Create and view purchase orders – IDEXX Neo

If you practice has a Vetcove integration, see the Create a purchase order in Vetcove section in this article.

In Neo, you can create purchase orders to help manage and maintain your inventory from the Purchase Order List.

Critical Stock Shortages link – when a product’s O/H quantity falls below its Min amount, the product is immediately and automatically added to the Critical Stock Shortages Right from the Purchase Order List, you can see the number of products that need to be ordered.
Note: If there are no products on the Critical Stock Shortages page, there will be no number near the link.
Create Order button – create a purchase order for any product from any supplier at any time.

You can also print purchase orders to send to your suppliers; receive a purchase order and update prices; and easily view your purchase order history.

Create a purchase order from Critical Stock Shortages

Critical stock shortages identify products that need to be ordered based on the stock levels recorded at your practice. Creating a purchase order from the Critical Stock Shortages page helps to ensure you are reordering products in the correct quantities to replenish your inventory to optimum levels.

At a glance, you can review these products that need to be ordered, as well as their stock levels, current on order quantities, and suggested order quantities.

Product – product name from the Products details.
Supplier – the default supplier from the Product details. If “Select” displays in the dropdown, then the product does not have a default supplier. The Supplier can be manually changed, as necessary.
On Hand – the product’s current O/H quantity.
On Order - total quantity on purchase orders with draft and ordered statuses for the product.
Min Level – the minimum quantity which determines when the product is added to Critical Stock Shortages and should be reordered.
Opt Level – the optimal quantity of the product your practice should have on hand.
Pack Size – purchase package size and unit type from the Products details.
Order Qty – auto-calculated by the system by subtracting the current On Hand and On Order quantities from the Opt Level. The Order Qty can be manually changed, as necessary.

Click your name in the menu bar. Then click Purchase Orders.
Click Critical Stock Shortages. Then review the products that need to be ordered.
Select products to add to a purchase order by placing a check in the box to the left of the product name.
Tip: Select products you want to order from the same supplier.
Note: Click the box again to deselect a product.
Review and update the Supplier, as needed.
Review the On Hand, On Order, Min Level, and Opt Level quantities.
Review or update the Order Qty, as needed.
Click Order Selected. You will now be viewing the Purchase Order List.
- If there is an existing draft order for the supplier, the selected products will be added to the draft order.
- If there is no existing draft order for the supplier, the selected products will be added to a new draft order.
- If products with different suppliers were selected when the Order Selected button was clicked, the products will be added to orders for the suppliers accordingly.
  Note: Products will remain on the Critical Stock Shortage list until the On Hand quantity is greater than the minimum level. If enough quantity is ordered, the Order Qty will be blank.
To complete the order, locate the purchase order in the Purchase Order List.
Tip: Select a Supplier from the dropdown and /or click the Filter button to select one or more order statuses to quickly locate the purchase order to complete. For example, Draft.
Click on the PO# to review and complete the purchase order.
Review the products on the purchase order.
Search for and select additional products to add to the order, as needed.
Tip: You can search by the product name, product ID, or barcode.
Click the trash can icon at the end of a row to delete a product from the order, as needed.
Review or update the Supplier Code, as needed.
Note: The Supplier Code will be blank if the Supplier Code field on the Products details is blank. Entering the Supplier Code on the purchase order will not update the Product details.
The Pack Size is the Purchase Package Size and Unit Type from the Products details.
Review or update a quantity to order.
Review or update the Pack Cost.
Note: The Pack Cost is the last purchase cost for this product entered when receiving a purchase order, not from the Products details. If the product has not been ordered previously, the Pack Cost will be 0.
Repeat steps 11-16 until you have finished updating the order.
Enter any notes about this order in the Notes
If this order is complete, click Complete Order. If it isn’t complete, click Save Draft.
Click Print to print the purchase order.
Note: Draft purchase orders cannot be printed.

Create a purchase order from the Purchase Order List

Click your name in the menu bar. Then click Purchase Orders.
Click the Create Order
Select a supplier from the dropdown. The supplier cannot be modified after being selected.
Search for and select a product to add to the order.
Review or update the Supplier Code, as needed.
Note: The Supplier Code will be blank if the Supplier Code field on the Products details is blank. Entering the Supplier Code on the purchase order will not update the Product details.
The Pack Size is the Purchase Package Size and Unit Type from the Products details.
Enter a quantity to order.
Review or update the Pack Cost.
Note: The Pack Cost is the last purchase cost for this product entered when receiving a purchase order, not from the Products details. If the product has not been ordered previously, the Pack Cost will be 0.
Repeat steps 4-8 until you have added all products to be ordered.
Enter any notes about this order in the Notes
If this order is complete, click Complete Order. If it isn’t complete, click Save Draft.
Click Print to print the purchase order.
Note: Draft purchase orders cannot be printed.

View and find purchase orders and receipts

Use the Purchase Order List to review your purchase order history, including locating draft orders that need to be completed.

Click on your name in the menu bar. Then click Purchase Orders.
Edit the date range, as needed.
Note: The default date range is the last 30 days, when the order status was last updated. Click one of the preset date ranges, choose a custom date range, or select a specific date.
- To select a custom date range, click the start date first. Then click the end date.
- To select a specific date, click the date twice.
Select a Supplier from the dropdown and /or click the Filter button to select one or more order statuses to quickly locate the purchase order to receive.
- Draft = purchase order has been saved as a draft before completing. Can be edited until completed.
- Ordered = purchase order has been completed. Cannot be edited.
- Partially Received = a partial quantity of the products on the order have been received.
- Received = the full quantity of all products on the order have been received.
Click on a column heading to sort the table by that column.
Note: The table can be sorted by any column except Total.
Click the PO# to view the order.
Click the menu button on a purchase order row. Actions will vary (View, Receive, Delete) based on the status of the purchase order.
- All status = View
- Ordered and Partially Received = Receive
- Draft and Ordered = Delete

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Create a purchase order in Vetcove

Purchase orders can be created in Vetcove, with a Vetcove integration, or in Neo from the Purchase Order List.

Vetcove purchase orders are automatically saved to the Neo Purchase Order List. With the Purchase Order List as your central location for all purchase orders whether they’re created in Vetcove or Neo, you can also print purchase orders; receive a purchase order and update prices; and easily view your purchase order history from one place.

Prerequisites: Vetcove account, Vetcove integration with Neo

IMPORTANT: Before placing your purchase orders with Vetcove, you must connect your Vetcove account to Neo and complete your Vetcove setup. See Set up Vetcove integration for more information.

In your browser, go to https://www.vetcove.com
Enter your Vetcove username and password, as needed.
Note: If you already logged in to Vetcove today, you may not need to enter your credentials.
Create and place your purchase order. See Vetcove Help for addition information.

Reminder: When you place your order in Vetcove, the purchase order will automatically be saved to your Purchase Order List in Neo.

View and find purchase orders and receipts

Use the Purchase Order List to review your purchase order history, including locating draft orders that need to be completed.

Vetcove orders can be easily identified in the Purchase Order List by the Vetcove icon to the left of the supplier name.

Click on your name in the menu bar. Then click Purchase Orders.
Edit the date range, as needed.
Note: The default date range is the last 30 days, when the order status was last updated. Click one of the preset date ranges, choose a custom date range, or select a specific date.
- To select a custom date range, click the start date first. Then click the end date.
- To select a specific date, click the date twice.
Select a Supplier from the dropdown and /or click the Filter button to select one or more order statuses to quickly locate the purchase order to receive.
- Draft = purchase order has been saved as a draft before completing. Can be edited until completed.
- Ordered = purchase order has been completed. Cannot be edited.
- Partially Received = a partial quantity of the products on the order have been received.
- Received = the full quantity of all products on the order have been received.
Click on a column heading to sort the table by that column.
Note: The table can be sorted by any column except Total.
Click the PO# to view the order.
Click the menu button on a purchase order row. Actions will vary (View, Receive, Delete) based on the status of the purchase order.
- All status = View
- Ordered and Partially Received = Receive
- Draft and Ordered = Delete
- For Vetcove orders only. Select Vetcove from the menu button to view the purchase order in Vetcove.