Best Practice Guidelines: Stock Management 28/06/2024 (In development): Appendix D: Training Program

Best Practice Guidelines: Stock Management 28/06/2024 (In development)

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16. Appendix D: Training Program


Training program
Stock Management Documentation The online Learning Centre Webinar Appendix A: Configuration & Onboarding Appendix B: Terminology & Login Details Appendix C: Stock Glossary & Roadmaps Appendix D: Values & Calculations	Introduction to Critical Business Processes Introducing roles & responsibilities in stock management Stock Item Journey Short Summary of Tasks Understanding Stock Management Stock Process Flowchart
Stock Configuration
Stock Glossary Stock Setup Flowchart Stock Category Single Warehouse Multi Warehouse Category Linking to Warehouses Warehouse Linking to Entity	General Bin Counting Locations Counting Location linking to Warehouse Sub Classes System Options Configuration Active Item List

Stock Orders Stock Order Flowchart Minimum Stock Levels Maximum Stock Levels Stock Ordering Process Receiving Stock Process	Item Management Item Management Flowchart Active and Inactive Discontinued Stock Medprax or IQest Updates Barcodes Item Linking Removing Item Linking Subclass linking Exclude Item from Medprax or IQest Create Item Edit Item Negative Stock Levels
Stock Purchases Stock Purchase Flowchart Creating a Creditor/Supplier Stock Purchases (Normal Stock) Bonus Stock Consignment Stock Discount on Creditor/Supplier Invoices Prosthesis Hospiformance / CJ Distributions Admin Fee or Delivery Fee Non-Stock Non-Chargeable	Sales Sales Flowchart Medical Debtors Billing Hospital Patient Administration Billing Non-Chargeable Consignment Stock
Transfers Transfer Flowchart Between Warehouses	Corrections Corrections Flowchart Stock Adjustment (Single) Stock Adjustment (List) Credit note from the Stock module Re-evaluate stock values
Stock Take Stock Take Flowchart Cycle Counts per Subclass Preparing for the Stocktake Print Counting sheets Creating a Snapshot Stock Count Process Capture Stock Take quantities Counting Locations Consolidate Printing and understanding the Variance Report Edit the Variance Final Result Posting Stock Take	Reports Stock Report Writer Stock Movement Report Per Period Stock Movement Detail Stock Item Info Stock Usage Report

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