Stock

This is the section where you enter the stock you have for sale in your practice. Each stock item should be given:

  1. A stock code. You can choose whatever you like for this value, however if a thrid party pays ofr stock items you should use their codes.
  2. You should also define the description which is what will be seen in the drop down menus on the stock screens when entering transactions and will be printed on any invoice or statement.
  3. The Wholesale cost is the cost from the supplier excluding any sales tax.
  4. The tax rate should be selected from the drop down list.
  5. The Retail Price is the price you sell the stock item for including any sales tax.
  6. Stock Held is for stock tracking and is the number of units you have in stock at that time.
  7. The Restock Level is the level at which you order more stock.
  8. The Supplier is a list of suppliers that you define in the admin section. Select the one that supplies that particular stock item.
  9. Order. This is the order in which the stock will show in the drop down lists in the diary. Place your most popular items at the top of the list for ease of use.

To update any changes you have made to the existing records click “Update” after making the changes. Click “New” to enter a new stock item. Click “Delete” and follow the prompts to delete a stock item.