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OASiS |
Contents
Introduction
Configuring Stock Control
Stock Control Options
Stock Control Order Forms
Stock Control (Workstation)
Stock Control Categories
Entering Suppliers
Entering Stock Items
Using Stock Control
To place an order
To receive goods
Using Retail Stock
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Stock Reports
The View button
The Tools button
The Dates button
Additional Notes:
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The Oasis Stock Control module provides a method of recording and managing incoming and outgoing stock in the practice. It is linked to the Oasis invoicing system. It allows products to be sold through the invoicing screen and adjusts stock accordingly. It also supports barcode scanning if required.
It allows the generation of Purchase Orders and reports on stock levels etc.
To use the Stock Control module, you will need to do the following:
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From the Oasis Main Menu, select Preferences, Component Tools.
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Use this option to select a Purchase Order form within Oasis. By default, Oasis will use Form 90.
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This option is used to customise order forms for each specific practice. Note: If you have a logo file, you may not need to fill in the heading entries.
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Used to set sort sequences for listing screens.
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Used to enter the various categories used for stock items.
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Select the Teledex option from the bottom of the Oasis main screen. Click New to add a new stock supplier and enter their details as per the example below. Ensure Field 12 "Stock Supplier" has a "Y". You can also enter stock suppliers from the Tools, Supplier Maintenance option in the Stock Control screen.
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To enter a stock item, select Preferences, My Money, Item Codes and Fees.
Click the New option and fill in the following three screen tabs. Once completed, click OK to save the new item. Please take note of the following:
Item Code - Should be a unique code – we recommend using a "/" at its beginning, but this is optional.
Private Fee - The GST inclusive (or exclusive) price of the item.
GST Flag - Set field #21 to "Y" if you intend to have Oasis record GST for this item.
HICAPS - If you can't claim this item through HICAPS, make sure field #29 is set to "Y".
Retail Item? - Set this to "Y" if the item is sold through the Oasis invoicing system.
Update Stock - Do you want this stock item to be updated if invoiced?
If your system is set up for barcoding, you can use a barcode reader to enter the barcode of the stock item. This will allow you to use the barcode reader within the Invoice screen to add stock items to the invoice.
Items can also be entered from the Tools, Stock Maintenance option in the Stock Control screen.
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To use the Stock Control module, select the Component Tools Menu Icon and then select Stock Control.
This will display the Stock Control main Window. This main window lists Suppliers, Stock Categories, Stock Items and Branches (where multi-branch). Clicking a Supplier will display only the Stock Items from that supplier's catalogue. Clicking a Stock Category will further modify the Stock Item list by the chosen category.
The right side of the window displays order details and transaction details when orders are created or modified. A transaction history can be displayed for all individual stock items on the bottom right of the window. At the bottom left, the number of a particular stock item on hand is displayed for the current branch.
Where stock items are listed as retail, the Oasis invoicing system will adjust stock levels as stock items are sold. Non-retail stock needs to be entered separately as used.
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