Stock Management

Why Use This Function:

Stock Transfers is the process of moving stock items between different Warehouses within the system. This helps to maintain accurate Stock Levels at each Warehouse by ensuring that inventory is allocated where it is needed most. Keeping Stock Transfers up to date is essential for effective Stock Management, preventing shortages, and ensuring smooth operational flow within the Practice/Facility.

💡Please Note: Transfers can only happen if your Practice has a multi-warehouse setup, where Stock is moved from the main distribution Warehouse to smaller warehouses where the Stock is used.

The Contents of This User Manual:

• Filters
• Screen Columns Action Button
• Columns
• Page Options

• This user manual will start on the Stock Corrections, Stock Transfer sub-tab screen.

• For more information on how to navigate to the Stock Transfer sub-tab, please refer to the user manual: Stock Corrections on the Web App: Navigation and Use.

Filters

Allows you to narrow down or refine the results displayed on the Stock Transfer tab.

• Click on the Default Filter drop-down menu to select the filter style you wish to use.

• Click on the From Stock Warehouse drop-down field to select the stock warehouse you want to move Stock from.

• Click on the To Stock Warehouse drop-down field to select the stock warehouse you want to move the Stock to.

• Click on the UID (Unique Device Identifier) field to input the UID number to filter on.

• Click on the Status drop-down field to Tick the status you want any results to filter on.

• Click on the Update Results button to update your results based on your filters.

• Click on the Reset Filter button to clear all your filters.

Screen Column Action Buttons

Several additional Options are available for the Columns. These additional Options are to help the User adjust the List, refine the Search and give more specific results.

• Click on the Delete button to delete the selected stock transfer.

• Click on the Open Row button to view the Stock Transfer selected.

• The Stock Transfer screen will open on the selected stock transfer to edit and update.

• For more info on how to edit a Stock Transfer, please refer to the user manual: Add/Edit a Stock Transfer.
  
  
• Click on the Add New button to add a new Stock Transfer.

• The Stock Transfer screen will open to add a new stock transfer item.

• For more info on how to add a Stock Transfer, please refer to the user manual: Add/Edit a Stock Transfer.
  
  
• Click on the Select All Results button to select every line in the column.

• Click on the Expand Widths button to auto-fit the column width to the information within all columns.

• Click on the Reset Widths button to restore the original widths after any modifications were made.

• Click on the Sort Columns button to sort the Columns in the order that you desire.

• For more information regarding how the Sort Columns feature works, please refer to the user manual: How to Sort Columns on Reports and List Screens.
  
  
• Click on the Choose Columns button to select the columns that will be displayed on the list.

• For more information regarding how the Choose Columns feature works, please refer to the user manual: How to Choose Columns on Reports and List Screens.
  
  
• Click on the Default Layout drop-down menu to select the type of layout that will be used for the screen.

Columns

All the information on the Stock Transfer screen is divided into Columns to logically group related information together.

• UID: A unique number automatically assigned to identify the transaction.
• From Stock Warehouse Description: The warehouse where the stock is being taken from.
• To Stock Warehouse Description: The warehouse or clinic where the stock is being moved to.
• Stock Adjustment Code Description: The reason or code explaining why the stock was adjusted (e.g., stock transfer, write-off).
• Type: The category of the transaction, such as a transfer or adjustment.
• Status: Shows whether the transaction is still a draft, pending, or completed.
• Transaction Date: The date when the stock movement was recorded.
• Financial Period: The accounting period (month) linked to the transaction.
• Financial Year: The financial year in which the transaction falls.
• Reference: An additional note or label used to identify or explain the transaction.

Page Options

All the additional options that are available for the page.

• Click on the Previous button to navigate to the previous page.

• Click on the Page Number button to navigate to the desired page.

• Click on the Next button to navigate to the next page. 

• Click on the Items drop-down menu to select the number of items that will be displayed on the screen.

• Click on the Export to PDF button to save a PDF file of all the data as a comprehensive report.

• Click on the Export to PDF drop-up menu to access the Export Consolidated PDF option that allows you to generate a single document that combines all the data from multiple sources to provide an overview.  

• Click on the Export to CSV button to save the Report in a CSV format.