Stock Management

The Stock item is active.

The Stock item can be used on the patient, billed (sales) and received (purchases).

The Stock item can be adjusted.

Roadmap:

1. M Stock > M1 Stock Setup > SM1 Stock > Category > Correct Item > B Edit > Active.

The item is active but cannot be sold to a patient.

Stock corrections can be done on the item.

Stock Transfers can be done on the item.

Roadmap:

1. M Stock > M1 Stock Setup > SM1 Stock > Category > Correct Item > B Edit > Active No Sale.

Adj. Packs - Adjusted Packs.

The Adj. packs will show on the Variance report.

Adj. Packs: It is calculated by Adj. Units / Packsize = Adj Packsize.

For example: The Packsize of the item is 100 and the adjustment units are 140. The Adj. pack will be 1.4.

140 / 100 = 1.4 

Adj. Units - Adjusted Units.

The Adj. units will show on the Variance report.

Adj. Units: The Units the system will adjust after the stock take is posted.

For example: the Snapshot units are 150, the counted units are 100, the Adj Units will be -50. The system will deduct 50 units because 100(count)-150 (snapshot/system units) = -50 (Difference).

For example: the Snapshot units are 200, the counted units are 250, the Adj Units will be 50. The system will add 50 units because 250 (count) - 200 (snapshot/system units) = 50 (Difference).

Adj. Value - Adjusted Value

The adjusted value is the rand value of the items.

Adj. Value: This is calculated by the Cost/Unit * Adj.Units = Adj Value. 

For example: The Unit price is R 2.32 and the Adj. Units are 43, the Adj Value will be R 99.76

R 2.32 * 43 = R 99.76

A machine-readable code in the form of numbers and a pattern of parallel lines of varying widths, printed on a commodity and used especially for stock control.

The best barcode method to use is to use double sided barcodes to put on the item and can be pulled off and put on the charge sheet in the patient file for billing and scanning purposes. 

Roadmap:

1. M Stock > M1 Stock Setup > SM1 Stock > Categories > Choose the correct item > M1 Print > SM1 Print Barcode.

Batch Tracking is used to track a specific Item's group of units. When a Practice uses a Stock system, it makes use of suppliers for its Stock. Each Batch receives a Lot Number or Batch Number linked to the Batch or box of the Item made by the manufacturer. This ensures that all items of the same kind have been made with the same ingredients and packaging.

If the manufacturer or medical association recalls an item for any reason, such as contamination with glass, you can identify which Batch each Patient received. This allows you to contact those Patients to inform them to return the item and stop using it.

Batch Tracking is crucial for maintaining high standards of quality, safety, and efficiency when working with Stock. For this reason, it is also essential to include Batch Numbers on Debtor Invoices. Doing so ensures a complete audit trail, enables quick traceability in the event of a recall, and supports accurate Stock control. It also helps the Practice comply with medical regulations and build Patient trust through responsible and transparent care.

User Manual Link: Batch Tracking on Debtor Invoices

You can also call the bin as a basket or shelf.

The item can only be placed in one bin (place).

An example is "Emergency trolley".

Bonus Stock is items you receive extra with your order that you do not have to pay for.

Broken Stock is stock that has fallen or you are unable to use because the item was damaged.