Navigation:  Inventory > Stock Take Options >

Record Blind Stock Take

Previous pageReturn to chapter overviewNext page

RECORD BLIND STOCK TAKE is only available for clinics who are configured to complete Blind Stock Take processing within CONFIGURE SYSTEM SETTINGS > SYSTEM > Document Parameters > STOCK TAKE OPTIONS.

 

In order to record a blink stock take for a location, first you must Initialize Blind Stock Take for the location.

 

The screen prompts are:

 

LOCATION - Enter or select a location from the drop down list to initialize the blind stock take for.  Location availability is based on location permissions assigned to the user id.

 

PRODUCT NUMBER - Enter or select the product number you wish to record stock for. Note that the product cannot be "inactive"

 

SERIAL NUMBER - If your clinic has SERIALIZED PROCESSING turned on, and the product selected above is flagged as "serialized" then the user can enter a serial number as being recorded in stock.

 

QUANTITY COUNTED - If entering a serialized product, the quantity will default to one. If entering a non-serialized product then the user can enter the quantity of the product here.

 

The table below will display the recorded stock. After all serial numbers and quantities have been entered the user can click SAVE or SAVE & EXIT to save the stock recorded.

 

Users can export the recorded stock at any time using the EXCEL icon.

 

Once all products have been recorded for a location, the Post Blind Stock Take can be performed to process stock changes through the next Daily Close 3 Export Sales Transaction.