Completing a Stock Take

Make First stock count.

1.Go to newly created Stock take details by selecting the ID.

2. Print List to enter Physical count.

3. Fill in Count for highlighted rows in system.

NOTE: Ensure that count entered is as at the time when the Stock take was started. If Items have been dispensed or Items received or delivered this count should be considered and value adjusted as per count time.

4. Then either Save & Stop Count to continue at a later time or Submit stocktake when done.

5. After Submission you will be in Second stock take.

Additional Notes:

• * denotes mandatory fields.
• You can print Items by the filter applied.
• Can search items by Item Code and name
• Can filter by Item type or Items with available stock.
  
  

Adding New Batches or New Items

You can “+Add Another Line” if you want to add a new Batch for the items already available in list.

Make Second Stocktake.

Stock take status: In Progress (Second Stocktake)

1.  If any Item has a variance the system will prompt a second stock take with a Line. Please recount the variance items and confirm if there is or isn’t a variance.

Black + numbers mean that the variance is greater than current stock.

e.g. I have 50 stock in system but I have entered 51 hence there is 1 difference.

(-) red values indicate that there is less quantity of that value compared to system quantity.

If Actually it was a user error and the variance was in reality 0 then you will not have to enter a reason. Submit button will be made available.

If the variance is correct then it will need to be justified with a reason

NOTE: If no line appears during second stock take this means there is no variance and you can proceed to submit.

Submit Stock take.

Once you press “Submit Stocktake” the values will be sent to NAV for approval. Stock take status: Complete

If you check details it will appear as :

Results

Fail and Retry

If a stock take fails there will be a retry option and error message for fail will be indicated in “!” icon.

Approval and Rejections

Once CP as approved or reject the status with reason (if any) will appear and the stock will automatically be adjusted by the system.

Status

1. Approved
2. Reject – these Items need to be recounted
   
3. Blank status means Pending-

Adjustment of Stock

Stocks will automatically Increase by variance when Procurement team/Member has approved the positive adjust the stock as requested.

Stocks will automatically decrease by variance when Procurement team/Member has approved the negative adjust the stock as requested.

Stock take should be done for all items in clinic.

A summary status for the whole Stock take will be visible in the overview window as follows

1. Not Approved
2. Approved
3. Partially Approved