For the most accurate data, this report should be run outside of trading hours. Manually run the report either before the store opens for trade in the morning, or after the pharmacy has closed and the automatic End of Day (EOD) process has run. Alternatively, set the report to generate according to a specified schedule and have it emailed to specified email addresses.

Note: If your pharmacy has Auto Invoice configured for a Nursing Home, and you do not wait for the EOD process to complete before running this report, the stock for the scripts waiting at the Till for the Nursing Home patients will be included in your stock holding.

Video demonstration


Step by step instructions

From Stock Manager:

1.  Click the Reports menu, click 4. Stock Reports and select 1. Stock on Hand Report.

The Stocktake Report window is displayed.

2. Make your required selections:

a. Click the Sorted by dropdown and select the required option:

  • Product
  • Department
  • Company
  • Brand
  • IEU
  • Class
  • Location
  • Price Policy
  • Preferred Supplier
  • KVI

b. Check Report on the entire range to include all products and/or categories. Checking this option ensures that new products/categories added in the future will be included in the report.

c. Alternatively, to report on a specific category/product or range of categories/products enter the Product or category Name or Code in the From field, press [Tab]. The Product/category Search Window is displayed. Highlight the required product/category and click Okay. Repeat in the To field.

d. The Format defaults to Current Stocktake. If a back dated stock on hand is required, click the dropdown and select Back Dated Stocktake. 

e. When Back Dated Stocktake is selected, the Use current cost - Backdated only checkbox is enabled. Check this option to use the current cost for the report, or leave unchecked to use the historical cost. 

f. The Show Detail checkbox is checked by default, this option will list all products that have SOH in your database. To see a summary report only, uncheck Show Detail.

g. Select the Average Cost (FIFO) radio box, if your pharmacy has FIFO set up. For further information on FIFO refer to FIFO (First in, First out): An Introduction.

h. If you do not have FIFO set up, ensure the Last Buy Cost radio box is selected.

i. To exclude products with a negative SOH, select the No Negatives checkbox.

j. Leave Show Zeros unchecked. If this option is checked the report will display every product in your Minfos database.

k. The As At Date is enabled when the Back Dated Stocktake format is selected. Enter the required date for your back dated stock on hand report. 

l. Check Show Retail to include retail value in the report.

3. Click Run to run the report immediately.

The Stock On Hand report is generated and displayed.

4. Alternatively, to schedule the Stock on Hand Report to run automatically after the End of Day click Schedule. Refer to Schedule a report.

Example reports:

Options selected:Example report:Options selected:Example report: