Knowledge Base
Your search for returned 29 results across 1 page(s). Search Category: Stock. Software Version: All Versions.
| Creating A Stock Adjustment For A Solution Or Accessory This process is used to record stock movements for solutions or accessories e.g. adelivery from a supplier.
The stock module is accessed by clicking on the yellow arrow pointing to the right todisplay the 2nd set of icons and then by clicking on the stock module icon.
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| Creating A Stock Adjustment For A Frame Already On The System This process is used to record stock movements for a frame that is already on the system.
The stock module is accessed by clicking on the yellow arrow pointing to the right todisplay the 2nd set of icons and then by clicking on the stock module icon.
... Stock - i-Clarity |
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| Adding A New Frame Model To The Stock System This process is to add a new frame model to the system.
The stock module is accessed by clicking on the yellow arrow pointing to the right todisplay the 2nd set of icons and then by clicking on the stock module icon.
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| Creating A Stock Transfer Stock transfers are used to create stock adjustments for multiple products in one go. Either because they are being sent back to the supplier or because they are being sent to another branch.
(To record stock movements into the practice for more than one product at a time the purchase order system should be used. See our other articles and training videos on this subject.)
The stock module is accessed by clicking on the yellow arrow pointing to the right todisplay the 2nd set of icons and then by clicking on the stock module icon.
... Stock - i-Clarity |
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| Modifying A Stock Transfer Stock transfers are used to create stock adjustments for multiple products in one go. Either because they are being sent back to the supplier or because they are being sent to another branch.
(To record stock movements into the practice for more than one product at a time the purchase order system should be used. See our other articles and training videos on this subject.)
The stock module is accessed by clicking on the yellow arrow pointing to the right todisplay the 2nd set of icons and then by clicking on the stock module icon.
... Stock - i-Clarity |
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| Receiving A Stock Transfer Stock transfers are used to create stock adjustments for multiple products in one go. Either because they are being sent back to the supplier or because they are being sent to another branch.
(To record stock movements into the practice for more than one product at a time the purchase order system should be used. See our other articles and training videos on this subject.)
The stock module is accessed by clicking on the yellow arrow pointing to the right todisplay the 2nd set of icons and then by clicking on the stock module icon.
... Stock - i-Clarity |
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| Stock Take (Reconcile Stock) 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.
... Stock - i-Clarity |
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| Understanding Purchase Order References All Purchase Orders are identified by a unique Purchase Order number which has the following format:
BB/TXXX
BB is the branch code, T is the Type and XXX is a sequential number.
The types are as follows:
S: Spectacles, i.e. glazing orders
L: Lenses ordered separately from the glazing order, e.g. uncuts or remote edged
F: Frame ordered for a glazing order but from a separate supplier to the workshop
ST: Stock, i.e. products NOT ordered for a specific patient
C: Contact lenses
So, a typical order reference might look like this:
CE/C701 – Clarity Eyecare Contact Lens Order #701... Stock - i-Clarity |
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| Creating Purchase Orders Through The Dispense Module i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial purchase order
Sending it to the supplier
Recording the goods and services that have been received
Reconciling the goods received with the supplier invoice
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
Purchase Orders are created in 5 different ways:
When you create a spectacle order by confirming a dispense
When you create an order from the CL Management form
From the Stock Form – e.g. for frame stock
From the Stock Form – automated ‘Impress’ ordering
From the Stock form – using automated reorder quantities
This article looks at method 1, creating a purchase order through the dispensing module by confirming a dispense.
Creating a Spe... Stock - i-Clarity |
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| Creating purchase orders through the contact lens management module i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial purchase order
Sending it to the supplier
Recording the goods and services that have been received
Reconciling the goods received with the supplier invoice
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
Purchase Orders are created in 5 different ways:
When you create a spectacle order by confirming a dispense
When you create an order from the CL Management form
From the Stock Form – e.g. for frame stock
From the Stock Form – automated ‘Impress’ ordering
From the Stock form – using automated reorder quantities
This article looks at method 2, creating a purchase order through the contact lens management module.
Creating a CL Order... Stock - i-Clarity |
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| Creating a purchase order for a stock order i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial purchase order
Sending it to the supplier
Recording the goods and services that have been received
Reconciling the goods received with the supplier invoice
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
Purchase Orders are created in 5 different ways:
When you create a spectacle order by confirming a dispense
When you create an order from the CL Management form
From the Stock Form – e.g. for frame stock
From the Stock Form – automated ‘Impress’ ordering
From the Stock form – using automated reorder quantities
This article looks at method 3, creating a purchase order for stock items such as stock frames or solutions
Creating a Stock Ord... Stock - i-Clarity |
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| Creating purchase orders automatically whenever you send a frame, from a particular supplier, away to be glazed i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial purchase order
Sending it to the supplier
Recording the goods and services that have been received
Reconciling the goods received with the supplier invoice
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
Purchase Orders are created in 5 different ways:
When you create a spectacle order by confirming a dispense
When you create an order from the CL Management form
From the Stock Form – e.g. for frame stock
From the Stock Form – automated ‘Impress’ ordering
From the Stock form – using automated reorder quantities
This article looks at method 4, creating a purchase order automatically whenever you send a frame, from a particular supplier, away to be glazed
... Stock - i-Clarity |
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| Creating a purchase order when stock levels fall below a defined level i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial purchase order
Sending it to the supplier
Recording the goods and services that have been received
Reconciling the goods received with the supplier invoice
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
Purchase Orders are created in 5 different ways:
When you create a spectacle order by confirming a dispense
When you create an order from the CL Management form
From the Stock Form – e.g. for frame stock
From the Stock Form – automated ‘Impress’ ordering
From the Stock form – using automated reorder quantities
This article looks at method 5, creating a purchase order when stock quantities fall below a defined level
Automated Stock Re-Or... Stock - i-Clarity |
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| Receiving a purchase order i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial purchase order
Sending it to the supplier
Recording the goods and services that have been received
Reconciling the goods received with the supplier invoice
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
This article looks at section 3, recording the goods and services that have been received
When you receive stock, you should always record the fact that it has been received against the relevant purchase order. This will achieve several objectives depending on the type of order that you are dealing with. In all cases, recording the fact that a purchase order has been received will make it possible to reconcile those purchase orders with the relevant invoices – see the section on Invoicing for further details about this.
Spectacle orders
These are... Stock - i-Clarity |
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| Reconciling purchase orders i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial purchase order
Sending it to the supplier
Recording the goods and services that have been received
Reconciling the goods received with the supplier invoice
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
This article looks at section 4, reconciling the goods received with the supplier invoice
Once you have created purchase orders and recorded the fact that the goods you ordered have been received (or not, as the case may be) then you can use i-Clarity to reconcile your purchase orders and delivery notes with the supplier invoices. This complete purchase order processing (‘POP’) cycle has several benefits:
When you record goods received you are checking that you have received the goods that you have ordered – and only those goods that you have ordered.... Stock - i-Clarity |
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| Exporting purchase orders for analysis and payment i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial purchase order
Sending it to the supplier
Recording the goods and services that have been received
Reconciling the goods received with the supplier invoice
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
This article looks at section 5, exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
Once an invoice has been confirmed you can print it and export to a text file or spreadsheet that can be imported directly into some account’s packages e.g. Sage or Xero.
Alternatively, you can ‘batch’ together a batch of invoices, which will give a reference for that batch, as shown here:
... Stock - i-Clarity |
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| Calibrating the Zebra ZD-410 Calibrating the Zebra ZD-410 Label Printer
... Stock - i-Clarity |
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| The Stock Module and Stock Control The stock module is accessed by clicking on the yellow arrow pointing to the right to display the 2nd set of icons.
... Stock - i-Clarity |
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| Stock Take (Reconcile Stock) - Enterprise 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.
... Stock - Enterprise |
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| Adding a new frame to the stock module. To open the stock module, click on the ‘Back Office & System’ Modules icon on the top bar.
... Stock - Enterprise |
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| Reprinting a frame barcode label Firstly select the frame you require a new barcode for.
In the top left of the stock module, click the 'Select Frame or Sunspec' button
... Stock - Enterprise |
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| Creating A Stock Adjustment For A Solution Or Accessory - Enterprise This process is used to record stock movements for solutions or accessories, e.g. a delivery from a supplier.
Navigate to the Stock Module by clicking on the Back Office & System Modules button and the clicking on Stock.
... Stock - Enterprise |
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| Creating A Stock Adjustment For A Frame Already On The System - Enterprise This process is used to record stock movements for a frame that is already on the system.
Navigate to the Stock Module by clicking on the Back Office & System Modules button and the clicking on Stock.
... Stock - Enterprise |
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| Adding A New Frame Model To The Stock System - Enterprise This process is to add a new frame model to the system.
Navigate to the Stock Module by clicking on the Back Office & System Modules button and the clicking on Stock.
... Stock - Enterprise |
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| Creating A Stock Transfer - Enterprise Stock transfers are used to create stock adjustments for multiple products in one go. Either because they are being sent back to the supplier or because they are being sent to another branch.
(To record stock movements into the practice for more than one product at a time, the purchase order system should be used. See our other articles and training videos on this subject.)
The Stock module is accessed by clicking on the Back Office and System Modules drop-down and then clicking on Stock.
... Stock - Enterprise |
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| Modifying A Stock Transfer - Enterprise Stock transfers are used to create stock adjustments for multiple products in one go. Either because they are being sent back to the supplier or because they are being sent to another branch.
(To record stock movements into the practice for more than one product at a time, the purchase order system should be used. See our other articles and training videos on this subject).
The Stock module can be accessed by click the Back Office and System Modules drop-down and clicking Stock.
... Stock - Enterprise |
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| Receiving A Stock Transfer - Enterprise Stock transfers are used to create stock adjustments for multiple products in one go. Either because they are being sent back to the supplier or because they are being sent to another branch.
To record stock movements into the practice for more than one product at a time, the purchase order system should be used. See our other articles and videos on this subject.
The Stock Module is accessed by clicking on the Back Office and System Modules drop-down and then clicking 'Stock'.
... Stock - Enterprise |
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| Understanding Purchase Order References - Enterprise All Purchase Orders are identified by a unique Purchase Order Number which has the following format:
BBB/TXXX
BBB is the Branch Code, T is the Type and XXX is a sequential number.
The Types are as follows:
S - Spectacle, i.e. glazing orders.
L - Lenses ordered separately from the glazing order, e.g. Uncuts or Remote Edged.
F - Frame ordered for a glazing order but from a separate supplier to the workshop.
ST - Stock, i.e. products NOT ordered for a specific patient.
C - Contact Lenses.
So a typical Purchase Order Reference might look like these -
... Stock - Enterprise |
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| Creating Purchase Orders Through The Dispense Module - Enterprise i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial Purchase Order.
Sending it to the supplier.
Recording the goods and services that have been received.
Reconciling the goods received with the supplier invoice.
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
Purchase Orders are created in 5 different ways:
When you create a spectacle order by confirming a dispense.
When you create an order from the CL Management form.
From the Stock Form - e.g. for frame stock.
From the Stock Form - automated 'Impress' ordering.
From the Stock Form - using automated reorder quantities.
This article looks at method 1, creating a Purchase Order through the Dispensing module by confirming a dispense.
Creating A Spectacle Order... Stock - Enterprise |
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