Once you've set up your Stock Module in Genie and started selling these stock items to your patients, you may then wish to track these sales and what quantity you've got left. Genie has made reporting on your stock numbers quick and easy.
Before you begin
New to using the Stock Module? You may want to review our Stock Module articles before you proceed with your reporting.
To print a list of the stocked items, open your Stock Control by navigating to Open > Stock Control. Select the list you wish to print (Managed Stock, All Stock, No Longer Managed, Low Stock) by selecting from the drop-down in the upper right hand corner.
Click on the Printer button to open the Report Builder window.
Above the Query button, the number of results (i.e. stocked items) will be displayed. This number will be dependent on the drop-down choice (Managed Stock, All Stock, No Longer Managed, Low Stock) displayed before clicking the Printer button.
To select which fields appear in the report, select the Columns tab.
To create a report with the same columns as the onscreen list, drag over Name, ProductCode and Qty. You can additionally drag over any other useful fields such as WarningQty, as in the example above.
Press the Preview button at the bottom to review the report prior to printing.
The column selection in the previous screenshot would result in the following report.
Close the preview, and click on Print in the Report Builder window.
To open the Stock Report, firstly go into File > Maintenance and Reports. In here, select the Other Reports tab and click on Stock Report.
The Stock Report allows practices to track stock levels. The returned results are based on the time frame selected in the Period drop-down and using First In, First Out principles (meaning stock purchased first is assumed to sell first). The figures displayed are to assist practices in tracking stock levels, purchasing costs, sales and profits. It is not suggested that these figures are directly incorporated into a practice’s financial reports – more that it is used as a guide to assist in decision making regarding stock.
To examine a particular stocked item's entry in this report, double-click on the row to see the information below.
The Audit Data button initiates a data audit of the stock. Genie will examine the stock data for any inconsistencies, and will attempt to resolve any that it finds. Please note that this is a different process to the Stock Audit found in the Administrator tab of Maintenance and Reports. For more information on auditing stock, please read below.
Changes in stock levels from sales or manual stock management are recorded in the Stock Audit. The Stock Audit is designed to provide a log of stock activity and allows you to:
• See an overview of the trends in stock levels.
• Determine the user responsible for any changes in stock.
• Print a weekly/monthly audit for future reference.
To open the Stock Audit, go into File > Maintenance & Reports, click on the Administrator tab and then Alt+click on the Audit button.
In the window below, any stock related actions will be listed along with the reason provided (where applicable).
To inspect a record, double-click on it in the list.
The Audit Details window provides all of the information in the stock audit, with the additional details of the user, date and time. Click on Close to return to the stock audit.
If you require a printed version of this window, you can create this in the report builder using the same method described for Printing Stock Lists.