Inventory & Stock Control: Setup Stock Lists and Controllers

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The Stock Control module has the ability to hold multiple stock lists. Multiple stock lists should only be setup if there are multiple stock rooms to monitor. E.g. Dr 1 has his own stock room, Dr 2 has her own stock room – separate orders/inputs/outputs etc. are done for each stock room.

Unless multiple stock lists (multiple stock rooms) are required, only one person should have access to Stock Control. We recommend a new staff member ‘Stock Control’ is added and that only this member has security access to stock control.

  1. Go to Location Management > Staff tab

  2. Operations menu > New Record

  3. Surname: Control

  4. Firstname: Stock

  5. Tick Responsible for Inventory 

  6. Set security on the Stock Control module and ensure only this staff member has access

 

Set or Change a Password

Set Security on Modules/Tabs/Actions

Set Security Permissions - who can / cannot access or complete an action

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