TABLE OF CONTENTS
What can you use the Inventory Reports for?
You can use the Inventory Reports to do the following:
- Track the movement in & out of all your items
- Check the remaining stock count on a specific date
- Check the value of stock that came in, went out, and that are remaining
- Export your inventory list with stock count, cost price, selling price, and panel price
Using the Inventory Reports
To use the Inventory Reports:
- Go to Reports > Inventory Reports
- Select the appropriate Start & End Dates.
Transactions within the dates will be included in the report - Click on Customise Columns & tick the items you want included in the report
- To print or export the inventory report in Excel format, click on Export/Print
What do these columns mean?
Column Name | Explanation |
Drug Name | Name of the item set on Inventory Items page |
Default Cash Price | Default price of item for cash patients set on Inventory Items page |
Default Panel Price | Default price of item for panel patients set on Inventory Items page |
Earliest Expiry Date | Earliest expiry date of the item This is based on batches added from the beginning of time to the specified End Date (If you select the End Date 31 Dec 2019, batches added after 31 Dec 2019 will not be considered) |
QTY (In) Quantity (In) | Number of stock added using the "Add Supply", "Bonus", "Loan In", and "Transfer In" actions on Inventory Status page |
CPU (In) Cost Per Unit (In) | Average cost per unit of stock added within the specified date Calculated based on cost price submitted when you add stock using the above actions |
VAL (In) Value (In) | Total cost of stock added VAL (In) = QTY (In) x CPU (In) |
QTY (Out) Quantity (Out) | Number of stock dispensed Stock adjustments that reduce stock such as "Write Off" are not included |
VAL (Out) Value (Out) | Value of stock dispensed VAL (Out) = QTY (Out) x Default Cash Price set on Inventory Items page |
QTY (Balance) Quantity (Balance) | Number of stock remaining on the End Date |
CPU (Balance) Cost Per Unit (Balance) | Average cost per unit of your remaining stock Calculated based on cost price submitted when you add stock |
VAL (Balance) Value (Balance) | Total cost of stock remaining VAL (Balance) = QTY (Balance) x CPU (Balance) |
Average Dispensed per Transaction | Average number of item dispensed each time it is dispensed |
Cost Price | Cost Price of item set on Inventory Items page |
* Please contact Klinify Support for more information