The Covetrus Pulse Purchase Ordering system is a robust tool that streamlines the process of creating, searching, and receiving orders in your veterinary practice.
Here’s a 2-minute video overview:
Accessing the System: Navigate to Menu > Settings > Inventory > Purchase Orders. The roles that can access this system include the business owner, business manager, inventory manager, and billable items manager.
Viewing the Purchase Ordering Window: Upon entering the system, you’ll land on the search page. You can search for orders using various parameters such as vendor, date range, PO number, order status, inventory item, reference number, item comments, and order notes. The reference number field provides a way to reference the PO with the PO from the vendor. Common uses for this would be invoice number or order reference number.
Order Statuses: There are four order statuses - Not sent, Ordered, Partial, and Closed. The system automatically updates these statuses based on the actions taken. Note that you can only receive an order when its status is ‘Ordered’.
Managing Orders: From the search results, you have the option to edit, receive, print, or cancel the order. Printing an order generates a PDF that includes all the order items along with their details.
Order Details: The order item details include name, manufacturer, cost, quantity ordered, quantity received, quantity on backorder, total, and comments.