Stock Management (Desktop App)

Responsible Roles

	Bill all the correct items that the practitioner used on the patient or that is given to the patient. The correct size, strength, manufacturer and quantity is used.
	Must indicate all the stock items that were used on the patient. Ensure all stock items are indicated correctly with the correct size, strength, manufacturer and quantity. If the practitioner does the billing, ensure the same procedure as under Billing Expert is followed.

Critical Steps of Sales

When items are used on the patients or when you sell the items to the patients, employers, or other practices, the transaction will post as a sale on the Debtors account. This will increase your income and reduce your stock levels.

You must plan so that you have enough stock available for the patient and to sell to the patients or clients.

When the patient was billed incorrectly a credit note from the Debtors must be done. The transaction will also write back the cost of sales on the correct ledger accounts.

Ensure that your Sales prices are not less than your Purchase prices for the items. Unfortunately, when your Practice is a Hospital or NHN member you have to sell the items according to NAP price.

The Practice is allowed to add a markup fee according to the speciality. Hospitals that are registered with NHN are only allowed to charge NAP price.

Cost of sales will only be calculated when the stock is sold.

When using the Barcodes the billing can be done with a scanner, this assists in accuracy and fast billing, capturing the stock that was used or sold to a patient on their account. 

Non-Chargeable items

Non-chargeable items are items that are used on the patient but the patient does not pay for the item, or the item is included in a global fee. The item can be setup as a non-chargeable item and should always bill as a zero amount. This allows the stock levels to decrease and will indicate on which patient the item was used, without the patient account being charged. 

Consignment stock items

When consignment stock is used on a patient, the patient gets billed at the same price that the practice is paying for the item, then the supplier invoice will be captured. The stock does not belong to the practice or the hospital. The item can be ordered from the supplier per patient or a certain number of quantities will be kept at the practice, the representative will come and count the stock and refill the quantity.

Service Centres & Multiple Warehouses

Each service centre will be linked to a warehouse. The service centre will indicate where the patient was examined or treated. When the service centre is used the system will know where to get the stock from that were used on the patient. Multiple service centres can be linked to one warehouse. 

Functions that will be used in GoodX

• Debtors billing