Covetrus Ordering Integration - Receiving Covetrus Orders

• When the order comes into the practice, go to Menu > Inventory > Covetrus Order.
• Click on the Order Number link. 

• A screen similar to the one below will open displaying the items on the order.

1. Items ordered for use in the practice but not being tracked by an inventory code, can be marked as "Not Tracked". Use the buttons to mark all items as Tracked or Untracked.
2. Use the checkbox under Not Tracked to mark single items as tracked or not tracked.
3. Items not mapped to a practice Inventory Item can be mapped before the item is received into inventory. From the drop-down list, begin typing in the inventory item name or code and select the item to map. Once mapped, it will not be required again. The program will automatically map the item in the future.
4. If an item gets linked to the wrong practice Inventory Item, use the Link to Different Item button to select a different product the item should be linked to.
5. Once an item is mapped, receiving can begin. By default a new lot is created at each receive. When receiving item without a Lot, you can use the Use Lots option to opt out of creating a Lot. 

• To start receiving, click on Start Receiving.

Use Lots not Selected

• • Enter the quantity being received and the Expiration date. Expiration date is not required.
  • When left empty, the system will assign the expiration date as current date + 50 years. Select Complete Receiving when done.

Using Lots

Receiving with Use Lots option enabled.

• • Enter in the Lot #. If the item is going to be received into more than one lot, enter the first lot and all required information then click on the button labeled New Lot to create another lot for the item.
  • Enter the Expiration date. This field is not required. When left empty, the system will assign the expiration date as current date + 50 years.
  • Enter the quantity being received. 
  • Click Complete Receiving.

Pricing Changes

Item-level option to record cost/price on receiving item/parent item is available.

• If the item being received is linked to a parent item, the user can specify the action they would like to take on multiple items since they are linked. 
  • "Both this item AND linked parent items"
  • "This item only"
  • "Linked parent items only"
• Once a selection has been made, this selection will be retained by the system, and the next time the item is received, this will be the default option loaded into the drop-down list within the receiving screen.

• When there has been a change in the cost of an item, a Cost Change Notification will pop up. It gives the user an opportunity to go with the price increase (or decrease), or keep the existing price.

• After completing the receipt, your quantity on hand is updated and, if there was a cost change from Covetrus, the cost for the inventory item(s) has been updated.
• Covetrus strongly recommends a practice uses a Markup % to price inventory items. This way, the cost to you is updated and any increases in cost from the vendor will adjust the price to the customer.