Assistance with stock control
Hi guys,
we are starting to use the stock control tools on the system, and today downloaded and added the relevant stock control reports onto our system.
We have only tested one item at the moment, and we seem to have not implemented it correctly as the number of stock is not decreasing when the item is being purchased, and the item we have added stock level information to is not coming up in the report.
On reading older items/threads there was mention of making sure that a 'stock control tickbox' was being ticked - where is this - can you email us a screen shot perhaps? Is there any other step by step information on implementing and using the stock control function on the system?
Also, a little bit of feedback on the shared resources page; Is there any way that you can filter these resources by date rather than alphabetically? If we are looking to see if any new reports or resources etc have been added as far as I am aware we have to read through all of them. If there is a way to sort the reports chronologically - this would be much more convenient.
Thanks for your time
Sarah & Jessica
Re: Assistance with stock control
Hi Sarah,
In Administration -> Organisation find your Practice Location entrie(s) and edit.
You should notice a Stock Control tick box which should be ticked.
Cheers
Tony
Re: Assistance with stock control
Thank you for such a quick response Tony!
We have found and ticked the stock control box!
We have since attempted to run a stock report by mimicking a couple of products.
To best explain this: we have billed out tablets to fall below their critical level. We have then run a stock report which has picked up that the tablets are below critical level. The tablets were set at critical level of 100. We can see in the stock location we have 63 tablets left in stock, and the ideal level is 300.
The report tells us we need to order 1. what "type" of unit is it refering to when it tells us to order 1?
We were expecting to read the report to tell us ultimately we needed to re-order 237 tablets? (to make it back up to the "ideal level" of 300) Or is there some way of requesting boxed units as opposed to single tablet units?
I hope this makes sense :)
Kind Regards
Jessica
Re: Assistance with stock control
Hi Jessica,
For each product you have supplier relationships which indicate how you buy that product from the supplier including reorder codes, bar codes, and most importantly, for this topic, is the package size and the preferred flag.
When the re-order report is run it checks the products current quantity against the critical quantity and if less it calculates how many units to add to get to the ideal quantity. It then finds the products first preferred supplier and its package size and divides the quantity above by the package size and rounds this up to the nearest whole number (you cant order partial packs). This is then the quantity (of packs ) to order.
The only other thing to realise is this report also takes into account products that are currently on order and haven't been delivered yet (back orders). You can see these in the Supplier -> Orders workspace by filtering by the delivery status (none, partial etc).
So you see the supplier setup for a product is actually quite important in ordering.
Cheers
Tony