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

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

Open

Note the initials and password are on the employee

Counting items

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)

Open

Discrepancies in counts found

Stock adjustment journals are created as lines are counted

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

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

1. Daily sell rate is for information only in this screen

2. Edit the qty in “order” to adjust the amount that will be ordered (set to zero to skip)

Create the purchase order

Review and send to supplier

Can email directly from here - or print to PDF to post

Trigger (min) + Target (max) settings on Stock Article

This is the easiest way to manage stock

1. Set a low trigger level

   1. When stock is below this you want to order

2. Set a target level

   1. 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:

1. Individual Stock Article > Calculate Sell Rate Button

2. All Articles > Stock Article > Action Menu > Recalculate Raw Sales Data

   1. Uses “sell rate days” from stock control settings as days to look back

   2. New items only calculate from first sale

3. Articles by supplier / category and with ability to manually adjust > Product Forecasting Based on Sales History

Fast moving stock Sales Based Product Forecasting

Used in high volume and fast moving environments where sell rates can fluctuate due to seasonal or annual events.

see Product Forecasting Based on Sales History for details