Qualified Stock Adjustment Functionality

When the Qualified stock adjustments setting is enabled within Pharmacy Manager, you are required to enter a Stock Adjustment Reason when adjusting stock levels.

Enabling Qualified Stock Adjustments

To enable Qualified stock adjustments:

1. From the Pharmacy Manager Toolbar select Tools – System Settings – Pharmacy Details.

2. The Pharmacy Details screen displays. Select Ordering:

   

3. Select the Stock Control tab.

4. From Stock Control, tick Qualified stock adjustments .

5. Select Apply .

6. Select Close .

When adjusting stock levels the Stock Adjustment Reason Selection screen displays.

Stock Adjustment Reason Selection screen

The Stock Adjustment Reason Selection screen displays the item selected and a list of valid reasons according to the situation. From here you can do the following:

• Select Find to change the item selected, if required.

• Select Add to add a new stock adjustment reason.

  The Stock Adjustment Reason Details screen displays, see Stock Adjustment Reason Details screen for more details.

• Select Details to display the Stock Adjustment Reason Details screen, see Stock Adjustment Reason Details screen for more details.

• Select OK to select the highlighted stock adjustment reason.

Stock Adjustment Reason Details screen

The Stock Adjustment Reason Details screen allows you to add or edit reasons for stock adjustments:

1. Complete or edit the Stock Adjustment Reason Details screen as appropriate:

   • Reason Code - Enter a unique reason code number.

   • Reason - Enter a description of the reason for stock adjustment, for example, damaged stock or out of date stock.

   • Direction - Select either:

     • Either - A reason that could be used for both adjustment in and out of stock, for example, stock transfer.

     • Out - Adjustment out of stock, for example breakage, lost or transferred to another store.

     • In - Adjustments in to stock, for example a free sample from a representative, or a transfer in from another store.

   • Adjustment Tracked - Adjustment tracked reasons require an additional note, see Stock Adjustment Tracking for more details.

2. Select Apply and Close .

Stock Adjustment Tracking

If you have Adjustment Tracked ticked on the Stock Adjustment Reason Details screen you are required to enter further information when adjusting stock values:

1. Complete the Stock Adjustment Tracking screen as appropriate:

   • Notes - Add any additional notes required. The notes display on the Stock Adjustment Report.

   • Shelf Stock to Robot Adjustment - Robot users only. When stock is being removed from shelf stock, Pharmacy Manager places a negative stock adjustment on the system. If Shelf stock to Robot Adjustment is ticked, Pharmacy Manager also places a positive stock adjustment onto the robot stock ready for the items to be scanned into the robot.

2. Select OK to update the stock value.