Selecting a Stock Control Method

Using Pharmacy Manager, you can easily manage your dispensary stock. There are 3 methods of stock control:

  • Balance - Pharmacy Manager orders a replacement each time an item is dispensed.

  • Prism - Pharmacy Manager calculates what to order automatically, taking into account the past 90 days of dispensing usage.

    See Prism Stock Control for more details.

  • Fixed Prism - Set a minimum stock level and Pharmacy Manager orders items as required to maintain this.

Note - The above 3 methods can be applied to individual products or across all stock within Pharmacy Manager.

Setting your Default Stock Control Method

To set your default stock control method:

  1. Log on to the server machine.

  2. From the Pharmacy Manager Toolbar, select Tools - System Settings - Pharmacy Details:

  1. The Pharmacy Details screen displays.
  2. Select the Ordering tab and select Stock Control:

  1. Choose the appropriate Stock control method from the list:

  2. Select OK to save.

Setting the Stock Control Method for an Individual Product

To set the Stock Control Method for an individual product:

  1. From the Pharmacy Manager Search bar select the drop-down arrow and select Product:

  2. Enter the Product Name and select Search :

  3. The Find Product screen displays. Select the required product and select Details:

    The Product Details screen displays.

  4. Choose a different Order method from the list:

    5. Note - If Order method is left blank, the default stock control method is used.
  5. Select OK to save.

Minimum Order Stock Level

To help with stock control, you can set up a Minimum Order Stock Level for each/a product, regardless of the order method you use. This can be quite useful for popular products to ensure that enough stock is in the pharmacy at all times.

To set a minimum stock level:

  1. From the Pharmacy Manager Search bar select the drop-down arrow and select Product:

  2. Enter the Product Name and select Search :

  3. The Find Product screen displays. Select the required product and select Details:

    The Product Details screen displays.

  4. Choose a different Order method and enter the necessary additional details:

    • Minimum stock level - If you are using Fixed Prism, enter your minimum stock level. When the stock quantity falls below this level, an order is raised.
    • Minimum order quantity - This is the smallest quantity of the product that you want to order.
    Note - If Order method is left blank, the default stock control method is used.
  5. Select OK to save.
To switch on auto ordering see Setting up Auto Ordering for more details.

 

Selecting a Stock Control Method (2:36)