• Steps to perform a stocktake
• Store/Location specific stock-take count sheets
• Order By; Count By; Use By
• Closing off a period
• Invoice Items at Cost
• Rearrange Categories in Worksheets
• Create Worksheet from Invoice
• Removing obsolete procedure Categories
• Update Stock/Services Prices
• Variable Pricing
• Purchase Order - Minimum value alert
• Overdue Orders
• Stock Arrivals
• Cost Centre usage

Reference

• Allocating stock to a Cost Centre

• Cost Centre processing & reports

• Creating Cost Centres

• Stock-take Procedures
• Stock-take by Location
• Cost Centres - Close-off & SOH adjustments
• Example of Stock-take by Location process
• Reconciling Stock Used
• Stocktake Quick Count Input
• Variable Pricing of procedures or stock
• Markup vs. Margin
• Fixed priced contracts + Implants
• Inventory Fields for Import
• Glossary