIFYING A PURCHASE ORDER To modify a purchase order 1 On the menu select Inventory gt Order List C The Order List displays orders placed within the last two weeks Change the dates if necessary Select an order that has a status of Not sent or Sent or Sent Online if you used IDEXX SmartOrder Click Edit Edit Purchase Order RR Edit a Purchase Order for a specific vendor Vendor MWI Veterinary Supply v ID Description Qty UOM SP Cost Status Order by Notes Sp Ay 103 Cerenia 24mg pack of 4 5 00 None Yes 5 51 Ordered e t lA i 4 Make any changes to the order by entering the new information You can update quantity cost special price SP unit of measure add items to the order or remove items from the order IDEXX Cornerstone Initiating Inventory Management Page 42 Tasks for Creating a Purchase Order 5 Click Save or Place Order LF The Purchase Order List window displays the purchase order with a status of Sent F Purchase Order List View and manage purchase orders Vendor Status Date Range All Vendors w All Statuses A 10 31 2012 E To 11 14 2012 Ed Search PO Number Vendor Status Total Onder by Date 122 MWI Veterinary Supply Not sent 27 55 g t n 11 14 2012 201 Hills Science Diet Dav Closed i 728 50 t E 11 02 2012 564 Novartis Not sent 55 00 sume d 11 08 2012 6 Close the Purchase Order List window
97. eceiving Electronic Inventory Orders on page 69 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 If multiple lot numbers and or expiration dates were received copy the line first then add the lot numbers and expiration dates appropriately Posting receipts with some items still back ordered or not received changes the status on order list to partial but does update the quantity on hand for the items received 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 Additional items added to a receipt sourced from a purchase order will also appear in red text Q Q 6 QF IDEXX Cornerstone Initiating Inventory Management Page 49 Receipt Management BACKORDER LiST OVERVIEW View a snippet online demonstration This lesson highlights the Backorder List Back ordering can only be used if purchase orders are entered To open the Backorder List select Inventory 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 canceled
98. ecial 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 Invoice Accounts receivable Client ID x2 Invoice number 33 Closed Current 0 00 Name Gary amp Linda Adams Invoice type Sugey vj 30 days 0 00 Credit code Cash Check Cr Card Receptionist kS 60 days 0 00 Last payment 7 10 2011 428 38 Cornerstone 90 days 0 00 Visa Invoice total 257 81 A R Total Patient Patient ID 222 Balance Due PaiertiO Nae Ae wes 222 Boots 4 ts 9 Mos 14 35 pounds Bandit 3 Yrs 10 Mos 77 00 pounds Male Retriever Labrac Active Star PASI B tiie KK NOTE Reminders satisfied by this invoice must be reinstated manually Special EUR actions such as sex modification and marking the patient as deceased Dental must be reversed manually on the patient information screen Cancel 2011 DENTAL EXA A 201 Or cpcic Confiimation PRE SURGICZ V Check t 2011 PRE ANESTH si A TENATA AN 2011 24 ad 44 ANESTHESIA 2011 pr aad m Lc Options ES TEETH CLEAN v Print invoice Copies 14 2011 24 DENTAL SCAL 2011 I FLUORIDE TFG one m B aytril Injectab pproved by MES 2011 m f Amoxicillin 50 2011 m 4 l Lab Work Copy To DEPLETE INTERNAL STOCK View a snippet online demonstration Use the Internal Stock Use window to track the rev
99. eeuseeeeeeeseaueaeeeeesssanaaaess 67 Synchronization of Electronic Inventory Orders with MW1 c cscccecccceseeeeeeeeecceaeeeeeeeeeeesaeeseeeeeeessaesseseees 68 Receiving Electronic Inventory Orders cccccccsssseececcccceesseceecccceueeseeeececuaauueeeeeesseaeaseececessauugeeeeessssaasseeesees 69 Inventory Reports PENINO REDOM tet t c 71 Printing Reports OVC MN T Tw 71 Creating Inventory Reports uiiecureo d diac cR i red iei v gn cius do dul v Su cad eurn Ue nnmnnn nnmnnn Cia NER nnna 74 Appendix 16 Steps to Ri RIS B elio ONDE ERES 103 Inventory Security Settings cecuesenecitiediu ate Ek uut nue dy tacui pent eiiddenuedi dasererat dedica e lasdtas noc mtr edam ira dl orte da due eves 105 Skill Assessment and Evaluation Initiating Inventory Management Skill Assessment sseeeesssseseeseeeeeee nennen nennen nnne nnn nnns 109 Initiating Inventory Management Evaluation lsseeeeeeeee eiie enne nennen nennen nnne nnne nennen nnn nnns 111 IDEXX Cornerstone Initiating Inventory Management Page4 Introduction IDEXX Cornerstone Initiating Inventory Management e Page5 Introduction to Initiating Inventory Management 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 t
100. egative quantities are not subtracted from the total cost Total cost 40 00 ili Item History Item Information 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 e 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 IDEXX Cornerstone Initiating Inventory Management e Page7 Getting Help 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 To access either manual select Start gt All
101. em s vendor e Subtotal Sum of total cost per item e Total Sum of all items total cost Class The unique identifier and description of a classification only in sort option Class ID IDEXX Cornerstone Initiating Inventory Management e f Sort by is Class ID Class ID Date Item Description Item ID If Sort by is Vendor Name Item Description Vendor Name e f Sort by is Vendor by Order Item Description PO Number Vendor Name e f Sort by is Vendor by Receipt Item Description Receipt Number Vendor Name Class Subtotal Sum of total cost per Class ID only in sort option Class ID Vendor Name The unique identifier and description of the vendor Subtotal for Vendor Sum of total cost per vendor only in sort option Vendor Name Vendor by Order and Vendor by Receipt PO Number Purchase order number only in sort option Vendor by Order Subtotal for PO Number Sum of total cost per PO number only in sort option Vendor by Order Receipt Number Receipt number and ate only in sort option Vendor by Receipt Subtotal for Receipt Sum of total cost per receipt only in sort option Vendor by Receipt Continued on next page e Page 92 Directions to Run the Report po cw D UL cx pe c On the menu select Reports gt Inventory On the Reports Search window select Purchase History Report Click Create Report On the Inventory Reports window select Purchase History Report Click R
102. em Vendor Information Report to view a list Sort Order Hange of vendors and associated information assigned to any ltem Description Item Description inventory item through the Invoice Item List e Vendor Name e Vendor Name Report Fields tem ID The unique identifier for each invoice item e Vendor Item ID The vendor s unique identifier for Description The name of the invoice item Hospital each invoice item Description e Cost Cost of the item e Vendor Name of the item s vendor and the vendor s e Date Date the invoice item was last ordered unique identifier only in sort option Vendor Lead Time Number of days it normally takes to Primary Yes or No field The item s primary vendor is receive the item from the vendor after the order is marked Yes placed e Contact The name of the Vendor s contact only in sort option Vendor Directions to Run the Report On the menu select Reports gt Inventory On the Reports Search window select Item Vendor Information Report Click Create Report On the Inventory Reports window select Item Vendor Information Report Click Run On the Inventory lItem Vendor Information Report window select the sort order Optional Select range if applicable by entering starting and ending values Click OK Stee eS YS Inventory Item Vendor Information Report Sorted By Item Description Vendor Lead ltem ID Description Vendor Primary Contact Item ID Cost Date Time 56
103. emain in that user s preferences Sort inventory windows by clicking on any of the column headers On most inventory windows each logged in user can add remove and arrange columns to suit their individual needs DELETING A WANT LiST ITEM View a snippet online demonstration To delete an item from the Want List On the menu select Inventory Purchasing Work List Clear the Suggested items check box Click Search Select the item that does not need to be ordered and click Remove from list If the confirmation window appears click Yes eo Se cq ox Close any open windows When selecting more than one item to delete press the SHIFT key to select a consecutive group of items and the CTRL key to select nonconsecutive items on the list IDEXX Cornerstone Initiating Inventory Management Page 35 Tasks for Creating a Purchase Order ADDING AN ITEM TO A PURCHASE ORDER FROM THE PURCHASING WORK LIST View a snippet online demonstration Type IDA Description Qty UOM Date Status Vendor Location E lj T 4 Using the Purchasing Work List you can create E esi sitll M i i 5 103 Cerenia 24mg pack of 4 41 00 None 08 21 20 Not Done Wi purchase orders from the Want List Suggested Gist rius aan Gr uc EE E or the combination of the two lists Additionally yOU 104 Cerenia 60 mg pack of 4 24 00 None 08 21 2 Not Done Central Sto can manually
104. endor List a DC Search for a Vendor o c C ecu 6 of 6 vendors Delete Vendor A 715 222 1234 Vendor B 217 555 1212 Vendor C 312 111 3322 Vendor D 109 109 1009 Vendor E 202 200 2000 My Vendor 444 532 5555 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 Adding a New Vendor View a snippet online demonstration The Vendor List window displays active vendors set up by the practice To add or edit vendor information 1 Onthe menu select Inventory gt Vendors 2 Click Add New Ly To modify an existing vendor select the vendor and click Edit or double click the vendor in the list C Fields marked with an asterisk are required 3 n the Vendor name box type the vendor s name IDEXX Cornerstone Initiating Inventory Management Page 13 Phase 2 Decisions and Setup Before Invoice Item Information In the Account Number box type the account number 5 From the Vendor Type list select the type of vendor In the Web site address box type the URL for the vendor s website Click Edit to make any changes
105. ent of the course includes Getting Started Phases and Setup Deplete Adjust Move Purchase e IDEXX SmartOrder Inventory Solution Receive These icons are used throughout the training to provide additional information o Important Information Provides critical information about the topic or procedure Read this information carefully C Note Provides additional information about the topic or procedure Q Tip Provides helpful information about the topic or procedure View a snippet online demonstration When you see this image placed below a lesson name it indicates that video snippets are available online at idexxlearningcenter com for topics related to this lesson IDEXX Cornerstone Initiating Inventory Management Page6 Getting Help ON WINDOW HELP INFORMATION Instructional information can be found under the window title and in the lower right hand corner of many of the inventory windows View Quantity on Hand View your quantity on hand To change your quantity on hand select the lines ta change and click Edit GOH Edit QOH Location Classificatian Item New OOH Adjust 260 matching search results L Only show items with a negative quantity j Edit Lot amp Exp Adult Canine 14 75 oz Beef 78796221 ar i4 2007 144 00 can 0 0000 All v All Allergraoom Shampoo 8 oz ie 0 00 bottle 0 0000 Allergroom Shampoo 16 oz 0 00 bottle 40 0000 Amitriptyline 10 mg Amitriptyline 10 mg Amit
106. enue of doing business in the different aspects of the practice This is 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 Charge stock used internally to the appropriate cost center TD ity Adult Canine 14 75 oz Beef i can 12 Lot number Expiration Date used 78796221 v 10 20 2011 v From location Charge to cost center Central Storage Expired Products v Usage taxes to apply Cost Tax 5 0 1 1500 Total cost 13 80 Q Internal stock usage is considered complete when saved An adjustment is required to reverse it IDEXX Cornerstone Initiating Inventory Management e Page 60 Other Depletion Activities Patient Visit List Whiteboard Invoice Returns Internal Use and Voids To perform an internal stock transaction 1 On the menu select Inventory gt Internal Stock Use Lh This is for internal tracking of QOH items only 2 Inthe Item box search for and select the item to deplete The UOM box automatically displays the selling unit of measure for the item The Cost box displays the average cost of the item if tracking quantity on hand or the last received cost if the item is not marked to maintain quantity on hand The Total cost box displays the cost multiplied by the quantity entered 3 Inthe Quantity box enter the quantity to remove from
107. eptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions C Security settings in additional areas such as Practice List security settings must also be established Cornerstone Dialog Security Access Suggestions Path to Locate Inventory Adjustment List a a ee Inventory gt Adjustment List Inventory Adjustment Reason List oo o o x Inventory Adjustment Reasons Inventory Adjustment Reason Inventory Adjustment Reasons Maintenance Inventory Backorder List Do XJ Inventory Backorder List Inventory Backorder Maintenance o o o ld x Inventory Backorder List Inventory Cost Adjustment Maintenance Inventory gt Adjustment List gt New Cost Adjustment Inventory Cost Center List Activities gt Inventory gt Settings gt Cost Centers Inventory Cost Center Maintenance ee Inventory gt Cost Centers Inventory History Purge i Tools gt Inventory Purge Inventory Internal Stock Use L3 Inventory Internal Stock Use Inventory Inventory Details X X Various Locations Invoice PVL Whiteboard Prescriptions etc Inventory Inventory Reports Reports gt Inventory Inventory ltem History and Item Inventory gt Item History and Item Information Information Tab Inventory Locati
108. er Range times inventory completes a cycle of being Item Description Beginning Period Date received or sold e Class ID Processed C End of Month EOM must be e Ending Period Date processed to have date selections Processed Cy Only items for which you track quantity on hand are included on this report Report Fields Class The unique identifier and description of a classification e tem ID The unique identifier for each invoice item Description The name of the invoice item Hospital Description Q e Use the ratios to adjust purchase patterns and to help optimize cash flow The ratio that displays 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 Beg QOH The beginning quantity on hand for the item Received The quantity of items received into inventory Directions to Run the Report 1 IDEXX Cornerstone Initiating Inventory Management On the menu select Reports Inventory On the Reports Search window select Turnover Report Click Create Report On the Inventory Reports window select Turnover Report Click Run On the Inventory Turnover Report window the sort order Inventory Turnover Report Sorted By Item Description From Sunday July 30
109. er Report On the Inventory On Order Report window select the sort order Optional Select range if applicable by entering starting and ending values ItemID Description Vendor Wilson Pet Supply 02129 Denosyl SD4 90mg 30 count Vendor MWI Veterinary Supply 02221 Amoxicillin 100 mg 02006 Doxycycline 100MG 01045 Immunoregulin 5 ml IDEXX Cornerstone Initiating Inventory Management Inventory On Order Report Sorted By Vendor Name Quantity Quantity PO Order On Hand On Order Number Date 1 00 box 5 00 box 1146 8 22 2011 599 00 tablet 50 00 tablet 1151 1 21 2011 327 00 tablet 200 00 tablet 1151 1 21 2011 0 00 cc 50 00 cc 1151 1 21 2011 Lead Time 0 days 0 days 0 days 0 days Group Page 89 Report Title Inventory Overstock Report Report Description Sort Order and Range The Overstock Report displays a list of QOH tracking inventory items that are above their overstock point according to reorder information set up at the practice and current QOH Sort Order Item Description Class ID F Only items for which you track quantity on hand are included on this report Report Fields e Class The unique identifier and description of e the classification only in sort option Class ID e Location The unique identifier and description e of the location only in sort option Location ID Group The description of the location group A only in sort option Location Grou
110. ge 10 Phase 2 Decisions and Setup Before Invoice Item Information View a snippet online demonstration Checklist Item Explanation Pick a beginning For a manageable project select one classification or subclassification to begin category tracking inventory quantities on hand A recommended classification is food It is Classification or straightforward for a beginner to set up and count Subclassification Set initial Turn on security for staff who are responsible for inventory management setup Use the inventory M O column found in Inventory Security Settings in the appendix security 3 Review and Evaluate move invoice items within these classes subclasses if needed move items aap Print the Invoice Item Setup Report for this category Reports gt Invoice Item gt within category Invoice Item Setup Report Select the range of Class ID or Subclass ID C Some of the items may need to be changed from service to inventory Some items might not belong here and you ll need to move to another classification or subclassification 4 Review and Identify the normal buy and minimum sell quantities for chosen category set up units of measure for Item Examples Minimum Sell category Injectables CC Heartworm Package Heartworm 1 Dose Review and set up units of measure under Controls gt Units of Measure 5 Setup vendors Collect vendors and information for this category Vendor name
111. h In the invoice item grid in the first ID field type the item ID or double click or press F2 to search for and select the item In the Quantity field type the quantity Optional Change the unit of measure The buying unit of measure automatically displays Change the buying unit of measure if you are ordering a nonstandard quantity Optional If this is an item being purchased at a special price that shouldn t affect the item markup or vendor cost select Yes from the list in the SP column Optional Enter the unit cost of the product if known The last cost entered for the item will automatically appear in the cost field Lh Any inventory item can be ordered regardless of QOH tracking status Ensure the cost entered matches the UOM on the purchase order Verify the status is Ordered Optional Click the Note icon and type any notes Continue placing the rest of items on your purchase order Click Save to save to be able to return to the order and edit it or click Place Order The Order List window displays the new order Close all open windows IDEXX Cornerstone Initiating Inventory Management Page 41 Tasks for Creating a Purchase Order CREATING A PURCHASE ORDER WITH IDEXX SMARTORDER ELECTRONIC INVENTORY ORDERING C Before you create a purchase order with IDEXX SmartOrder read IDEXX SmartOrder Inventory Solution on page 63 for important set up and use information To create an electronic inventory purch
112. h a specific status All Posted and Not Posted e From The two weeks prior to the current system date displays in the field To find receipts on or after a certain date type a beginning date or click the arrow and select a date from the calendar e To The current system date displays in the field If necessary type an ending date or select a date from the calendar IDEXX Cornerstone Initiating Inventory Management Page 45 RECEIVE ORDER OVERVIEW G View a sni et online demonstration Orders on page 69 To open the Receive Order window from the Receipt List window click Receive an Order Edit or View 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 m Receipt information Vendor Hills Science Diet Dav Receipt number v 214149561 Date 11 6 2008 v Purchase order number All Open POs Received Received Received Received Received Received Received Received Received Received Received Received l Not received Received Received Received Received Received v v v v v v v v v v v v v v v v v v v Received v __ Sort in original PO sequence AD CCD40 CID20 CID40 CJD30 CKD10 CRD10 CRD30 CML20 CTDS CZD27 108 108 FCDS20 FCD4 F
113. have the most activity IDEXX Cornerstone Initiating Inventory Management e Page 23 Phase 4 Inventory Cleanup Procedures and Defaults PRACTICE DEFAULTS View a snippet online demonstration C If your practice uses IDEXX SmartOrder electronic inventory ordering see IDEXX SmartOrder Inventory Solution on page 63 for additional setup information Setting the Inventory Defaults To access the inventory default settings select Controls gt Defaults gt Practice and Workstation gt Inventory IB Practice and Workstation Defaults bola Account Inventory Alerts Appointment Scheduler Boarding Vendor ID Central Storage Check in Client Order ID Booo Auto confirm adjustments Delete want items on completed Daily Entries Report Daily ae Usage tax Tax Print purchase order notes Documents End Of Period Prescriptions Warn if not verified Estimate i Show item Performed PWL items ings 2 VetLab Settings history for months and Saved Invoices Imaging i Performed TEN Document Items Not required Invoice Invoice Item Labs Messages Passwords Patient Automatically default in the oldest Patient Advisor Performance Tracker Practice Prescriptions Purging Report Language Required Data Statement Print Options gt Warn if not verified n Es E I lt expiration date
114. he original purchase order but you now have an item to receive you would manually add it on the Receive Order window which creates a manually added item Select the line to remove and click Remove Item Remove item C To remove an item that is listed on the receipt but originated from the purchase order select Cancelled from the Status list IDEXX Cornerstone Initiating Inventory Management Page 47 Receipt Management LT Receive all is used to change the status of all items on the receipt to Received a a o 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 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 the receipt and work on the on it QOH and cost information are not updated Save And Print 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 Post is used to process a completed receipt When you click Post the Change Prices window displays each item being received Make any necessary changes to the pricing
115. iccusacacentnsasas bx sa eben Uh Exbcu bibi XEEY RM Ru supp C xEgm AUS i gu PTS MNT ac Er VER AKu NP DraM DEMNM SdN 30 Advanced Enhanced Search for an Inventory ltem cccccseeeeeeeccecseeeseeeeececeeeeeeeeeeeessaeaceeeeessaaeeeeeeeeesasaasess 31 Tasks for Creating a Purchase Order 11 e leeeeeeeieeeeieen inen enhn nnn nnn nnn nana 32 Want Suggested List Overview sssssssessseeeeeeeeeeeeneennnnnnn nnne nennen nens nnn nnn aa rine nenne sss nsa sa aser nnn nennen 32 Adding tems to the Want MISE MH P 33 Purchasing Work List Overview eeeeessssseseeeeeeee nennen nennen nn nnne nnn ns ine annis sais anra se sa sanas snas nnne annis 34 AOS COUM eee t 45 Deleting a Want List tem Mm 35 Adding an Item to a Purchase Order from the Purchasing Work LiSt ccccccsseeeeeeeseeeeeeeseeseeeeseeeeeeeenaaees 36 Adding an Item to the Want List from the Purchasing Work LiSt ccccsssecececeseeeeeceeeeeeeeeseeeeeeeseaeeeeeenaaees 37 Viewing Item History and Item Information ous nuusanespencuapemesRxa d unus h da neum cuan apa epulas SU ust xa Oca Po x RA ausa i oU Re reCE UE 37 Item Details Overview En n nnr Eent 38 Purchase Order List OVGIVIGW P EEE 39 Purchase Order Overview ccccccssccccccsssececcceesececceusee
116. in the location 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 C If the usage tax does not display on the list set up the tax in Controls Taxes e Show item history for box Enter the number of months for which item history will display Q Twelve months or more is recommended for the item history setting Receiving location list Displays the location at which items are received e Check boxes Auto confirm adjustments Delete want items on completed order Print purchase order notes IDEXX Cornerstone Initiating Inventory Management e Page 24 Phase 4 Inventory Cleanup Procedures and Defaults The When inventory details need to be verified area for items tracking lot numbers and expiration dates includes the following fields Prescriptions Inventory details are required for a prescription when you post an invoice however you can require inventory details earlier when the prescription is created From the list select one of the following e Not required Do not requir
117. information for the items and click Post QOH and cost information are updated and items are received into the correct locations Cancel is used to discontinue a receipt When you click Cancel if the confirmation window appears click Yes The Receipt List window opens ADDING A NEW RECEIPT RECEIVE ORDER View a snippet online demonstration To create a receipt with multiple items 1 On the menu select Inventory gt Receipt List C The Receipt List window displays existing receipts entered in the last two weeks Click Receive an Order The Receive Order window opens 3 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 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 o Enter areceipt date in the Date box or accept today s date Items on the purchase order will display in the grid Click in the Status box and select Received Canceled or Backordered from the list Lh If further information is required such as lot number and expiration date the line will display in red L If entering a receipt only with no associated purchase order Canceled and Backordered are not available in the Status box IDEXX Cornerstone Initiating Inventory Ma
118. ion Date Report Date ID Description Cm cod Wo OR Dix LotNumbe D Ahon X2xxe CVPTO ND Carine Venson 4 Polato 108 n a NT Oyde count Oyde count Ode count Oyde count Ode count Ode count Oyde count Oyde count Ode count Ode count Oye count Internal Usage Report MENS ab Vin adc wa Item Vendor Information Report wm mr Mum PROUD R S m na 36 2008 FLP23 Fronlre Pius 2344x idiss nia t Items Profit Analysis Report asame FLP233 Fronlre Plus 23 44 Ib x 3 doses na i 36 2008 FLP236 Fronfire Pius 23 44 Ib x Ecosse nia tLinked Items Report 3 82008 FLPS Fronfire Plus 0 22 bx 3 doce ni 3 amp 2008 FLEES Fronlre Pius 45 88 Ibx i On Order Report 36 2008 FLP453 Fronire Plus 45 88 bx 3 doces i 3 2008 FLP amp S amp Fronfire Pius 45 88 Ib x Ecosse i Overstock Report 36 2008 Flee Fronfire Plus 022b x dos i Partial Receipts Report 36 2008 FLP FronEre Pius 90 32 Ib x 1 doss yds count i 36 2008 FLP ronfire Pius 90 32 Ib x 3 dones r yd count Purchase History Report 3 2008 FLPUQE Fronffire Pius 90 32 Ib x 6 doses zt Oyde count 362008 NL Misrosptor 115MG x 26 50Ib Oyde count t Receipt Report 362008 INM Theophr 575 MG x 11 26 b Oyde count i awama NLI2 mtereptor 11 5 MG x 12 26 50 1b e Oyde count i 362008 NS mierceptor 23 MG x 1 0 101b Z Oyde count EN P Report 3 2008 INSI2 mterepto 23 MG x 12 0 10 pz yds count 34 2008 NS6 mterepto 23 M3 x 6 0 10ib Oyde count M RRR RRR EES G
119. l item records go to Lists gt Invoice Item select the item and click Update and then click the Inventory tab Want Suggested List Items to consider ordering Item Details V Suggested tem V Want Item add to Want List Location Status Not Do 1 Stocking Levels ot Done Y Search Restore Column Defaults qty On Hand Qty On Order Type DA Description Qty UOM Status Vendor Qty On Back Order 4 Qty On Unsent Order 154 Phenylbutazone Bute Tabs 1 gm 100ct 0 00 None Not Done Qty On PVL Order 1719 RCVD Feline Dental DD 1 00 bag Not Done Unconfirmed 1888 Meloxicam 0 5 mg ml 0 00 None Not Done Veterinary Purchasing Company Today s Reorder Point i Reorder Point 1DON 1 00 donation 1 00 each Not Done Reorder Qty AMI10 Amitriptyline tablet 10 mg 120 00 each Not Done Over Stock Point Over Under BAY22 Baytril tablet 22 7mg 3 00 bottle Not Done Fort Dodge 240716 CCD10 Canine c d 10 Ib 1 00 bag Not Done Add To Order CCD10 Canine c d 10 Ib 24 00 bag Not Done CCD40 Canine c d 40 Ib 18 00 bag Not Done CRUKITA Cruciate Repair over 50lbs 3 00 None Not Done CVP IVD Canine Venison Potato canned 1 00 case Not Done CVP20 IVD Canine Venison Potato 20 2 00 bag Not Done CWD10 Canine w d 10 Ib 3 00 bag Not Done CWD20 Canine w d 20 Ib 3 00 bag Not Done DHPPA DHPP Annual Vaccination 4 00 box Not Done ECLR15 lams Canine Low Residue 15lb 3 00 bag Not Done FCD10 Feline c d 10 Ib 3 00 bag Not Done FCD4 Feline c d 4
120. le Anipryl 5 mg 4 00 3 00 box Antirobe 25 mg 1318 00 901 00 capsule Antirobe Clindamycin 150mg 287 00 151 00 capsule Cat Carrier 46 00 17 00 each Cephalexin 250 mg 977 00 801 00 capsule Cimetidine oral Tagament 18 00 13 00 ounce Cimetidine Tablets 200mg 193 00 126 00 tablet Clavamox 125 mg 241 00 200 00 tablet Clavamox Drops 36 00 24 00 bottle Clavamox Drops 15 00 10 00 bottle CNM Canine EN Can 12 5002 137 00 94 00 can CNM Fel DM Canned 5 0z 54 00 25 00 can Cortrosyn 37 00 30 00 dose CREATINE SLIDES 158 00 50 00 each Dexamethasone 0 25mg 1055 00 751 00 tablet Drontal Plus Small Canine 101 50 76 00 tablet ENZA Feline Chews 26 00 24 00 each Epi Otic Ear Solution 8 oz 16 00 13 00 bottle EQ Amikacin 250mg per ml 33 00 20 00 cc FIP 80 00 75 00 dose Gentle Leader 11 00 10 00 each 98 00 IDEXX Cornerstone Initiating Inventory Management 2 Overstock Cost Total Cost 14 04 67 26 6 98 18 08 17 26 45 91 240 32 620 82 64 51 118 28 0 00 0 00 99 87 315 66 79 80 168 41 59 45 94 30 20 38 113 14 13 43 48 34 7 64 22 02 14 76 86 77 64 19 192 58 26 75 80 24 32 90 104 82 17 60 32 78 167 93 887 63 352 08 515 08 9 30 32 28 55 61 221 35 9 98 129 74 18 24 97 26 104 00 264 00 41 57 665 11 8 39 92 34 36 243 69 146 55 Location CSTONE CSTONE CSTONE CSTONE CSTONE CSTONE CSTONE CSTONE CSTONE CSTONE CSTONE CSTONE PHARM CSTONE PHARM CSTONE CSTONE CSTONE CSTONE CS
121. lls Science 327 5700 Hills Science 48 0000 Hiis Science 51 3242 Hibs Science 21 7025 Hills Selenen amp 31 EAD O Hills amp ciencio 50 0000 Hills Sciences 50 0000 Hills Science 0 0000 MWI Vetennary 41 8600 Hills Science 51 2258 Hills Scuncn S0 0000 Hills Science 80 0000 Hills Science 31B 7300 Hills Science L000 Hills Science Optional Select range if applicable by entering starting and ending values Click OK Location Group CSTONE PHARMAC CSTONE CSTONE CS amp TONE PHARMAC PHAR ALAC CONTROL DIET DIET DIET DIET DIET DIET DIET DIET DIET DIET DIET DIET DIET DIET CSTONE DIET DIET DIET DIET DIET DIET Creating Inventory Reports e Page 79 Creating Inventory Reports Report Title Inventory Cost Totals Report Report Description Sort Order and Range The Cost Totals Report shows the cost of inventory on hand Sort Order Range summarized by item classifications s Cis iD Cisse ip Lh Only items for which you track quantity on hand are included on this report Report Fields e Class ID Invoice Item Classification ID e Group only in sort option Location Group Description Classification description only in sort option e Group Total Sub total of total cost per group Location Group only in sort option Location Group Description The name of the Invoice Item Hospital Description e Grand Total Sum of total cost Location only in sort options Locati
122. m click Enter Store and log in to your account b From the PRODUCT menu select purchase product history C To sort the list click the column header for 12 Mo Sales or Tot pause and click the header again d To export the list in the respective file format click the Excel icon xs or the Acrobat icon n OR n Cornerstone run one or both of the following reports o gt nventory Purchase History Report which shows what you have purchased for a specific period a Sort by item description b Set the report range by date and select the beginning period and ending period to cover a year c Click Preview d Save the report as a csv file e Open the file in a spreadsheet program like Microsoft Excel and filter and sort by vendor o nventory Receipt Report which shows vendor and purchase history for a specific period a Sort by vendor b Set the report range by date and select beginning period and ending period to cover a year IDEXX Cornerstone Initiating Inventory Management Page 65 IDEXX SmartOrder Electronic Inventory Ordering c Click Preview d Save the report as a csv file e Open the file in a spreadsheet program like Microsoft Excel and filter and sort by vendor On the menu select Lists gt Invoice Item To limit the list to inventory items in the Include area select Inventory items and clear all the other check boxes OR To search for a specific item select Description or Item ID in the Search
123. n each item in this class 2 Choose a class to begin working on e g Food or Nutritional and complete setup on Information tab Set the correct selling unit of measure and pricing information Be sure to include price breaks as needed Inventory tab Select the maintain QOH buy sell ratio location and set reorder information reorder point reorder quantity overstock point Select to track expiration dates and track lot numbers as needed been entered in Cornerstone class of items you setup 3 Receive any vendor invoices that have not 4 Print the Inventory Counts Report for the Enter receipts to ensure cost history is up to date prior to adjusting This will ensure quantities will not be incorrect again after adjustments are made Use this report to do a physical count of your inventory items o Using the count totals written on the Inventory Counts Report adjust your quantity on hand Make adjustments using the View Quantity on Hand or Adjustment List windows C Adjust immediately after counting and before any other invoicing is completed each inventory item as needed 6 Review the cost on hand of the inventory items adjusted Adjust the average cost of View the inventory cost on hand in the View Quantity on Hand window Complete cost adjustments in the Adjustment List 7 Repeat starting at step 2 for another class Begin by working on the item classes that
124. n Average Cost 0 00 Date Report Surgery Cabinet SURGERY 02290 Duragesic Patch 25mcg PHA 1 0 1 to 1 1 0 dose 5 13 2013 3488654 0 0000 0 00 i Total Value of Inventory for Surgery Cabinet 3 Click Create Based on Last Cost 0 00 Re port Based on Average Cost 0 00 Total Value of Inventory Based on Last Cost 0 00 4 On the Inventory Based on Average Cost 0 00 Reports window select Expiration Date Report Click Run po D ow u Click OK IDEXX Cornerstone Initiating Inventory Management On the Inventory Expiration Date Report window select the sort order Optional Select range if applicable by entering starting and ending values Page 84 Report Title Inventory Internal Usage Report Report Description Use the Internal Usage Report to view all the items and their associated costs that were internally by the practice C Only items for which you track quantity on hand are included on this report Report Fields Item ID The unique identifier for each invoice item Description The name of the invoice item Hospital Description Lot Number The lot number if applicable of the item used internally Expiration Date The expiration date if applicable of the item used internally Location The location of the item used internally Date Used The date the item was used internally Directions to Run the Report 1 pe i a DP ux Creating Inventory Reports Sort Or
125. n in the Set report range area of the window Remove Range i To preview an inventory report Inventory Cost Report Click Preview to view the standard report or enter ranges to narrow the report 1 On the menu select Reports gt Inventory The available The Inventory Cost Report shows you the cost of your reports are listed inventory on hand This report can be sorted by classification ID item description vendor name location or Select a report im A Sort b Click Create Report Click Run Optional Click Preview to view the standard report or select an option from the Sort by list to narrow the results Set report range pL o 9 Iw 6 Optional Specify the information displayed on the report by selecting range information in the Set report range area of the window IDEXX Cornerstone Initiating Inventory Management Page 72 Printing Reports 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 ending 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
126. n the Keyword box advanced OR Select the Search for a word check box to search using text in the Description box enhanced 8 Click Search advanced On the enhanced window the search is conducted automatically IDEXX Cornerstone Initiating Inventory Management e Page 31 Tasks for Creating a Purchase Order View a snippet online demonstration 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 C Only Want List 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 e Status Select a status to view only items with the specified status Options include All Statuses Not Done or Completed Want Items Only The availability of completed items is based on inventory default settings e Want item Select this check box to include items requested by staff on the Want List e Suggested item 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 individua
127. nagement Page 48 Receipt Management 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 make other adjustments as needed Receipt information Open receipts for vendor Vendor Receipt number Date Mew receipt gt Veterinary Purchasing Company 1234 11 14 2012 X Purchase order number All Open POs Sort in original PO sequence iption Oty ID Descriptio Not rec W 1 000 00 AMO200 Amoxicillin tablet 250 mg g 1234 each 0 0000 CS Not rec Y 4 00 GRASST Treat Them right Grass 1234 None 8 5000 S 7 Adjust the receipt information for the items in the Receive Order columns Change the quantity UOM and cost to match your vendor invoice You will not receive ALL of the items on the original purchase order Click Receipt Item Details to add the details lot numbers and expiration dates if needed Click Done You will return to the Receive Order window If some items did not arrive in the shipment they will remain on the order and no details will be filled in Click Save or Post The Receipt List window displays the new receipt with a status of Not Posted For information about receiving an order using IDEXX SmartOrder See R
128. nd adjustments hase orders d r and enter a receipt number Items on purcl isplay in the grid To receive items e the status to received After changing the status make other adjustments as needed r yation a Total tax x 1e o the receipt select the item line and click Remove Item Total Item His Item Information Stock Locations a IDEXX Cornerstone Initiating Inventory Management Page 28 Purchase IDEXX Cornerstone Initiating Inventory Management e Page 29 Searching for Inventory Items INVENTORY ITEM SEARCH OVERVIEW View a snippet online demonstration The Search for Inventory Item window in the IDEXX Cornerstone Practice Management System is used to search for and select items in Cornerstone inventory 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 Search for Inventory Item X Type all or part of the description to locate an inventory item Description acep Acepromazine 5 mg Acepromazine 10 mg Acepromazine 25 mg PHARMACEUTICALS PHARMACEUTICALS PHARMACEUTICALS Acepromazine Injectable PHARMACEUTICALS Basic Search for Inventory Item window Search for Inventory Item Type all or part of the description to locate an inventory item Description Classification Item ID Keyword Inclu
129. nd verified at the time that the invoice items are sent from the document to the PVL The inventory details would still need to be verified later on the PVL or invoice e Required Require staff to fill in inventory details and mark as verified before they can send invoice items from a document to the PVL Inventory Depletion Default Setting For single location inventory the inventory depletion setting default is Automatically mark inventory details as verified when the location is defaulted in and it cannot be changed Automatically mark inventor details as verified when the location i defaulted in Automatically default in the oldest expiration date in the location You may still need to verify the depletion when you are tracking lot numbers and or expiration dates for the invoice item To display an alert to verify if the prescription quantity is one select the Warn user when quantity is 1 check box in the Prescriptions default settings Controls gt Defaults gt Practice and Workstation gt Prescriptions IDEXX Cornerstone Initiating Inventory Management e Page 25 Phase 4 Inventory Cleanup Procedures and Defaults STAFF INVENTORY DEFAULT SETTINGS View a snippet online demonstration To review the default inventory information for the logged in staff member 1 On the menu select Controls gt Defaults gt Staff 2 n the Staff ID box enter the staff ID and press
130. nge rekeying data if your system fails IDEXX recommends using a filter when printing this report e Item Description LY Lot numbers invoiced to patients and e Item Description e Date Range e tem ID invoicing of linked items appear on this e report C Only items for which you track quantity on hand are included on this report Report Fields tem Inventory item ID and hospital description e Transaction ID Invoice number receipt number Transaction Type Invoice open invoice adjustment e Date Transaction date and time return and vendor receipt and vendor and internal Lot Number Items lot number usage and cost center l Expiration Date Item s expiration date e Client Vendor Vendor ID Vendor name and client last name Directions to Run the Report 1 Onthe menu select Reports gt Inventory 2 On the Reports Search window select Audit Report 3 Click Create Report 4 On the Inventory Reports window select Audit Report 5 Click Run 6 On the Inventory Audit Report window select the sort order 7 Optional Select range if applicable by entering starting and ending values 8 Click OK Inventory Audit Report Sorted By Item Description Transaction Transaction Expiration Type Client Vendor ID Date Lot Number Date Quantity Item AD canine feline a d can Adjustment 20 22 to 20 90 1 15 2011 0 00 can Current QOH 19 00 can Item FLP Frontline Plus 0 22Ib x 1 dose Adjustment 1378 73 t
131. ns In the Login Password Management area select Vendor MWI Veterinary Supply from the Account Information for list From the Associated Cornerstone Vendor list select the practice specific vendor associated with MWI to use for this service 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 window 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 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 is displayed when online ordering is enabled LINKING ITEM IDs TO VENDOR INFORMATION You need to link the Cornerstone inventory items you ll order most often to the vendor s ID numbers for those items The most efficient way to prepare for IDEXX SmartOrder is to link all the inventory items you order frequently from MWI The procedure below includes running a report to identify the items you ve ordered over a one year period and linking these items to vendor IDs 1 Create a list of the inventory items you use most frequently e f you have been ordering from mwivet com a Go to mwivet co
132. ntory Management Inventory Returns Report Sorted By Date Item Quantity Lot Expiration Date ID Description Returned Cost Number Date Vendor Location 1 21 2011 09527 CNM Canine EN Can 12 500z 35 00 can 0 7600 Butler Schein Central Storage 1 21 2011 05921 CNM Feline CV 5 50z Canned 10 00 can 0 5270 Butler Schein Central Storage 1 21 2011 05931 CNM Feline NF Canned 20 00 can 0 5600 Butler Schein Central Storage 1 21 2011 0547 CNM Feline UR 18 1 00 bag 20 0500 Butler Schein Central Storage 1 21 2011 07652 Cytotec 100mcg 30 00 tablet 0 9108 Medicine Shoppe Central Storage 1 21 2011 04342 IVD Rabbit amp Pea Can Feline 30 00 can 0 9600 Butler Schein Central Storage 1 21 2011 04341 IVD Rabbit amp Potato Canine 10 2 00 bag 13 6400 Butler Schein Central Storage 1 21 2011 04338 IVD Vension amp Pea 8 Feline 1 00 bag 18 1900 Butler Schein Central Storage 1 21 2011 02102 Pediapred Oral Solution 14 00 cc 0 2900 Medicine Shoppe Central Storage 1 21 2011 07442 Revolution Feline 5 15Ib 3PK 11 00 package 17 5000 Pfizer Animal Health Central Storage 1 21 2011 02115 Rimadyl 25mg 100 00 tablet 0 3900 Pfizer Animal Health Central Storage 1 21 2011 07651 Sucralfate igm 15 00 tablet 0 1500 Medicine Shoppe Central Storage Company Company Company Company Page 97 Creating Inventory Reports Report Title Inventory Turnover Report Report Description Sort Order and Range The Turnover Report helps track how many Sort Ord
133. ntory Ordering If you make a mistake mapping your item ID to the MWI item ID you will not be able to reassign 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 sell 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 Sell Example Inventory Example Vendor Item ID Item ID Vendor A Bottle of 50 Single tablet 1001 204 Vendor B Bottle of 50 Single tablet 1001 573 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 35 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 Lh Occasionally a vendor may change the ID number it uses for an item When this happen
134. o 1378 73 1 15 2011 0 00 dose Current QOH 468 00 dose Item INL Interceptor 11 5 MG x1 26 50 Ib Adjustment 0 00 to 322 90 1 15 2011 0 00 each Adjustment Central Storage Miscellaneous 1 15 2011 544487 5 14 2011 150 00 each Current QOH 642 00 each Item INL6 Interceptor 11 5MG x 6 26 50 Ib Unconfirmed Adjustment Central Storage Cycle count 1 15 2011 55 00 each Current QOH 24 00 each IDEXX Cornerstone Initiating Inventory Management e Page 75 Report Title Inventory Audit Open Details Report Report Description The Audit Open Details Report provides an itemized trail of items that have been marked as performed on the Patient Visit List but have not been posted on an invoice C Only items for which you track quantity on hand are included on this report Report Fields tem Inventory item ID and hospital description e Transaction Type Visit list boarding open invoice e Patient ID and name of patient e Transaction ID Reservation ID prescription exam or blank or PVL lines Location ID Items storage location ID e Lot Number Items lot number Expiration Date Inventory items expiration date Directions to Run the Report Creating Inventory Reports Sort Order and Range Sort Order Hange tem Description tem Description tem ID e Quantity Quantity of the item involved in the transaction and unit of measure Current QOH Inventory items current quantity on hand
135. o Poly Dex 13 00 0 00 0 00 0 00 13 00 0 00 02205 Albon 125 mg 235 00 0 00 0 00 0 00 235 00 0 00 02206 Albon 250 mg 261 75 0 00 0 00 0 00 261 75 0 00 441 50 0 00 0 00 0 00 441 50 0 00 Albon 500 mg 0 00 0 00 12 00 3 00 Optional Select range if applicable by entering starting and ending values Click OK Page 98 Report Title Inventory Usage Tax Report Report Description Use the Usage Tax Report to show the cumulative amount of tax owed based on internal use Lh Only items for which you track quantity on hand are included on this report Report Fields e Group Description of group only in sort option Location Group e Tax Description The description of the tax e Tax Percentage The tax percentage of a given tax tax description e Taxable Usage The amount that is used internally that is taxable Directions to Run the Report On the menu select Reports gt Inventory On the Reports Search window select Usage Tax Report Click Create Report Creating Inventory Reports Sort Order and Range Sort Order Range e Date e Date e Location Group Total Tax Amount The amount of total tax based on the internal usage Group Tax The amount of total tax based on the group s location internal usage only in sort option Group Location Total Tax Sum of total tax amount column Some states require practices to pay taxes on items used internally On the Invento
136. o 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 e The current version of the Cornerstone software installed at the practice Decision to use Cornerstone single location inventory e 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 f your practice is using IDEXX SmartOrder electronic 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 IDEXX SmartOrder Inventory Solution on page 63 GETTING STARTED Throughout this training you may be working in your own practice s database As you participate in this course it is most effective if you are working at a Cornerstone workstation so that you can follow along in the participant workbook and complete the exercises TRAINING CONTENT Cont
137. ocations however inventory items can be depleted only from active locations To move reorder information and quantity on hand 1 er e qe T9 On the menu select Tools gt Invoice Items Setup C When the backup warning message appears click Yes if necessary first make an appropriate backup Click the Move Items tab Enter the search criteria and location information Click Retrieve Select the items for which you want to move reorder information and quantity on hand IDEXX Cornerstone Initiating Inventory Management e Page 19 6 Phase 3 Invoice Item Information Changes Mass and Single Changes Click OK 7 Amessage window lists the quantities of items saved and or items with errors Click OK to close the window L If the system encounters errors in the process of moving items it indicates the number of errors and directs you to the Inventory Setup Error Report Setting Reorder Points The Set Reorder Points tab on the Invoice Item Setup window allows you to set reorder points for multiple items at one time You will learn how to set multiple reorder points for a specific location G 02333 02336 02339 02342 02345 02348 02351 02354 Move Items Copy items Set Reorder Points Set Barcodes E xpdate Lotnbr Invoice item and location Subclass ID ANT Antibiotics Clear Cancel tem D BujSa Reoder y Overstock Pt A This window displays only those items that are set to tr
138. of the invoice item that has an inventory item linked to it Description The name of the invoice item Hospital Description of the invoice item that has an inventory item linked to it e Linked ltem ID The unique identifier for each inventory item linked to the invoice item Directions to Run the Report Click Create Report Click Run po DX Que ESL os e I I Click OK On the menu select Reports Inventory On the Reports Search window select Linked Items Report Creating Inventory Reports Sort Order and Range Sort Order Hange tem Description Item Description e Item ID e Linked Item Description The name of the inventory item linked to the invoice item e Quantity Quantity of the inventory item linked to the invoice item e UOM Unit of measure of the inventory item linked to On the Inventory Reports window select Linked Items Report On the Inventory Linked Items Report window select the sort order Optional Select range if applicable by entering starting and ending values the invoice item Item ID 1011 1010 1040 1041 1042 1044 1111 1110 1120 4256 1131 1133 2186 EQBAI EQPENI EQROI 1085 1086 1080 1081 1082 1095 1096 1097 4235 1060 1061 42 Description CANINE BORDETELLA 1st VAC CANINE BORDETELLA BOOSTER CANINE DHLPPC ADULT CANINE DHPPC FIRST VAC CANINE DHPPC SECOND VAC CANINE LEPTO BOOSTER CANINE LYMES DISEASE 1ST VAC CANINE L
139. om To Quantity UOM Unit Cost Total Cost Vendor 09 28 2012 Received 4 00 None 5 51 22 04 MWI Veterinary Supph 05 31 2012 Ordered 4 00 None 5 51 22 04 MWI Veterinary Supply Search results 1 to 2 of 2 Id 4 b bi Results perpage 25 v 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 To view item information from the View Quantity on Hand and Receive Order windows 1 Search for and select an item and then click the Expand button 2 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 button to minimize the tabs 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 IDEXX Cornerstone Initiating Inventory Management Page 37 Tasks for Creating a Purchase Order ITEM DETAILS OVERVIEW The Item Details area of the Purchasing Work List window displays stocking levels and reorder point information for an item selected in the Purchasing Work List Item information includes e Item ID Description The selected item s ID and description display when itis selected within any of the Purchasing Work List tabs e Location View location of item Stocking Levels information includes e Qty on hand
140. om the Purchase Order List window click Receive Order Receive Purchase Order Select a vendor and enter a receipt number Items on purchase order are displayed in the grid To receive items change status to received After changing the status make other adjustments needed Save Open receipts for vendor Save And Print Date Sort in original PO sequence 01 02 2013 F ipti Canine J D 30 i Canine Science Diet maint light 20 Canine Z D Ultra 27 5Lbs Canine c d 40 Ib Canine id 20 Ib Canine i d 40 Ib Canine k d 10 Ib Canine r d 10 Ib Canine r d 30 Ib Canine t d 5 Ib Large bites Canine z d low 27 5 Feline W D 17 6 Feline c d 20 Ib Feline c d 4 Ib Feline r d small can Feline t d 4 Ib Feline z d 10Ib canine feline a d can amp fSERS ttXXtXSSSYSY 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 e Item Receipt Item Details Remove Receive Al Total Tax 0 Total 713 71 H Information for Canine Z D Ultra 27 5Lbs IDEXX Cornerstone Initiating Inventory Management New Receipt M Cancel To receive items from a specific purchase order select the purchase order number Click Receive All to change the status of all items received or manually change the status of each item To manually add the item to
141. on Group List Lo pol Lo p pol Inventory Location Group Maintenance i Lo o pL Lo L2 x x x x gt lt gt lt gt lt Inventory gt Location Group Inventory Location List Inventory gt Locations Inventory Location Maintenance Inventory gt Locations Inventory Location Type List X X X X Inventory gt Location Types Inventory Location Type Maintenance X inventory gt ReceiptList Inventory Order List Lo E E Lo LL Inventory Order Maintenance q Inventory Purchasing Work List Lo p po Lo p l1 Inventory QOH Adjustment Maintenance Inventory Receipt List gt lt IDEXX Cornerstone Initiating Inventory Management Page 105 Appendix Cornerstone Dialog Security Access Suggestions Path to Locate Inventory Receipt Maintenance Maintenance Pf Pf Imemoy ReumtoVenor inventory stook Transfertist Wwemoy memfertem O Wwemoy Venorlst O Imemoy MembrMamename inventory View Quanttyontan X X X X mwemoy Wawls S X X X X Cornerstone Reports Security Access a gm Path to Locate Inventory Adjustment Report EE Inventory Audit Open Details Report Inventory Audit Report Inventory Backorder Report LLLI Inventory Cost Report M Me Me Me Mu e
142. on or Location Group Location Total Sub total of total cost per location Only in sort options Location or Location Group Directions to Run the Report 1 On the menu select Reports gt Inventory 2 Onthe Reports Search Inventory Cost Totals Report Sorted By Class ID window select Cost Class ID Description Total Cost p EQPHAR EQUINE PHARMACEUTICALS 760 50 3 Click Create Report EQSP EQUINE SUPPLIES 44 00 FLEA FLEA TICK PRODUCTS 6 92 On the Inventory Reports HEA HEARTWORM PREVENTION 3 052 05 LAB LABORATORY 1 609 24 window select Cost NTR NUTRITIONAL 3 501 17 Totals Report OPHTA OPHTHALMIC PRODUCTS 462 99 PHA PHARMACEUTICALS 9 480 74 5 Click Run PRS PROFESSIONAL SERVICES 252 15 PTS PET SHOP PRODUCTS 652 96 On the Inventory Cost SKC SKIN CARE 9 955 09 Totals Report window SUP SUPPLIES 1 110 81 select the sortord r VAC VACCINES amp BIOLOGICALS 2 731 15 VAS VACCINATIONS 45 08 34 030 79 7 Optional Select range if applicable by entering starting and ending values 8 Click OK Grand Total IDEXX Cornerstone Initiating Inventory Management Page 80 Report Title Inventory Counts Report Report Description Use the Counts Report to view the location of items in your inventory C Only items for which you track quantity on hand are included on this report Report Fields Actual A box to hand write current quantity on hand
143. ontains the same information that displays on the Purchasing Worklist window po c X QUE uu d Je 02263 On the menu select Reports gt Inventory On the Reports Search window select Reorder Report Click Create Report On the Inventory Reports window select Reorder Report Click Run On the Inventory Reorder Report window select the sort order Optional Select range if applicable by entering starting and ending values Click OK Item ID Description 08129 Bac Neo Poly HC Ointment 3 5g 08129 Bac Neo Poly HC Ointment 3 5g 02801 Acepromazine 10 mg 02802 Acepromazine 25 mg 08714 ADL Foaming Ear Cleaner 80z 08643 Advantage Canine Blue over 55lbs 08640 Advantage Canine Green 0 10lbs 08642 Advantage Canine Red 21 55lbs 08641 Advantage Canine Teal 11 20lbs 08644 Advantage Feline Orange lt 9ibs 03004 Amitriptyline HCL 10 mg 02228 Amoxi Drops 50mg 30 ml 02228 Amoxi Drops 50mg 30 ml 08866 Bactoderm 159r 02265 Baytril 136mg 02256 Baytril 22 7 05874 c d Canine Dry 10 Ibs 05876 c d Canine Dry 20 Ibs 05842 c d s Feline Dry 10 lbs 10444 Canine Lepto Vacine 02352 Cephalexin 500 mg 02351 Cephalexin Suspension 02262 Clavamox 125 mg aua i Quantity On Hand 1 0 0 0 0 0 20 0 3 0 0 0 0 0 Reorder Point 0 0tube 1 0tube 25 0tablet 30 0tablet 6 0bottle 4 0pack 4 0pack 6 0pack 6 0pack 4 0pack 150 0tablet 4 0bottle 2 0bottle 1 0tube 15 0tablet 150 0tablet 0 0
144. p tem ID The unique identifier for each invoice item Directions to Run the Report 1 On the menu select Reports Inventory 2 Onthe Reports Search window select Overstock Report 3 Click Create Report On the Inventory Reports window select Overstock Report 5 Click Run Description Creating Inventory Reports Range If Sort by is Item Description Item Description If Sort by is Class ID Class ID Item Description Description The name of the invoice item Hospital QOH Quantity on hand of the item on overstock Overstock Level The amount set as an overstock level Overstock Cost The amount cost of the overstock level e Total Cost Overstock level times overstock cost e Location Location of the overstock items On the Inventory Overstock Report window select the sort order Optional Select range if applicable by entering starting and ending values Click OK Item ID 05670 02801 02802 08644 02224 03011 02241 02242 09600 02350 02811 07102 02262 02260 02260 09527 05972 09435 09200 02005 02635 0528 08717 100697 01035 09640 Inventory Overstock Report Sorted By Item Description Description QOH Overstock Level a d Canine Feline Can 5 5 oz 91 00 72 00 can Acepromazine 10 mg 246 00 151 00 tablet Acepromazine 25 mg 242 00 151 00 tablet Advantage Feline Orange lt 9lbs 31 00 19 00 pack Amoxicillin 500 mg 1652 00 751 00 capsu
145. pred Oral Solution 141 0 cc James John Not Done 0 2900 40 89 99999 PresAnes Panel 4Test 54 0 each James John Not Done 54 5200 2 944 08 07413 Sentinel White 51 100 13 0 packa James John Not Done 40 1000 521 30 07412 Sentinel Yellow 26 502 10 0 packa James John Not Done 34 5900 345 90 Widget 0 0 Saw in magazine please James John 8 18 2011 Not Done Page 101 Appendix IDEXX Cornerstone Initiating Inventory Management e Page 102 Appendix 16 STEPS TO INVENTORY SETUP 10 11 12 13 Classifications Subclassifications Lists Invoice Item Class Classifications and subclassifications can be used to categorize invoice items to generate more specific information in reports markup or markdown entire 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 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 Prescription Instructions Setting up prescription instructions include
146. ption Quantity on Hand Amount of inventory on hand e Reorder Point The point set by the practice as the point to reorder e Reorder Quantity The amount of inventory set by the practice as the amount of inventory to reorder e Total Qty on Order Total amount of inventory on order Lead Time The amount of time it would take to get an item from a vendor e Last Cost The last cost of an item ordered IDEXX Cornerstone Initiating Inventory Management Creating Inventory Reports Sort Order and Range Sort Order Range e tem Description e f Sort by is Item Description Item Description Item ID e Vendor Name Class ID e f Sort by is Vendor Name Location ID Item Description Item ID Location Group Vendor Name e f Sort by is Class ID Class ID Item Description Item ID e Primary Vendor The item s primary vendor the vendor the item is primarily ordered from e Location The location the item is to be ordered into e Vendor The unique identifier and description for the vendor only in sort option Vendor Name Class The unique identifier and description for the classification only in sort option Class ID Location The unique identifier and description for the location only in sort option Location ID Group The description of an item s group only in sort option Location Group Continued on next page e Page 95 Directions to Run the Report Q This report c
147. r Status Total value From Ta i i 2008 v 5 24 2013 M C Date lo amp JE es BUTLER Purina WALT IVD 12324345 Posted 347 88 9 22 2009 BUTLER Purina WALT IVD 1234 Not Posted 0 00 9 17 2009 Delete BUTLER Purina WALT IVD 142657 Posted 276 95 9 16 2009 Hills Science Diet Dav 234657 Posted 58 03 1 5 2009 MWI Veterinary Supply 353453453 Posted 261 95 1 5 2009 pfizer 45234543 Posted 40 00 1 5 2009 MWI Veterinary Supply 12232008 Posted 1 570 66 12 23 2008 MWI Veterinary Supply 12232008 0 Posted 1 402 57 12 23 2008 Hills Science Diet Daw 214149561 Not Posted 713 71 11 6 2008 Merial 12 Posted 492 00 11 4 2008 Novartis 11 Posted 377 00 11 4 2008 Hills Science Diet Dav 214118963 Posted 799 90 10 28 2008 WILSON PET SUPPLY 764595 Posted 267 40 10 28 2008 Hills Science Diet Daw 2140856886 Posted 1 016 10 10 21 2008 WILSON PET SUPPLY 763105 Posted 303 64 10 21 2008 Hills Science Diet Dav 214055911 Posted 510 47 10 14 2008 MWI Veterinary Supply 2 Posted 78 62 10 14 2008 Hills Science Diet Dav 213993458 Posted 976 58 9 30 2008 When looking for a specific received order enter information in one or more of the criteria fields provided in the Find receipts area and click Search Receipts that match the selected criteria display in the Receipt List window The following fields are available in the Find receipts area e Vendor View receipts for a specific vendor only e Status View receipts wit
148. requency sales of the item Year to Date Sales Quantity sold this year Gross sales of the item without taxes or discounts applied Year to Date Cost Cost of the item sold this year Year to Date Profit Profit of the item sold this year sales minus cost Run and save print the report prior to End of Year processing as this report s totals update clear at each End of Month End of Year close Directions to Run the Report On the menu select Reports gt Inventory 2 Onthe Reports Search window select Items Profit Analysis Report Click Create Report On the Inventory Reports window select Items Profit Analysis Report 5 Click Run Item ID Description SUP SUPPLIES 09626 Buster Collar 25 09627 Buster Collar 30 04256 Canine Pregnancy Test 09621 Custom Care Collar 12 09623 Custom Care Collar 17 09625 Custom Care Collar 23 09624 Custom Care Collar 30 09620 Custom Care Collar 8 08542 Feeding Tube 10 fr x 16 05934 Feeding Tube 14 fr x16 09420 Feline FeLV FIV Test 09460 Feline Leukemia Test Kit 99998 General Health Profil 2test 6 On the Inventory ltems Profit e Analysis Report window select um ous the sort order Se a 026130 Solu Delta Cortef 500mg 10ml E E 09932 Vicryl 7 0 T Optional Select range if VAC VACCINES amp BIOLOGICALS 10444 Canine Lepto Vacine 01020 DA2ppvCv applicable by entering starting and ending values 8 Click OK IDEXX Cornerston
149. riptyline 25 mg Amitriptyline 25 mg Amitriptyline 50 mg Amitriptyline 50 mg Amoaoxi Inject 25 gm Amoxi Inject 25 gm Amoaoxi Inject 25 gm Amoxicillin 50 mg Amoxicillin 50 mg Amoxicillin 100 mg Amoxicillin 100 mg Amoxicillin 150 mg Amoxicillin 150 mg Amoxicillin 200 mq Amoxicillin 200 mg Amoxicillin 400 mg Amoxicillin 400 mg 36954 25658 35625021 455698 27465399 45695 698823 77851 226594 23564 3456962 01211 6958632 4229565 236320 1498750 197325 37940 B095 74 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 1 2007 3 24 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 2 000 00 3 000 000 2 000 000 3 000 00 1 000 00 3 000 00 1 000 00 1 000 00 1 000 00 1 500 00 300 00 300 00 1 500 000 1 500 00 300 00 1 500 00 300 00 1 500 000 300 00 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 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 of all inventory However the values of items with n
150. rmed or U unconfirmed Adj Qty Difference between old and new quantity and unit of measure Expiration Date Expiration date if entered on adjustment a R Directions to Run the Report Inventory Adjustment Report sorted By Date 1 On the menu select Re ports igm u Ad New Adj Expiration User Adj Location i Doscription Co Cost Oty Oty Date Lot Humber ID Reason gt nve ntory 3 CvP10 IVD Canne Venison amp Potato 10s i na 200 300 bag MT Cycle court c AD cari flere aid can Wwe wa 5200 8 00 can MT Cycle count c VES FLP Frontline Phos 0 228 a 1 dosis i ni amp 00 6 00 dose JC Croit count FLEA TI c 2 Onthe Reports Search SX FUND Fronine Pam 2 4 cts qp X Open AEAT c 1 n FLP233 Frontine Pius 23 44 b x J doses n 2300 300 emh JC Cyclacoum FLEMNTI C WI n d OW select Adj ustme nt VE D FLPZ3E Frontbrir Pus 223 438 Ib x amp ose vi fit zi ENT a5 DD amp dcfi JE Gytis court FLEA TI c Re port av FLPJ Froniins Pius 0 27 ibr 3 deses ya 15 00 15 00 each Ji Lytle Count FLEA TI E FLP45 Frontline Fius 45 RH Ib x 1 n B 7 00 7 00 each JC Cycle count FLEA TI c E 2 FLP4 53 Frontbna Pius 45H Ib x 3 domes 1 M F7 OD 7 DD ath JC Cycle count FLEA TI c 3 Cl ck C reate Re port HG FLP455 Frontlina Plus 45 69 Ib x amp doses na 17 00 17 00 each Jc Cycle Count FLEA TI g FLP amp Frontline Pius 0 228 x 6 diis nia 36 00 36 00 each JC Cyche count FLEATI 6 4 On the nvento ry Reports 363 FLPSS Frontline Plus 9
151. ry Reports window select Receipt 12 121 2010 01021 02006 DA2ppvLCv Doxycycline 100MG Receipt Report Click Run On the nventory Receipt Report window select the sort order Optional Select range if applicable by entering starting and ending values Click OK Inventory Receipt Report Sorted By Vendor by Recpt PO Number Quantity Staff ID Cost Tax Total Cost Special 1150 15 00 bottle 1 5 3500 0 00 80 25 1150 150 00 tablet 1 0 3600 0 00 54 00 1150 10 00 bag 1 5 9900 0 00 59 90 1150 25 00 each 1 4 9900 0 00 124 75 Shipping Charge 0 00 Tax 0 00 Total Cost 318 90 5 00 dose 1 3 0000 0 12 15 00 150 00 tablet 1 0 0900 1 55 13 50 Shipping Charge 0 00 Tax 1 67 Total Cost 30 17 SubTotal 347 40 Grand Total Shipping Charge 0 00 Grand Total Tax 1 67 349 07 Grand Total Cost IDEXX Cornerstone Initiating Inventory Management Page 94 Report Title Inventory Reorder Report Report Description Use the Reorder Report to view a list of inventory items marked to maintain quantity on hand that are at or below their reorder points C This report is equivalent to the Suggested list found on the Purchasing Work List window C Only items for which you track quantity on hand are included on this report Report Fields e tem ID The unique identifier for each invoice item Description The name of the invoice item hospital descri
152. ry Reports window select Usage Tax Report Click Run On the Inventory Usage Tax Report window select the sort order Optional Select range if applicable by entering starting and ending values Click OK po i45 9 Qu d d YS Inventory Usage Tax Report Sorted By Date Tax Kansas State Sales Tax 7 525 2 285 62 Total Tax 171 99 171 99 IDEXX Cornerstone Initiating Inventory Management e Page 99 Report Title Inventory Vendor Summary Report Report Description Creating Inventory Reports Sort Order and Range Use the Vendor Summary Report to view detailed information about the vendors that are set up C Only items for which you track quantity on hand are included on this report Report Fields Account Number The vendor s account number Website The web site of the vendor Directions to Run the Report 1 On the menu select Reports gt Inventory On the Reports Search window select Vendor Summary Report Click Create Report On the Inventory Reports window select Vendor Summary Report Click Run On the Inventory Vendor Summary Report window select the sort order Optional Select range if applicable by entering starting and ending values Click OK Sort Order e Vendor Name Range e Vendor Name Vendor The unique identifier and description of each e Telephone The vendor s telephone number vendor e E Mail The vendor s email a
153. ry recet 31 1 can return inventory to a vendor o Jo Jo Deplete Adjust Move 32 I can edit quantity on hand o o o po o o o 39 Icmeditmmbesandewrndaes O o 34 Icanadustqum yonfondforheAdesmenus O O 35 I can adjust the cost for an inventory item o o o 36 I can deplete internal stock FE o S Inventory Reports O Inventory Reports 37 can preview and print an inventory receipt EET Please return this skill assessment using one of the following methods Results of the Skill Assessment Return this information to Can perform Cornerstone Education Department at CornerstoneCoach idexx com Can perform but not using Mail this information to IDEXX Laboratories Cannot perform Attn Cornerstone Education Department Gina Toman One IDEXX Drive Not applicable Westbrook Maine 04092 IDEXX Cornerstone Initiating Inventory Management e Page 110 Es IDEXX Cornerstone Practice Management System Initiating Inventory Management Evaluation We value your opinion Tell us what you think about the Cornerstone Initiating Inventory Management course Practice _ Date Trainer Feedback received from you regarding the training is vital to our continued improvement Course Description During this five hour course inventory managers from practices who are just starting Cornerstone inventory management will learn basic inventory management capabilities be introduced to a decisions and setup checklist an
154. s the item will be highlighted and you should use the above process to link the item to a current vendor ID number 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 fthe order is received successfully by MWI the status is Sent Online e fthe 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 the order such as sending the order by fax or calling MWI e Track 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 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 placed with your practice s associated vendor for MWI along with a confirmation number for use in the event you have to contact MWI Write this number down for reference purposes as it will not be available after the order is submitted IDEXX Cornerstone Initiating Inventory Management Page 67 IDEXX SmartOrder
155. s 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 Units of Measure Units of measure are used to designate how invoice items are bought and sold Price Change Reasons Controls 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 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 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 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 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 Invoi
156. s 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 Canceled The quantity canceled if applicable This is a hidden column IDEXX Cornerstone Initiating Inventory Management e Page 40 Cy Tasks for Creating a Purchase Order Received The quantity received if applicable This is a hidden column Special offers Displays any special offer information when using IDEXX SmartOrder electronic inventory ordering This is a hidden column Track For orders placed using IDEXX SmartOrder displays tracking information This is a hidden column For IDEXX SmartOrder users fulfillment and support information displays when placing orders online through MWI Veterinary Supply 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 CREATING PURCHASE ORDERS View a snippet online demonstration To create a new purchase order 1 2 3 Cy 8 10 11 12 13 14 On the menu select Inventory gt Order List Click Add New Order In the PO Number box press Tab or type an order number The Cornerstone software provides a sequential number based on inventory defaults You can also enter a number provided by your vendor From the Vendor list select the vendor you re placing the order wit
157. scription Base Price An item s Base Price This is set up on the Information tab on the Invoice Item Setup window Quantity on Hand The amount of invoice item quantity on hand in inventory Average Cost The average cost of the inventory item Total cost divided by total QOH for an item Total Cost Quantity purchased multiplied by unit cost Markup Margin The markup or margin on invoice item e Last Date The date the invoice item price was last changed Purchase Unit Cost The last purchase cost IDEXX Cornerstone Initiating Inventory Management Creating Inventory Reports Sort Order and Range Sort Order Hange tem Description tem Description Class ID e Item ID e Vendor Name Location ID Location Group Primary Vendor The name of the invoice item s primary vendor Location The item s location Group The item s location group only in sort option Location Group Total The sub total of total cost for the current sort order grouping Class ID Vendor Location or Location Group Grand Total Sum of the total cost Class The item s classification ID Only in sort option Class ID Subclass ID The total for each classification Only in sort option Class ID Vendor The vendor s ID Only in sort option Vendor Name Continued on next page Page 78 Directions to Run the Report po Wo QI am S JI o Item ID 1867 ACEO AMO400 1853 ATROIN BAY22 BAY6E
158. stock FF Internal Stock Use Charge stock used internally to the appropriate cost center 4 Inthe Lot number box if tracking enter the lot number of the item being iip depleted 5 In the Expiration box if tracking enter TE a Y the expiration date of the item being From location Charge to cost center depleted Central Storage Expired Products 6 Inthe Date used box enter a date the MOT item was removed from inventory If a Tax 5 0 1 1500 date confirmation window displays select Yes 13 80 7 From the Charge to cost center list select the cost center that will be charged for the item 8 Optional From the Usage taxes to apply list select the usage taxes that apply to the item 9 Optional In the Cost box modify the unit cost 10 Click Save to process the depletion and close the window To preview or print the report click Print Internal Stock Use buttons include Save is used to process the depletion of stock for items used internally by the practice Print is used to access the Inventory Internal Usage Report Click Print select sort 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 EF Inventory Internal Usage Report This report lists all of the items and their associated costs that were used internally by the prac
159. t would need to be corrected A manually entered lot expiration 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 Q Use the Inventory Audit Report to see all lot numbers on items invoiced to patients AccESS INVENTORY MANAGEMENT Access Inventory from the IDEXX Cornerstone Practice Management System menu bar r tone File Edit Activities Lists Controls Tools Reports Web Links Window Help IB um e e849 5 cvwi3 Want List ph E ER as amp D p 9 G8 r En 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 IDEXX Cornerstone Initiating Inventory Management Page 12 Phase 2 Decisions and Setup Before Invoice Item Information SET UP VENDORS LOCATIONS COST CENTERS AND UNITS OF MEASURE Vendor List Overview View a snippet online demonstration To open the Vendor List window select Inventory 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 IR V
160. tatus e f Sort by is Item ID Item Description Item ID Status e f Sort by is Primary Vendor Item Description Status Vendor Name e Location The item s location Quantity on Hand The item s current quantity on hand only in sort option Primary Vendor IDEXX Cornerstone Initiating Inventory Management 1 On the menu select Reports gt Inventory 2 On the Reports Search window select Want List Report 3 Click Create Report 4 On the Inventory Reports window select Want List Report 5 Click Run 6 On the Inventory Want List Report window select the sort order 7 Optional Select range if applicable by entering starting and ending values 8 Click OK Inventory Want List Report Sorted By ltem Description Item Unit Total Id Description Group Location Needed Reason Added by Date Status Cost Cost 08129 Bac Neo Poly HC Ointment 3 5g 4 0 tube James John Not Done 3 2800 13 12 08642 Advantage Canine Red 21 55lbs 12 0 pack James John Not Done 23 300 284 76 01137 Fel O Vax FIV 49 0 dose James John Not Done 6 1500 301 35 01147 Feline Bordatella 27 0 dose James John Not Done 3 0000 81 00 99998 General Health Profil 2test 177 0 each James John Not Done 21 0750 3 730 28 01077 Imrab 3 Rabies Vaccine 92 0 dose James John Not Done 0 9900 91 08 01057 Lyme Disease Borrelia 101 0 dose James John Not Done 7 1500 722 15 01065 Parvo 58 0 dose James John Not Done 1 2800 74 24 02102 Pedia
161. ted 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 f Client Patient i Date Patient ID 222 Boots View C Ae Sumber C Rs Mumber 4 te 8 Mas 14 35 pounds Neutered Male Terrier Fos Smooth Fetill Hx Humber Correct Renew Prescription history Dae Rx amp Item Description Hefillz Quantity Vnd gb 0 4 21 2071 14 00 Fred Jones DWM Anne Carson DM Cancel Anne Carson OM Fred Jones DM Fred Jones DM Fred Jones DM ep E Amosicilln 50 mg Prescription Labels Do you want to void Prescription Ma 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 IDEXX Cornerstone Initiating Inventory Management e Page 59 Other Depletion Activities Patient Visit List Whiteboard Invoice Returns Internal Use and Voids Voiding Invoices Voiding an invoice reverses all charges on the invoice and returns the quantity of the inventory items to inventory stock If there are payments attached to the invoice you will be asked if you want to reverse them Lh Voiding does not reverse any sp
162. that matches the criteria appears Optional Select the location of the item to adjust from the Location list If tracking enter an expiration date for the item in the Expiration date box IDEXX Cornerstone Initiating Inventory Management e Page 55 6 7 8 9 Depletion Quantity on Hand and Cost Adjustments If tracking enter a lot number for the item in the Lot number box 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 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 View a snippet online demonstration 1 6 T 8 On the menu select Inventory gt View Quantity on Hand The View Quantity on Hand window displays all items marked to display quantity on hand View Quantity on Hand inl x View your quantity on hand To change your quantity on hand select the line s to change and click Edit QOH Location Classification Item aceeasi Pharmacy Mai w lu v llamo A armacy Main amoxi New QOH Adjust 12 matching search results Only show items with a negative quantity 3 Edit Lot amp Exp Amoxi Inject 25 gm Pharmacy Main 778951 3 30 2007 1 000 00 cc 0 0000 Amoxicillin 50 mg Pharmacy Main 23564 3 1 2007 1 500 00 tablet 0 0000 Amoxicillin
163. tice This report can be sorted by classification ID item description cost ce ff ID Internal Usage Report G amp M4 b M BEJE amp A 200 y 1 Click Print to view the range screen Inventory Internal Usage Report Sorted By Item Description 2 Click Preview to view the report aM TREE E 3 Click Back twice to get back to the Internal Stock Use window 4 Close the Internal Stock Use window IDEXX Cornerstone Initiating Inventory Management e Page 61 RETURN TO VENDOR The Return to Vendor window contains several fields a list of QOH tracking items to be returned to the vendor and a Find 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 Return to Vendor View a snippet online demonstration C It is only possible to return only those items that are marked to maintain QOH Return to endor Return items ta a vendor Vendar RMA number Return date My Vendor Y 125894 11 5 2007 Y ID Ex Description Oty UON Lot no 06668 Adult Canine 14 75 o 144 00 can 78796221 3 14 72 0 0 0 00 pg Restock fee Shipping Total tax Find items to return Location Item Primary vendor Description ald Canine Feline C can Central Storage Adult Canine 14 75 can Central Storage 787962 3 14 2 Amitriptyline 10 mg tablet Supplies East 36954 3 2H 2 Amitriptyline 10 mg tablet Pharmacy Main
164. total cost to automatically calculate average cost 5 Click Save IDEXX Cornerstone Initiating Inventory Management e Page 58 Other Depletion Activities Patient Visit List Whiteboard Invoice Returns Internal Use and Voids It is important to understand how inventory quantities are depleted from 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 Invoice Inventory quantities are depleted on saved and posted invoices when the inventory details are verified Returns and Internal Use When returns and internal use are performed QOH is updated Voids Inventory is updated when invoices and prescriptions are voided 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 the Hide voided items check box is cleared The quantity of the items is added back into inventory The charge is deleted from the Patient Visit List C When you void a prescription after it is transferred from the Patient Visit List to the invoice or after the invoice is posted the QOH is not upda
165. uantity Unit of measure z z None wv 11 Close the Purchasing Work List Vendor MWI Veterinary Supply Notes Add To Order IDEXX Cornerstone Initiating Inventory Management Page 36 Tasks for Creating a Purchase 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 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 View a snippet online demonstration You can view item history and item information for items in inventory The way you access this information is different for the different style inventory windows in the Cornerstone software To view item information from 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 Information For item bar located at the bottom of the window The Item History tab displays Click the Item Information tab to view details about the item 3 Click the Item History tab to view inventory information Click the Information for item or More Item Information for item bar to close the tabs v More Item Information For Cerenia 24mg pack of 4 Item History Item information Q Date v Transaction Fr
166. ue flag indicates the items that are tracking e PHARMACEUTICALS quantity on hand 5 Click Select The item s description displays in the Item box 6 Close all open windows L 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 View a snippet online demonstration To search for an item from the advanced or enhanced search window C See the previous page for more information about advanced and enhanced search windows 1 From the Search for Inventory Item window click Advanced this is not necessary for the 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 also 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 7 Type an item ID item description or a portion of the ID or description i
167. un On the Inventory Purchase History Report window select the sort order Optional Select range if applicable by entering starting and ending values Click OK Creating Inventory Reports Date 02262 1 20 2011 02260 1 20 2011 01021 1 21 2011 02006 1 21 2011 0528 1 20 2011 0522 1 20 2011 Type Receipt Receipt Receipt Receipt Receipt Receipt Clavamox 125 mg Clavamox Drops DA2ppvLCv Doxycycline 100MG ENZA Feline Chews ENZA K9 Chews Small IDEXX Cornerstone Initiating Inventory Management Inventory Purchase History Report Sorted By Item Description Quantity Purchased 150 00 tablet 15 00 bottle 5 00 dose 150 00 tablet 25 00 each 10 00 bag Unit Cost 0 3600 5 3500 3 0000 0 0900 4 9900 5 9900 Subtotal Subtotal Subtotal Subtotal Subtotal Subtotal Total Total Cost 54 00 54 00 80 25 80 25 15 00 15 00 13 50 13 50 124 75 124 75 59 90 59 90 347 40 Vendor Pfizer Animal Health Pfizer Animal Health Pfizer Animal Health Pfizer Animal Health Pfizer Animal Health Pfizer Animal Health e Page 93 Report Title Inventory Receipt Report Report Description Use the Receipt Report to view detailed information about items the practice has received Report Fields Vendor The unique identifier and description of the vendor only in sort option Vendor b
168. w 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 To add a buy and sell barcode and track or remove the expiration date lot number for an item 1 Onthe menu select Tools gt Invoice Item Setup C When the backup warning message appears click Yes if necessary first make an appropriate backup Click the Set Barcodes Expdate Lotnbr tab 3 Awindow displays 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 5 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 7 Click OK IDEXX Cornerstone Initiating Inventory Management e Page 21 Phase 3 Invoice Item Information Changes Mass and Single Changes 8 When the warning message same as step 2 appears click Yes after reviewing changed information 9 Amessage window lists the quantities of items saved and or items with an error if applicable Click OK to close the window Ly For information about barcode readers which can automatically scan and enter these b
169. 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 Q Reports can be saved as a csv file then opened in a spreadsheet IDEXX Cornerstone Initiating Inventory Management Page 73 Creating Inventory Reports View a snippet online demonstration There are many useful inventory report available in the IDEXX Cornerstone Practice Management System Report Title Inventory Adjustment Report Report Description Sort Order and Range The Adjustment Report lists all of the adjustments Sort Order Hange made to your computerized inventory record amp Ba Adjustment Reason Use this report to view a list of quantity or price Ea adjustments in inventory Item Description Date tem Description C Only items for which you track quantity on hand are included on this report Report Fields Date Date of adjustment e Lot Number Lot number entered on adjustment tem ID The unique identifier for each invoice item User ID User ID logged in when adjustment was Description Invoice Item hospital description made New Cost New cost on adjustment e Adj Reason Adjustment description e Adj Cost Difference between old and new cost Location Location ID where item is stored e New Qty Quantity entered on adjustment e Status C confi
170. xicillin 100 mg Amoxicillin 50 mg Amoxicillin 50 mg Seo Dy ate r Adapsumentreason Cornerstone Cornerstone Cornerstone Cornerstone Cornerstone Cornerstone Cornerstone Cornerstone Cornerstone Cornerstone 10 16 2011 10 15 2011 10 16 2011 10 16 2011 10 16 2011 10 16 2011 10 16 2011 10 16 2011 10 16 2011 10 16 2011 Cycle count Cycle count Cycle count Cycle count Cycle count Cycle count Cycle count Cycle count Cycle count Cycle count Unconfirmed Unconfirmed Unconfirmed Unconfirmed Unconfirmed Unconfirmed Unconfirmed Unconfirmed Unconfirmed Unconfirmed ADJUST QUANTITY ON HAND FROM ADJUSTMENT LIST New Quantity on Hand QOH Adjustment View a snippet online demonstration To adjust the quantity on hand for an inventory item 1 On the menu select Inventory gt Adjustment List The Adjustment List window opens 2 Click New QOH Adjust The Make a Quantity on Hand Adjustment window opens 3 Inthe Item box double click or press F2 to search for and select the item that needs a quantity on hand adjustment IDEXX Cornerstone Initiating Inventory Management Page 57 Depletion Quantity on Hand and Cost Adjustments If tracking select or enter the expiration date for the item in the Expiration date box If 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 The adjusted quantity displays in the Change box
171. y Receipt Location The location the items will be received into only in sort option Location by Receipt Receipt Receipt number date and vendor only in sort option Location by Receipt Cost Cost per smallest unit of measure Tax Tax sum per item vendor Total Cost Quantity multiplied by cost Special displays if item s cost was a special price Shipping Charge Shipping charge per receipt Tax Sum of tax per receipt Directions to Run the Report 1 On the menu select Creating Inventory Reports Sort Order and Range Sort Order Range Item ID e Receipt Date Vendor by Receipt e Receipt Number e Vendor Name Total Cost Quantity multiplied by cost Subtotal Sum of total cost Item ID The unique identifier for each invoice item Description The name of the invoice item hospital description PO Number Purchase Order number Quantity Quantity and unit of measure received Staff ID Who received the order Grand Total Shipping Charge Sum of all shipping charges Grand Total Tax Sum of all taxes Grand Total Cost Subtotal plus grand total shipping charge plus grand total tax Reports gt Inventory On the Reports Search Item ID Description window select Receipt Vendor PFI Pfizer Animal Health Receipt r1 1 20 2010 Re port 02260 Clavamox Drops 02262 Clavamox 125 mg 0522 ENZA K9 Chews Small Click Create Report 0528 ENZA Feline ania On the Invento

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