Course Stock Management

Section outline

• Select section Stock Management

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  Stock Management

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  Stock management gives the practice the ability to keep track of how much stock is in their inventory at any given time. Stock management can also be used to ensure that the funds of the business are not spent on unnecessary products and that the correct stock is available to treat patients. The user manuals focus on how to complete all the necessary processes to manage your stock well.
  
  

  The following diagram illustrates the critical business processes with regards to stock management at a glance so that the user can follow all steps easily. The user manuals are grouped together under the headings of the diagram.

   

  
  

  
  

  We suggest you read through the stock glossary and the stock management guidelines to familiarise yourself with:

  • the jargon pertaining to stock management; and
  • all information to assist you to complete all procedures

  so that the stock captured on your software system will reflect the stock that you actually have in your practice.

  We also put all the links to our stock webinar below for your convenience. (You can either navigate to the complete playlist or choose to navigate to the individual sessions listed below under the different headings.)

  PRINTING BOOKS

  1. Click on the book you want to print.
  2. Click on the Adminsitration Menu on the right hand side of the screen.
  3. Click on "PRINT BOOK".
  4. At the top of the pop up screen there will be another link "Print Book", which allows you to choose your printer.
  5. In the printer settings, click on "More settings", which will open up another settings menu.
  6. The books are configured to have an optimal page layout if the printer settings are set to:
  1. a printing scale of 90%
  2. default margins
  3. A4 page size.

  • Select activity Stock Glossary

    

    Stock Glossary

    
    

  • Select activity Announcements

    

    Announcements Forum
• Select section Stock Overview & Setup

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  Stock Overview & Setup

  • Select activity Stock Overview Flowchart: Fundamental

    

    Stock Overview Flowchart: Fundamental File
  • Select activity Stock Setup Flowchart: Fundamental

    

    Stock Setup Flowchart: Fundamental File
  • Select activity Stock Overview Flowchart: Advanced

    

    Stock Overview Flowchart: Advanced File
  • Select activity Stock Setup Flowchart: Advanced

    

    Stock Setup Flowchart: Advanced File
  • Select activity Stock Transactions

    

    Stock Transactions File
  • Select activity Stock Setup (Desktop App)

    

    Stock Setup (Desktop App) Page
  • Select activity Setup of the Categories (Desktop App)

    

    Setup of the Categories (Desktop App) Page
  • Select activity Setup of the Warehouses (Desktop App)

    

    Setup of the Warehouses (Desktop App) Page
  • Select activity How to Create and Edit Counting Locations (Desktop App)

    

    How to Create and Edit Counting Locations (Desktop App) Page
  • Select activity Stock Adjustment Codes (Desktop App)

    

    Stock Adjustment Codes (Desktop App) Page
  • Select activity Stock: Moving away from Bins, using new function Counting Locations 7.8 (Desktop App)

    

    Stock: Moving away from Bins, using new function Counting Locations 7.8 (Desktop App) Page
  • Select activity Counting Location linking to Warehouse (Desktop App)

    

    Counting Location linking to Warehouse (Desktop App) Page
  • Select activity Bin Linking (Desktop App)

    

    Bin Linking (Desktop App) Page
  • Select activity Information on Setup

    

    Information on Setup Page
  • Select activity Stock List Data Provider

    

    Stock List Data Provider Page
  • Select activity Custom Nappi Price linking

    

    Custom Nappi Price linking Page
• Select section Stock Orders

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  Stock Orders

  • Select activity Stock Orders Flowchart

    

    Stock Orders Flowchart File
• Select section Item Management

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  Item Management

  • Select activity Item Management Flowchart

    

    Item Management Flowchart File
  • Select activity Stock List Overview

    

    Stock List Overview Page
  • Select activity Add Item (Desktop)

    

    Add Item (Desktop) Page
  • Select activity Edit Item

    

    Edit Item Page
  • Select activity Make Items Active/Inactive

    

    Make Items Active/Inactive Page
  • Select activity Replace Inactive items on Combinations

    

    Replace Inactive items on Combinations Page
  • Select activity Mark Zero Level Items as Inactive (Bulk)

    

    Mark Zero Level Items as Inactive (Bulk) Page
  • Select activity Barcodes

    

    Barcodes Page
  • Select activity Item Linking

    

    Item Linking Page
  • Select activity Removing Item Linking

    

    Removing Item Linking Page
  • Select activity Stock Item Overview

    

    Stock Item Overview Page
  • Select activity Stock Item Info

    

    Stock Item Info Page
  • Select activity Stock: Item Data Changes Log

    

    Stock: Item Data Changes Log Page
  • Select activity How the New Advanced Costing Method Works (Desktop App)

    

    How the New Advanced Costing Method Works (Desktop App) Page
• Select section Stock Purchases

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  Stock Purchases

  • Select activity Stock Purchases Flowchart

    

    Stock Purchases Flowchart File
  • Select activity Stock Purchases (Normal Stock)

    

    Stock Purchases (Normal Stock) Page
• Select section Sales

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  Sales

  
  Stock used for the patient is billed on the patient's account. See the links below.

  
  

  • Select activity Stock Sales Flowchart

    

    Stock Sales Flowchart File
  • Select activity Medical Debtors (MedDebs)

    

    Medical Debtors (MedDebs) URL
  • Select activity Hospital Patient Administration

    

    Hospital Patient Administration URL
• Select section Transfers

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  Transfers

  • Select activity Stock Transfers Flowchart

    

    Stock Transfers Flowchart File
  • Select activity Stock Transfer Between Warehouses

    

    Stock Transfer Between Warehouses Page
  • Select activity How to Import Stock for Transfer Between Warehouses

    

    How to Import Stock for Transfer Between Warehouses Page
  • Select activity How to Import Stock for Transfer from the Stock Report Writer

    

    How to Import Stock for Transfer from the Stock Report Writer Page
  • Select activity How to Import Stock For Transfer Using a TXT File

    

    How to Import Stock For Transfer Using a TXT File Page
  • Select activity How to Import Stock for Transfer via a Transfer Request

    

    How to Import Stock for Transfer via a Transfer Request Page
• Select section Corrections

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  Corrections

  • Select activity Stock Corrections Flowchart

    

    Stock Corrections Flowchart File
  • Select activity Stock Adjustment (Single)

    

    Stock Adjustment (Single) Page
  • Select activity Stock Adjustment (List)

    

    Stock Adjustment (List) Page
  • Select activity Bulk Stock Revaluation Process

    

    Bulk Stock Revaluation Process Page
  • Select activity Credit note from the Stock module (Only version 7.6)

    

    Credit note from the Stock module (Only version 7.6) Page
  • Select activity Credit note from the Stock module (Only version 7.8)

    

    Credit note from the Stock module (Only version 7.8) Page
  • Select activity Credit note from the Creditors Module (Only version 7.6)

    

    Credit note from the Creditors Module (Only version 7.6) Page
  • Select activity Credit note from the Creditors module (Only version 7.8)

    

    Credit note from the Creditors module (Only version 7.8) Page
  • Select activity Add/Edit a Stock Transfer

    

    Add/Edit a Stock Transfer Page
• Select section Stock Take

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  Stock Take

  • Select activity Stock Take Flowchart

    

    Stock Take Flowchart File
  • Select activity Print All Counting Sheets

    

    Print All Counting Sheets Page
  • Select activity Capture Stock Take Values

    

    Capture Stock Take Values Page
  • Select activity Print Single Counting Sheet

    

    Print Single Counting Sheet Page
  • Select activity Counting Locations Consolidate

    

    Counting Locations Consolidate Page
  • Select activity Printing and understanding the Variance Report

    

    Printing and understanding the Variance Report Page
  • Select activity Edit the Variance

    

    Edit the Variance Page
  • Select activity Posting Stock Take

    

    Posting Stock Take Page
  • Select activity How to Print Counting Sheets - Per Warehouse

    

    How to Print Counting Sheets - Per Warehouse Page
  • Select activity How to Print Counting Sheets - Per Counting Location

    

    How to Print Counting Sheets - Per Counting Location Page
  • Select activity Capture Values Screen: Navigation and Use

    

    Capture Values Screen: Navigation and Use Page
  • Select activity How to Bulk Capture Stock Items

    

    How to Bulk Capture Stock Items Page
  • Select activity Creating a Snapshot (Desktop)

    

    Creating a Snapshot (Desktop) Page
• Select section Reports

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  Reports

  • Select activity Stock Report Writer (Overview)

    

    Stock Report Writer (Overview) Page
  • Select activity Stock Report Writer - Settings and Parameters

    

    Stock Report Writer - Settings and Parameters Page
  • Select activity Stock Report Writer - Tabs and Report Filters

    

    Stock Report Writer - Tabs and Report Filters Page
  • Select activity Stock Report Writer - Calculations and Layout

    

    Stock Report Writer - Calculations and Layout Page
  • Select activity Quick Stock on Hand Report

    

    Quick Stock on Hand Report Page
  • Select activity Stock Movement Per Period (Overview)

    

    Stock Movement Per Period (Overview) Page
  • Select activity Stock Movement per period - Settings and Parameters

    

    Stock Movement per period - Settings and Parameters Page
  • Select activity Stock Movement per period - Tabs and Report Filters

    

    Stock Movement per period - Tabs and Report Filters Page
  • Select activity Stock Movement per period - Calculations and Layout

    

    Stock Movement per period - Calculations and Layout Page
  • Select activity The Stock Usage Report

    

    The Stock Usage Report Page
  • Select activity Stock Usage - Settings and Parameters

    

    Stock Usage - Settings and Parameters Page
  • Select activity Stock Usage - Tabs and Report Filters

    

    Stock Usage - Tabs and Report Filters Page
  • Select activity Stock Usage - Calculations and Layout

    

    Stock Usage - Calculations and Layout Page
  • Select activity Stock Movement Detail (Overview)

    

    Stock Movement Detail (Overview) Page
  • Select activity Stock Movement Detail - Settings and Parameters

    

    Stock Movement Detail - Settings and Parameters Page
  • Select activity Stock Movement Detail - Tabs and Report Filters

    

    Stock Movement Detail - Tabs and Report Filters Page
  • Select activity Stock Movement Detail - Calculations and Layout

    

    Stock Movement Detail - Calculations and Layout Page
  • Select activity Stock Take: Count Report

    

    Stock Take: Count Report Page
  • Select activity Stock Costing History (Desktop)

    

    Stock Costing History (Desktop) Page