Stock Level Function

This support article will cover how to use the stock level function. The stock level function enables you to bill for your stock on hand and tracks your stocks quantity.

To enter your stock you will firstly need to create a custom schedule. 

To create the custom schedule click More and Settings.

Click Accounts 

Click Schedules 

Click New schedule. If you would like to manage stock over multiple practices you will need to create a schedule per practice. 

Select the schedule type as Custom. Complete the required fields including Name, Code and Description. 

Select Save.

Select your newly created schedule followed by New Item.

For this form you will need to add the details of your stock item including Item Code, Name, Amount, description and select the tax code. Tick the checkbox Track Item's Qty. and enter the Qty. On Hand for the item.

Select Save.

Once an item has been invoiced the item's quantity will update automatically.

To update the quantity on hand for an item Tick the check box next to the item's name and select Edit Item, here you can update the item's Qty. On Hand.

Select Save.

Stock levels can be viewed by running the Stock Level Report. 

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For urgent assistance, please contact MediRecords support on 1300 103 903 during business hours.