Stock In

This document details the Stock In feature under the Supplies management module in your HelloClinic system. This page is used to record the process of all purchased clinic supplies entering your inventory.

Feature Overview

"Supplies Stock In" is a crucial step for ensuring accurate inventory data. When your clinic receives newly purchased supplies, you need to create a stock-in record using this function. Each record will detail the receipt date, supply item, quantity, cost, and other information.

After completing the stock-in entry, the system will:

1. Create a permanent stock-in history record for easy traceability and reconciliation in the future.
2. Automatically add the stocked-in quantity to the total amount of that supply item on the Inventory tab.

Main Interface Description

The main interface is divided into a "Background List" and a "New Stock In Record" window that pops up when you click "+ Stock In."

1. Stock In Records List and Filters

This is where you can view all historical stock-in records.

• Filter and Search:
  • Year and Month Filter: Use the dropdown menus to quickly locate stock-in data for a specific month.
  • Search: Enter keywords such as supply name, supplier, or delivery number to find specific records.
• Stock In Button:
  • [+ Stock In]: Located in the top right corner of the page, click this button to log a new stock-in entry.
• List Fields:
  • Stock In Date: The date the supplies were stocked in.
  • Name: The name of the supply item stocked in.
  • Supplier: The supplier who provided this batch of supplies.
  • Delivery No: The delivery or invoice number, for easy verification.
  • Quantity: The quantity stocked in for this entry.
  • Total Cost: The total cost for this stock-in.
  • Note: Any relevant remarks.
  • Actions: Operations that can be performed on this record (e.g., view details).

2. New Stock In Record Window

After clicking the [+ Stock In] button, this form will pop up for you to fill in the detailed information.

Main Operation Workflow: How to Add a New Supplies Stock In Record

1. On the "Supplies -> Stock In" page, click the [+ Stock In] button in the top right corner.

2. The "Stock In" form window will appear.

3. Please fill in the following fields in order:

   • Name: Click the dropdown menu and select the item you want to stock in from your master supplies list, which you established on the Inventory page.
   • Stock In Date: Select the actual date you received the supplies. The system defaults to today's date.
   • Quantity: Enter the quantity of supplies received for this entry.
   • Gift Quantity: If this purchase includes complimentary items, you can enter the quantity here.
   • Total Cost: Enter the total amount of this purchase. The system will automatically calculate the Price per unit based on this amount and quantity.
   • Delivery No: Enter the delivery note or invoice number for tracking purposes.
   • Note: Use this field to add any important information, such as "damaged outer packaging" or "partial delivery."

4. After filling in all the information, click the [Create] button in the bottom right corner.

5. Once saved, this stock-in data will appear in the "Stock In Records List," and the system will immediately update the total quantity of that supply on the Inventory page.