Overview
It is important in a clinic to maintain minimum stock levels and also have visibility of sell rates
It is also important to regularly check stock levels in the clinic
Purchasing Stock
Trigger + Replenishment target
This is the easiest way to manage stock
Set a low trigger level
When stock is below this you want to order
Set a target level
The order will lift stock levels to this qty
Sell Rate
Sell rate is recalculated every friday night (Setting on Host Company)
Sell Rate can be calculated manually anytime using a couple of different methods:
Individual Stock Article > Calculate Sell Rate Button
All Articles > Stock Article > Action Menu > Recalculate Raw Sales Data
Uses “sell rate days” from stock control settings as days to look back
New items only calculate from first sale
Articles by supplier / category and with ability to manually adjust > Product Forecasting Based on Sales History
Can also forecast stock levels and expected unit sales for larger store
To remove orders from the sell rate calculation you can
Example - a customer orders a lot and does not expect you to have stock on hand
Set the debtor involved to “Places Bulk Orders” to ignore all their orders in forecasting
Example - an unusual order is placed that you do not want to affect your forecast
Open the order in the back end view and update the “is bulk order” flag
Instead of above : update Sales Details for the date in Sales Based Product Forecasting
Receiving Purchase Orders in the Store
Scanning with count screen
Choose the purchase order from the list using purchase order number
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
Daily sell rate is for information only in this screen
Edit the qty in “order” to adjust the amount that will be ordered (set to zero to skip)
Create the purchase order
The Purchase order will show
Can email directly from here - or print to PDF to post
Sales Based Product Forecasting to create Purchase Orders
see Product Forecasting Based on Sales History for details
