Adjusting stock on hand allows you to manually adjust stock levels for products.
Adjustments can be done as part of a regular stocktake procedure, or if discrepancies in the stock levels are found.
If this is your first time using the stock feature, please first review this article.
If the steps are not followed correctly, automatic stock count in SimpleClinic may go out of sync with your actual physical stock and also show incorrect stock levels in the Stock Report!
Step 1: click Inventory -> Stock on Hand -> stock levels for each item is shown on this screen.
Only items which have been ordered and received via Orders will be shown on this screen to be adjusted.
Step 2: type in the correct stock count number in the "Adjust To" box.
Step 3: When all stock levels have been correctly entered -> click on the "Adjust All" button to save the changes.
An "Adjustment" entry will be recorded in the Orders list, and the adjusted amounts can be seen and checked there.
Supplements will be listed as a number of units, e.g. 1 bottle of Adrenotone is listed as 1.
Liquid Herbal or Compounding Ingredients will be listed as a total of the volume, e.g. 500 for a 500ml bottle.
Stock on Hand Report: Once your adjustments have been made, you can access the Stock on Hand report from Report Centre. This report will show the stock on hand amounts and their value.
