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Cornerstone 8.1 Single Location Inventory Training

1. sccccccccecccsesaeessseeeeeeceseeeesausaaessseeceeeeseeeessaauaasseeeeeeeeeeessssaaaaaaeseeeeeeeeess 29 PENA TT TT 30 Arange CORMONS ieena eee ee eee m 31 Inventory Item Search Overview ccccccccssssecececcscssseeeeeececansseeeeeesseeasseeeeecesecaseeeeessseaseseeeessesasseeeeseesseasees 32 Basic Search for an Inventory ltem eeesssssesssseessssesseeee nennen nnn nnne nennen nnns inna nnn rrr ssa ann n nnns 32 Advanced Search Tor an Inventory Item assierccsocnnesninnsonts sxe dennvoctsdaxaduee lt ocaysasaudnhoseedednvencnpadudelandadsdensasarveanttends 33 33 50 Deleting a Want List Item Cornerstone 8 1 Single Location Inventory Page 2 Table of Contents Transfer Wanted Suggested Items to Purchase Order cccccssseessseseesseneeseesseeeeneeseenseseneneeneens 34 Viewing Item History and ltem Information 4 35 iP ucI ie i e r 36 Sodh 38 Purchase Order Overvie W T 39 Creating Purchase Orders EE TIT TO 40 Miele a Purchase 0 41 Modifying Purchase Orders 42 Special Purchase Scenarios Rabies Vaccines Heartworm Flea Tick Prevention 43 B R ipt fet 45 Receibt 8 60 00 ee ne ee eee ee ee eee eee 45 Receive Or
2. Cornerstone 8 1 Single Location Inventory Receive Page 48 9 Click Done e You will return to the Receive Order window Some items did not arrive in the shipment They will remain on the order and no details will be filled in 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 lt New receipt gt Save And Print My Vendor 58624 11 2 2007 Purchase order number All Open POs Sort in original PO sequence Backordered Baytril 68 mg 0 0000 Received Bordetella Vaccine 3 7500 Received Clavamox 375 mg 400 00 Hot received Clavamox Drops 7 5000 Received HistaCalm Shampoo 8 4 1000 Received Predef 2X 100 ml 32 9500 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 add an item to the receipt Receipt item detail View order enter the item ID in the ID p Shipping Total tax field To remove items that you have manually added to the receipt select the item line and click Remove Item 4 4 4 4 4 4 4 gs E E gi gi Z Received Toothbrush 12 0000 0 00 0 00 Total 2
3. Inventory in locations can be monitored and we ll be alerted when a certain 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 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 Consider operational changes that we may need to make and bring 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 2010 IDEXX Laboratories Inc Cornerstone is a trademark or registered trademark of IDEXX Laboratories Inc in the United States and or other countries Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 25 Phase 5 Deplete Adjust Move Purchasing Work List Purchase Order Receive Order Return to Vendor pt s 0 T9 a Deplete e Adjustments e Internal Stock Use e Performed PVL or Document Items Inventory Workflow Diagram deta Baaamise 5B ag T b ml 02837 Bo
4. 8 e 55m Mri 9 5 e Ho 2 E _ _ rder Lis Purchasing Work List Receipt List View Quantity an Hand Return to Vendor Internal Stock Use Backorder List Adjustment Vendors Locations Cost Centers Adjustment Reasons Set Up Vendors Locations Cost Centers and Units of Measure VENDOR LIST OVERVIEW To open the Vendor List window select Inventory gt Vendors The Vendor List displays active vendors used by the practice to place orders receive and return inventory From the Vendor List window add new vendors edit existing vendors and delete unused vendors YWendor List B x Yournay vor 000000 mens CO delete a vendor that has previously 6 of 6 vendors Delete been used vendor status can be set to Vendor B 217 555 1212 inactive vendor C 312 111 3322 Vendor A 715 222 1234 Vendor D 109 109 1009 Vendor E 202 200 2000 My Vendor 444 532 5555 When looking for a specific vendor enter information in one or more of the criteria fields provided and click Search Vendors that match the criteria display on the Vendor List Search for a Vendor fields include e Vendor field Type the beginning letters or the full name of a vendor Ly The Vendor field 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 S
5. as needed 3 Receive any vendor invoices that have not Enter receipts to ensure cost history is up to date prior to been entered in Cornerstone adjusting This will ensure quantities will not be incorrect again after adjustments are made 4 Print the nventory Counts Report for the Use this report to do a physical count of your inventory items class of items you setup 5 Using the count totals written on the Make adjustments using the View Quantity on Hand or Inventory Counts Report adjust your Adjustment List windows quantity on hand C You will want to adjust immediately after counting and befoe any other invoicing is completed 6 Review the cost on hand of the inventory e View the inventory cost on hand in the View Quantity on Hand items adjusted Adjust the average cost of window each inventory item as needed Complete cost adjustments in the Adjustment List 7 Repeat beginning at step Z2 for another Jj Begin by working on the item classes that have the class most activity Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 21 PRACTICE DEFAULTS Setting the Inventory Depletion Default The location be automatically selected if there is only one location available You can also select an option to default in the oldest expiration date in each location during depletion but this is not recommended unless you are very strict about using a First In First Out FIFO c
6. straightforward for a beginner to set up and count Turn on security for staff who are responsible for inventory management setup Use the OM column found on the nventory Security Setting Guide in the Appendix Review and move items within the chosen Evaluate move invoice items within these classes subclasses if needed Print the Invoice Item Setup Report for this category Reports Invoice Item lt 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 in this category and you ll need to move to another classification or subclassification Identify the normal buy and minimum sell quantities for chosen category Ensure they are set up Review and set up under Controls Units of Measure Item Examples Injectables Heartworm Heartworm Collect vendors and information for this category Vendor name address website contact name contact phone contact email address Set up under Inventory gt Vendors Set up the locations where this category is kept Keep in mind that you can print various reports by location such as the Inventory Counts Report and then hand that location report to individual staff members when physical counts need to be taken Set up under Inventory lt Locations Make management decision and choose one of the four tracking options Track neither lot nor expiration date but only
7. 2839 6005ag 3800000 0 00 0 00 8 28 2006 50 0000 Vendar C E 05260 rid Carine Can 14 2 200 600cm 0 0000 30 00 0 00 8 28 2006 30 0000 Vendar C E 05828 rid Carine Ory 30 l s 3909 10 00bag 0 0000 30 00 0 00 8 28 2006 0 0000 Vendar C E 05720 rid Feline 10 b bag 2339 10 00bag 0 0000 30 00 0 00 8 28 2006 0 0000 Vendar C E Ls ncs sld FEL ST 044 10 enn hnh onan awe ono wow eoi Ve uu tur Page 1 of 5 Cornerstone 8 1 Single Location Inventory Inventory Reports Page 70 Inventory Cost Totals Report The Inventory Cost Totals Report displays the total cost of inventory on hand summarized by item classification Preview Options Sort by Class ID Range f Sort by is Class ID Class ID Inventory Cost Totals Report sorted By Class ID Class ID Description Total Cost DEN DENTAL SMALL 123 00 HEA HEARTWORM 458 90 MIIL MISCELLANEOUS LARGE 26 50 NTR NUTRITIONAL 764 14 PHA PHARMACEUTICALS pai SKE SKIN CARE piss SUP SUPPLIES a ee VAC VACCINES amp BIOLOGIC ALS 5 0 00 5 187 48 Grand Tota 2 515 09 Inventory Counts Report Use the nventory Counts Report when performing a cycle count of inventory items marked to maintain quantity on hand The report lists the current quantity on hand for each item and provides a space to write the actual number of items physically available for each item Preview Options Sort by Item Description Location Class ID
8. Inventory Inventory Parital Receipts Report Reports gt Inventory gt Inventory Purchase History Report Reports Inventory lt Inventory Receipt Report Reports lt Inventory Inventory Reorder Report Reports lt Inventory Inventory Returns Report Report will display if an inventory setup task fails Reports gt Inventory gt Inventory Turnover Report Reports lt Inventory Inventory Usage Tax Report Reports Inventory lt Inventory Vendor Summary Report X Reports lt Inventory Inventory Want List Report Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 89 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 2011 IDEXX Laboratories Inc All rights reserved 03182
9. Select this option to view items that are at or below the reorder points set up by the practice Reorder points are set up on individual item records Lists gt Invoice Item gt Select the Item gt Select Update gt Inventory tab bkas 01010 Bordetella Vaccine Location Pharmacy Main Stocking Levels Qty on hand 16 Qty on order Qty on backorder Qty on unsent orders Sales History Today s Reorder Points Reorder point 24 dose Reorder qty 2 case Overstock point 85 dose Qty over under 40 0 01010 Bordetella Vaccine Vendor Order qty wv 4 00 Notes UOM case gt gt Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Not Done Want items Iv Suggest items Vendor A Vendor B Vendor B Vendor B Vendor B Vendor B Vendor B Vendor B Vendor B case box case case case case case case bottle cc bottle caps bottle caps bottle bottle tube I Purchasing Work List Want Suggested List Keep a list of items to order the next time you place an order gt 4 00 7 00 4 00 4 00 4 00 3 00 3 00 5 00 5 00 6 00 20 00 500 00 4 00 500 00 4 00 6 00 40 00 ww Bordetella Vaccine DA2P CPV Feline Leukemia Vaccine FIP Vaccine FVRCP Vaccine Parvo Vaccine Rabvaci Rabvac 3 Adequan Banamine 50 mg 100 ml Cosequin DS Bottle Diphenh
10. Sorted By Item Description Date Type Quantity Purchased Unit Cast Tota Cost Vendor 06764 Adult Canina 10 ib bag Original 25 2008 Recent 2000 2 00 30 00 Yarda A 300 6665 Adult Canine 14 75 az Beef 82520008 Recep Wee 00g Raturi Inventory Receipt Report Use the Inventory Receipt Report to view detailed information about items the practice has received Preview Options Sort by Vendor by Receipt Range ltem ID Receipt Date Receipt Number Vendor Name Inventory Receipt Report Sorted By Vendor by Recpt tem ID Description Order ID Quantity Staff ID Tota Cost Vendor A Vendor A Receipt 10802564 8 25 2006 Fimadyl 25 mg 8 00 battle Rimadyl Injectable 12 00 wal Rimadyl 75 mg 8 00 battle Rimadyl 100 mg 8 00 bottle Torbugesic 10 mg ml 12 00 vial Amosi Inject 25 gm 12 00 botte c c c BJ 72 BJ BO E23 E G BJ BJ BJ ES BJ Cornerstone 8 1 Single Location Inventory Inventory Reports Page 76 Inventory Reorder Report Use the Inventory Reorder Report to view a list of inventory item marked to maintain quantity on hand that are at or below their reorder points This report contains the same information that displays on the Purchasing Work List Preview Options Sort by Item Description Vendor Name Class ID Range f Sort by is Item Description Item Description Item ID If Sort by is Vendor Name ltem Description Item ID Vendor Name If Sort by is Class ID Class ID Item Descri
11. e Total value field The total cost of all items on the order Purchase Order columns include e The item ID of the product to be ordered Description The name of the item to be ordered The description 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 e UOM The unit of measure for the item being ordered the default is the buy UOM 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 e Status The state of the item being placed on an order Options include Ordered and Backorder Ordered by Lists the name of the staff member who was logged in when the item was placed on the order Notes General information pertaining to the item being ordered 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 Cornerstone 8 1 Single Location Inventory Purchase Page 39 CREATING PURCHA
12. 0 PRE ANESTH Check to confirm the void ANESTHESIA Options daa Print invoice Copies 1 24 IENTAL SCA FLUORIDE THE Comments Baytril Injectab pproved by MES Amoxicillin 50 l Lab Work Copy Tic Payment If there are payments attached to the invoice Adams 3 3 E Cornerstone will ask if you want to reverse them y There are payments on this invoice Do vou wank the payments automatically reversed Mo Deplete Internal Stock To open the nternal Stock Use select Inventory gt Internal Stock Use Internal stock usage is considered complete when b eo au lt _ saved An adjustment is en required to reverse it wur Tm 2 Usage tases ta apply Cast fas 3 0 0 Total cort 13 00 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 nventory Internal Usage Report Click Print select sort order and range information then decide whether to preview print or save the report Click Back until the nternal Stock Use window displays Cancel Cancel is used to discontinue an internal use of stock depletion Cornerstone 8 1 Single Location Inventory Deplete Adjust Move Page 64 In this demonstration we will perform an internal use stock transaction using an inventory item from your ve
13. 0 00 0 00 0 00 0 00 0 00 0 00 05828 rid Carine Dry 30 l s 0 00 0 00 0 00 0 00 0 00 05720 rid Feline 10 b bag 0 00 0 00 0 00 0 00 0 00 05724 rid Feline 4 ib bag 0 00 0 00 0 00 0 00 0 00 05460 rid Feline Can 14 25 az 0 00 0 00 0 00 0 00 0 00 PHA PHARMACEUTICALS a2000 Adequan 0 00 0 00 0 00 30 00 0 00 0 00 0 00 0 00 Page 1 of 5 Cornerstone 8 1 Single Location Inventory Inventory Reports Page 73 Inventory Linked Items Report The Inventory Linked Items Report lists all of the invoice items that have inventory items linked to them Preview Options Sort by Item Description Range ltem Description Item ID Inventory Linked Items Report Sorted By Item Description Description Linked Item ID Linked tem Description Quantity uo BORDETELLABOOSTER 01010 Bordetella vaccine 1 0 dose BOROETELLAFIRST WAC 01010 Bordetella vaccine 1 0 dose BORDETELLASECOND WAC 01010 Bordetella vaccine 1 0 dose DAS PAC BOOSTER 01025 DAZ PAS PV 1 0 dose DA2 PAC PW FIRST WAC 01025 DA PIC 1 0 dose Inventory On Order Report Use the Inventory On Order Report to view detailed order information for items currently on order Preview Options Sort by Vendor Name Item Description Class ID Range f Sort by is Vendor Name Item Description Vendor Name If Sort by is Item Description Item Description Vendor Name If Sort by is Class ID Class ID Item Description Ven
14. 0 00 RK 02342 Amoxicillin 200 mg 2000 00 1500 00 tablet 0 00 3 00 RK 02345 Amoxicillin 400 mg 2000 00 1700 00 tablet p 00 70 00 RK 02348 Amoxicillin Injectable Foo 00 430 00 cx p 00 p 00 RK 02027 Banamine 50 mg 100 ml 4600 00 1100 00 cc 3 00 0 00 RK 02036 Banamine Granules 500 mg 240 00 50 00 packet 50 00 0 00 Rx 02030 Banamine Paste 30 gm 432 00 60 00 syringe 70 00 3 06 Rx 02384 Baytril 227 mg 4000 00 2000 00 tablet Fe 500 00 5 000 00 Rx 02387 Baytril 8 mg 4000 00 2100 00 tablet 0 00 0 00 RK 02390 Baytil hjectable 800 00 460 00 oc 0 00 000 RK 02048 Butazolidin 1 gm 2400 00 300 00 tablet 0 00 0 00 E 02405 Cephalexin 250 mg Tablet 2000 00 1500 00 tablet 1 00 0 00 RK 02408 Cephalexin 500 mg Capsule 2000 00 1200 00 capsule 7 00 HO 0 RK 02411 Ce phalexin 500 mg Tablet 2000 00 1600 00 tablet p 00 p 00 FX 02429 Glawamaox 62 5 mg 8000 00 4600 00 tablet 0 00 0 00 RK 02432 Cla vamax 125 mg 8000 00 000 00 tablet 0 00 ga 0 RK 02435 Cla varnax 250 mg 8000 00 2750 00 tablet p 00 p 00 FX 02063 Ca sequin 1600 00 800 00 capsule 1 00 p 00 E Dexamethasone Inj 2 mgin 2000 00 750 00 cc 0 00 0 00 RK 07180 Heartgard Plus Green 138 meg B5 120 00 40 00 package 0 00 0 00 Rx o7 180 Heartgard Plus Green 136 meg 123 60 00 40 00 package 0 00 0 00 Rx 02498 Wetronidaz ale 250 mg 2000 00 350 00 tablet 0 00 0 00 Rx 02501 Wwetronidaz ole 500 mg 2000 00 1500 00 tablet 0 00 0 00 RK 7203 Wwetronidaz ole Liquid 600 00 350 00 rr p 00 7 00 E nar25 Otomax 7 5gm 36 00
15. 00 bottle Not Done Vendor B Notes UOM 02138 Hydroxyzine HCI 10 mg 6 00 bottle Not Done Vendor A EE v 02141 Hydroxyzine HCI 25 mg 4 00 bottle Not Done Vendor A C Add 02144 Hydroxyzine HCI 50 mg 1 00 bottle Not Done Vendor A 02147 Medrol 4 mg 1 00 bottle Not Done Vendor A Total cost of selected items based on last cost of item 0 00 Delete 2 Item History Item Information Cornerstone 8 1 Single Location Inventory Purchase Page 31 INVENTORY ITEM SEARCH OVERVIEW This lesson introduces the Search for Inventory Item window which is used in Cornerstone Inventory to search for and select items In order 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 field Search for Inventory Item X Search for Inventory Item xj Type all or part of the description to locate an inventory item Type all or part of the description to locate an inventory item Description Item ID Description Item ID Include inactive Classification Keyword ID Acepromazine 5 mg PHARMACEUTICALS Acepromazine 10 mg PHARMACEUTICALS Acepromazine 25 mg PHARMACEUTICALS _ Descmpu uon EL ri Immunoregulin 5 ml VACCINES amp BIOLO Acepromazine Injectable PHARMACEUTICALS Imrab 1 Year 10 ml VACCINES amp BIOLO Intra Trac II VACCINES Lyme Disease Borrelia VACCINES Rabies Vac
16. 012 90 Item History tem Information Stock Locations 5 10 Save or Post the receipt For this demonstration click Save e The Receipt List window displays the new receipt with a status of Not Posted 11 Close the Receipt List C Posting receipts with some items still backordered or not received changes the status on order list to partial but does not update the quantity on hand for the items received Cornerstone 8 1 Single Location Inventory Receive Page 49 BACKORDER LIST OVERVIEW This lesson highlights the Backorder List Backordering can only be used if purchase orders are entered To open the Backorder List select Inventory gt Backorder List Backorders appear on the list if an item placed on a purchase order has a status of Backordered or if the item is placed on backorder when it is received An item cannot be added to this list but the quantity on backorder may be modified or the backordered item may be cancelled You can also add an expected receipt date or notes about the item To narrow the list of items enter criteria in any of the Find backorder items area fields and click Search B Lin renin Find backordered items area fields include NAE ANRA e Vendor list View a list of backorders for a en Me i c a specific vendor ee e Classification list View a list of backorders for a r specific classification MODIF
17. 118 Hes 4 r 5 Diaa delat Creer Eire a biy ete mi 507 28 80 batte Hot rana E T s HX beryezeenn thang 128 heiim Hm dered 57 80 berths re Nek rami BE ci Sherrie 2 bria Hs dE Dudasad zs r 7 a EN coa 1 gll m nu i et ree e ed git Palat herpes iJ as wk Claas 8 angie a ce dered Em Cri Dei oe IID battle a BEB D n Lo 80 p n n I cana Barada 350 mg 10 LID betty m Purchase Order Receive Order ures ard ham teta receipts antar in urn 1D in tha TD EP tinent Shipping Total tus finir Ta rarm eve Harms that yau hac manga adiad ba th ron pt 128 4 1 thes inei ls ard chick esr Tabs poan T3 00 Foo 4 M e 1 8 tere Irc ation Tm Ho Bye Ham Infamation Internal Stock Use Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 26 Section 3 Purchase Cornerstone 8 1 Single Location Inventory Purchase Page 27 3 OK Cancel ADDING ITEMS TO THE WANT LIST In this demonstration we will add an item to the Want List Select the Want List toolbar button Enter the tem D or select the No ID op
18. 32 00 bottle 0 00 0 00 RK 02207 Rimady 25 mg 8000 00 TOO 00 tablet 0 00 0 00 RK 02210 Rimadyl 75 mg 008 D TO0 00 tablet 0 00 3 0 Rx Inventory Partial Receipts Report The nventory Partial Receipts Report lists orders that have been partially filled but remain open because some items on the order have not been received yet Preview Options Sort by Vendor Name Range Date Item Description PO Number Vendor Name Inventory Partial Receipts Report Sorted By Vendor Name Quantity Ordered Receipt Nu Quantity tem ID Received Unit Cast Vendor PFO Number 3478 We cre sday October 24 2007 02387 Baytil 88 mg 02444 Cla vamox Drops Description v ly Vendor Cornerstone 8 1 Single Location Inventory Inventory Reports Page 75 Inventory Purchase History Report Use the Inventory Purchase History Report to view a list of past vendor transactions including the receipt and return of inventory items for the practice Preview Options Sort by Item Description Class ID Vendor Name Vendor by Order Vendor by Reciept Range f Sort by is Item Description Date Item Description Item ID If Sort by is Class ID Class ID Date Item Description Item ID If Sort by is Vendor Name Item Description Vendor Name If Sort by is Vendor by Order Item Description PO Number Vendor Name If Sort by is Vendor by Receipt Item Description Receipt Number Vendor Name Inventory Purchase History Report
19. Amoxicillin 50 mg Amoxicillin 50 mg Amoxicillin LOO mg Amoxicillin 100 mg Amoxicillin 150 mg Amoxicillin 150 mg no way to remove those items from the window without turning off quantity on hand tracking However call 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 1 day When quantity on hand is edited for an item it will create multiple listings in the View Quantity on Hand window Review this window for negative quantities on hand on any items Then review its cost If an adjustment is needed make the adjustement under Adjustment gt Adjustment List Cornerstone 8 1 Single Location Inventory Deplete Adjust Move Page 57 Edit a Quantity on Hand Quantity on Hand and Expiration Date Adjustments Adjustments are generally made due to a physical count of inventory damaged or expired products and entry errors This lesson will explain how to adjust the quantity on hand for an inventory item Edit QOH is used to adjust the existing quantity on hand for an item that displays on the View Quantity on Hand list New QOH Adjust is used to adjust the quantity on hand for an item that does not have a QOH listed and does not appear on the View Quantity on Hand list Use Edit QOH when a quantity on hand is already recorded Use New QOH if no quantity on hand is recorded Edit Lot and Exp use this when entering expiration dates and lot numbers fo
20. Barcodes Amoxicillin 200 mg v M Amoxicillin 400 mq Iv Iv Chk All Expdate Lotnbr tab 4 4 v v v v M e When QOH tracking and buy sell rations are set up for individual inventory items use the Inventory Setup tool from the Tools menu to set reorder points and expiration date and lot number tracking e When turning on expiration date or lot number tracking for first time and existing QOH 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 It is important that your staff knows how to correctly complete the task of inventory verification if the expiration date and or lot number do not readily appear This is done by double clicking in the location or lot number field of inventory details window he Expiration Date check box must be selected for items for which you will track expiration dates To update a single item s expiration date checkbox go to Lists lt Invoice Item lt nventory tab update multiple item expiration dates go to Tools Inventory Setup lt Set Barcode Expdate Lotnbr tab e Initially when one or more items have been marked to track expiration dates a message will display asking if you want your existing expiration dates copied into inventory where dates are available e f expiration dates have been changed on any of the invoice items prior to entering Tools those i
21. Bordetella Vaccine Vendor Ww Hotes View the quantity on hand information in the tem details area ium I Purchasing Work List Want Suggested List Keep a list of items to order the next time you place an order Status Hot Done v v Want items Suggest items 01010 Bordetella Vaccine 4 00 case Not Done 01025 DA2P CPV 7 00 box Not Done 01035 Feline Leukemia Vaccine 4 00 case Not Done 01045 FIP Vaccine 4 00 case Not Done 01050 FVRCP Vaccine 4 00 case Hot Done 01060 Parvo Vaccine 3 00 case Hot Done 01070 Rabvaci 3 00 case Hot Done 01075 Rabvac 3 5 00 case Hot Done 02000 Adequan 5 00 bottle Vendor A Not Done 02027 Banamine 50 mg 100 ml 6 00 cc Vendor B Hot Done 02069 Cosequin DS Bottle 20 00 bottle Vendor B Hot Done 02096 Diphenhydramine 25 mg 500 00 caps Vendor B Hot Done 02096 Diphenhydramine 25 mg 4 00 bottle Vendor B Not Done 9 Diphenhydramine 50 mg 500 00 caps Vendor B Hot Done 02099 Diphenhydramine 50 mg 4 00 bottle Vendor B Not Done 02108 Dipyrone Injectable 250 ml 6 00 bottle Vendor B Not Done 02111 DMSO Gel 40 00 tube Vendor B Not Done Total cost of selected items based on last cost of item 0 Item History Item Information Cornerstone 8 1 Single Location Inventory Purchase Page 7 ORDER LIST To track items on order with vendors and orders that have been partially received from vendors within Cornerstone use the Order List windo
22. RC RII e Inventory Setup E3 eee eee If the system encountered errors in the Items with errors D process of moving items this window would indicate the number of errors and direct you to the nventory Setup Error Report After QOH tracking and buy sell ratios are set up for an inventory item use the Inventory set up tool to set reorder points and expiration date and lot number tracking Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 18 Setting Barcodes Expiration Dates and Lot Numbers This lesson highlights the Set Barcodes Expiration Dates and Lot Numbers tab of the Inventory Setup window This tab allows the user to set buy and sell Amoxicillin Injectable Unchk All Amoxicillin Oral 250 mg 100 ml Amoxicillin Suspension 15 ml Amoxicillin Suspension 30 ml i barcodes as well as set invoice Move Items Copyltems SetReorderPoins Set Barcodes Expdate Lotnbr Invoice item and location rems PGR iud vis Class ID PHA PHARMACEUTICALS Retrieve OK oe Subclass ID ANT Antibiotics Clear Cancel set barcodes expiration dates and temo lot numbers for a specific location Track Track fa Exp dates Access the Set Barcodes tend decison pwBacode ua Expiration Dates and Lot Amoxicillin 50 mg Zu v Numbers tab by selecting Tools gt e E eral Amoxicillin 150 mg iv iv Inventory Setup Set
23. Range If Sort by is Item Description Class ID Item Description Item ID Location If Sort by is Location Class ID Item Description Item ID Location If Sort by is Class ID Class ID Item Description Item ID This report lists out invoice items for counting by item description or location es Ge 4 4 b Wit owe A 6 1006 v Inventory Counts Report Sorted By Class ID Expiration Lot Actual Item ID Description On Hand Location Date Number Class DEN DENTAL SMALL J7384 Toothbrush finger 3 00 each Central Storage 1 Toothpaste Baking Soda cats amp dogs 0 00 tube Central Storage 47360 Toothpaste Tartar Control cats amp dogs 24 00 tube Supplies East Class HEA HEARTWORM 07170 Heartgard Plus Blue 68 meg 12 40 00 package PharmacyMain 3 102007 2 ort70 Heartgard Plus Blue 68 meg 12 20 00 package PharmacyMain 3 292007 2486212 _jo7160 Heartgard Plus Blue 68 meg 6 40 00 package PharmacyMain 3 82007 6540654 07160 Heartgard Plus Blue 68 mcg 8 20 00 package PharmacyMain 3 10 2007 987087 07200 Heartgard Plus Brown 272 meg 8 60 00 package Pharmacy Main 07210 Heartgard Plus Brown 272 meg 12 60 00 package Pharmacy Main 07180 Heartgard Plus Green 136 meg 6 60 00 package PharmacyMain 3 82007 2165998722 07180 Heartgard Plus Green 136 meg 6 20 00 package PharmacyMain 3 232007 65 07180 Heartgard Plus Green 136 meg 6 40 00 package PharmacyMain 3 302007 156987652 07190 Hear
24. There is 0 0000 40 0000 40 0000 40 0000 40 0000 40 0000 0 0000 0 0000 40 0000 0 0000 40 0000 40 0000 40 0000 40 0000 40 0000 0 0000 0 0000 can tablet tablet tablet tablet tablet tablet cc cc cc tablet tablet tablet tablet tablet tablet tablet Total cost 1 980 34 P 24 00 144 00 2 000 00 3 000 000 2 000 000 3 000 000 1 3 1 1 1 200 00 1 500 000 40 00 200 00 1 500 00 200 00 1 500 00 14 2007 28 2007 12 2007 2 2007 15 2007 25 2007 28 2007 10 2007 8 2007 30 2007 24 2007 1 2007 1 2010 11 2007 20 2007 30 2007 2 2007 3 4 4 4 4 4 3 3 3 3 3 3 3 3 3 3 3 78796221 36934 25658 356521 45658 2465399 45695 8262594 698623 778951 2456962 23564 23564 01211 6955632 856320 422565 All F all Central Storage Central Storage Supplies East Pharmacy Main Supplies East Pharmacy Main Supplies East Pharmacy Main Supplies East Dr Janes Truck Pharmacy Main Supplies East Pharmacy Main Pharmacy Main Supplies East Pharmacy Main Supplies East Pharmacy Main Item History Iter Information Stock Locations 227 matching search results LUE ajd Canine Feline Can 5 5 az Adult Canine 14 75 az Beef Amitriptyline 10 mg Amitriptyline 10 mg Amitriptyline 25 mg Amitriptyline 25 mg Amitriptyline 50 mg Amitriptyline 50 mg Amoxi Injed 25 gm Amoaoxi Injeck 25 gm Amoaoxi Injeck 25 gm Amoxicillin 50 mg
25. Total Value of Inventoryfor Central Storage Based on Last Cost Based on Average Cost 02012 Aspian Baus 240 gr PHA 13 0 Tootirush SUP 2 0 Tootirush finger Trole ABX w Hydmoat Trole ABX w Hydmoot PHA 6 0 Inventory Internal Usage Report Use the nventory Internal Usage Report to view all the items and their associated costs that were used internally by the practice Preview Options Sort by Item Description Class ID Cost Center Staff ID Range f Sort by is Item Description Date Item Description Item ID If Sort by is Class ID Class ID Date Item Description Item ID If Sort by is Cost Center Cost Center Date Item Description If Sort by is Staff ID Date Item Description Item ID Staff ID Inventory Internal Usage Report Sorted By Item Description Lot Expiration Date Unit Number Date Location Used Quantity Cost Cost Adult Canne 13 75 az Besi TA TOR A 14 2007 Central Siarage Description 11 3 2007 i 12 0can 31 1500 314 40 Tota Usage 13 80 Tax 0 00 Tota Cost 13 80 Cornerstone 8 1 Single Location Inventory Inventory Reports Page 72 Inventory Item Vendor Information Report Use the Inventory Item Vendor Information Report to view a list of vendors and associated information assigned to inventory items through the nvoice Item List Preview Options Sort by Item Description Vendor Name Range ltem Description Vendor Name Inventory Item Vendor Information Report
26. aga ana 0 00 0 00 ag 000 moog Amiingtyiine 50 mg aaa aga a a a 0 00 qaa Amann 25 gm 3000 00 aga 00 0 00 5000 00 0 00 2333 50 2000 00 ana add 2000 00 0 00 2338 Arnail 100 mg 2000 00 ana 0 00 2000 00 000 Arneri 1511 ena nnn dd 0 00 2000 00 0 00 Inventory Usage Tax Report Some states require practices to pay taxes on items used internally Use the Inventory Usage Tax Report to show the cumulative amount of tax owed based on internal use Preview Options Sort by Date Range Date Cornerstone 8 1 Single Location Inventory Inventory Reports Page 78 Inventory Vendor Summary Report Use the Inventory Vendor Summary Report to view the detailed information about the vendors that are set up Preview Options Sort by Vendor Name Range Vendor Name Inventory Vendor Summary Report sorted By Vendor Name Y My Vendor Address Account Number 7491 Web sie Contact Tel ephana E mail 4441532 5555 ndars erm daarne Jacke Notas Alor ts A Vendor A Address Account Humber 4 Web siia Contact Telaphana E mail TiS PAKTO Hias Alerts B Vendor B Address Account Number 112233 Waeb x iie Contact Telaphana E mail 217 555 12 12 M as Wendi Hadas Alor its Inventory Want List Report Use the Inventory Want List Report to view details of items currently on the Want List Preview Options So
27. available from icons located on your desktop or from the Start menu The Online Cornerstone Customer Support Center is a website designed to provide you with general information for questions you may have training materials and it is accessible through Cornerstone or any internet browser USING CORNERSTONE HELP Cornerstone Help can be accessed three ways You can e Press F1 for content specific help Click the Help toolbar button e Select Help on the Menu bar and select either Contents or Search For Help On Observe MicroHelp that displays on the left side of the Status Bar USING CORNERSTONE ADMINISTRATOR S MANUAL AND CORNERSTONE USER S MANUAL The Cornerstone Administrator s and User s Manuals are accessed through the Cornerstone Program menu rather than through the Cornerstone software Use the manuals to supplement your learning gain additional information on a topic or help to answer questions you have in the future that you can t find the answers to in this book To access either manual click on Start All Programs Cornerstone Manuals ONLINE CORNERSTONE CUSTOMER SUPPORT CENTER You can access the support center 24 hours a day 7 days a week 365 days a year just by e Selecting Cornerstone gt Help gt Support Center Clicking the Support Center ie toolbar button Typing Cornerstonehelp com in any internet browser Cornerstone 8 1 Single Location Inventory Introduction Page 7 Section 2 Getting Sta
28. bottle not Done gt 05470 ald Canina Faine Can 5 5 oz 40 00 can Hot Done 4 i no 00000 Som 16 000 055 Venger A mot Done 05670 a d Canine Feline Can 5 5 o7 7 Click the Collapse button The ed lotes UOM Item Information and Item History tabs ay are minimized Total cost of selected Rems based on last cost of item 0 00 3 9 Item Mistory Item Information z window a d CanineFelne Can 5 5 oz Tatal QOH 0 00 Base price 1 19 cam Buy VOM case On order 0 00 Minimum price 0 00 Sell YOM can On back order 6 00 Dispensing fee 0 00 Buy sell ratio 1 case 24 can Last costi 0 00 can Primary venden Sted ed at Central Storage Cornerstone 8 1 Single Location Inventory Purchase Page 35 ITEM DETAILS OVERVIEW The Item details area displays stocking levels and reorder point information for an item selected in the Purchasing Work List Item details information include Item ID Description The selected item s ID and description display when it is selected within the Purchasing 07170 Heartgard Plus Blue 68 mcg 12 Location Pharmacy Main Stocking Levels Oty on hand 2 Qty on order Qty on backorder Qty on unsent orders Sales History Today s Reorder Points Reorder point 23 package Reorder qty 5 bax Overstock point 90 package Qty over under Work List tab Stocking Levels information includes Qty on hand The quantity currently ava
29. is Class ID Class ID Item Description Subclass ID If Sort by is Vendor Name Item Description Vendor Name Inventory Evaluation Report Sorted By Item Description Class PHA PHARMACEUTICALS Dispensing Foo 30 00 Sall UOM bem 2000 Adequan Buy Sell Ratio 1 Botte 531000 bette Gn Hand On Order 00 marie Lead Tima 00 Beati Rie onder Point 200 Beat the Minimum Price On Backordar 0 Bade Reorder Quantity 4 00 Bare Primary Vendor Buy LOM cc fes Ov orsiock Point G00 haita Vendor iarr ID Last Purchase Date Location Base Pricing Info 00 Mark up 55 1 Prices Auto Calculate item 02003 Jumitriptylina 10 mg Class PHA PHARMACELTICALS Inventory Expiration Date Report Use the nventory Expiration Date Report to view a list of inventory items that will expire before a specified date Preview Options Sort by Location Item ID Item Description Class ID Range Class ID Expiration Date Item Description Item ID Location Inventory Expiration Date Report Sorted By Location Class On Buy Sel Expired Unit of Expiration Hand Ratio Qty Measure Date Lot Number Item ID Description ID Central Storage CSTON 066648 Adult Carine 14 75 02 Beef NTR 160 0 16 0 om 921 2008 6723456642 06668 Adult Carine 14 7502 Beet NTR 160 0 144 0 can 3414 2007 78798221 13 0 box 9 13 2008 124558134541 20 each 3 8 2007 88752 DEN 1 0 1 0 each 3 10 2007 1 PHA 6 0 2 0 tube 10 28 2200 142368687357 40 tube 328 2007 65056465
30. the range screen Click Preview to view the report 1 2 3 Click Back twice to get back to the nternal Stock Use window 4 Close the nternal Stock g IF inventory Internal Usage Report kadkad Use WI ndow This report lists all of the items and their associated costs that were used internally by the practice This report can be sorted by classification ID item GLIDP description cost c ption cost center and staff ID GS M 4 b M pgg Q 100 v Inventory Internal Usage Report Sorted By Item Description Lot Expiration Number Date Location 78796221 3 14 2008 Centra St en Storage Page 1 of 1 Cornerstone 8 1 Single Location Inventory Deplete Adjust Move Page 65 Section 6 Inventory Reports Cornerstone 8 1 Single Location Inventory Inventory Reports Page 66 Reports Overview PRINTING REPORTS OVERVIEW Access the reports by selecting Reports gt Inventory The Reports window displays the reports available WE Inventory Reports D E Inventory Adjustment Report ee Inventory Audit Open Details Repart Inventory Audit Report Inventory Backorder Report Inventory Gast Report Inventory Cast Totals Report Inventory Counts Report Inventory Evaluation Report Inventory Expiration Date Report Inventory Internal Usage Repart Inventory Item Vendor Information Report Inventory Items Profit Analysis Repot Inventory Linked Items Repot In
31. would not Yes would pot 2 3 4 5 06 7 8 9 10 2 Why did you select this rating 3 Tell us how we did with Poor Fair Excellent Course content matching the course description 1 2 3 4 5 6 7 8 9 10 Mdh RN A 7 Ae I a P 3 1 ERN A 3 1 MEI ntm enne E c ee A cr i m a Enabling our practice to expand our use of Cornerstone s features 1 2 3 4 5 6 7 8 9 10 Comments Cornerstone 8 1 Single Location Inventory Skill Assessment amp Training Evaluation Page 83 IDEXX Cornerstone Training Evaluation 4 Tell us what you think about the length of the course Too short LJ Too long Just right 5 Did you follow along with the participant workbook during the course presentation Yes followed the participant workbook the majority of the time No didn t use the participant workbook Sometimes used the participant workbook some but not most of the time 6 When prompted did you complete the training exercises You may have shared a computer with another participant to complete the training exercises LJ Yes l we completed the majority of the training exercises No I we didn t complete the training exercises E Sometimes I we completed some but not the majority of the training exercises 7 What was the most valuable aspect of this
32. 011 Cornerstone Patient Clipboard and SmartLink are trademarks or registered trademarks of IDEXX Laboratories Inc or its affiliates in the United States and or other countries Microsoft Windows and Windows Server are trademarks or registered trademarks of Microsoft Corporation in the United States and or other countries Epson is registered trademark of the Seiko Epson Corporation Adobe and Reader are either registered trademarks or trademarks of Adobe System Incorporated in the United States and or other countries DICOM is the registered trademark of the National Electrical Manufacturers Association for its standards publications relating to digital communication of medical information Accelerated Payment Technologies and X Charge are trademarks or registered trademarks of Accelerated Payment Technologies Inc Topaz ClipGem and SigLite are trademarks of Topaz Systems Inc in the U S and or other countries All other product and company names and logos are trademarks of their respective holders Published by IDEXX Laboratories Inc IDEXX Computer Systems Eau Claire Wisconsin 54703 USA idexxcornerstone com Printed in the United States of America CS81 SLI 03182011 REVO9 Support 800 695 2877 sales 800 283 8386 IDEXX SmartLink Technology r ss Led Bee 478 479 LABORATORIES idexx com cornerstone 2011 IDEXX Laboratories Inc All rights reserved
33. 48 Amoxicillin Injectable Rx 400 00 cc 1 50 6 4 00 vial 350 00 cc 02351 Amoxicillin Oral 250 mg 100 ml 5 00 bottle 1 1 6 00 bottle 12 00 bottle 20 00 bottle 02354 Amoxicillin Suspension 15 ml Rx 6 00 bottle 171 6 00 bottle 12 00 bottle 20 00 bottle In this demonstration you will change the reorder point reorder quantity and overstock point for 07170 Heartgard Plus Blue 68 mcg 12 1 Select Tools gt Inventory Setup gt click Yes at the Backup Warning gt Set Reorder Points tab In the tem ID field enter 07170 for Heartgard Plus Blue 68 mcg 12 D gt In the Location list select Supplies West W Click Retrieve p dee N For Heartgard Plus Blue 68 mcg 12 07170 set the reorder point to 12 packages the reorder quantity to 3 boxes and the overstock point to 50 packages for all locations listed and press Tab AJ The Overstack Point 40 is less than the Reorder Point 11 plus the Reorder Quantity 3 X 10 C If the overstock point is less than the reorder point plus the value of the reorder quantity you will receive a message Change the numbers and quantities appropriately and continue Move Items Copyltems Set Reorder Points Set Barcodes Expdate Lotnbr Class ID Retiieve i 6 Click OK cou 07170 H d Plus Blue 68 12 7 Click OK the Inventory Setup pop up window that ae tem oc nHan uy Sel eorder Pt eorder Qty verstock Pt show Items Saved 1 mm 2 IR
34. 5 Steps to Inventory 86 Set Up Security Beginning Inventory Management ccccsseeseeseeeeseeeeeeeeeeeseeneeeeneeeeeneeeeneees 88 Cornerstone 8 1 Single Location Inventory Page 3 Section 1 Introduction Cornerstone 8 1 Single Location Inventory Introduction Page 4 Introduction Purpose The purpose of this training tool is to provide a way for users to learn Cornerstone Inventory This print based tool can be used as a Self paced training option Course Description The Single Location Inventory training is designed for inventory managers at all levels whether you are just getting started or want to maximize utilization Getting Started Important Throughout the workbook you will be working in your live Cornerstone database This will allow you to make changes and learn using your inventory items and setups Training Content Content of the training includes these sections e Introduction Cornerstone Resources Getting Started e Purchasing e Depleting Adjusting and Receiving nventory Reports Key Learning Features The sections in this training tool are presented in a chapter lesson format and include these key learning features e Demonstrations e Example Images This icon refers to tips that are provided to enhance the basic information covered in the content LY This icon refers to notes that are provided to include additional information of special note O This icon refers to i
35. 7364 Toatiorush finger 0 00 0 00 0 00 0 00 0 00 0 00 0 00 7361 Toattpaste Baking Sada cats amp dags 0 00 0 00 0 00 0 00 0 00 0 00 0 00 7360 Toattpaste Tatar Carteal cats amp dags 0 00 0 00 0 00 0 00 0 00 0 00 0 00 HEA HEARTWORM 07170 Heartgard Plus Blue 68 mog 12 0 00 0 00 0 00 0 00 0 00 0 00 0 00 07 160 Heartgard Plus Blue 68 mog 6 0 00 0 00 0 00 0 00 0 00 0 00 0 00 07200 Headtgard Plus Brawn 272 mog 6 0 00 0 00 0 00 0 00 0 00 0 00 0 00 07210 Heartgard Plus Brown 272 mog 12 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Q7 180 Heartgard Plus Geen 136 mog 6 0 00 0 00 0 00 0 00 0 00 0 00 0 00 07 190 Heartgard Plus Geen 136 mog 12 0 00 0 00 0 00 0 00 0 00 0 00 0 00 MIL MISCELLANEOUS LARGE 7374 larush Plus 0 00 0 00 0 00 0 00 0 00 0 00 30 00 NTR NUTRITIONAL 05670 ald Canine Feline Can 5 5az 30 00 30 00 30 00 30 00 30 00 08668 Adult Canine 14 75 az Beet 30 00 0 00 0 00 0 00 0 00 05420 aid Feline Can5 5 az 0 00 0 00 0 00 0 00 0 00 04211 Pet Tabs 180 30 00 0 00 0 00 0 00 30 00 04214 Pet Tabs Plus 180 0 00 0 00 0 00 0 00 0 00 30 00 0 00 06522 Puppy Small Bites 10 5 bag 3 00 0 00 3 00 3 00 0 00 05524 Puppy Small Bites 201b bag 0 00 0 00 0 00 0 00 0 00 06520 Puppy Small Bites 5 bag 3 00 0 00 0 00 90 0 0 00 05820 rid Carine 101b bag 0 00 0 00 0 00 0 00 0 00 05822 rid Carine 201b bag 0 00 0 00 0 00 0 00 0 00 05260 rid Canine Can 14 250z 0 00
36. 7369 Panalog 15ml 18 00 tube Vendor A Not Done Total cost of selected items based on last cost of item 0 00 Item History Item Information Click Cancel to close the window If you have appropriate security you can view the list of items that users have placed on the Want List by selecting Inventory lt Purchasing Work List and the Want List Report by selecting Reports gt Inventory gt Want List Report Items without an ID code can be added to the Want List If an Item ID is added more then once to the Want List the list expands and shows who added it how much and when it was added Details added into the Reason field will appear on the Purchase Order Cornerstone 8 1 Single Location Inventory Purchase Page 28 WANT SUGGESTED LIST OVERVIEW The Want Suggested List is used to display items that have been requested by employees and items that are below the reorder point Items can be deleted from the Purchasing Work List on the Want Suggested List When looking for specific items in the Want Suggested List on the Purchasing Work List select an option from one of the available criteria lists Items requested that match the criteria will display Want List fields include Status list Select a status to view items with the specified status only Options include Not Done or Complete e Want items check box Select this option to include want list items e Suggested items check box
37. IDEXX Cornerstone Practice Management System Cornerstone 8 1 Single Location Inventory r 4 Rm 8 478 LABORATORIES Table of Contents Cornerstone 8 1 Single Location Inventory Table of Contents Introduction sss sss sss sss aaa aaa aaa aaa 5 6 BN UU ares crc nw nite n 6 iina Eii 6 On Window Cornerstone Reference RESOUICEG cccccssscccccceseccccceeseececeessccesceseceeceusceeesseeeeecsecaeceeeseuseesetsacseeesssaaeeess 1 a oer rerre 7 Using Cornerstone Administrator s Manual and Cornerstone User s Manual eeeeesess Online Cornerstone Customer Support Center cccccccssseceeeccessececceeesceeessessececsuausceeeseuseeeessnneeesssageeees 7 Getting Started Phases and Setup Phase 1 Understand Basic Workflow and Unique Capabilities 9 Phase 2 Decisions and Setup Before Invoice Item Information 10 Accessing Inventory Management 1 eeeiee eere ie esee eene nnne n annu nen na sun a uaa na sana h aane aua nns 11 Access Inventory from the Cornerstone Menu Dar sssessssessseseeene nne enne nennen nnne nn nnns
38. L or saved invoices Required You will be required to enter lot numbers and expiration dates on the PVL or saved invoices e Performed Document Items field The default selection is Not Required Other options include Warn if not verified and Required e Not required Does 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 Displays a warning if inventory details are not filled in and 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 STAFF INVENTORY DEFAULTS In this demonstration we will review the default inventory s save and deplete preferences depletion location for the staff member logged in Staff Defaults 1 From the Cornerstone menu bar select Controls gt Defaults gt Staff Fred Jones DWM 2 Inthe Staff field select the appropriate staff ID press Tab Patient Clipboard Toolbar Miscellaneous My Favorites Select the nventory tab Auto save changes without prompting 4 To auto save changes without Auto delete changes without prompting prompting for this staff member select the Auto save changes without prompting check box For this demonstration select the check box 5 To auto delete cha
39. SE ORDERS In this demonstration you will create and save a new purchase order 1 Select Inventory gt Order List and the Order List window displays orders managed within the last two weeks 2 Click Add New Order The Add a New Purchase Order window displays 3 Enter your purchase order in the Purchase order number field and press Tab 3 1 Manually enter a purchase order number or you can press Tab to have Cornerstone automatically assign a purchase order number 4 From the Vendor list Order List gt Bl xj select the vendor with View and manage purchase orders for your practice whom the order will be Vendor Status From To 5 Search for and select the items to be ordered My Vendor 4 Not sent 0 00 Cornerstone 10 29 2007 from the vendor My Vendor 5478 Partial 0 00 Cornerstone 10 24 2007 Close Order 1 Receive Now 6 Enter the quantity to be ordered in the Qty field 7 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 8 Optional If this is an item being purchased at a special price which shouldn t affect the item markup or vendor cost select Yes in the list of the Special price column 9 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
40. Sorted By Item Description Wendor Lead Description Wendar Primary Contact Item ID Cost Date Time Adequan vendor A Yes Pat King 34 1 days Adult Canine 10 Ib bag Original Vendor A No Pat King P0 00 8 25 2008 days Aminptyine 10 mg Vendor A Yes Pat King p 00 7 282004 1 days Aminptyine 25 mg Vendor A Yes Pat King p 00 7 282004 1 days Amiriptyine 50 mg Yes lla tt We nd gu D 7 28 2004 1 days niat 5 num Pat bins Di c o nnd 3 nau T i Inventory Items Profit Analysis Report Use the Inventory Items Profit Analysis Report to determine profitability of inventory items sold Note 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 data in the EOM Inventory Sales Report Preview Options Sort by Class ID Location ID Revenue Center Range f sort by is Class ID Class ID Item Description Item ID If sort by is Location ID Item Description Item ID Location ID If sort by is Revenue Center Item Description Item ID Revenue Center P Inventory Items Profit Analysis Report J This report determines the profitability of inventory items 9 2 3 2 55 M 4 D gt Owe 6 Q 100 v Inventory Items Profit Analysis Report Sorted By Class ID Month to Dae Yea to Date temID Description Frequency Sdes Cost Frequency Sdes Cost Profit DEN DENTAL SMALL
41. YING INVENTORY RECEIPTS In the demonstration you will be placing 02441 Clavamox Drops on backorder and saving the receipt C Only items that were placed on a purchase order can be placed on backorder Purchase order number 1 Select Inventory gt Receipt List select a All Open POs _ Sort in original PO sequei receipt that has not been posted For this demonstration select 58624 and click Edit Received Bordetella Vaccine 2 On the Clavamox Drops 02441 line select See Clavamox 375 mg Backordered from the Status field Received HistaCalm Shampoo eceived redef mil 3 Click Save The Receipt List window displays IEEE EE Received Toothbrush Close the Receipt List Baytril 68 rng Not received F Clavamox Drops Received Not received Cancelled Backordered K Cornerstone 8 1 Single Location Inventory Receive Page 50 EDITING A BACKORDERED ITEM In this demonstration you will edit a backordered item 1 Select Inventory gt Backorder List 2 Select the backordered item to edit 3 Click Edit Backorder EE Backorder Detail mai 4 Optional In the Backorder mem qty field enter a new scum n quantity on backorder 80 5 The Cancelled qty 1 33 2009 Received qty and Original canceled aty Order qty fields are updated to note the changes Received qty 0 0 Original order qty 6 00 6 Optional In the Expected delivery list manually type
42. a ao rida Giga cs dude a date or click the arrow ELETE REESE en Cornerstone Friday October 17 2008 to display a calendar and Notes ch OOSe a date the item is only 1 left If My Ventor pushes the date back again order from Vendor C expected to be delivered 7 Optional Type or add a note pertaining to the backordered item in the Notes field 8 Click Save Close the Backorder List window Cornerstone 8 1 Single Location Inventory Receive Page 51 POSTING INVENTORY RECEIPTS For this demonstration you will post your inventory receipt 1 Select Inventory gt Receipt List 2 Select your receipt click Edit 3 Click Post The Change prices window displays xl To change prices for items on the receipt highlight the item and change the detail below HistaCalm Shampoo 8 oz bottle 4 10 9 50 9 50 pack 7368 Toothbrush each 1 00 3 00 3 00 2 Predef 2X 100 ml cc 0 33 0 20 0 33 02177 Clavamox 375 mg tablet 0 80 2 50 2 50 02438 Bordetella Vaccine dose 2 81 0 00 2 81 01010 Detailed pricing information for HistaCalm Shampoo 8 oz irrent pricing Hew pricing Unit cost 4 10 Dispensing Fee 0 00 Uu Ug 3 50 0 00 9 50 Minimum price 0 00 Your results may appear different due to various staff using the training or prior missed demonstrations 4 Optional To change price information select the item on the Change prices list The current and ne
43. ally added it on your Receive Order window it creates a manually added item To delete that item select the line to remove and click Remove Item Note To remove an item that is listed on the receipt but originated from the purchase order set the Status to Cancelled Receive all i Receive all is used to change the status of all items on the receipt to received View order is used to look at the purchase order for the item Select the item and click View purchase order The View Purchase Order for Vendor name window displays the detailed information for the order Click Back to return to the Receive Order window View order Save is used to save but not post the receipt on the Receive Order window Because the receipt has not been posted at this point staff can open and work on the receipt Save and Print is used to print a receipt Click Save and Print and a Receipt Report displays the current details of the receipt Preview print or save a copy of the receipt and click Back to return to the Receive Order window Items on saved receipts do not update QOH Post is used to process a completed receipt Click Post The Change prices window displays each item being received except items designated as special price items Make any necessary changes to the pricing information for the items and click Post QOH and cost information is updated and items are received into the correct locations Cancel is used to discontinue a recei
44. ate tem ID Description ID Lo M Quantity Expected Backordered Cancelled Received Expected Yendor 01075 Fabwac 3 T case 3 00 2 00 2 00 1 00 0 00 a G 2006 Vendor A Inventory Cost Report Use the Inventory Cost Report to display the cost of inventory on hand This is a good report to print when processing end of year If the practice does not perform an EOY cycle count print this report to obtain the value of EOY inventory information Preview Options Sort by Item Description Class ID Vendor Name Range f Sort by is Item Description Item Description Item ID If Sort by is Class ID Class ID Item Description Item ID Subclass ID Vendor Name If Sort by is Vendor Name ltem Description Item ID Vendor Name EP Inventory Cost Report koades The Inventory Cost Report shows you the cost of your inventory on hand This report can be sorted by classification ID item description vendor name location or group BS 4 B E 8 amp A 1 v Inventory Cost Report Sorted By Class ID Base Average Totd Markup Last Purchase Primary Description Price QOH 6 Cost Margin Date Unit Cost Vendor Location DENTAL SMALL finger 299 300646 30 00 8 26 2008 50 0000 Vendar C CSTONE Toafaste Baking Sada cats amp dags 499 Q00tube 00 0 00 50 0000 Vendar C CSTONE Toafipaste Tatar Catol cats amp dogs 499 24 00tube 30 00 amp 28 2006 30 0000 Vendar C E DENTAL SMALL T
45. battle 20 00 bottle 02357 Amoxicillin Suspension 30 ml 6 00 bottle bottle bottle bottle C Inventory items can be moved to active or inactive locations however inventory items can only be depleted from active locations In this demonstration you will move the reorder information and quantity on hand for 07170 Heartgard Plus Blue 68 mcg 12 from Pharmacy Main to Supplies West 1 From Cornerstone select Tools gt Inventory Setup gt Move tems tab 2 Click Yes on the backup message window after making an appropriate backup For demonstration purposes assume a backup was made 3 Inthe tem ID field enter 07170 for Heartgard Plus Blue 68 mcg 12 gt 4 Inthe Location list select Pharmacy Main RX 5 Inthe Move items to this location list select Supplies West W 6 Click Retrieve f FP Inventory Setup Co e ex 7 Click OK Move Items Copy Items Set Reorder Points Set Barcodes E xpdate Lotnbr Class ID 8 Click OK on the nventory Setup pop up Subclass ID window that shows Items Saved 1 Item ID 07170 Heartgard Plus Blue 68 meg 12 cd Location Pharmacy Main FX upplies West w Item ID Description Loc ID On Hand Reorder Pt Reorder Oty Overstock Pt Inventory Setup ES Items saved 1 Items with errors 0 SelectAl 07170 Heartgard Plus Blue 68 meg 12 RX 60 00 packag 23 00 packag 5 00 box 90 00 packag Deselect All the system encountered errors in the proc
46. box on the Purchasing Work List to view ee inventory items that need to be reordered 16 1 can perform abasic search for an inventory item doo 17 can perform an advanced search for an inventory item 118 Icanarangeandadjustthecolumnsonanimventorywidow 7 19 can view Item History and Item Information for an inventory item 20 I can delete an item fromthe WantList TE 21 can use the Purchasing Work List to add an item to a purchase order 22 can create a purchase order using the Order List 0000 i 23 can modify a purchase order using the Order List EE EMEN Cornerstone 8 1 Single Location Inventory Skill Assessment amp Training Evaluation Page 81 Section 4 Receive 24 can receive an order 25 can modify an inventory receipt 26 can post an inventory receipt 2 can edit backordered items 28 I can retum an item to the vendor CT d Section 5 Deplete Adjust Move 29 can edit Expiration dates and lot number o ooo o 30 can adjust quantity on hand o o 31 can adjust an item s cost CY o o 32 1 can identify features that deplete an tems quanti T 83 can utilize internal stock use CEC o o Section 6 Inventory Reports 34 can access the Inventory Reports window EE EN EN 35 can print an inventory report EE ENTRE 36 can access the nventory Reports window MEE a ae 37 can print an In
47. ceRdvancsdccarch Type all or part of the description to locate an inventory iter 4 Type cat in the Description field eee Dua IC 5 Click Search and the inventory gl Include inactive items that match the above criteria display Classification Keyword Click Clear to remove the current search criteria and pem Classification begin a new search 09178 Gloves Exam Latex SUPPLIES Click to select a catheter Click Select and the item displays in the tem field on the View Quantity on Hand window 8 Close all open windows DELETING A WANT LIST ITEM In this demonstration we will delete an item from the Want List Heartgard Plus Green 136 i pack Not Done 1 Select Inventory gt Purchasing Work List 2 Deselect the Suggested items check box 3 Click Search 1D Description 4 Select the item that does not need E fou M THERE to be ordered E5 Banamine 50 mg 100 ml Hot Done E5 Diphenhydramine 25 mg Hot Done 5 Click Delete E Diphenhydramine 50 mg caps Not Done A confirmation window may E5 Prednisone 10 mg tablet Not Done display E Pet Tabs 180 bottle Not Done 6 Click Yes E5 afd Canine Feline Can 5 5 az can Not Done E Heartgard Plus Brown 272 pack Mot Done A Delete the selected Total cast af selected items based on last cost of item 0 When selecting more than one item to delete use Shift to select a consecutive group of items and Ctrl to select non co
48. cillin 50 mg Pharmacy Main 23564 3 1 2007 1 500 00 tablet 0 0000 Amoxicillin 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 Lh The Make Adjustment window displays the items The first item is selected 5 Enter a new quantity on hand of 1 450 tablets for Amoxicillin 50mg in the Actual field Press Tab to view the Change quantity 6 Select the reason for the adjustment as Cycle count in the Adjustment reason list 7 Click Next Record or Previous Record to navigate to the next item to be adjusted 7 1 Make any necessary changes to each of the records e Amoxicillin 100mg 1327 tablets Cycle count e Amoxicillin 150mg 1489 tablets Cycle count e Amoxicillin 200mg 1527 tablets Cycle count e Amoxicillin 400mg 1440 tablets Cycle count Cornerstone 8 1 Single Location Inventory Deplete Adjust Move Page 59 8 Click Save 9 Close the View Quantity on Hand window Make Quantity on Hand Adjustment Adjust your quantity on hand Item Adjusting 3 of 5 records Amoxicillin 150 mg Amoxicillin 150 mg Location Amoxicillin 200 rng Pharmacy Main Amo
49. cine VACCINES Bordetella Vaccine VACCINES amp BIOLO Chlamydia VACCINES amp BIOLO Corona Vaccine VACCINES amp BIOLO DA2P CPV VACCINES amp BIOLO Basic Search for Inventory Item window Advanced Search for Inventory Item window Cy If a flag icon displays next to an item the item is marked to Maintain QOH BASIC SEARCH FOR AN INVENTORY ITEM In this demonstration you will perform a search for Acepromazine from the View Quantity on Hand window 1 Select Inventory View Quantity on Hand 2 Press F2 in the Item field P 3 Type acep in the Description field Type all or part of the description to locate an inventory item Any inventory items that match the search criteria Description ipie display in the list acep ipi tiassincaton Acepromazine 5 mg PHARMACEUTICALS Click on one of your Acepromazine items ae Acepromazine 25 mg PHARMACEUTICALS 5 Click Select and the item displays in the tem field LRHARMNGEDEAIS on the View Quantity on Hand window 6 Close all open windows Cornerstone 8 1 Single Location Inventory Purchase Page 32 ADVANCED SEARCH FOR AN INVENTORY ITEM In this demonstration you will perform an advanced search for IV Catheters from the View Quantity on Hand window 1 Select Inventory gt View Quantity on Hand 2 Press F2 in the tem field Lh The Search for Inventory Item window displays amp Gli
50. course 8 What suggestions do you have for future revisions of this course 9 Will this course allow you to move forward in completing Inventory Setup Yes No 10 How many participants from your practice attended some or all of this course 1 2 Ei 3 Ei 4 or more 11 What is your position in your practice Veterinarian Veterinarian Practice Owner Office Practice Business Manager Reception Client Services Other specify Thank you We appreciate your feedback Please Print Testimonial Permission vour Nane Please check the box below Practice Name Please have an IDEXX Computer Systems Representative contact me Practice City State to discuss featuring my comments in promotional materials Practice Telephone Please return this Training Evaluation using one of the following methods Fax this information to Mail this information to Learning amp Performance Department at 715 855 5820 IDEXX Computer Systems pum rA Attn Learning amp Performance Eam SAFO Department LABORATORIES 2536 Alpine Road Eau Claire WI 54703 Cornerstone 8 1 Single Location Inventory Skill Assessment 8 Training Evaluation Page 84 Section 8 Appendix Cornerstone 8 1 Single Location Inventory Appendix Page 85 15 Steps to Inventory Setup 1 Classifications Subclassifications Lists gt Invoice Item Class Classifications and subclassifications can be used to categor
51. d Usage tas Tax Print purchase order notes Prescriptions if mot vented Show item Performed FL items history for months and Saved Invoices Em if not verified wt Performed N red Document Items There are also options for e Show item history for months e Delete Want List items on completed e Print purchase order notes Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 22 When inventory details need to be verified for items tracking lot numbers and expiration dates e Prescriptions field The default selection is Not required Other options include Warn if not verified and Required e Not required You will not be required to enter lot numbers and expiration dates on the Prescription window e Warn if not verified A warning will appear if lot numbers and expiration dates are not entered giving you the option on the Prescription window Required You will be required to enter lot numbers and expiration dates on the Prescription window e Performed PVL items and Saved Invoices field The default selection is Warn if not verified Other options include Not required and Required e Not required You will not be required to enter lot numbers and expiration dates on the PVL or saved invoices e Warn if not verified A warning will appear if lot numbers and expiration dates are not entered giving you the option to enter lot numbers and expiration dates on the PV
52. d orders You can link vendors to an individual invoice item 7 Locations Inventory gt Locations Use this feature to designate areas where inventory is being stored Examples of locations include Pharmacy Central Storage Refrigerator A Refrigerator B 8 Cost Center Inventory gt Cost Centers Use cost centers to track inventory costs associated with specific areas in your practice for items used within your practice but not invoiced Examples of cost centers include boarding kennel lab supplies expired drugs breakage and truck 9 Adjustment Reasons Inventory gt Adjustment Reasons Adjustment reasons are used to track adjustments of quantity on hand QOH within inventory Examples of adjustment reasons include broken cycle count free sample unaccounted for expired entry error 10 Inactivate Invoice Items Not Used Lists gt Invoice Item Inactivating items not used by the practice will help keep your lists smaller and more pertinent To inactivate an inventory or service from the Invoice Item List locate the item and click Update Inventory items must have the Maintain QOH check box deselected to be marked as inactive 11 Setup Inventory Items Lists gt Invoice Item Setting up inventory items can take a substantial amount of time Try to pick a category of inventory Example canned foods or antibiotics and complete the setup of those items Setup includes reorder information and marking the item to Maintain QOH f
53. der 46 Adding a New Receipt Receive Order ccccccsessececceeeeceecceessececeueueceeceeuseceeseuseeeesuaaeeeesseaaeeecsnegeeessseagss 48 Backorder 0 v 50 Modifying Inventory TCC SUNOS RE o o mom 50 Editing a Backordered ltem PERRO 51 Posing Inventory ROCEIDIS Et n DOO S D EO 52 Return an item to Vendor oe iciipre ices cecsicces exes peed eewsccuseecene scans messuntannesnmeameseensensteeutenaeecuneassecusawenmneeenent 53 Return to Vendor OSI E ees uceaee a 53 Returning Inventory to a 0 0 54 Denlete Adiust M View Quantity ON Hand Window 57 Edit a Quantity on Hand nnne 58 Adusien 0 EE EE 61 Adjust Quantity on Hand from Adjustment List ccccccsesseeceseeseeseeeeseeseseeoeneeseeneeeeneesenneneegs 62 Adjust Vendor Cost of Item iscsi scediontueremeeasenesencue ten tenactadamatedearataubadamaderue sedenaecenaucescedentuersmatsoctaneuate 62 Other Depletion Activities Patient Visit List Whiteboard Invoice and Voids 63 66 Internal SLOG Ken E 64 Inventory Reports REDONS OVETVIC W EN TREE C C UU TM 67 Printing 17 tenn 67 69 Skill A t Training Evaluati Single Location Inventory Skill Assessment for Cornerstone 8 1 ccccecececeseeceseeseeeeeeeneeseneesenseseneeeeneesosesoenesoaneseeneesennenes 81 ji 1
54. djustments practice defaults are not set to auto confirm quantity on hand or expiration date adjustments each adjustment performed by other staff members in the View Quantity on Hand window will display on the Adjustment List with an Unconfirmed status Adjustments can be Confirmed or Voided While performing a basic or advanced search to narrow the list of items enter criteria in any of the fields in the Find adjustments area and click Search F Adjustment List Co e E This list shows quantity on hand adjustments that have been made at your practice All v oY From 9 16 2008 To 10 16 2008 V 59 m Change Adjustedby Amoxicillin 400 mg 21 00 Cornerstone 10 16 2008 Cycle count Unconfirmed CT Void Amoxicillin 400 mg 14 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Amoxicillin 200 mg 2 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Amoxicillin 200 mg 99 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Amoxicillin 150 mg 1 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Amoxicillin 150 mg 500 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Amoxicillin 100 mg 1 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Amoxicillin 100 mg 12 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Amoxicillin 50 mg 1 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Amoxicillin 50 mg 25 00 Cornerstone 10 16 2008 Cycle count Unconfirmed Cornerstone 8 1 Single L
55. dor Name Inventory On Order Report Sorted By Vendor Name Quantity Quantity PO Order Lead tem ID Description On Hand On Order Number Date Time Vendor My vendor 02441 Cla vamox Drops 24 00 battle 6 00 botte 7563 10 17 2008 days Vendor Vendor C 2 Comb Cat Flea letal Tooth 0 00 each 0 00 each 82802 8 28 2008 3 days 05820 rd Canine 10 Ib bag 0 00 bag 0 00 bag 82802 8 28 2008 days T381 Toothpaste Baking Soda cats amp dogs 0 00 tube 0 00 tube 82802 8 28 2006 3 days Cornerstone 8 1 Single Location Inventory Inventory Reports Page 74 Inventory Overstock Report The Inventory Overstock Report displays a list of inventory items that are above their overstock point according to reorder information set up at the practice Preview Options Sort by Item Description Class ID Range f Sort by is Item Description Item Description If Sort by is Class ID Class ID Item Description Inventory Overstock Report Sorted By Item Description tem ID Description QOH Overstock Level Overstock Cast Total Cost Location 02003 Amitriptyline 10 mg 5000 D 1300 00 tablet 0 00 0 00 RK O2006 Amitriptyline 25 mg S000 00 3200 00 tablet 0 00 0 00 RK o2009 Aminptyine 50 mg 4000 00 2050 00 tablet 0 00 70 00 Rx 02360 Amios Inject 25 gm 3000 00 1775 00 cc 0 00 0 00 E 02333 Amoxicillin 50 mg 2000 00 1900 00 tablet 0 00 00 RK 02336 Amoxicillin 100 mg 2000 00 1000 00 tablet 0 00 70 00 RK 02339 Amoxicillin 150 rng 2000 00 1500 00 tablet 1 00
56. e Inventory gt Cost Centers Inventory History Purge Tools gt History Purge Inventory Internal Stock Use Inventory gt Internal Stock Use Inventory Inventory Details Inventory gt Order List Inventory Inventory Reports Reports gt Inventory Inventory Item History and Item Information Inventory lt Item History and Item Information Tab Inventory Location Group List Inventory Location Groups Inventory Location Group Maintenance Inventory Location Groups Inventory Location List Inventory lt Locations Inventory Location Maintenance Inventory lt Locations Inventory Location Type List Inventory lt Location Types Inventory Location Type Maintenance Inventory lt Location Types Inventory Order List Inventory lt Order List Inventory Order Maintenance Inventory lt Order List Inventory Purchasing Work List Inventory Purchasing Work List Inventory QOH Adjustment Maintenance Inventory View Quantity on Hand Inventory Receipt List Inventory lt Receipt List Inventory Receipt Maintenance Inventory lt Receipt List Inventory Return to Vendor Inventory Return to Vendor Inventory Stock Transfer List nventory Stock Transfer List Inventory Transfer Items Inventory gt Find and Transfer Items Inventory Vendor List Inventory Vendors Inventory Vendor Maintenance Inventory Vendors Inventory View Quantity on Hand Inventory View Quantity on Hand Inventory Want List I
57. e cen Tne ger UEM IUE narrow the report the report by selecting range information in the The Inventory Cost Report shows you the cast of your 1 inventory on hand This repart can be sarted Set report range area of the window a ID item en vendor a location or group Description list Select the information to display on the report For this demonstration Sort by Class ID Y select Class ID Starting value Establish the beginning criteria that will be used to narrow the report by entering a value Press F2 to select from a list of options For this demonstration type PHA to choose the classification Pharmaceuticals Class ID Ending value Select the ending criteria that will be used to narrow the report by entering a value Press F2 to select from a list of options For this demonstration type PHA to choose the classification Pharmaceuticals 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 For this demonstration leave this field blank Click Remove Range if the information entered within the Set report range area of the window is inaccurate This will clear the fields 6 Preview or Print the report For this demonstration Preview the report 7 Click Back until you return to the to the nventory Reports window 8 Close the nventory Reports window C The nventory C
58. e count Confirmed Bautril 22 7 mg 3 00 Caornersto 127227200 Cycle count Confirmed Bauytril 22 7 mg 2 00 Cornersta 1272272000 Cycle count Confirmed Cornerstone 8 1 Single Location Inventory Deplete Adjust Move Page 58 Entering a number in either the Actual or Change field will result the other to populate with the quantity modification Editing Quantity on Hand QOH In this demonstration you will adjust the quantity on hand for Amoxicillin 50mg 100mg 150mg 200mg and 400mg in the Pharmacy location 1 Select Inventory gt View Quantity on Hand The View Quantity on Hand window displays all items marked to maintain quantity on hand Optional Click Advanced Search to enter additional search information From the Location list select Pharmacy Main In the item field type amoxi and click Search A list of items that match the specified criteria display Location Classification Pharmacy Main All 4 Hold the Ctrl key and select Amoxicillin 50mg Amoxicillin 100mg Amoxicillin 150mg Amoxicillin 200mg and Amoxicillin 400mg Click Edit QOH View Quantity on Hand View your quantity on hand To change your quantity on hand select the line s to change and click Edit QOH Location Classification Item Pharmacy Main 4 v A7 12 matching search results Only show items with a negative quantity i Amoxi Inject 25 gm Pharmacy Main 778951 3 30 2007 1 000 00 cc 0 Amoxi
59. e field automatically inputs the current system date 5 Inthe Find items to return area enter the description of the item in the field or Location Primary vendor arc dM n Pm or the item to be returned Find items to rebum Choose your item and click Select T Inthe Find items to Return area select the Search for Inventory Item line for the item Type all or part of the description to locate an inventory item i Description Item ID 8 Click Return The item is added to the tooth Ji J Advanced search Return items to a Vendor area 9 Optional Adjust the Qty UOM Lot no Toothbrush SUPPLIES Exp date Cost and Tax information Toothpaste Tartar Control DENTAL SMALL For this demonstration there are no Toothpaste Baking Soda c DENTAL SMALL Toothbrush finger DENTAL SMALL adjustments 9 1 For this demonstration verify the following Find items to return Location Item Primary vendar Ri Qty Description Toothbrush 42 00 each Return items to a vendor Quantity Vendor RMA number Return date e Unit of Measu re My Vendor v 845709 10 16 2008 V Lot number 09042 Toothbrush 42 00 each 0 0 00 gS Cornerstone 8 1 Single Location Inventory Receive Page 4 Expiration Date Restock fee Shipping Total tax e Tax 10 Optional Verify Enter the Restock fee Shipping and Total tax WE Return to Vendor a imm Return items ta a ve
60. eipts for a specific vendor only e Status list View receipts with a specific status All Posted and Not Posted Posted indicates the receipt is complete and has been processed information cannot be changed Not Posted indicates item information for a receipt has been saved but not processed information can be edited and posted From list The two weeks prior to the current system date displays in the field Manually type a beginning date or click the arrow and select a date from the calendar in order to find receipts on or after a certain date To list The current system date displays in the field If necessary type an ending date or click the arrow and select a date from the calendar in order to find receipts on or before a certain date Cornerstone 8 1 Single Location Inventory Receive Page 45 RECEIVE ORDER OVERVIEW This lesson highlights the Receive Order window From the Receipt List window click Receive an Order to open the Receive Order window ee To receive items fram a specific purchase order select the purchase order number Click Receive All to change the status of all items ta received or manually change the status of each line To manually add an item to the receipt enter the item ID in the ID field To remove iterns that you have manually added to the receipt select the item line and click Rernave Item I Receive Order Select a vendor and enter a receipt numb
61. elect the status of the vendor Choices include All Active Only or Inactive Only Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 11 ADDING A NEW VENDOR In this exercise you will add or modify vendor information using the information on a vendor s invoice Select Inventory gt Vendors The Vendor List displays active vendors set up by the practice Click Add New or Edit The Vendor Information window displays Complete the information Add a New Vendor in the Vendor Information Andrea window a Inactive One IDEXX Drive CELAD Vendor name Address 2 If the ID entered IDEXX Distribution Corp already exists the field Account Number Vendor Type City label will display in 12345 Distributor Westbrook red ID The system Web site address State Postal Code will not allow a user to uS ME v 04092 enter further vendor information until the ID 5 unique William 800 551 0998 Main Office Number 4 Click Save 9 Close the Vendor List window Alerts Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 2 ADDING A LOCATION More than one location can be set up by the practice for tracking inventory Each inventory item can be assigned to one location Examples of locations include room names room numbers shelf numbers reception areas stockrooms trucks refrigerators lock boxes kennels and controlled substance cabinet
62. endor on the invoice or packing slip Cornerstone 8 1 Single Location Inventory Receive Page 46 Columns on the receipt include e ID The item ID of the product placed on a purchase order Description The name of the item placed on a purchase order e Note A note added to the line item e number The numerical code assigned the purchase order the item was placed on Qty The total quantity for the item placed on the purchase order Based on the unit of measure e UOM The buying unit of measure for the item Cost The unit cost of the item Special price If the item is purchased at a special price click the icon As a result the item s vendor cost will not update The special price will still figure into the average cost e Tax The individual tax that applies to the item if applicable e Status The status of an item statuses are available when receiving a purchase order C You can sort columns by clicking on the column headers Receive Order buttons include Receipt item detail is used to enter additional information for an item including lot numbers and or expiration dates and quantity 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 the original purchase order but you manu
63. ent Partial and Closed Total value The total cost of the order Ordered by The name of the staff member who was logged in at the time the order was initially entered Date The last date on which the order was worked Q A Not sent status indicates an order has been saved but not placed This is useful if more items will be added to the order at a later point A Sent 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 all items on the order were received or the order was manually deleted by the practice Cornerstone 8 1 Single Location Inventory Purchase Page 38 PURCHASE ORDER OVERVIEW To open the Purchase Order window select Inventory gt Order List gt click Add New Order or Edit MF Add a New Purchase Order HE Create a purchase order to send to a vendor Purchase order nu Vendar ace r rin Items exceeding the overstock point are displayed in red Enter a purchase order number or press Tab to have the software automatically assign a number Total value Item History tem Information Purchase Order fields include e Purchase order number field A purchase order number is a unique number that is used to track each order entered in Inventory e Vendor list Select the vendor with whom the order will be placed
64. eorder l Reorder point Click Sea rch B 02027 Banamine 50 mg 6 00 cc Vendor B Not Done Reorder qty 02096 Diphenhydramine 500 00 cap Vendor B Not Done Overstock point Qty over under Select an item on the Want Su ested List 02099 Diphenhydramine 500 00 cap Vendor B Not Done gg 02189 Prednisone 5 mg 500 00 tablet VendorA Not Done 02192 Prednisone 10 mg 500 00 tablet VendorA Not Done E 04211 Pet Tabs 180 24 00 bottle Not Done 05670 a d Canine Feline Can 5 5 05670 a d Canine Feline 48 00 can Not Done Vendor Order qty 07170 Heartgard Plus Blu 10 00 pac Vendor C Hot Done v 48 00 7369 Panalog 15ml 18 00 tube Vendor A Not Done Notes UOM can ww Total cost of selected items based on last cost of item 0 00 Delete Item History Item Information Purchasing Week tist fee fon x ant ype 05670 a d Canine Peline Can 5 5 oF 5 Click the Expand button 4 amp located oinnes nenne mmm ovra clt in the lower right area of the window T MM testor Gy on oder The tem History displays nto ert os 2 Banamine 50 mol100 mi 00 Vende 8 tiat Done Rearder qty 6 Click the tem Information tab View the O299 amp Diphenhv ramine 25 m 00 capsule vender net Done Oates poine A 2 0209 Diphenhydraemnine 0 rm 30 dor 8 tat Dene information huisarts ii od o Md ois 04211 Pet Tabs 100 24 00
65. er 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 ipt information i Open receipts far ven Vendor Receipt number Date Purchase arder number All Open PGs J Shipping Total tax Item History tem Information Receive Order fields include e Vendor list Select the vendor from which the items are being received e Receipt number field Type the invoice or packing slip number provided by the vendor Date field This is the date the shipment is received The current system date will automatically display but can be changed if necessary e Open receipts for vendor box If you have any open unfinished receipts for this vendor they will display here To finish one of these receipts select the receipt from the box e Purchase order number list Select an order to find the items on a specific purchase order e Sort in Original PO Sequence check box Select this check box to sort the items in the original purchase order sequence e Shipping field Enter any shipping charges that apply Total tax field Type the total amount of tax that applies to the shipment If entering tax for the individual items on the receipt the total for all line items is calculated and displays in the field e Total field View the total cost of the items on the receipt This total should match the total provided by the v
66. ess of moving items this window would indicate the number of errors and direct you to the Inventory Setup Error Report Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 17 1 3 This icon indicates where a barcode scanner could be utilized to improve efficiency in entering Item IDs Setting Reorder Points This lesson highlights the Set Reorder Points tab of the Inventory Setup window This tab allows the user to set reorder points for multiple items at one time You will learn how to set multiple reorder points for a location Access the Set Reorder Points tab by selecting Tools Inventory Setup Set Reorder Points tab Move Items Copyltems Set Reorder Points Set Barcodes E xpdate Lotnbr Invoice item and location Class ID PHA PHARMACEUTICALS Retrieve OK Subclass ID IANT Antibiotics Es pns Item ID Location Pharmacy Rx em Desain loD OnHand Bwal Reorder Qy Overstock Pt 02333 Amoxicillin 50 mg 1 500 00 tablet 1 250 200 00 tablet 2 00 bottle 800 00 tablet 02336 Amoxicillin 100 mg 5 1 500 00 tablet 1 250 100 00 tablet 1 00 bottle 500 00 tablet 02339 Amoxicillin 150 mg Rx 1 500 00 tablet 1 250 100 00 tablet 2 00 bottle 650 00 tablet 02342 Amoxicillin 200 mg 1 500 00 tablet 1 250 200 00 tablet 2 00 bottle 750 00 tablet 02345 Amoxicillin 400 mg Rx 1 500 00 tablet 1 250 100 00 tablet 2 00 bottle 650 00 tablet 023
67. hod versus invoicing a practice account which negatively impacts your average invoice metrics In this demonstration we will review or modify your cost center list 1 Select Inventory gt Cost Center 2 Click Add New or Edit Setup a cost center your practice where inventory is used for internal usage 3 Complete the details in the Cost ID Center Information window WST Click Save Description Close the Cost Center List L Inactive Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 13 Set Up Adjustment Reasons ADDING AN ADJUSTMENT REASON Adjustment reasons are used to explain why a quantity on hand cost expiration date or lot number adjustment was performed for an inventory item This information can be tracked using the nventory Adjustment Report In this demonstration we will review or modify your adjustment reasons 1 Select Inventory gt Adjustment Reasons The Adjustment Reasons List displays all existing adjustment reasons Set up a list of adjustment reasons to associate with QOH adjustments Click Add New or Edit Complete the details in the _ Adjustment Reasons Information window F Inactive Click Save 5 Close the Adjustment Reasons List window ADJUSTMENT LIST OVERVIEW This lesson highlights the Adjustment List To open the Adjustment List window select Inventory gt Adjustment List The Adjustment List displays all a
68. ilable Qty on order The amount currently on a placed purchase order Qty on backorder The amount currently on backorder Qty on unsent orders The amount currently on a saved but not placed purchase order Sales History link View the Sales History window for this item This window displays the sales history for the last three years and includes year to date and month to date totals Today s Reorder Points information includes Reorder point The reorder point for the location Reorder qty The recommended amount to order when the reorder point is reached Overstock point The overstock point of the item View Details link If seasonal reorder point information exists for the item this option will be available Heorder point detail x i January April October March September December Cornerstone 8 1 Single Location Inventory Purchase Page 36 view quantity on hand select Inventory gt Purchasing Work List You can search within Want or Suggested items or both by selecting the appropriate check boxes and clicking Search After you select an item from the list you can bbais Sales History Order qty 4 00 UOM 01010 Bordetella Vaccine Location Pharmacy Main Stocking Levels Qty on hand 16 Qty on order Qty on backorder Qty on unsent orders Today s Reorder Points Reorder point 24 dose Reorder qty 2 case Overstock point 85 dose Qty over under 40 0 01010
69. ize invoice items in order 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 modify or inactivate classification and subclass information 2 Departing Instructions Lists Departing Instructions Use departing instructions to explain the patient care after treatment surgery or after administering medications or vaccinations These educational paragraphs recommend needed services and to advise when a return visit is necessary Invoicing an item that has departing instructions linked automatically prints the departing instructions on the invoice 3 Prescription Instructions Lists Prescription Instructions Setting up prescription instructions includes creating a list of instructions and then linking a specific instruction to an invoice item You can link one 1 prescription instruction per invoice item 4 Units of Measure Controls Units of Measure Units of measure are used to designate how invoice items are bought and sold 5 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 6 Vendor Setup Inventory Vendors Set up vendors to manage the ordering source for inventory items placed orders and receive
70. l not be changed Verify the UOM is bottle 8 Optional If this is an item being purchased at a special price which shouldn t affect the item markup select Yes in the list of the Special price column For this demonstration verify the special price is set to No 9 Optional Enter the unit cost of the product if known For this demonstration type 7 500 10 Verify the status is Ordered 11 Click the Note icon and type the information A paper icon l displays indicating a note is attached For this demonstration type Only 1 left and click Save to save the note 12 Continue placing the following items on your purchase order Notes Toothbrush 09042 9 14 Click Save to save the order and be able to return and edit it or click Place Order to place the order For this demonstration click Save The Order List window displays the new order Bordetella Vaccine 01010 1 a 4 Bottl N Clavamoxe 375mg 02439 P Mete Nore HistaCalm Shampoo 802 7368 1 15 Close all open windows Cornerstone 8 1 Single Location Inventory Purchase Page 1 MODIFYING PURCHASE ORDERS In this demonstration you will be adding an item to an existing order and placing the order 1 Select Inventory gt Order List 2 Select an order that has a status of Not sent or Sent For this demonstration select the order that was created in the previous exercise Bordetella vac 0 0000 Ordered Corners C
71. l to add the details location where the item is being received lot numbers and expiration dates e The Enter receipt item detail window displays e 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 e f multiple lot numbers and or expiration dates were received copy the line first then add the lot numbers and expiration dates appropriately Enter receipt item detail If lot numbers and or expiration dates are required far inventory items enter them here You can alsa assign items to a location other than the default location Remove line Bordetella Vaccine 40561 12 1 2010 Supplies East s0 0 72 Bardetella Vaccine 08974 11 17 2010 Supplies East 22 0 72 0 Predef 2 100 ml cc 556677 12 15 2008 Pharmacy Main 100 0 200 0 Predef 2 100 ml cc 556677 12 15 2008 Pharmacy East 100 0 200 0 Clavamax 375 mg tablet 334455 12 15 2008 Central Storage 2000 0 2000 0 Toothbrush each Central Storage 36 0 36 HistaCalm Shampoo 8 oz bottle Retail West 110 Red text indicates additional information is required If you are receiving the same item inte multiple locations each line must specify a unique location You must account for the total quantity being received before you post the receipt If 7 displays in a cell a lot number ar expiration date is required
72. lavamox 37 0 0000 Ordered Corners 3 Click Edit The Edit Toothbrush 40 0000 Ordered Corners Purchase Order for Vendor HistaCalm Sh 0 0000 Ordered Corners Name window displays Clavamox Dra 7 5000 Ordered Corners 4 Make any necessary Predef 2 40 0000 Ordered Corners changes to the order 5 Verify the following Qty e UOM e Special price e Cost e Status Save or place the order For this demonstration click Place Order The Order List window displays the purchase order with a status of Sent Order List Mei x CED View and manage purchase orders for your practice Find orders Vendor sus From Te a d 4 CEET CEEA C SS j uu Bun PO number Status Totalvalue Orderedby Date Delete My Vendor 7563 Sent 45 00 Cornerstone 10 30 2007 My Vendor 4 Mot sent 40 00 Cornerstone 10 29 2007 Close Order My Vendor 5478 Partial 0 00 Cornerstone 10 24 2007 an i Ru ag T ATE num nun Lm LA o I m enm LC anne aa ed ld TM mum T be ee om a Umm mnn uU PTT VR 8 Close the Order List window Cornerstone 8 1 Single Location Inventory Purchase Page 2 SPECIAL PURCHASE SCENARIOS RABIES VACCINES HEARTWORM FLEA TICK PREVENTION There are times when you will need to purchase items in quantities that are different tha
73. lect Inventory lt Return to Vendor C It is only possible to return items that are marked to maintain QOH Return to endor Return items ta a vendor Vendor RMA number Return date save My Vendor v 125088 1 5 2007 v aimed 7 me 0 Save amp Print i Qty 1 Description Lotno Tax 06668 Adult Canine 14 75 o 144 00 can 78798221 40 0 40 00 g5 ane 9 Restock fee Shipping Total tax Find items to return Location Description ty Location ald Canine Feline C 24 Central Storage Adult Canine 14 75 Central Storage 787962 Amitriptyline 10 mg ww tablet Supplies East 36954 3 2H 2 Amitriptyline 10 mg ww tablet Pharmacy Main 25658 4 Amitriptyline 25 mg ww tablet Supplies East 36521 4 2 2007 Amitriptyline 25 mg ww tablet Pharmacy Main 45698 4 15 2 Cornerstone 8 1 Single Location Inventory Receive Page 53 RETURNING INVENTORY A VENDOR In this demonstration we will return an invoice item from your invoice to the vendor Select Inventory gt Return to Vendor In the Vendor list choose the vendor to which the inventory items will be returned Optional Type the Return Merchandise Authorization number provided by the vendor in the RMA number field This is i EE E m nador an identification number provided by the vendor Return items to a vendor 4 Optional Enter a return date in the Return date list This dat
74. lient did not pick up prescription is a best practice option for patient record documentation and for returning inventory to stock Voiding the prescription would be the next step Cornerstone 8 1 Single Location Inventory Deplete Adjust Move Page 63 Voiding Invoices Voiding an invoice reverses all charges on the invoice and returns the quantity of the inventory items to inventory stock Ly Voiding does not reverse T Invoice for Gary amp Linda Adams 33 ient Invoice Accounts receivable any special Client ID 1902 Invoice number 33 Closed Current 0 00 actions that were Name Gary amp LindaAdams Invoice type Sugey z 30 days 0 00 we completed ex Credit code Cash Check Cr Card Receptionist Slo 60 days 0 00 sex modification Last payment 7 10 2004 428 38 Comerstone 90 days 0 00 mark as Visa Invoice total 257 91 A R Total 0 00 Discount Patient deceased etc Patient ID 222 Balance Due o or reminders u pd ated d uri ng 222 Boots 4 Yrs 9 Mos 14 35 pounds Neutered M Terrier Fox Smoc Active 257 9 TE the INVOICI Ng 30 Bandit 3 Yrs 10 Mos 77 00 pounds Male Retriever Labrac Active process ar Yoid Invoice 33 NOTE t Reminders satisfied by this invoice must be reinstated manually Special actions such as sex modification and marking the patient as deceased Dental must be reversed manually on the patient information screen DENTAL EXA PRE SURGICZ Confirmation SiS imi il
75. mportant information read this information carefully YA Trainer Led Demonstrations provide specific instructions and tasks for you to complete in the Cornerstone Training Files These demonstrations provide a hands on training activity Use the information in the brackets for Cornerstone data entry GY Trainer Led Explanations provide an explanation of the concepts e Skill Assessment amp Training Evaluation Appendix Cornerstone 8 1 Single Location Inventory Introduction Page 5 Prerequisites The following prerequisites are needed by a learner who will use this training tool 1 Cornerstone 8 1 installed at practice 2 Basic Cornerstone navigation Help ON WINDOW HELP INFORMATION Instructional information can be found in two places under the window title and in the lower right hand corner of many of the Cornerstone Inventory windows x View Quantity on Hand View your quantity on hand To change your quantity an hand select the linefs to change and click Edit GOGH Edit OOH Item Location Classification All All P a B QOH Adjust 260 matching search results al Only show items with negative quantity Adult Canine 14 75 oz Beef 78796221 3 14 2007 can Allergraam Shampoo 8 oz Es Bs battle Allergroom Shampoo 16 oz bottle Amitriptyline 10 mg 36954 3 28 2007 tablet Amitriptyline 10 mg 255658 4 12 2007 i tablet Amitriptyline 25 mg 36521 4 2 2007 table
76. n your buy sell ratio For those types of items it is recommended to complete the following steps 1 On the Order window select and enter the inventory item 2 Change the unit of measure to the selling unit of measure 3 Enter the order quantity keeping in mind the unit of measure 4 Enter the item s cost if available By entering the purchase in this way you will be able to determine when an item has been ordered and received in the nonstandard quantity C When receiving the item you will need to ensure the cost is entered as the selling unit s cost Cornerstone 8 1 Single Location Inventory Purchase Page 43 Section 4 Receive Cornerstone 8 1 Single Location Inventory Receive Page 44 Receipt Management RECEIPT LIST OVERVIEW This lesson highlights the Receipt List window Open the Receipt List window by selecting Inventory gt Receipt List The Receipt List window displays receipts entered in the past two weeks and is sorted by date W Receipt List View open or closed receipts at your practice Receive an Order Status Fram Ta Y Ali Y 10 15 2007 11 2 2007 My Vendor 8 Posted 0 00 10 24 2007 When looking for a specific receipt enter information in one or more of the criteria fields provided in the Find receipts area and click Search Receipts that match the selected criteria display in the Receipt List window Find receipts fields include e Vendor list View rec
77. ndar RMA number Return date Vendor Qty U Descriphion o9042 Toothbrush 42 00 each Shipping Total tax Restock fee Total cost 47 00 Find items to return Primary vendar Location Item p Qty uOM ID Description Toothbrush 42 00 each 11 Click Save 12 Close the Return to Vendor window Cornerstone 8 1 Single Location Inventory Receive Page 55 Section 5 Deplete Adjust Move Cornerstone 8 1 Single Location Inventory Deplete Adjust Move Page 56 View Quantity on Hand Window This lesson highlights the View Quantity on Hand window To access the View Quantity on Hand window from Inventory select Inventory gt View Quantity on Hand The View Quantity on Hand window displays all items marked to maintain quantity on hand To narrow the list of items enter criteria in the available fields and click Search View Quantity on Hand View your quantity on hand To change your quantity on hand select the line s ta change and click Edit QOH Classification Item To change the quantity for items in the list select the row s to adjust and click the Edit QOH button To create a new adjustment click the New QOH Adjust button The total 605 measures the value of all inventory However the values of iterns with negative quantities are nat subtracted from the total cost Items with quantity on hand of zero will automatically be removed from this window after 14 days
78. ndor invoice 1 Select Inventory gt Internal Stock Use 2 Inthe tem field search for and select the item to deplete e The UOM field automatically displays the selling unit of measure for the item The Cost field 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 field displays the cost multiplied by the quantity entered 3 Enter the quantity to remove from stock in the Quantity field f EP Internal Stock Use kaba Charge stock used internally to the appropriate cost center If tracking enter the lot number Item UOM Quantity 5 If tracking enter the pee 4 12 expiration date Lot number Expiration Date used 78796221 10 20 2008 v 6 Enter the date the item was removed from epe USUS ME inventory in the Date used list If a date e confirmation window ZO displays select Yes a 7 Select the cost center that will be charged for the item in the Charge to cost center list Charge to cost center is a required field a cost center must be selected from the list 8 Optional Select the usage taxes that apply to the item in the Usage taxes to apply list box Taxes are listed in this box and are selected when they are highlighted 9 Optional Modify the unit cost of the item if necessary 10 Click Save e The depletion is processed Internal Usage Report Click Print to view
79. nges without prompting for this staff member select the Auto delete changes without prompting check box For this demonstration select the check box 6 Click Save to save the settings Click OK to exit Staff Defaults Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 23 GO LIVE COMMUNICATION AND TRAINING ADJUSTMENT REPORT Communication and Decision Making Communicating the implementation of the new inventory process to your staff and careful decision making in the inventory setup process will be 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 impact how you use Cornerstone Foundation 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 C If expiration dates and lot numbers are manually entered during invoicing negative quantities on hand for the lot number that was manually entered and will have to be manually adjusted Therefore manually entering QOH is not recommended Inventory Details X Inventory item OF Item ID 02402 Cephalexin 250 mg Caps
80. nna nnns 11 Set Up Vendors Locations Cost Centers and Units of Measure 11 vandoor Bie 11 2 T eee 11 Adding ING WGTIOION 12 COM scien TET EE DOT 13 PACING Adding a Cost CEMO T 13 Set Up Adjustment Reasons ccccccseeeeseneeeeneeceneeceneeeeeneeeeneesesesoesseeaneeceseesoasesoenessenseseaeesnnenes 14 Adding an Adjustment Reason RN ooo oL TOU 14 14 7 Adjustment Phase 3 Invoice Item Information Changes Mass and Single Changes 15 Single Changes Maintain 06 1 15 16 8 8 38 Single Changes Special Mass Changs n inna E AEEA EEA EEEE t 17 Phase 4 Invoice Item Counts and Costs Then Defaults eere eere nnns 21 2 Checklist Invoice Item Counts and 081g giisieiB2cpnq T 22 Staff inventory Delaults scissione neinni eTe aTe AREA Eaa EREE ERA UNESE DENEN TEER paaa KaTo 23 Go Live Communication and Training Adjustment Report ccccccssseeeeececceseeeseeeeeeeseeeseeeeeeeseaeeseeeeeseeas 24 26 5 Phase Purchase 0o Adding items to the Want IGE TEE ri Eke 28 Want Suggested List Overview
81. nsecutive items on the list C Remember my decision 7 Close any open windows Cornerstone 8 1 Single Location Inventory Purchase Page 33 Transfer Wanted Suggested Items to Purchase Order In this demonstration you will add an item to a purchase order from the Want List 1 Select Inventory gt Purchasing Work PCM L i st Want Suggested List Keep a list of items to order the next time you place an order Deselect the Suggest items check box Status Not Done wv v Want items Co Click Search Suggest items Select the item you added to the Want Robe vendor pard List 02099 Diphenhydramine 50 mg 500 00 capsule Vendor B Not Done B 7369 Panalog 15ml 18 00 tube VendorA Not Done 5 In the Add to Order area select the 02192 500 00 tablet Vendor A Not Done vendor where the item will be ordered Bj os211 Pet Tabs 180 24 00 bottle Not Done from the Vendor list Enter the quantity in the Order qty field Optional Select the buying unit of measure for the product being ordered in the i 02189 Prednisone 5 mg UOM list Vendor Order gty 8 Optional Enter or update any notes about the my vendar w 500 00 order Group WOM All locations tablet Lh You may see notes here based on tasks in a EE previous lesson Requested by Dr Jones 9 Click Add to create a new purchase order The Add a New Purchase Order window displays C If a pu
82. nventory Want List x x Inventory Setup Tools gt Inventory Setup Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 88 Access Suggestions Inventory Reports Security REC DA TEC OM Path to Locate Inventory Adjustment Report Reports gt Inventory gt Inventory Adjustment Report Inventory Audit Open Details Report Inventory Linked Items Report Inventory On Order Report Inventory Overstock Report Inventory Partial Receipts Report Inventory Purchase History Report Inventory Vendor Summary Report Inventory Want List Report X Reports Inventory lt Inventory Audit Open Details Report Reports lt Inventory Inventory Audit Report Reports lt Inventory Inventory Backorder Report Reports Inventory lt Inventory Cost Report Reports Inventory lt Inventory Cost Totals Report Reports Inventory lt Inventory Counts Report Reports gt Inventory gt Inventory Evaluation Report Reports lt Inventory Inventory Expiration Date Report Reports lt Inventory Inventory Internal Usage Report Reports Inventory lt Inventory Item Vendor Informa tion Report Reports Inventory lt Inventory Item Profit Analysis Report Reports lt Inventory Inventory Linked Items Report Reports Inventory lt Inventory On Order Report Reports Inventory lt Inventory Overstock Report Reports lt
83. nvoice item expiration dates will remain unchanged In this demonstration you will add a buy and sell barcode for 07170 Heartgard Plus Blue 68 mcg 12 C You would make an appropriate backup before continuing 1 Select Tools lt Inventory Setup lt click Yes at the Backup Warning Set Barcodes Expiration Dates and Lot Numbers tab 2 Awindow will display a warning message If you deselect the Track Exp Dates check box for an item all the expiration dates Warning for the item will be lost If you deselect the Track Lot Nbrs check Den all the expiration dates For the item will be last box for an item all the lot numbers for the item will be lost Read 1 you uncheck the Track Lot Nbrs box For an item the warning message and click OK all the lot numbers For Ehe item will be last 3 In the tem ID field enter 07170 for Heartgard Plus Blue 68 mcg OK 12 1 gt Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 19 4 Click Retrieve 5 Inthe Buy Barcode field use your barcode reader to scan and enter the number If you do not have a barcode reader manually enter this number 80984805861 D gt Lh For information about barcode readers which can automatically scan and enter these barcodes for you please contact the IDEXX Computer Systems at 1 800 283 8386 Click OK IF Inventory Setup lx Move Items Copy Items 1 Set Reorder Points Set Ba
84. oa re ee Un changes that you ll be reminded to make one before making any changes This lesson highlights the Move Items tab of the Inventory Setup window This tab allows the user to move reorder information and quantity on hand from one location to another You will learn how to move an invoice item s reorder information and quantity on hand from one location to another Access the Move Items tab by selecting Tools gt Inventory Setup gt Move ltems tab Move Items Copy Items Set Reorder Points Set Barcodes E xpdate Lotnbr Invoice item and location Class ID PHA PHARMACEUTICALS i ol Subclass ID ANT Antibiotics Clear Cancel Item ID Move items to this location Location Pharmacy Rx Pharmacy E ast HAE 5 ltem ID wee P Selecta 2333 Amoansicillin 50 mg 1 500 00 tablet 200 00 tablet 2 00 bottle 800 00 tablet 02336 Amoxicillin 100 mg ie 1 500 00 tablet 100 00 tablet 1 00 battle 500 00 tablet DeselectAll 02339 Amosicillin 150 mg 1 500 00 tablet 100 00 tablet 2 00 bottle 650 00 tablet 2 342 Amoxicillin 200 mg 1 500 00 tablet 200 00 tablet 2 00 bottle 750 00 tablet 02345 Amoxicillin 400 mg 1 500 00 tablet 100 00 tablet 2 00 bottle 650 00 tablet 02348 Amosicilin Injectable 400 00 ec 100 00 ec 4 00 vial 350 00 ec 0235 Amonsicillin Oral 250 rg 00 ml 5 00 bottle 6 00 bottle 12 00 bottle 20 00 bottle 2354 Amonsicillin Suspension 15 ml 6 00 battle 5 00 battle 12 00
85. ocation Inventory Getting Started Phases and Setup Page 14 Phase 3 Invoice Item Information Changes Mass and Single Changes SINGLE CHANGES MAINTAIN QOH 1 Select an inventory item from the invoice item list 1 1 Confirm the Sell UOM on the nformation tab 1 2 Select the nventory tab 2 Fillin the following fields if applicable e Optional NDC DIN Code Enter the NDC National Drug Code or DIN Drug Identification Number if applicable Optional Serial number Enter the Serial number for this item if applicable 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 C When the quantity on hand check box is selected other fields on this tab become active Track expiration dates Track lot numbers Buy sell ratio Buy barcode Stock at locations Reorder information by location e Optional Track expiration date If you want to track expiration dates select the check boxes for Track expiration dates C Expiration dates can only be tracked if the QOH is being maintained for this item Optional Track lot numbers If you want to track lot numbers select the check boxes for Track lot numbers C Lot numbers can only be tracked if the QOH is being maintained for this item e Buy sell ratio Fill in the Buy sell ratio If your purchase and selling uni
86. of the following skill assessment statements and evaluate your ability to perform each task Mark only one x for each skill statement When complete please fax this Skill Assessment and Knowledge Check to the Education Department at 715 855 7482 to receive your certificate of completion for the Cornerstone Inventory Advanced Using course Can t Can Perform N A for Perform With or Without my Resources Position Section 1 Introduction 1 can access Help NENNEN 2 I can locate Cornerstone Reference manuals 0000100343 3 can access online customer support NENNEN a Section 2 Getting Started Phases and Setup 4 understand the inventory workflow LLL LLLA 5 lcan list inventory decisions that need to be made prior to invoice item inventory setup 6 IcanaccessComemstone Inventory Jo o o 7 Icanaddimodiy vendors Jo o o 8 lcan add modify locations ooo Jo o o 9 Icanadd modifycostcenters o ooo Jo o o 10 ican add modify adjustment reasons Jo o o 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 can maintain inventory defaults 00 Section 3 Purchase 14 L can add an item to the Want List o ooo 15 can use the Suggested items check
87. onsumption method In these cases the system can be set to automatically choose a location and mark an item as verified when depleting inventory Automatically mark inventor details as verified when the location i defaulted in E Automatically default in the oldest expiration date in the location you choose to use this default you may still need to verify the depletion if you are tracking lot numbers and or expiration dates for the invoice item This default selection may primarily be used in clinics where only one location is used only a few lot numbers and or expiration dates are tracked or no lot numbers and or expiration dates are tracked Setting the Inventory Defaults On the nvoice Item tab there is a section for setting Inventory defaults This section includes e Vendor ID field The ID will automatically appear as the primary vendor in the Item Vendor Information window when setting up inventory information on invoice items e Order ID field Enter a beginning number used to track purchase orders in Inventory This is the number to begin numbering new purchase orders e Usage Tax list box Select the tax es that apply to items used internally by the practice if applicable C If the usage tax does not display on the list set the tax up in Cornerstone Foundation in Controls lt Taxes Inwentory Vendor ID Central Storage we Order ID 3 C Auto confirm adjustments Delete want items on complete
88. or tracking purposes Most of the details on inventory reports include QOH information 12 Link Inventory Items Lists gt 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 Heartgard chewable linked 13 Receive Past Invoices Inventory gt Receipt List Enter past invoices from the vendors to allow your facility to see receipt and cost history for the items Warning DO NOT input past invoices after a physical count has been adjusted within Cornerstone since receiving orders will add to the current quantity on hand Cornerstone 8 1 Single Location Inventory Appendix Page 86 14 Cycle Count Physically count the inventory items marked to maintain quantity on hand 15 Adjust Quantity on Hand Cost and or Expiration Dates Inventory gt Adjustment List When you ve completed taking a physical inventory adjust the quantities on hand cost and expiration date information C For expiration date adjustments see the lesson titled Quantity on Hand and Expiration Date Adjustments Cornerstone 8 1 Single Location Inventory Appendix Page 87 Set Up Security Beginning Inventory Management Security access to Cornerstone Inventory featu
89. ors in the list C These selections are based on user log in Once a selection is made by a user it will remain in that user s preferences Q Inventory windows can be sorted by clicking on any of the column headers E Fr Purchasing Work List e ES Want Suggested List 02027 Banamine 50 mg 100 ml Keep a list of items to order the next time you place an order Location Pharmacy Main Status Stocking Levels Sales History Not Done v ENVASE Qty on hand 4 800 Qty on order Qty on backorder v Suggest items Qty on unsent orders 3m Today s Reorder Points 7 i Reorder point 150 cc 02000 Adequan 5 00 bottle Not Done Vendor A Reorder qty 4 bottle E 02027 Banamine 50 mg 100 ml 6 00 cc Not Done Vendor B Overstock point 1 100 cc Qty over under 3700 0 02069 Cosequin DS Bottle 20 00 bottle Not Done Vendor B E 02096 Diphenhydramine 25 mg 500 00 caps Not Done Vendor B 02096 Diphenhydramine 25 mg 4 00 bottle Not Done Vendor B E 02099 Diphenhydramine 50 mg 500 00 caps Not Done Vendor B 02099 Diphenhydramine 50 mg 4 00 bottle Not Done Vendor B 02108 Dipyrone Injectable 250 ml 6 00 bottle Not Done Vendor B 02111 DMSO Gel 40 00 tube Not Done Vendor B 02117 DMSO Liquid 16 oz 34 00 bottle Not Done Vendor 6 02027 Banamine 50 mg 100 ml 02120 EtoGesic 150 mg 5 00 bottle Not Done Vendor C Vendor Order qty 02123 Etogesic 300 mg 5 00 botte NotDone Vendor B Vendor B v 6 00 02126 Glycoflex 90 Bottle 24
90. ost Report does not contain items that have a zero or negative quantity or a negative cost Q Reports can be saved as a csv files then opened in Excel so that you have additional sorting options to use Cornerstone 8 1 Single Location Inventory Inventory Reports Page 68 INVENTORY REPORTS This lesson highlights the reports available in Cornerstone Inventory Inventory Adjustment Report Use the Inventory Adjustment Report to view a list of quantity or price or expiration date and lot number adjustments in inventory Preview Options Sort by Date Item Description Range Adjustment Reason Date Item Description Inventory Adjustment Report uias By Date e Hew New m Expiration User Adj Date Description Cost Sich Gty Gty Date Lot Number ID Reason amp 32008 M6664 Adult Carme 14 75 Bee saoid 300 2500 W2152008 872325888 Cycle count amp 30 2008 2012 Asniin Bolus 240 gr 30000 3000010 14 00 00 bas BOE 122558132551 02333 Amaucallm 50 300000 300000 10000 S0000 tablet 32000 Waage s870 ad Cane Feline Can 5 5 az S00000 30 0000 dd 00 can W206 12350 Amo 25m 300000 30 0000 1500 00 500 00 cc ASO GIAZ Cycle count CSTONE Expired E n Cost sdgusenent n d da oo T r Cyc a cus Inventory Audit Open Details Report Use the Inventory Audit Open Items Report to display an itemized listing of inventory items tha
91. otal 0 00 HEARTWORM Heartgard Plus Blue 68 mog 12 3800 60 00 packag 0 00 8 80 0000 Ve Headgard Plus Blue 68 mog 6 20 00 60 00 packag aooi 0 00 8 26 2008 0 0000 Ve Heartgard Plus Brawn 272 mog 6 38 00 60 00 packag a 0000 0 00 8 28 2008 0 0000 Ve Headgard Plus Brown 272 mog 12 70 00 60 00 packag 0 0000 0 00 8 26 2008 0 0000 0 Heartgard Plus Geen 136 mog 6 28 00 120 00 packag 0 0000 0 00 8 25 2008 0 0000 Ve Heartgard Plus Goren 136 mog 12 5200 60 00 packag 0 00 8 28 2008 0 0000 Ve HEARTWORM Total 0 00 MIL MISCELLANEOUS LARGE 7374 kush Plus 1450 1200 06 0 0000 0 0000 Ve MISCELLANEOUS LARGE Total 0 00 NTR NUTRITIONAL 05670 ald Carine Feine Can 5 5az 1 15 000cm 0 0000 90 0 0 00 0 0000 0 CSTONE 06668 Adult Canine 14 75 02 Bee 125 132 00can 0 0000 30 00 0 00 8 25 2008 0 0000 0 CSTONE 05420 pid Feine Can5 5 az 1 15 000cm 0 0000 90 0 0 00 30 0000 Vendar C CSTONE 04211 Pet Tabs 180 2150 6 0 0000 90 0 0 00 0 0000 0 CSTONE 04214 Pet Tabs Plus 0 2575 Q000baotfe 0 0000 90 0 0 00 0 0000 0 CSTONE 06422 Puppy Small Bites 101b bag 31289 24005ag 0 0000 30 00 0 00 8 25 2008 0 0000 Venda C E 06524 Puppy Small Bites 20 bag 2099 120054g 0 0000 3 00 0 00 8 28 2008 30 0000 Vendar C E 06420 Puppy Small Bites 5 Ib bag 7 79 12 00bag 0 0000 80 0 0 00 8 50 0000 Vendar C E 05420 rid Carine 1016 bag 1699 000bag 0 0000 30 00 0 00 0 0000 Venda 8 CSTONE 05822 rid Carine 20 bag
92. p Vendor Not Done 02189 Prednisone S mg tablet Wendor Hot Done 02192 Prednisone 10 mg i tablet Vendor Not Done 04211 Pet Tabs 180 i battl Hot D s ullis iis epaia 05670 a d Canine Feline Can 5 5 05670 a d Canine Feline 8 can Hot Done Vendor Order qty 07170 Heartgard Plus Blu l a Vendor Hot Done 48 00 mA fu qu Qe uo qud uy 7369 Panalog 15m i Vendor Not Done Notes UGM Total cost of selected items based on last cost of item 0 Item History Item Information 2 The tem details area displays general information for an item 3 The Add to Order area is used to add one or more items to a Purchase Order Cornerstone 8 1 Single Location Inventory Purchase Page 30 ARRANGE COLUMNS In this demonstration you will arrange a list of items in the Purchasing Work List by description and then add an additional column to view the vendor for each product 1 Select Inventory gt Purchasing Work List The Want Suggested List displays Click Search Click the Description column header The items are sorted by description in ascending order Click the Description column header again The items are sorted by description in descending order Right click the Description column header and a list of potential columns displays Ya 9 I9 Click Vendor The selection will remove Vendor as a column This will prevent a user from viewing the primary vendor for an item Reselect the Vendor option so you can view Vend
93. pt Click Cancel and if the confirmation window displays click Yes The Receipt List window displays Cornerstone 8 1 Single Location Inventory Receive Page 47 ADDING A NEW RECEIPT RECEIVE ORDER In this demonstration you will create a receipt containing multiple items and save it Select Inventory gt Receipt List The Receipt List window displays receipts entered in the last two weeks Click Receive an Order The Receive Order window displays 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 field e This number must be unique for the vendor If the number entered is a duplicate a message will display 5 Entera receipt date in the Date field Items on purchase orders will display in the grid Mark the items shown below as received select Received in the Status field 7 Adjust the receipt information for the items in the Receive Order columns Change the quantity UOM and cost to match your vendor invoice e You will not receive ALL of the items on the original purchase order Select the status of Back Order on one item e 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 8 Click Receipt item detai
94. ption Item ID Inventory Reorder Report Sorted By Item Description Quantity Reorder Reorder Tota Gy Last Primary Itam ID Description On Hand Point Quantity On Order Cost Vendor o2000 Adequan 0 0 2 0 bottle 3 0 bottle 0 0 bottle 0 00 vendor A o2003 Amiriptyine 10 mg 0 0 100 0 tablet 2 0 0 bag 80 00 vendor A O2006 Amiriptyine 25 mg 150 0 tablet 0 0 battle 0 00 Vendor A O2006 Amiriptyine 25 mg n 150 0 tablet 0 0 battle 0 00 vendor A O2006 Amiriptyine 25 mg i 150 0 tablet 0 0 bottle 50 00 vendor A o2008 Amiriptyine 50 mg 100 0 tablet 0 0 bottle 0 00 vendor B o2008 Amiriptyine 50 mg 200 0 tablet 0 0 bottle 80 00 vendor B 02027 Banarnine 50 mg 100 ml 50 0 cc 0 0 bottle 0 00 Vendor A 02027 Banamine 50 mg 100 ml n 100 0 cc 0 0 bottle 8i 00 vendor A Inventory Returns Report The Inventory Returns Report lists all of the items that have been returned to a vendor Preview Options Sort by Date Vendor Name Range f sort by is Date Date Item Description Vendor Name If sort by is Vendor Name Item Description Item ID Vendor Name Inventory Returns Report Sorted By Date Item Quantity Authorized Receipt Date ID Description Returned Cost B Number Vendor Location amp 3050 6 2 333 Bayii Ome 2 0 sagga Yenda B Supplies East E pee i O8665 Adult Carme 14 75 az Baal i Yarda A Central Starage Cornerstone 8 1 Single Location Inventory Inventory Reports Page 77 Inventory Turnover Report The In
95. quantities Track lot only Track expiration date only Track lot and expiration date along with quantities Use this decision criteria 1 Staff will need to enter or select the level of inventory detail you set at any of the consumption windows Patient Visit List Whiteboard Prescription Rabies or Invoice Cornerstone allows staff to enter a lot and expiration date on the fly at consumption Patient Visit List Whiteboard Prescription Rabies or Invoice which means they could enter an invalid option and it would need to be corrected A manually entered lot exp 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 category Review and set up units of measure for chosen category Set up vendors for chosen category Set up locations for chosen category Make lot and expiration date tracking decision for chosen category Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 10 o U H Hu ann umm Accessing Inventory Management ACCESS INVENTORY FROM THE CORNERSTONE MENU BAR Cornerstone Tutorial Database File Edit Activities Lists Controls QE Tools Reports web Links Window Help amp
96. r existing QOH for the QOH will go to zero for the non expiration date and lot number items There are two methods to adjust expiration dates 1 Using the New QOH Adjust found on the View Quantity on Hand Adjustment List 2 Using the Edit Lot and Exp Note 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 Q If the Auto confirm adjustments box isnot marked under Controls Defaults Practice and Workstation Inventory then you will need to confirm the entry uner Lists lt Adjustment List before it will display on the View Quantity on Hand window Inventory Vendor ID Central Storage Ww Order ID J Auto confirm adjustments Delete want items on completed Usage tas Tax Print purchase order notes Prescriptions Wam not verified Show item Performed FL items history far 5 ll months and Saved Invoices 3n IF not vented v Performed T red Document Items Adjustment List This list shows quantity hand adjustments that have been made at your practice New QOH Adjust status New Cost Adjust All Advanced searc Date 6 From ii 22 2009 Y To i2 22 2009 Sours n Baytril 22 7 mg 500 00 Cornersto 12722720 Cycle count LUnconfir Bautril 22 7 mg 3 000 Cornersta 12 22 2 Cycl
97. rchase order already exists for the vendor the Edit Purchase Order for Vendor name window displays and the item will be added to the existing purchase order 10 Tab past the Purchase order number field for Cornerstone to assign a purchase order number Create a purchase order to send to a vendor Purchase order number Vendor For group 5478 My Vendor All 02189 Prednisone 5 mg 1 00 bottle No 0 0000 Ordered Cornerstone 11 Press Tab to leave the field C The item is now listed on the purchase order 12 Click Save BREED 13 Close the Purchasing Work List C Multi Location is not turned on if you don t see the Locate an ltem and Location tabs Use arrows graphics to point to these tabs Cornerstone 8 1 Single Location Inventory Purchase Page 34 VIEWING ITEM HISTORY AND ITEM INFORMATION In this demonstration you will view the Item History and Item Information for a d Canine Feline in the Purchasing Work List EN FP Purchasing Work List e JE lees 1 Select Inventory gt Purchasing Work List Martes 05670 a d Canine Feline Can 5 5 and the Purchasing Work List d isplays the Keep a list of iterns to order the next time you place an order Location Central Storage Status Stocking Levels Sales History Want Suggested List M om ah en hand 0 Qty on backorder Qty on unsent orders Deselect the Suggest items check box Suggest items Today s R
98. rcodes E xpdate Lotnbr Click OK on the nventory Setup I Class ID Retri OK pop up window that show Items T gi etieve 0 Clear Cancel Saved 1 Item ID 07170 Heartgard Plus Blue 68 meg 12 Inventory Setup Track Track Description Sell Barcode Buy Barcode Exp Dates Lot Nbrs Chk All ltem saved 1 07170 Heartgard Plus Blue 68 meg 12 ia Item with errors Unchk All nr Unchk All If the system encountered errors in the process of moving items this window would indicate the number of errors and direct you to the nventory Setup Error Report Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 20 Phase 4 Invoice Item Counts and Costs Then Defaults CHECKLIST INVOICE ITEM COUNTS AND COSTS These instructions are designed to assist you in the inventory clean up procedure 1 Review the nvoice Item Setup Report Are there items that you no longer sell or should be inactivated Are there items that are in the wrong classification 2 Choose a class to begin working on ex Information tab Set the correct selling unit of measure and Food or Nutritional and complete setup on pricing information Be sure to include price breaks as each item in this class needed e Inventory tab Select the Maintain QOH Location and set reorder information reorder point reorder quantity overstock point Select Track Expiration Dates and Track Lot Numbers
99. regarding the setup of the inventory item is complete click OK to save SINGLE CHANGES SPECIAL BUY SELL SCENARIOS There are times when you may need to purchase different quantities of a product or want to sell the product in varying amounts You will need to make a decision as to how best to set them up for inventory Example 1 Flea tick or heartworm prevention These products can be set up in two ways The optimal method to set up this type of item is to sell it per dose This will ensure the staff is always entering the number of doses the client is purchasing and inventory counts will remain correct Buy Sell Ration 1 carton 60 dose 1 carton 10 packages If the buy sell ratio is set as 1 carton 60 doses you may still sell the doses with quantity price breaks Quantity Amount Markup gt 14 35 OU OO bl Example 82 Tablets that come in different sized bottles There are times when you may want to purchase products in varying quantities You will need to determine which buy sell ratio is the most appropriate to allow your staff to invoice the item as well as accounting for the inventory quantities efficiently There are two scenarios that could apply Deramaxx 25mg 1 tablet 1 tablet Deramaxx 25mg 1 bottle 90 tablets Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 16 MASS CHANGES Moving Items It is so important to make a backup prior to making Me
100. res should be set up prior to establishing Inventory settings and working in Inventory Security for Inventory is set in Cornerstone and can be located through Cornerstone gt File gt Security Setup In the following grid you will find a listing of all the Inventory security settings access suggestions and the path to locate that feature It is ultimately the practice s decision maker that decides who has access to certain areas within Cornerstone Inventory Key Rec Receptionist DA Doctor Associate TEC Technician and OM Office Manager In this particular case the OM selections could be substituted for the Inventory Manager Purchasing Manager or Purchasing Agent in any give practice Security will vary based on your practice dynamics and job responsibilities For security to take affect you will need to close out of Cornerstone and reopen Access Suggestions REC Path to Locate Inventory Dialog Security gt Inventory Inventory menu Inventory Adjustment List nventory gt Adjustment List Inventory Adjustment Reason List nventory gt Adjustment Reasons Inventory Adjustment Reason Maintenance Inventory gt Adjustment Reasons Inventory Backorder List Inventory gt Backorder List Inventory Backorder Maintenance Inventory gt Backorder List Inventory Cost Adjustment Maintenance nventory gt Adjustment List Inventory Cost Center List nventory gt Cost Centers Inventory Cost Center Maintenanc
101. rt by Item Description Item ID Primary Vendor Range f Sort by is Item Description Item Description Item ID Status If Sort by is Item ID Item Description Item ID Status If Sort by is Primary Vendor Item Description Status Vendor Name Inventory Want List Report Sorted By Primary Vendor Unit Tata Item ID Description Group Location Quantity On Hand Needed Date Status Cost Cost gg Vendor ID aid Carine Feline Can 5 5az 0 0 can 44 0 can Urso Ha Dane IDEXX SNAP ADR Cedar 24 Dr Anne ia 7 2008 Net Dane Sono 0 00 045211 Pai Tabs 180 0 0 bes 24 hase 225008 Ha Dane Subtotal For Vendor 30 00 Vendor ID A Vendor A Go Bana cme 50 mg 100 m 2800 0 ec 3 0 ac SS ACS Conget 30000 son Taga 15m 18 0 tube W008 Ho Dore 0 0000 suu m 132 Presdrimane 10 mg 0 0 SOL CI iaie SSG Ma Dane 50 0000 0000 Subtotal For Vendor 0 00 VendorlD B Wendor B Ooo Dighentydramine 25 mg 0 0 500 0 cad eu 250008 Net Dane zaag 000 moog Cate 50 eng 0 0 cag su zi HL C cad eu S25 3008 Net Dane S00000 0 00 Subtotal For Vendor S000 Cornerstone 8 1 Single Location Inventory Inventory Reports Page 79 Section 7 okill Assessment amp Training Evaluation Cornerstone 8 1 Single Location Inventory Skill Assessment amp Training Evaluation Page 80 Single Location Inventory Skill Assessment for Cornerstone 8 1 Instructions After completing your training please read each
102. rted Phases and Setup Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 8 Phase 1 Understand Basic Workflow and Unique Capabilities Cornerstone Inventory Management has these 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 workflow of purchase receive and deplete e Single location inventory tracking whereby one invoice item is tracked at one location i e Invoice Item A Location 1 Invoice Item B Location 2 or multi location inventory tracking whereby one invoice item tracked at two locations i e Invoice Item A Location 1 and Invoice Item A Location 2 Single Location Multiple Location Item 1 tem 3 Ability to order by want list and or suggest list e Key reports such as the Cost of Goods Sold Report Single Location Per Invoice Item Multi Location Per Invoice Item Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 9 Phase 2 Decisions and Setup Before Invoice Item Information Checklist Item Pick a Beginning Category Classification or Subclassification Set Initial Inventory Security Explanation For a manageable project select one classification or subclassification to begin tracking inventory quantities on hand A recommended classification is food It is
103. s Notes e Atleast one location is required if your practice wishes to track the quantity on hand of inventory items e Check to see if you have Central Storage as a location and if you intend to have only one location for all inventoried items skip this lesson You may only receive inventory items regardless of QOH tracking status into inventory not service group dispensing or pick items Q Locations can be deleted if not used or inactivated if no longer used and items are moved out of the location In this demonstration we will review or modify your location list 1 Select Inventory Locations The Locations List displays all existing locations 2 Click Add New or M Edit The Add a MF Adda Location kokale Location window Set up a list of physical locations in your practice where inwentory is stored 9 displays Location ID 3 Complete the details in the location information window 4 Click Save The Locations List displays Description Retail East P Inactive 5 Close the Locations List window ADDING A COST CENTER Inventory items that are consumed by the practice but not invoiced to the clients can be depleted from inventory using the Internal Stock Use window A cost center is required in order to track and report the cost of the items used internally Some examples of cost centers may include expired products laboratory supplies and treatment supplies Lh Use this met
104. status 10 Verify the status is Ordered 11 Click the Note icon and type the information A paper icon displays indicating a note is attached 12 Continue placing the rest of items on your purchase order 13 Click Save to save the order and be able to return and edit it or click Place Order to place the order For this demonstration click Save The Order List window displays the new order 14 Close all open windows Cornerstone 8 1 Single Location Inventory Purchase Page 40 MODIFYING A PURCHASE ORDER In this demonstration you will modify a new purchase order 1 Select Inventory gt Order List and the Order List window displays orders managed within the last two weeks 2 Click Add New Order The Add a New Purchase Order window displays 3 Type 7563 in the Purchase order number field and press Tab LY Manually enter a purchase order number or you can press Tab to have Cornerstone automatically assign a purchase order number 4 From the Vendor list select the vendor with whom the order will be placed For this demonstration select My Vendor 5 Search for and select the items to be ordered from the vendor For this demonstration in the D field type 02444 for Clavamox Drops and press Tab D B 6 Enter the quantity to be ordered in the Qty field For this demonstration type 6 00 7 Optional Change the unit of measure The buying unit of measure automatically displays For this demonstration the unit of measure wil
105. sted quantity displays in the Change field Ex 200 00 7 From the Adjustment reason list select reason for the adjustment Click Save 9 Close the Adjustment List window Adjust Vendor Cost of Item In this demonstration you will adjust the cost for an inventory item 1 Select Inventory gt Adjustment List and then click New Cost Adjust 2 Inthe tem field search for and select an inventory item 3 Inthe Avg cost field type the average unist cost of the product and press Tab e The total cost is calculated and displays in the Current total cost field As an alternative you can also enter the total cost to automatically calculate average cost 4 Click Save 5 Close the Adjustment List window If the average cost for this item has become incorrect you can adjust it here This adjustment vill be made to this item across all locations Item Baytril 22 7 mg P 4 000 tablet Avg cast 0 Current total QOH Current avg cast 0 0000 Total cost 45 000 00 Current total cost 0 Cornerstone 8 1 Single Location Inventory Deplete Adjust Move Page 2 Other Depletion Activities Patient Visit List Whiteboard Invoice and Voids It is important to understand how inventory quantities are depleted from Cornerstone 1 Patient Visit List The Patient Visit List will only deplete inventory quantities when the item has been performed and inventory details have been verified 2 Whi
106. stone Cornerstone Cornerstone Cornerstone Cornerstone Cornerstone Cornerstone Cornerstone Cornerstone 21 00 14 00 2 00 99 00 1 00 500 00 1 00 12 00 1 00 25 00 Status All Date From 9 16 2008 To 10 16 2008 W Amoxicillin 400 mg Amoxicillin 400 mg Amoxicillin 200 mg Amoxicillin 200 mg Amoxicillin 150 mg Amoxicillin 150 mg Amoxicillin 100 mg Amoxicillin 100 mg Amoxicillin 50 mg Amoxicillin 50 mg Cornerstone 8 1 Single Location Inventory Deplete Adjust Move Page 61 Adjust Quantity on Hand from Adjustment List New Quantity on Hand QOH Adjust The inventory manager has completed a physical count and discovers that an item exists on the shelf but is showing a quantity of 0 in Cornerstone In this demonstration you will adjust the quantity on hand for an inventory item 1 Select Inventory gt Adjustment List 2 Click New QOH Adjust and the Make Quantity on Hand Adjustment window displays 3 Inthe tem field press F2 to search for the item Highlight the item and click Select 4 Inthe Expiration date l field if tracking enter the IP Make Quantity on Hand Adjustment katas expiration date for the item nam uom D Bak 7 5 Inthe Lot number field Lot number if tracking enter the lot number for the item 6 Inthe Actual field enter the new quantity on hand and press Tab Quantity Actual Change 1 200 00 200 00 e The adju
107. t Amitriptyline 25 mg 45698 4 15 2007 tablet To change the quantity for iterns in the list select the rows to adjust and click the Edit QOH button To create a new adjustment click the Mew OOH Adjust button The total cost measures the value of all inventory However the values of items with negative quantities are not subtracted from the total cost Total cost 0 00 Cornerstone 8 1 Single Location Inventory Introduction Page 6 tablet tablet cc cc cc tablet tablet tablet tablet tablet tablet tablet tablet tablet tablet 4 25 2007 4 28 2007 3 8 2007 3 30 2007 3 10 2007 3 1 2007 3 7 3 11 2007 3 20 2007 3 2 2007 3 30 2007 3 25 2007 3 29 2007 3 6 2007 3 10 2007 346599 45535 622023 778551 226294 23564 s456962 11 59565632 422565 20 1498750 19325 7330 Bn9s74 Itern Information Amitriptyline 50 mg Amitriptyline 50 mg Amoxi Inject 25 gm Arooxi Inject 25 gm Amoaoxi Injeck Zo gm 50 mg 50 mg 100 mg 100 mg 150 mg 150 mg 200 mg 200 mg 400 mg 400 mg Amoxicillin Amoxicillin Amoxicillin Amoxicillin Amoxicillin Amoxicillin Amoxicillin Amoxicillin Amoxicillin Amoaxicillin Item History CORNERSTONE REFERENCE RESOURCES There are three reference resources for you to access if you have questions while using Cornerstone Cornerstone Help can be accessed with the Cornerstone software The Cornerstone Administrator s and User s Manuals are
108. t Inventory Vendors The Overstock Point must be at least 1 greater than the number of vials in the Reorder Point plus the number of vials ordered in the Reorder Quantity Remember you ll need to continue to list the reorder information for each of the locations highlighted on the Stock at locations list Reminders Tex Disc Inventory Lirk Items Spec Actions Travel Serial number Track bot numbers In omaltion Ingtructiorg Inventory infomation NDCADIN Code Track expiration dater To determine the Overstock Pt value add the Reorder point plus the Reorder quantity Be sure to convert the Reorder quantity to A Mantan OOH Buy selliai 1 box fiz tube Bpbao 2 Stock a locationis Reade mlormalion by location ural Storage Select location Central Storage CSTOME Fm To Reode Pt Reorder Oty Overstock PL tube ow tube ara December B5 DO 2 Dr Jones Truck Pharmacy Pharmacy East T individual units when adding For example if the Reorder point is 3 cans and the Reorder quantity is 1 case 24 cans then the Overstock point would be 28 3 24 1 4 n the Link Items tab you can list any items and the appropriate quantities that will be removed from inventory as a result of the sale of this item o Inthe Travel tab you can select any travel sheets that this item should be listed on 6 When the information
109. t have item details completed including location expiration date and lot number and marked as verified but have not been finalized yet Preview Options Sort by Item Description Range ltem Description Item ID Inventory Audit Report Use the nventory Audit Report to display an itemized listing of all inventory item transactions in Cornerstone This list can be used as a reference if re keying data is necessary When printing this report enter ranges to filter the report to avoid printing a large report Preview Options Sort by Item Description Range Date Range ltem Description Item ID Inventory Audit Report Sorted By Item Description Transaction Transaction Expiration Type Client vendear ID Date Lot Number Date Quantity iem 5 DA2P CPV Hesse pt Vendor B 123 y CHO OK 7200 deme Current OOH T2400 dee Hem 01055 Feline Leukemia Vac cine Recent Vendor B F B 30200 24200 deese Cunrant QOH 24000 dee Hem 01430 Fluvac EWT 10 ds Cornerstone 8 1 Single Location Inventory Inventory Reports Page 69 Inventory Backorder Report Use the Inventory Backorder Report to view all items on backorder Preview Options Sort by Item Description Vendor Name Range f sort order is by Item Description Item Description Item ID Vendor Name If sort order is by Vendor Name ltem Description Item ID Vendor Name Inventory Backorder Report Sorted By Item Description Order Orig inal Backorder D
110. t of measures are different select the Buy UOM and select the number of Sell UOM included in each Buy UOM For this demonstration select the buy sell ratio as box 12 tubes Notes The Sell UOM is set up in the nformation tab The UOM for Reorder Quantity will update to reflect the Buy UOM The UOM for Reorder Point and overstock Point are listed with the Sell UOM Q If items are bought in various quantities for example an item is purchased in a bottle of 250 or 500 tables set the buy sell ratio to 1 tablet tablet Optional Enter 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 ex box box tube dose a Buy barcode cannot be listed Barcodes are optional e Stock at locations Select highlight the locations where you will stock this item C Locations are unique to each practice and are set up at Inventory lt Locations e Vendor button If applicable select the Item Vendor button to enter the information regarding the vendors for this item on the tem Vendor Information window e Vendor ID and Name Designate if this is the Primary vendor Lead time for product ordering and receipt Cost Date Vendor Item ID Contact Item Vendor Notes click the yellow note button Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 15 3 Click OK to save the vendor information G Cy Vendors are set up a
111. teboard When treatments are completed on the whiteboard inventory items are performed and there is an opportunity to verify inventory details These charges will be transferred to the Patient Visit List 3 Invoice Inventory quantities are depleted on saved and posted invoices when the inventory details are verified Voiding Prescriptions Voiding prescriptions does three things 1 The prescription is voided and hidden in the patient s medical record unless Hide voided items check box is unchecked 2 The quantity of the items is added back into inventory 3 The charge is deleted from the Patient Visit List Use this step 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 v Clent Patient Date Patient IL 222 Boots View C Ae Humber C RAs Numb d rrg 3 Mos 14 35 pounds iuto ES Neutered Male Terrier Fos Smooth Hx Humber Prescription history Correct Date RxH ltem Description Refils Quantity 0 4 2 20 J62 Amoxicillin 50 mg 1 14 00 Fred Jones DM Anne Carson DM Cancel Anne Carson OVE Fred Jones DM Fred Jones D V M Fred Jones DVM o9 z Prescription Labels x 2 Do vau 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 c
112. tgard Plus Green 136 mcg 12 40 00 package PharmacyMain 3 202007 260848336 7190 Heartgard Plus Green 136 mcg 12 20 00 package PharmacyMain 3 240007 49638200 Class ML MISCELLANEOUS LARGE 4 lorush Plus 2 00 bottle Dr Jones Truck 3 82007 669832478 4 lorush Plus 8 00 bottle Dr Jones Truck 3 232007 477989654 4 lorush Plus 2 00 bottle Dr Jones Truck 3 302007 875328874 Class NTR NUTRITIONAL 05670 a d Canine Feline Can 5 5 oz 0 00 can Central Storage 08888 Adult Canine 14 75 oz Beef 144 00 can Central Storage 3 14Q007 78796221 08668 Adult Canine 14 75 oz Beef 12 00 can Central Storage 3 14Q008 21 05420 pid Feline Can 5 5 oz 0 00 can Central Storage Jon Pet Tabs 180 0 00 bottle Central Storage 4 042 PetTabs Plus 180 0 00 bottle Central Storage 08522 Puppy Small Bites 10 Ib bag 12 00 bag Supplies East 3 12007 235966520 06522 Puppy Small Bites 10 Ib bag 6 00 bag Supplies East 3 10 2007 159525321 Punny Small Rites 10 Ih haa nfl han Sunnliac Fact amapnnz 44588 z Page 1 of 6 Cornerstone 8 1 Single Location Inventory Inventory Reports Page 71 Inventory Evaluation Report Use the nventory Evaluation Report to view information about each inventory item marked to maintain quantity on hand Preview Options Sort by Item Description Class ID Vendor Name Range f Sorted Order is Item Description Class ID Item Description If Sort by
113. tion Add to Want List Item ID 07180 Heartgard Plus Green 136 meg 5 10 package per box No ID Quantity 10 package 1 00 box su 02027 Banamine 50 mg 100 ml Location Pharmacy Main Stocking Levels Qty on hand 4 800 Qty on order Qty on backorder Qty on unsent orders Sales History Today s Reorder Reorder point 150 cc Reorder qty 4 bottle Overstock point 1 100 cc Qty over under 3700 0 02027 Banamine 50 mg 100 ml Vendor Order qty Vendor B v 6 00 Notes UOM cc Reason 2 boxes lefi and type a description Enter the Quantity requested In the Reason field enter a reason if appropriate Enter For Training Purposes Click OK Repeat steps 2 5 and add another item to the Want List Fr Purchasing Work List Want Suggested List Keep a list of items to order the next time you place an order Status Not Done v v Want items Suggest items ERU v we ge _ ID gt Description 02027 Banamine 50 mg 6 00 cc Vendor B Not Done 02096 Diphenhydramine 500 00 cap Vendor B Not Done 02099 Diphenhydramine 500 00 cap VendorB Not Done 02189 Prednisone 5 mg 500 00 tablet VendorA Not Done 02192 Prednisone 10 mg 500 00 tablet VendorA Not Done E 04211 Pet Tabs 0 24 00 bottle Not Done E 05670 a d Canine Feline 48 00 can Not Done 07170 Heartgard Plus Blu 10 00 pac Vendor C Not Done h
114. ule Quantity wae eee Cancel Press Fe ar double click in the Lac ID column to select from existing inventory gt Cancel 1 20 00 Ax Pharmacy Main OF 18 2008 0115489 4 00 00 0000 i To learn more about how inventory affects your use of Cornerstone please refer to the Se f Paced Release Training or the What s New in Cornerstone 8 1 document As you progress through this Self Paced Inventory Training think about how you are going to set up inventory to work best for your practice Cornerstone 8 1 Single Location Inventory Getting Started Phases and Setup Page 24 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 may be used to communicate changes to your staff Memo Date Fall 2010 To Practice Staff From Practice Management Team RE New IDEXX Cornerstone 8 1 Inventory Features Dear Staff Memo Purpose You will soon experience a new improved look feel and functionality in Cornerstone 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 multi fold When inventory tracking is used for an invoice item it could mean
115. ventory Gn Order Report Inventory Overstock Report Inventory Partial Receipts Report Inventory Purchase History Repot Inventory Receipt Report Inventory Rearder Report Inventory Returns Report Inventory Turnover Report Inventory Usage Tax Report Inventory Vendor Summary Repart Inventory Want List Report Select the report and click Run to preview the report Select the sort order and range information if applicable and then preview print or save the report Report buttons include Preview is used to view a report before printing or saving it Print Now 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 nventory Reports window Remove Range is used to clear the range information in the Set report range area of the window Cornerstone 8 1 Single Location Inventory Inventory Reports Page 67 In this demonstration you will preview the Inventory Cost Report 1 Select Reports gt Inventory The nventory Reports window displays the available reports 2 Select a report For this demonstration select Inventory Cost Report 3 Click Run The preview window displays 4 Optional Arrange the report by selecting an option in the Sort by list For this demonstration select Class ID and press Tab inventor CoE 5 Optional Specify the information displayed on Seg ri Le
116. ventory Turnover Report helps track how many times inventory completes a cycle of being received or sold Use the ratios to adjust purchase patterns and to help optimize cash flow Note 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 On the Inventory Turnover Report preview window select the Beginning Period Date Processed and the Ending Period Date Processed to calculate the turnover ratio for the specified months date range Click OK The Set report range area displays If applicable select a range of information and then preview or print the report Note End of month EOM must be processed to have date selections Preview Options Sort by Item Description Class ID Range Beginning Period Date Processed Ending Period Date Processed Inventory Turnover Report Sorted By Item Description From Thursday September OF 2006 8 51 03 AM To Saturday September 03 2006 3 53 34 AM temid Description Beg QOH Received Adjusted Returned End GOH Turnover gaara ald Care Feline Can 5 5 ar aga aga 0 00 a ag 0 00 acad Pdl exqu ri 0 00 0 00 0 00 0 00 Dana Adui Canne 14 75 z Biel 180 00 aad ad a 160 00 0 00 Moog 10 mg a a 0 00 0 00 0 00 0 00 0 00 M2008 Aripile 25 mg
117. ventory report ZEN ES Results of skill assessment Total N A Total Can t Perform Total Can Perform Reminder Please fax this assessment to the Education Department at 715 855 7482 to receive your certificate of completion for the Cornerstone Inventory Advanced Using Course If you d prefer you can mail this information to IDEXX Computer Systems Education Department 2536 Alpine Road Eau Claire WI 54701 Cornerstone 8 1 Single Location Inventory Skill Assessment amp Training Evaluation Page 82 N A N A N A N A N A N A IDEXX Cornerstone Training Evaluation Cornerstone 8 1 Single Location Inventory Training Evaluation We Value Your Opinion Tell us what you think about the Single Location Inventory training Practice 2 Z2 0 Z 21 Date Trainer Feedback received from you regarding the training is vital to our continued improvement Description This Single Location Inventory training is designed for inventory managers at all levels whether you are just getting started or want to maximize utilization You ll learn e Inventory Assessment and Goals e Inventory Settings Preparation amp Cleanup e Purchasing Receiving amp Depleting Inventory e Adjustments and Transfers Multi Site and Single Location Tips Best Practice Concepts Techniques and e Improvement Steps 1 How likely would you be to recommend IDEXX Cornerstone training to a friend or colleague No
118. w Access the Order list by selecting Inventory gt Order List The Order List window displays orders managed by staff management within the past two weeks When looking for specific purchase Onder n orders enter information In one or View and manage purchase orders for your practice more of the criteria fields in the Find GET am m Vendor Status From To orders area and click Search Orders ow 1 15 2007 10 25 2007 v Geh encam that match the criteria display on the n mA Brees e ill Fe BR aL See EN Order List Not sen 10 29 2007 Partial 0 00 Cornerstone 10 24 2007 Toon Find orders fields include Now e Vendor list Select a vendor to view purchase orders for the specified vendor only e Status list Select the status of the order Options include All Not sent Sent Partial and Closed e From field The date two weeks prior to the current system date displays in the field If necessary manually type a beginning date or use the calendar in order to find orders on or after the selected date e To field The current system date displays If necessary manually type an ending date or use the calendar in order to find orders on or after the selected date Order List columns include e Vendor The vendor with whom the order was placed e PO number The purchase order number e Status The status of the order Options include All Not sent S
119. w pricing information for the item displays in the Detailed pricing information for Name of Item area e The new pricing unit cost equals the cost of the item from the Receive Order window When receiving an item with more than one unit cost the highest cost becomes the new unit cost You may enter new markup information for the item in order to calculate a new price for the item or enter a new price to calculate the markup of the product e Prices will not change if the item isn t set to Auto calculate price Lists gt Invoice Item o Optional Enter a dispensing fee for the item in the Dispensing Fee field if appropriate m Optional Enter a minimum price for the item in the Minimum price field if appropriate 7 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 C Multiple items can be selected at once using the Shift or Control keys then clicking Return 8 Close the Receipt List Cornerstone 8 1 Single Location Inventory Receive Page 52 Return an ltem to Vendor RETURN TO VENDOR OVERVIEW This lesson highlights the Return to Vendor window The Return to Vendor window contains several fields a list of 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 se
120. xicillin 400 mg Expiration date Lot number 2 2007 422565 Quantity Actual 1 500 00 1 450 00 Adjustment reason Cycle count F Cornerstone 8 1 Single Location Inventory Deplete Adjust Move Page 60 Adjustment List This lesson highlights the Adjustment List To open the Adjustment List window select Inventory gt Adjustment List The Adjustment List displays all quantity on hand adjustments Cost Adjustments do not appear on the list practice defaults are not set to confirm quantity on hand adjustments each adjustment performed by other staff members in the View Quantity on Hand window will display on the Adjustment List with an Unconfirmed status Adjustments can be Confirmed or Voided While performing a basic or advanced search to narrow the list of items enter criteria in any of the fields in the Find adjustments area and click Search m bbas New Cost Adjust Unconfirmed Unconfirmed Unconfirmed Unconfirmed Unconfirmed Unconfirmed Unconfirmed Unconfirmed Unconfirmed Unconfirmed Cycle count Cycle count Cycle count Cycle count Cycle count Cycle count Cycle count Cycle count Cycle count Cycle count EP Adjustment List This list shows quantity on hand adjustments that have been made at your practice Date 10 16 2008 10 16 2008 10 16 2008 10 16 2008 10 16 2008 10 16 2008 10 16 2008 10 16 2008 10 16 2008 10 16 2008 Cornerstone Corner
121. y bn ratin r 2 Lzcuim an Ha m a atLarstiar Kama a bit of bano ba aniar tha mart trma you plea an ondan SP pii T T T aap INED EEENTmTEImUNPTTPEEITTREEENEIT E hs T 2027 Gordes TO maid rrd dar Get Drei arden A 720 DLipbanhgdrarr ng Z7 ma 5 07 caos Jarrirsgro L a3 TI Ee Ect inrer EET Bm Da HM METRE Des pm un park D 12055 barh sd amin a zoa ict Din 32171 Fewer p irh s Purchasing Work List Want List amp Automatic suggestions Tabs lumi Quantity Ana ne Wereier I T an E um on Hand Ies eme Adjustments Return to ap Vendor 9 1842 i Intonation z A wendcr are anbar amp mend mimba Deere as parchaze ardem dihp lay in the gid Te cius karri change tia tus te 415 1 Aar chargireg thea aium maka other as resadad ipt pan recipit for redar 7 B do mend ro aei 1 1 numis Date aha odas Por gap z L f ynin EERE Penidar ia A Purchane order number ee TUN He dormi Hs Al Cran Pos to ELEI Pimi Shope HAOI brbin ceed dered iaa E Sanam D Clean Pati m x DuC EL ee HERREN 8 id x hatia x cups Bufe RI E EXT y nena lpm hanp
122. ydramine 25 mg Diphenhydramine 25 mg Diphenhydramine 50 mg Diphenhydramine 50 mg Dipyrone Injectable 250 ml DMSO Gel Status Hot Done i 01010 01025 01035 01045 01050 01060 01070 01075 02000 5 02027 02069 5 02096 02096 02099 02099 02108 02111 Total cost of selected items based on last cost of item 0 00 Item Information Cornerstone 8 1 Single Location Inventory Purchase Page 29 Item History PURCHASING WORK LIST This lesson highlights the Purchasing Work List Open the window by selecting Inventory gt Purchasing Work List The Purchasing Work List displays the Want Suggested List 1 The Purchasing Work List is used to view items requested by staff or suggested by the system The Purchasing Work Lists Want Suggested List can be used to view e Items requested by staff e tems suggested by Cornerstone I Purchasing Work List ee 05670 a d Canine Feline Can 5 5 Keep a list of items to order the next time you place an order Location Central Storage Status Stocking Lewels Sales Hista 1 ang sales nistory Not Done Do an Qty on order Qty on backorder a Suggest items Qty on unsent orders Want items Today s Reorder Reorder point 02027 Banamine 50 ma Ec Vendor Hat Dane Reorder qty B 02096 Diphenhydrarnine OO cap Wendor Hot Done Overstock EE Qty over under 02099 Diphenhydramine 0OO ca

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