Enterprise – Stock Take (Reconcile Stock)

Reconciling stock in Enterprise 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, Enterprise will compare this list you have created with the current stock values on Enterprise and make any necessary adjustments.

Use the Enterprise menu to open the Stock module.

The Stock module will open like this.

Use the Stock Menu at the bottom left of the screen to select ‘Reconcile Stock’.

A warning message will pop up on the screen. Click ‘Ok’.

Click ‘Reconcile Stock’ at the bottom left of the screen.

You can use the top part of the screen to narrow down which products you would like to reconcile. You can count all of the stock or break it down into a group of products and then to a range of products. You can also scan barcodes or type in individual products.

You can use the bottom part of the screen to import stock from an Excel list or add a frame of sunspec.

Double click on the quantity of the product you want to amend and then type in the new quantity. Then press Enter on your keyboard.

Once you have added all the products for the stated group or range, click ‘Reconcile Stock’.

A pop-up box will appear to confirm the new amounts. Click ‘Reconcile’.

The following warning message will appear if some of your items are not stock controlled.

If this is correct, click ‘Yes’ or click ‘No’ to make any necessary changes before reconciling the stock.

Your stock take has now been completed.

Important Points

• You should ensure that 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 PCs throughout the recording process, allowing you to be in the most convenient location for the stock you are reconciling.
• 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 of the stock, close out of the reconcile list on all machines. Then reopen the reconcile list on one machine to click the ‘Reconcile’ button.