Knowledge Base
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| 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.
... Stock - i-Clarity |
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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 |