Stock Management

When an item is made inactive for whatever reason and it is part of a combination, the item can be replaced with a new one within the same combination by just replacing the code of the old item with a new active one. It is not necessary to re-create new combinations after an item has been made inactive. This saves time and assists with billing efficiency.

• The contents of this User Manual will consist of the following information:
• Check Combinations for Inactive items.
• Replace an Item in a Combination.
• Print Options.

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

• The Main MedDebs screen will open.

Check Combinations for Inactive items.

• From the Menu bar, click on Lists. 

• Click on Combinations from the drop-down list. 
  

• Click on Combination codes from the submenu. 

• The Combination Lists screen will open, all the combinations that have been set up will be listed here. 

• Select the relevant combination by clicking on it.

• Click on the Items button to view the items in the combination.

• The Combination Details screen will open.
• Items that are highlighted red are Inactive. 

• Click on Done after viewing the combination details to return to the Combination List screen. 

 

• Click on Done on the Combination List screen to return to the main MedDebs screen.

• To Print a list of Combinations, please refer to the user manual: Print Combinations With Items . 

Replace an Item in a Combination

• Click on Lists from the menu bar.

• Click on Medicine/Material on the submenu. 
• This will depend on what type of item the user wishes to replace.
• For this explanation, Medicine will be used.

 

• The Stocklist screen of the chosen item type will open. 
• For a full explanation of how the stock list screen works please refer to the user manual: Stock List Overview.

• Use the search phrase section to search for the item that will be replaced in the combination, by typing the name or code in the search field.

• Make sure that All is selected in the Display field.
• This will display all the items on the list. 

• The item will display on the screen.
• Select the item by clicking on it.

 

• Click on the triangle button to Edit the item.

• The Stock Input screen will open.
• For a full explanation on the Stock Input screen please refer to the user manual: Stock Item Overview.

• Click on Actions on the menubar.

• Click on Replace Combinations on the submenu.

 

• If the item is part of a combination the Link new item(s): Maintain List screen will open.
• All combinations where this item has been linked will appear on the list.

• If an item is selected that has not been linked to a combination an Information pop up will appear to advise the user thereof.
• The pop up will disappear on its own, no action is required.

• The information of the item will be divided into columns: 

• Combination Code: The code that was allocated to the combination.
• Item Number: The number of the item on the combination.
• Combination Name: The name of the combination to which the item is linked. 
• Quantity: How many of this item is in the combination.
• Price: The price of the item.  
• New Code: The code of the item to replace the current item in the combination.
• This is an editable field where the new code can be added that will replace the current code. This field can also be used as a search field when pressing Tab on the keyboard, which will then open the stock list screen where code can be searched for and selected.
• New Description: The details of the new item that will replace the current item. This will come from the stock list after the stock code has been entered.
• New Qty: How many of the new item will be billed when the combination is selected.
• This is an editable field where the new quantity of the new item can be added. 
• New Price: The price of the new item that will replace the current item.

• Add the code of the item to replace the Inactive item in the New Code column. 
• Add the Quantity of the new Item in the New Qty column.

• Click on Ok to save the changes that have been made.

• Click on Cancel to exit the page without saving the changes that were made.

Print Options 

• Click on Print to print out the changes that were made to the combination.

• Specify the columns to print by ticking the corresponding check box.

• Click on Next to proceed to print.

• The combinations' changes will print to the screen. 

• The following options will be available on each printed list  :

• Email PDF: Attaches the report in a .pdf format to the email. 
  

• Email HTML: Send the email with an HTML link.  

• Print Preview: Preview how the list will look when a hard copy is printed. 
  

  

• Save: Saves a digital copy to the computer. 
  

  

• Page Setup: Opens the page setup screen. 
  

  

• Print: Prints a hard copy to the Set-up printer.
  

  

• Close: Closes the screen and returns to the Link new item(s): Maintain List screen. 
  

  

• Click on Cancel to exit the Link new item(s): Maintain List screen without saving the changes that have been made.

• Click on OK to save the changes and to exit the Link new item(s): Maintain List screen and return to the Stock Input screen.

• Click on OK to close the Stock Input screen to return to the Stock List screen.

• Click on OK (Enter/F2) to close the Stock List screen and return to the main MedDebs screen.