Stock Management

Adding a stock item allows the user to add new stock items to the system, that is used in their practice that is not necessarily managed by IQest or Medprax.

Please note: When using IQest or Medprax, depending on whom the practice is registered, they will need to be contacted to add an Item.
IQest or Medprax will contact the supplier to get the correct information.
IQest or Medprax will load the item on their file and send the new file with the item as requested.
Please remember if an item is not on the Stock file and the user creates their own item, this item will not be updated and it will stay their responsibility to update the information manually.

• Log in to the GoodX Desktop using your GoodX username and password.
• From the Navigator Double Click on the Stock Module.

• The main Stock screen will open. 

• From the menubar Click on Stock Setup.

• Click on Stock from the sub-menu.

• The Category screen will open. 
• Select a category: Medicine or Materials from the list by clicking on the desired option.

• Click on OK to proceed.

 

• The Medicine stock list will open (this depends on the selection that was made on the Category screen).

• Click on the + button to add a new item.

• A blank Stock Input screen will open where the details of the new item can be added.

• The following information is compulsory fields when adding a new stock item:
• Code: A unique number allocated to the item to identify it.
• IQest: the Stock Code must start with  GMED.
• Medprax the Stock Code, depending on which category, the item must start with  GMED (Medicine) or 0201 (Materials).
• Description: The item name with size, strength, etc. a unique explanation of the item.
• Stock Level: Indicates the number of items that are in stock currently. 
• Quantity: How many items are in stock.
• Value: The total monetary value of the items that are in stock.
• Active: Indicates the status of the item. 
• Active: Items that are used by the practice.
• Inactive: Items that are either no longer used or relevant to the practice or has been discontinued.  
• Active, no Sales: An item that is used, but not sold.
• Ledger Account: The income account where the income amount will be posted. (Sales minus VAT if the practice is registered for VAT)
• Schedule of Medicine: Medicine schedules make up the classification system used to define a medication's level of risks and benefits. And, as the possible medicinal risks increase, so does the schedule. 
• Pack Size: Indicates the number of units in the packaging.
• List Price: The recommended sales price as determined by Medprax or IQuest. 
• Nappi Code: A unique identifier for a given ethical, surgical or consumable product that enables electronic transfer of information throughout the healthcare delivery chain. A Nappi code's last 3 digits will indicate the number of pack sizes.
• Non-Stock Items or Consumables, items that do not have Nappi codes, use '999999 999' in the Nappi data field.

• Click on Cancel to close the screen without saving changes. 

• Click on OK once satisfied with the new item that was created to save changes that were made to the item.

• For an extensive explanation of all the fields and stand please refer to the user manual: Stock Item Overview.