Stock Management

Printing of Counting Sheets displays a list of all stock items with a designated column to write down the stock count to enter into the system after a stocktake has been done.
This allows stock to be counted in multiple locations at the same time. This makes the stocktaking process more efficient and saves time.

• 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 main Stock Module screen, on the Menu bar click on Stock Setup.

• Click on Multi-Item Bin Linking from the sub-menu.

• The Multi-Item Bin Linking screen will open. 

• From the Menu bar, click on Print.

• Click on Print Counting Sheets: This will allow the user to print all stock counting sheets for all counting locations per category and per warehouse.  

• The Stock Adjustment selection screen will pop up.

 

• Select the Category from the drop-down menu.
• Medicine: Items that have been classified as drugs that are used to treat medical conditions. 
• Materials: Are also known as consumables these are items used to perform medical procedures such as webcols, gloves, needles and syringes.

• Select the Warehouse from the drop-down menu, all the warehouses that have been set up by the practice will appear on this list. 

• Click on Cancel to return to the Multi-Item Bin Linking screen. No list will print. 

• Click on Ok to proceed to print all the Counting Sheets in the chosen category and warehouse.

• A Print Preview of the Counting Sheet will appear on the screen.

Please Note: That all counting locations will print on a new page depending on the number of items in a specific counting location, for example, there are 74 items in a counting location, the items will then be printed over several pages. If there are only 3 items in a counting location, only those 3 will be printed on the page. Only counting locations with items linked to them will print empty locations will not print.

• On the Counting sheet, the information will be divided into columns.

• Code: Product or Item reference number.
• Description: A detailed explanation of the product or item.
• Pack Size: How many items are in a box.
• Packs: A place where the number of packs that have been counted can be written.
• Units: A place where the number of units that have been counted can be written.
• Active?: This shows whether the item is Active or Inactive.

• Use the First Page, Previous Page, Next Page and Last Page to navigate to the other pages that will be printed. 

• The pages will appear as they will be printed:

• Click on the Printer Setup button on the toolbar at the top of the Print Preview screen, to make sure that the printer that will be used to print the Counting Sheets has been set up. 

• Select the correct printer on the Print screen. 

• Click on OK  to continue to print.

• Click on the Printer button on the toolbar at the top of the Print Preview screen, to print the Counting Sheet to the printer that has been set up.  

• A Printing progress pop up will appear and the pages will be available at the printer. 

• To cancel the printing Click on the Cancel button on the Printing progress pop-up.

• Click on the Close button on the toolbar to close the Print Preview screen to return to the Multi-Item Bin Linking screen.

• To add items that are in a specific counting location but not on the Stock Take Counting Sheet please refer to the user manual:  Item Linking.
• After all the items have been counted the values will need to be captured, for an extensive explanation thereof please refer to the user manual:  Capture Stock Take Values.