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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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