Merging Inventory Items

How do I merge different SKUs and their order history into one primary item? How do I deal with back-ordered items? Why do I see duplicates?

Updated over a week ago

Inventory Ally now offers the ability to merge different item SKUs and their order history into one primary item. This feature enhances replenishment calculations and simplifies your cycle count lists. In this guide, you will learn how to merge inventory items, count them separately or together, remove a merged item, hide a merged item and set a new primary item.

Example use cases:

  • Backordered items

  • New packaging for items (i.e. available in 100 count bottles but now purchasing in 1000 count bottles)

  • Replacing a parasiticide

  • Ordering a new brand

Merge Inventory Items

Step 1: Access the Weekly Count List

After logging in and selecting your hospital, navigate to the weekly count list.

Step 2: Search for Items

Use the search bar to find the items you wish to merge.

Step 3: Initiate Merge with Primary Item

  • Click on the ellipsis (...) next to the item you want to merge.

  • Select "Merge Similar Items." The selected item will become the primary item for counting and ordering, and all order histories will be merged for replenishment calculations. Learn how to change primary items by clicking here.

Step 4: Select Items to Merge

Choose the items you wish to merge, and you can use the search bar to locate additional items for merging.

Step 5: Enter Conversion Ratio

Define the conversion ratio. For example, if each box contains 4 tablets, the ratio is 1:1.

HINT: Reference the equation to help determine the conversion ratio. I.e 250 Count = 0.89 X 280

Step 6: Save

  • Click the "Save" button to complete the merge process.

  • You will return to the weekly count list, where you can view your recently merged items.

Count Separately or Together

  • To count merged items, click on the arrow on the left side of the Merged Items.

  • Use the ellipsis to select the option to count these items separately or together.

    • Counting Separately: This option allows you to count each merged item individually. We recommend using this when you have different ordering quantities.

    • Counting Together: This allows you to enter the count in the primary item as a whole rather than counting each item individually.

Remove a Merged Item

Step 1: Access Edit Merged Items

To remove an inventory item from the Merged Items list, click on "Edit Merged Items."

Step 2: Unselect Items

Unselect the item(s) you wish to remove from the merge.

Step 3: Save Changes

Click "Save" to confirm the removal of the selected item(s).

Hide a Merged Item

When hiding a Merged Item, you will remove this product from your inventory count. However, the order history will still be considered for replenishment calculations. This is useful for back ordered items or items that are no longer available, but you wish to utilize the order history for a similar product.

Step 1: Expand Merged Items

Click on the arrow to expand the Merged Items section.

Step 2: Hide a Merged Item

To hide a Merged Item, click on the toggle switch as indicated.

Note: The order history of this hidden item will still be applied for replenishment recommendations.

Selecting a New Primary Item

Managing your veterinary inventory efficiently is crucial, especially when dealing with changes in product availability. If you find yourself needing to swap out a product due to backorders, the process is simple and won't disrupt your entire merged group. Follow these steps to set a new primary item with ease.

Step 1: Locate the Merged Group

Navigate to your inventory item list to find the merged group you want to edit. You can either use the search function or manually locate it within the list.

Step 2: Set the Primary Item

  • Click on the ellipses (...) next to the product you wish to designate as the new primary item.

  • From the menu that appears, select "Set as Primary."

Did this answer your question?