Stock Control

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  • Updated 2 years ago
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We have 12 clinics which are set up in Front Desk as practice groups. Each of our clinics are individually managed and report on all aspects individually. It would be great if a feature could be added to allow stock control on a practice group level, rather than just overall.
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Corio Bay Health Group

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Posted 2 years ago

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Geelong Hand Therapy

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We have 2 clinics and manage stock at both as separate entities... you can choose that setting in the advanced 'tab.. I think its 'manage stock per location'.   its a bit of a pain to set up as you have to then go an enter in the stock at each location.. but once its set up, it works really well - we just adjust stock at the main clinic and arrive it into stock at the second clinic - not sure if that helps or not!
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Timothy, Business Care Manager

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Hi Corio Bay Physio

In order to answer your question, I need to describe the Multiple Location feature in Front Desk, which goes further than Practice Groups by allowing one or more practitioners/practice groups to be associated with a Location. When this feature is enabled, billed items, payments and stock sold are allocated to a location. 

If you are not already using Multiple Locations, this feature will need to be enabled in the Advanced tab of System Information



Once enabled, you will need to close System Information, and restart Front Desk as prompted.

After re-opening Front Desk, return to System Information and select the Practice Locations tab. 

Add each of your business locations to Front Desk by clicking the Add button.



At the bottom of the Practice Locations tab, be sure to select the physical location of your computer as Your Location. It is very important to do this on all computers that Front Desk is installed on across your locations. In a Terminal Server environment, the location must be selected when the user logs into Front Desk as below. 



With the location set, all transactions (and stock movements) will be associated with this location. When reporting, you will now be able to use the ‘By Location’ filter. 

We can now manage stock on a per location basis by enabling the Manage Stock per Location feature from the Advanced tab of System Information.



Please note that when enabling Manage Stock per Location, your stock levels will need to be reconfigured for each location. A fresh stocktake will be required.



You will now be able to record individual stock arrivals, stock adjustments and stock levels per location. 

The Stock Order Report and Stock Levels Report can also be filtered per location to allow the individual sites to manage their own orders.

This is a complex area so if you need assistance with the correct use of this feature, please feel free to open a support case at: https://www.smartsoft.com.au/support
(Edited)