Stock Management (Desktop App)

Topic outline

• 

  Stock Management

  
  
  Stock management gives the practice the ability to keep track of how much stock is in their inventory at any given time. Stock management can also be used to ensure that the funds of the business are not spent on unnecessary products and that the correct stock is available to treat patients. The user manuals focus on how to complete all the necessary processes to manage your stock well.
  
  

  The following diagram illustrates the critical business processes with regards to stock management at a glance so that the user can follow all steps easily. The user manuals are grouped together under the headings of the diagram.

   

  
  

  
  

  We suggest you read through the stock glossary and the stock management guidelines to familiarise yourself with:

  • the jargon pertaining to stock management; and
  • all information to assist you to complete all procedures

  so that the stock captured on your software system will reflect the stock that you actually have in your practice.

  We also put all the links to our stock webinar below for your convenience. (You can either navigate to the complete playlist or choose to navigate to the individual sessions listed below under the different headings.)

  PRINTING BOOKS

  1. Click on the book you want to print.
  2. Click on the Adminsitration Menu on the right hand side of the screen.
  3. Click on "PRINT BOOK".
  4. At the top of the pop up screen there will be another link "Print Book", which allows you to choose your printer.
  5. In the printer settings, click on "More settings", which will open up another settings menu.
  6. The books are configured to have an optimal page layout if the printer settings are set to:
  1. a printing scale of 90%
  2. default margins
  3. A4 page size.

  • Stock Glossary

    
    

  • Best Practice Guidelines: Stock Management Book
  • Best Practice Guidelines: Stock Management 28/06/2024 (In development) Book
• 

  Stock Overview & Setup

  • Stock Overview Flowchart: Fundamental File
  • Stock Setup Flowchart: Fundamental File
  • Stock Overview Flowchart: Advanced File
  • Stock Setup Flowchart: Advanced File
  • Stock Transactions File
  • Stock Setup Screen: Navigation and Use Page
  • Stock Setup: Stock Items Tab (Web App) URL
  • Stock Setup: Categories Tab (Web App) Page
  • How to Create New Stock Categories Page
  • Stock Setup: Warehouses Tab (Web App) Page
  • Stock Setup: Create Warehouse (Web App) Page
  • Counting Locations: Navigation and Use (Web App) Page
  • How to Create a Counting Location Page
  • How to Edit a Counting Location Page
  • Stock Setup (Desktop App) Page
  • Setup of the Categories (Desktop App) Page
  • Setup of the Warehouses (Desktop App) Page
  • How to Create and Edit Counting Locations (Desktop App) Page
  • Stock Adjustment Codes (Desktop App) Page
  • Stock: Moving away from Bins, using new function Counting Locations 7.8 (Desktop App) Page
  • Counting Location linking to Warehouse (Desktop App) Page
  • Bin Linking (Desktop App) Page
  • Information on Setup (moet nog vertaal) Page
  • Stock List Data Provider Page
  • Custom Nappi Price linking Page
  • Counting Locations: Edit Screen Sidebar Page
  • Stock Setup: Adjustment Codes Tab Page
  • How to Create a New Stock Adjustment Code Page
• 

  Stock Orders

  • Stock Orders Flowchart File
• 

  Item Management

  • Item Management Flowchart File
  • Stock List Overview Page
  • Add Item (Desktop) Page
  • Edit Item Page
  • Make Items Active/Inactive Page
  • Replace Inactive items on Combinations Page
  • Mark Zero Level Items as Inactive (Bulk) Page
  • Barcodes Page
  • Item Linking Page
  • Removing Item Linking Page
  • Stock Item Overview Page
  • Stock Item Info Page
  • Stock: Item Data Changes Log Page
  • How the New Advanced Costing Method Works (Desktop App) Page
  • Stock Items List Screen: Navigation and Use Page
  • Stock Items Screen: Navigating the Sidebar Page
  • How to Add a Stock Item Page
  • Stock Level List Screen: Navigation and Use Page
  • How to Link Stock Item to a Counting Location Page
• 

  Stock Purchases

  • Stock Purchases Flowchart File
  • Stock Purchases (Normal Stock) Page
• 

  Sales

  
  Stock used for the patient is billed on the patient's account. See the links below.

  
  

  • Stock Sales Flowchart File
  • Medical Debtors (MedDebs) URL
  • Hospital Patient Administration URL
• 

  Transfers

  • Stock Transfers Flowchart File
  • Stock Transfer Between Warehouses Page
• 

  Corrections

  • Stock Corrections Flowchart File
  • Stock Adjustment (Single) Page
  • Stock Adjustment (List) Page
  • Bulk Stock Revaluation Process Page
  • Credit note from the Stock module (Only version 7.6) Page
  • Credit note from the Stock module (Only version 7.8) Page
  • Credit note from the Creditors Module (Only version 7.6) Page
  • Credit note from the Creditors module (Only version 7.8) Page
• 

  Stock Take

  • Stock Take Flowchart File
  • Creating a Snapshot Page
  • Print All Counting Sheets Page
  • Print Single Counting Sheet Page
  • Capture Stock Take Values Page
  • Counting Locations Consolidate Page
  • Printing and understanding the Variance Report Page
  • Edit the Variance Page
  • Posting Stock Take Page
  • Stock Take List Page
  • Stock Take View Screen (Web) Page
  • Creating a Snapshot (Web App) Page
  • Capture Values Screen: Navigation and Use Page
  • How to Bulk Capture Stock Items Page
  • How to Add a New Item to the Snapshot Page
  • Variance Report Screen: Navigation and Use Page
  • How to Capture Stock Values: First and Second Count Page
• 

  Reports

  • Stock Report Writer (Overview) Page
  • Stock Report Writer - Settings and Parameters Page
  • Stock Report Writer - Tabs and Report Filters Page
  • Stock Report Writer - Calculations and Layout Page
  • Quick Stock on Hand Report Page
  • Stock Movement Per Period (Overview) Page
  • Stock Movement per period - Settings and Parameters Page
  • Stock Movement per period - Tabs and Report Filters Page
  • Stock Movement per period - Calculations and Layout Page
  • The Stock Usage Report Page
  • Stock Usage - Settings and Parameters Page
  • Stock Usage - Tabs and Report Filters Page
  • Stock Usage - Calculations and Layout Page
  • Stock Movement Detail (Overview) Page
  • Stock Movement Detail - Settings and Parameters Page
  • Stock Movement Detail - Tabs and Report Filters Page
  • Stock Movement Detail - Calculations and Layout Page
  • Stock Take: Count Report Page