Inventory fields

For importing of stock lists
Create columns in a spreadsheet to as many of these headings as you can. Alternatively, write the spreadsheet's Column Identifier beside the relevant heading in this document.
Category

  1. Code
  2. Description
  3. Type – select one of the following
    1. Equipment
    2. Materials
    3. Procedures
    4. Services – Theatre fees
    5. Services – Room fees
    6. Services – Other fees
  4. Are the items in this Category
    1. Pharmacy
    2. Non Medical (phone calls etc.)
    3. Prostheses/Implants
    4. Consolidated to show as a single line on the invoice
    5. Contract/Fixed price procedures
  5. Stock prefix (text to automatically insert in front of stock code eg DRU (0011)
  6. GST (Applicable/Not applicable)
  7. Ledger codes (for export of data to General ledger system)
    1. Expenditure code
    2. Revenue code


Supplier

  1. Code
  2. Name
  3. Address
  4. Phone
  5. Fax
  6. Contact name
  7. Comments
  8. Alternative code


Stock Items

  1. Code
  2. Description
  3. Category (as listed above)
  4. Supplier (as listed above)
  5. Supplier's stock code
  6. Supplier Free text – allows for details of purchasing arrangements eg contract rates etc.
  7. Package breakdown
    1. Purchase Package description eg Carton (how do you order the goods)
    2. Storage Item description eg. Box (package as stored by you)
    3. Number of 'Storage' Items in a delivered Package eg 25 (Boxes per Carton)
    4. Number of Items in the Storage package eg 100 (Gloves per box)
  8. Cost & Price
    1. Cost per Pack (Cost of the purchased Carton)
    2. Cost per storage Item (only if you don't know the cost of the Pack)
    3. Pricing method – must select one
      1. $ Price (set price)
      2. % Markup
        1. Actual % markup eg 60%
      3. Stepped margin (% discount at various price BREAKPOINTS)
      4. Free (no Price calculated, not directly charged to patient) eg. paracetamol tablets
    4. 2nd Price (second price if more than one item is allocated)
    5. 3rd Price (third price if more than one item is allocated)
  9. Is this item 'On Consignment' (True/False)
  10. Notes (free-hand text you want to record about the stock item)
  11. Barcode number (if applicable)
  12. MBSE number (if applicable)
  13. Stock levels
    1. Minimum level
    2. Maximum level
    3. Re-order level
    4. Stock-On-Hand
  14. Storage Area
  15. Worksheet names that this item is to be included eg Theatre but not Ward