Adding Inventory in vTrakr

Owned by Brendan Sweeney
Last updated: Mar 04, 2024
3 min read

Last Updated 1/25/24

One of the first steps to getting started in vTrakr (Unless your account is connected to a Manufacturer) is to input your inventory. We understand that this could be a pretty arduous task since you may have tons of devices - so we provide several  options to make it easier. 

  • Adding Inventory in vTrakr is not the easiest method. If you have the option of working with your Organization’s admin users to create the inventory, this is the route we recommend.

  • Not all users may add inventory. If you are a sales or distributor user and you are not able to add inventory, reach out to one of the admins on your organization’s account to discuss your options.

  • If you are also a UDIdentify user, there is a method for exporting your barcode scans as inventory directly into vTrakr. For more information, check out the UDIdentify User Guide. 

To start adding inventory directly into the vTrakr app:  

  • Click on the + button on the Inventory tab

  • Next, you’ll need to enter the product information for your inventory. in this process you will be creating one batch of inventory at a time. You may create multiple devices at one time but they will all have this product information, so for instance you can create a batch of qty 100 of one Catalog # and lot #. To create another lot you’ll need to repeat the process with the new lot #.

  • Enter the following information:

    • Select: Device or Container

    • Custody: This will auto-populate for Sales Users

    • Manufacturer

    • Product Line

      • You may check the box to auto-populate the product line based on the catalog number

    • Catalog #: Select from the drop down menu. If your catalog # is not there, create it first in the Catalog or add a new one at the bottom of the menu.

    • Device Description

    • Quantity: How many are you creating in this batch?

    • Container: If this item is going directly into a container, select from the containers available to you.

  • Click Next

  • Next enter the production information:

    • UDI: You may key this in, use a barcode scanner, or use the camera on your device to scan the UDI barcode. Click on the barcode scan icon to bring up these options.

    • The Device Identifier, Lot #, and other information already container in the UDI will be auto-populated after the system parses the UDI. The UDI is considered the point of truth.

    • If there is not a UDI or the information is not already contained in the UDI then enter:

      • Lot #

      • Serial #

      • Expiration Date

      • Secondary Barcode: We allow you to store a non-UDI barcode for the item as well. You may also use the barcode scanner in this step.

  • Click Next

  • In this screen enter the following information:

    • Billable: Select “on” for Yes, un-billable items are not sold in Events.

    • Price: This is the list price. Contract pricing is stored in the Directory

    • Reusable: Select “On” for yes, select “Off” for single use. Reusable items are added back into your inventory after an Event

    • Location: Select from existing locations or create a new one

    • Consignment Status

    • Hold Status

    • Due Back Date

    • Inventory Type

    • Manufacture Date: This is used when calculating FIFO and LIFO

  • Lastly, click “Create” and your inventory will be created.