How to manage stock in Front Desk 2018-12-06T01:47:25Z 2018-12-06T01:47:25Z 7826231 7826231 How to manage stock in Front Desk 2018-12-06T01:47:25Z 2018-12-06T01:47:25Z Nathan nathan_7107264 <b><u>Stock Control in Front Desk</u></b><br /><br />Front Desk includes stock control features to help manage the inventory of products sold at your practice. This includes features for stocktake, stock adjustments (for loss/breakage), stock level reporting and supplier management.<br /><br />Stock can also be managed per location so that each physical site can maintain their inventory.&nbsp;<br /><br />This article covers:<br /><br /><ul><li>Creating stock items</li></ul><ul><li>Stocktake</li></ul><ul><li>Stock Levels Report</li></ul><ul><li>Stock Order Report</li></ul><ul><li>Stock Arrivals</li></ul><ul><li>Stock Adjustments</li></ul><br /><b><u>Enabling Stock Control</u></b><br /><br />Select the <b>Advanced </b>tab in <b>System Information.</b><br /><br />The <b>Stock Control</b> feature is enabled by default. If your practice has <b>Multiple Locations</b> enabled, you can also choose to <b>Manage Stock per Location</b> to maintain separate stock levels per site.<br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1765682/10872-5w26ob_inlinepng1544058087" /><br /><br /><br />Please note the <b>Advanced </b>tab of <b>System Information</b> is only available when logged in as the <b>Admin </b>user. Front Desk will also need to be restarted for any changes on the Advanced tab to take effect.<br /><br /><br /><b><u>Creating Stock Items</u></b><br />Open the <b>Item Codes</b> window from the toolbar&nbsp; <img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1765683/10872-1lj624e_inlinepng1544058147" />&nbsp; or the <b>File </b>menu.<br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1765684/10872-1nldvp3_inlinepng1544058172" /><br /><br />Click <b>New </b>to create an item code or double-click to edit an existing item.<br /><br />The Item Details tab is used to set the item code, description and the amount that will be charged to patients. It can also be used to list the product’s barcode when using the inbuilt barcode scanner integration. <br /><br /><a href="" rel="nofollow" target="_blank">Click here for more information about Front Desk barcode scanner integration.</a><br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1765685/391-24jg55_inlinepng1544058275" /><br /><br /><br />Select the <b>Stock Control</b> tab within the Item Code, then enable the <b>‘This is a stock item’</b> option.<br /><br /><br /><b><u>Stocktake</u></b><br /><br />When first setting up stock items, it is important to record an initial stocktake, which is done by entering the current stock amount in the quantity box and clicking ‘Now’ to Date/Time stamp on entry. This can be repeated in future when completing a stocktake.&nbsp;<br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1765686/391-103r2pu_inlinepng1544058403" /><br /><br />Other important information is also entered on this screen:&nbsp;<br /><br /><ul><li><b>Stock at Location</b> (if enabled) – The business location this stock information applies to.</li></ul><ul><li><b>Supplier </b>- The wholesale or retail supplier of the product.</li></ul><ul><li><b>Supplier Item Code</b> - The code used by your supplier, which may be required placing orders.</li></ul><ul><li><b>Unit cost</b> - The cost of each unit from the supplier.</li></ul><ul><li><b>Order quantity </b>- The number of units to be purchased with each order.</li></ul><ul><li><b>Minimum level</b> - Items that reach the minimum level will be listed on the Stock Order Report</li></ul><ul><li><b>Date/Time</b> - A record of the last stocktake time for this item.</li></ul><ul><li><b>Quantity</b> - The number of units available as of the last stocktake (date/time above).</li></ul><ul><li><b>Current</b> - Current units available since stocktake, which will decrease automatically with each sale or stock adjustment and increase with each stock arrival.</li></ul><br />Click <b>Close </b>to save these changes.<br /><br />This item code is now considered a <b>Stock Item</b>, which can be further managed using the features below.<br /><br /><b><u>Stock Levels Report</u></b><br /><br />Each sale of an item will reduce its current stock level. Stock levels can also be reduced manually with a stock adjustment, which may be used to record lost/stolen goods and breakage.&nbsp;<br /><br />Go to <b>Reports </b>&gt; <b>Stock Control </b>&gt; <b>Stock Levels Report</b>.<br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1765687/391-14pt0vl_inlinejpg1544058503" /><br /><br />The <b>Stock Levels Report</b> provides a list of all stock items and their current levels at each location.<br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1765688/391-1uo0hwh_inlinepng1544058539" /><br /><br /><br />The report lists the <b>minimum level</b>, <b>current stock</b> and <b>unit cost</b> as per the individual item code setup. The total <b>Value </b>of the stock is also listed, based on the current stock count and unit cost.<br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1765689/31354-1gsatu0_inlinepng1544058588" /><br /><br /><br /><br />If required, this report can be filtered by Item Code, Schedule or Item Group. Additional filters are available to include archived item codes or to limit the report to a specific location.<br /><br /><br /><b><u>Stock Order Report</u></b><br /><br />The <b>Stock Order Report </b>will list items that are <i>below </i>the set <b>minimum level</b> and includes the appropriate <b>Supplier </b>information to place an order.<br /><br />Go to <b>Reports </b>&gt; <b>Stock Control </b>&gt; <b>Stock Order.</b><br /><br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1765690/31354-f7ch7e_inlinepng1544058719" /><br /><br /><br />As with the previous report, this can also be filtered by Item Code, Schedule, Item Group, archive status and Location. The report can also be filtered by <b>Supplier </b>and include <b>stock notes </b>if required.<br /><br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1765691/10872-16hqnoc_inlinejpg1544058763" /><br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1765692/10872-1shcjsn_inlinepng1544058830" /><br /><br /><br /><b><u>Stock Arrivals</u></b><br /><br />New stock deliveries can be entered in Front Desk from <b>File </b>&gt; <b>Item Codes </b>&gt; <b>Stock Arrivals.</b><br /><br /><br />&nbsp;<img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1765693/391-vqis7t_inlinejpg1544058875" /><br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1765694/31354-e6nkoq_inlinepng1544058899" /><br /><br />Click <b>New </b>to record a stock arrival.<br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1765696/24841-1sl3b49_inlinepng1544058927" /><br /><br />Enter the <b>Date/Time</b> that the stock arrived, the location and the <b>Supplier.</b>&nbsp;The <b>Notes </b>field can be used to record additional information.&nbsp;<br /><br />For each product that has arrived, select the corresponding <b>Item Code</b> and set the <b>Quantity.</b>&nbsp;Click <b>Add </b>to add the item/s. This process can be repeated as many times as required for all items that have arrived at the same location from the same supplier.<br /><br />Click <b>OK </b>to finalise the <b>Stock Arrival.</b><br /><br /><br /><b><u>Stock Adjustment</u></b><br /><br />The <b>Stock Adjustment</b> feature is used to reduce stock levels for items that are lost/stolen, broken, or cannot be sold.&nbsp;<br /><br />Go to <b>File </b>&gt; <b>Item Codes </b>&gt; <b>Stock Adjustment.</b><br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1765698/10687-b3s94n_inlinepng1544059017" /><br /><br />Click <b>New </b>to create a stock adjustment.<br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1765699/10872-1ov8y1t_inlinepng1544059044" /><br /><br />Select the <b>Date/Time</b> and <b>Location </b>(if enabled), then enter a <b>Reason </b>for the adjustment.<br /><br />Next, select the <b>Item Code</b> being adjusted and the <b>Quantity </b>to be removed from available stock. Click <b>Add</b>, repeating for multiple unique items.&nbsp;<br /><br />Click <b>OK </b>to finalise, which will then reflect the change in stock levels on the item code and stock reports. article 0 1 1 create