home

Browse documentation

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

Pre-populate an inventory count

To quickly do a full inventory count of an inventory location, add a line item for each product and batch at the inventory location in one step. You do not add each line item manually.

  • Make sure that the inventory count is not approved and is not deactivated.
  • Make sure that your user account has the Financial > Inventory Counts > Add/Edit permission.
  • Make sure that your user account has access to the department or business unit of the inventory location.
To pre-populate an inventory count, do this procedure.
  1. Select Financial.
    The Financial tab
  2. Select Inventory Count.
    The Inventory Count command
    ezyVet shows a New Inventory Count screen.
  3. In the left sidebar, find and select the applicable inventory count.
  4. Select Pre-populate count.
    ezyVet shows a Pre-populate this count panel.
  5. In the Starting quantity area, select Expected quantity or Zero:
    • Expected quantity — Each line item starts with the product quantity that ezyVet recorded for the inventory location. Use Expected quantity if you change only the line items that are different from the recorded quantity.
    • Zero — Each line item starts with a quantity of 0. Use Zero if you count each product from 0, or if you record a quantity of 0 for each product at the inventory location.
  6. Select the products to add. Do one of these steps:
    • To add each product at the inventory location, keep the Select all check box selected.
    • To add only the products of one product group or of more than one product group, clear the Select all check box. Then use the search box to find and select each applicable product group.
  7. Select Pre-populate.
    ezyVet adds a line item for each applicable product and batch. Then ezyVet shows a message that gives the quantity of line items that it added (for example, Added 312 items to the count.). The Pre-populate this count panel stays open.
  8. Select Cancel to close the Pre-populate this count panel.

The inventory count has a line item for each applicable product and batch at the inventory location. Before you approve the inventory count, you can change each line item.

Note: ezyVet adds line items as follows:
  • ezyVet adds only the products that it records in inventory.
  • ezyVet adds a line item for each batch of a batch-tracked product. When the recorded quantity of a batch that is not expired is 0, ezyVet also adds the batch. When the recorded quantity of an expired batch is not 0, ezyVet adds the expired batch.
  • When the recorded quantity of the unallocated inventory of a batch-tracked product is not 0, ezyVet adds the unallocated inventory. The line item starts with a quantity of 0. When you approve the inventory count, ezyVet removes the unallocated inventory.
  • If the recorded quantity of a product is a negative number, the line item starts with a quantity of 0. The In inventory column shows the negative number.
  • ezyVet does not change or duplicate the line items that are in the inventory count. If each applicable product is in the inventory count, ezyVet shows No items were added to the count.
Note: An inventory count can have a maximum of 5,000 line items. If the result is more than 5,000 line items, ezyVet does not add line items. Select one product group at a time, or do more than one inventory count for the inventory location.
Do these steps: