Creating a Stock Take
What is a Stock Take ?
Inventory Count/Stock take is the process of counting the Inventoried items in clinic to ensure the system stock and physical stock is tallied.
Create a stock take
1.Go to Inventory>Inventory Count>New Stock Take.
2. Before a New Stock take add in the count check the following:
a. Ideally Stock take should take place when there is no transaction movement of Stocks , no dispensing / no GRN / no DO / no Stock adjustments.
b.: Ensure all Stock adjustment are Approved or Rejected before doing a stock Adjustment by checking with the relevant Authority.
c. Have the time to do a stock take. Stock Take keeps a copy of the Inventory as the date/time when you start the stock take. Therefore it will not update the movements of stocks during counting time period.
3. Decide if its Partial or Full stock take.
Here if the user can do the full stock take in one go then select Full , but if Clinic can only do small sections during lunch breaks or during non clinic operating hours etc then Select Partial.
Count Type: Partial allows for smaller range to be selected. Item Range can go up to 3 Alphabetical Characters.
e.g. A -A
or AAA – AAB
4. Count Name: Fill in Counter Name/Checker Name.
e.g. Alex is Counting John is Verifying the count – then fill Count Name: Alex/John
5. Then “Start Inventory count”.A new Stock take will appear with the Status “In Progress (First Stocktake)”
Stock take in this status can be deleted by selecting delete option.
Features:
a. This window will show up to 50 records.
b. Filter will automatically show 30 days of records
c. User can filer by type :First Stocktake; Second Stocktake and Complete.
d. You can search by Name of stock take or stock take id
Note: It is advised if an issue arises in stock take please provide the stock take ID when reporting issues.