Stock requests
A stock request lets you keep track of which products need to be ordered, for which client and for which animal, until the client collects the product.
This is especially useful for special orders, products that are temporarily out of stock, or products you do not order through an integrated supplier.
What does a stock request contain?
| Field | Description |
|---|---|
| Product | Optional link to a product in Fuga. |
| Number of products | Optional quantity to order. |
| Client | Optional link to the client the product is for. |
| Animal | Optional link to that client's animal. |
| Supplier | Optional supplier. Only suppliers with company details filled in appear in the list. |
| Remarks | Free text (max. 255 characters), for example an order number or the name of a product that is not in Fuga yet. |
| Status | Requested, Ordered, Delivered, Notified or Collected. |
| Date | Date of creation and of every status change. |
Either a product or a remark is required. A new request always starts with status Requested.
Adding a stock request
Click Add stock request. You find this button in several places. Depending on where you start, part of the form is already filled in:
| Where | Already filled in |
|---|---|
| Animal file | Client and animal |
| Consultation (shopping cart icon next to the client and animal details at the top) | Client and animal |
| Stock requests tab on the client file | Client |
| Product file | Product |
| Product list (top of the list) or the Stock requests report | Nothing |
Complete the other fields and click Save.
Following up stock requests
You find stock requests in three places:
- On the client file, Stock requests tab: all requests for that client.
- On the animal file, Stock requests tab: all requests for that animal.
- In the report with all requests of the practice, per depot: Stock => Reports => Show all reports => Ordering and deliveries => Stock requests
At the top of each list you can filter on one or more statuses, or search with the search box.
For each request you can:
- change the status: click the status icon on the left to move to the next status (for example from Requested to Ordered), or pick a status from the drop-down on the right to skip a step;
- edit the request with the pencil icon;
- delete the request. A deleted request cannot be recovered.
The report also shows the CNK and EAN code, the phone number and e-mail address of the supplier and the client, and the history of status changes.
Good to know
A stock request does not place an order with the supplier. It is a follow-up list: you place the order yourself, as usual, and then set the status to Ordered.
Stock requests therefore do not replace the ordering lists for suppliers with an integrated connection, such as Covetrus Netorder. They complement them.