Reconciling stock in i-Clarity will require you to list all the products in your practice (you can do this in different product groups to make this process more manageable). When complete, i-Clarity will compare this list you have created with the current stock values on i-Clarity and make any adjustments as necessary.

The stock module is accessed by clicking on the yellow arrow pointing to the right to display the 2nd set of icons and then by clicking on the stock module icon.

This will open the stock module

To begin a stock take, click the ‘Reconcile’ button.

Select the product group you would like to so a stock take for or select 'all' to stock take all the products in the practice.

You can also break product groups down further into ranges if you need to stock take smaller groups more often.

Adding products to the reconcile list.

If you have set up your products so that they have barcode labels you can use your barcode scanner to add products to the list.

Click in the 'Scan Barcode' box so that the cursor is in the box, begin to scan your products.

You can also add a product to the reconcile list by selecting a product from the dropdown.

Or, by clicking the button ‘Add frame or sunspec’.

You can amend the quantities of any product lines in the 'Quantity' column

Once you have added all the products for the stated group (or range) click reconcile stock.

Important points

• You should ensure you have listed all products in the practice for the selected group before clicking reconcile. Any products missed off the reconcile will have to be individually recorded as in stock, using the ‘Create Stock Adjustment’ button.
• You can close out of the reconcile at any point and the items you have added to the list will stay recorded. This is useful if you need to deal with a patient request but it also allows you to switch PC’s throughout the recording process, allowing you to be in the most convenient location for the stock you are recording.
• In order to speed up the stock recording process you can have the reconcile window open on more than one machine. Stock can be scanned into the
  reconcile list on each of these machines. Once you have scanned all the stock, close out of the reconcile list on all machines. Then reopen the reconcile list on one machine to click the reconcile button.

Once you have completed the stock reconcile you may find the following stock reports useful.

Click on the reports button

Stock valuation report

This report will list all the products now recorded as in stock on the i-Clarity system.

Stock movements report

This report will show you all the stock adjustments made. This allows you to see how many adjustments needed to be made when the reconcile button was clicked. To run this report to see how many adjustments were made to the system on a stock take. Enter the date of the stock take in the From and To dates. Tick the box next to the type and select ‘Adjustment’ from the drop down.