Applies To: DVMAX v7.0.12 and higher
Purpose: This document reviews the steps to take when performing a physical inventory count and adjusting quantities within DVMAX.
**Unless otherwise noted, the user must have access to the Inventory Management section of DVMAX to perform these steps.
Printing Inventory Work List
The inventory work list is a printout that contains a list of all inventory items, the quantity on hand according to DVMAX, and a place to write in the physical inventory count
- From the section pull-down, choose Inventory Management
- The search box will open with Inventory Items as the default search criteria. Click All Records
- Note: if you are only performing a count for a certain group of records, you can search for this group of items instead of clicking All Records. For example: Search for Inventory Items, with an item code of Rx, and you will get a list of only inventory items that start with the prefix of Rx
- From the File pull-down, choose Print
- Choose Work List and click Print
Adjusting Quantity on Hand
- From the section pull-down, choose Inventory Management
- The search box will open with Inventory Items as the default search criteria. Click All Records
- From the Inventory Items pull-down, choose Set Costs and Qtys (Must be logged in as the Administrator user to access this item).
- Enter the physical count quantity of the item
- If necessary, you can also edit costs from this window. The cost should be the last cost paid by the clinic for each item.
Alternative Method (Does not require Administrator access) :
- From the section pull-down, choose Inventory Management
- From the search box, search for Purchases
- Click Add New
- Enter Vendor Code of Adjust
- No Vendor Invoice Number is necessary
- Choose to handle as a regular purchase
- In the Qty field enter the amount by which you want to adjust the inventory (not the amount you have on hand)
- Example 1: Quantity on Hand: 5 bottles, Quantity in DVMAX: 4 bottles, Amount to enter in the Purchase: 1
- Example 2: Quantity on Hand: 5 bottles, Quantity in DVMAX: 6 bottles, Amount to enter in the Purchase: -1
- Enter all items that need to be adjusted on the same purchase. (Click Add Line if you must add extra lines to the purchase).
- Click Ok to save and adjust the inventory when all items are entered