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.
On this page:
- Important Information
- Adjust stock levels
- Stock on Hand Report
Important Information
- 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!
Adjust Stock Levels
Step 1: click Inventory -> Items -> select the Adjust button next to the item -> enter the current stock level -> click OK (or hit Enter) to save. See images below.
- 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.
Repeat this for all necessary items.
Stock on Hand Report
Step 2. Go to the Report Centre -> Stock on Hand report -> view totals and export to CSV to filter, sort and manage.
Please note:
