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It is also important to regularly check stock levels in the clinic
Stock Cycle Counts
It is common to regularly count stock in the store - especially the fast moving items
In the Store
The store has access to a created cycle count for todays date
Identify the person counting
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Note the initials and password are on the employee
Counting items
the list of items gets smaller as item counts are completed
Scan every item on the shelf is a great way to ensure the items are not mixed up
Scan a single item and update a count (the system assumes this is the final count)
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Discrepancies in counts found
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Stock adjustment journals are created as lines are counted
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Creating Cycle counts
Purchasing Stock
Receiving Purchase Orders in the Store
Scanning with count screen
Choose the purchase order from the list using purchase order number
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Trigger + Target to create Purchase Orders
Use this option for a store or warehouse that has trigger (min) and target (max) set for each item
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Review and send to supplier
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Can email directly from here - or print to PDF to post
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Trigger (min) + Target (max) settings on Stock Article
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