Tracking stock and stock takes

Stock tracking keeps tabs on the products you hold, so you know what you have and when to reorder.

Tracking stock

Record the products you carry and their levels. As treatments use product, your stock reflects what has been consumed, giving you a running picture rather than a guess. This pairs naturally with the batch numbers recorded on treatments, tying usage back to specific stock.

Stock takes

A stock take is a physical count to reconcile what the system thinks you have against what is actually on the shelf. Counts drift over time through breakages, samples and small discrepancies, so a periodic stock take resets your figures to reality.

Doing a stock take

1. Count what you physically hold.
2. Enter the counts in the stock area.
3. The system reconciles your records to the counted figures, so your levels are accurate again.

Why it matters

• You avoid running out mid-clinic.
• You spot shrinkage or miscounts early.
• Your usage records stay trustworthy, which matters for both cost control and traceability.