Why Use This Function:

The Stock Setup screen is divided into different tabs, which consist of the Stock Items, Categories, Warehouses, Counting Locations, Adjustment Codes and Subclasses screens. Each screen has its own functions and abilities within the Stock module. 

The Contents of This User Manual:

• Stock Items Tab
• Categories Tab
• Warehouses Tab
• Counting Locations Tab
• Adjustment Codes Tab
• Subclasses Tab

• This user manual will start on the Stock Setup screen.

Stock Items Tab

The Stock Items screen provides an overview of the Types and Quantities of Stock available within your Practice. It displays all Categories of Stock, including Medicine, Materials/Consumables, Surgicals, Ethicals and more.

• Click on the Stock Items tab.

• The Stock Items screen will open.

• For more information regarding the Stock Items screen, please refer to the Stock Setup: Stock Items Tab (Web App).

Categories Tab

All relevant Stock Categories will be displayed, which has been created on the Stock Setup screen.

• Click on the Categories tab. 

• The Categories screen will open.

• For more information regarding the Categories screen, please refer to the user manual Stock Setup: Categories Tab (Web App).

Warehouses Tab

The Warehouses screen will display all the Warehouses created for this particular Practice and Entity.

• Click on the Warehouses tab.

• The Warehouses screen will open.

• For more information regarding the Warehouses screen, please refer to the user manual, Stock Setup: Warehouses Tab (Web App).

Counting Locations

Counting Locations in Stock Take involves systematically enumerating the physical areas where inventory is stored within a facility. It helps ensure accurate inventory management by verifying the presence of items in designated storage areas and reconciling any discrepancies between recorded counts and actual quantities.

• Click on the Counting Locations tab.

• The Counting Locations screen will open.

• For more information regarding the Counting Locations screen, please refer to the user manual, Stock Setup: Counting Locations Tab (Web App).

Adjustment Codes Tab

Stock Adjustment Codes Screen allows you to manage reasons for inventory changes. Proper codes ensure that lost, broken, or expired items are tracked correctly to maintain inventory integrity.

• Click on the Adjustment Codes tab.

• The Adjustment Codes screen will open.

• For more information regarding the Adjustment Codes Tab screen, please refer to the user manual: Stock Setup: Adjustment Codes Tab.

Subclasses Tab

Subclasses Screen enables you to organise items into specific sub-groups within a main category for more manageable oversight. These groupings allow you to filter and count critical stock efficiently, saving time and improving accuracy during daily operations.

• Click on the Subclasses tab.

• The Subclasses Codes screen will open.

• For more information regarding the Subclasses Tab screen, please refer to the user manual: Stock Setup: Subclasses Tab.