This task list has been designed to support Stock Controllers and Retail Managers that are part of a Multistore group. The tasks that are included in this suggested task list are in line with best practices recommended by Minfos.

Also refer to:

Customer Account Statements

Customer statements are aged automatically on the last night of the month and can only be printed or emailed from or after the first day of the month.

Refer to:

Review and Action Outstanding Product Merges

When products are merged in the Minfos Master Database a record of each merge is kept and is provided to your head office on a monthly basis. Your pharmacy needs to action these merges to ensure a clean database and assist with accurate ordering and stock on hand.

This task has multiple stages. The Product Merge file must be imported by your Head Office, and then the merges need to be actioned. You should then only need to review and manually action any merges that have not been automatically completed.

Refer to:

Review Products on Hire

To view products that are out on hire, run the Products on Hire report. This report displays the customer name and phone number recorded at the time of hire, due dates and amounts owed, allowing you to follow up on the overdue items.

To view only products overdue for return, check the overdue only checkbox. To view all products out on hire, do not check this box.

Review overdue laybys

To view overdue laybys, run the Lay By Report. This report displays the customer name and phone number recorded at the time of layby, due date and amount owed, allowing you to follow up with the customer.

Also refer to:

Review Dead Stock

The Dead Stock report lists all stock that has not been sold since a specified date. This report allows you to:

  • Identify products that have not sold since a specified date
  • Capture products that are possibly going out of date

Consider these strategies to manage dead stock:

  • Review pricing of items
  • Create a promotion for these items
  • Uncheck Stocked flag to avoid re-ordering the items
  • Change physical location of stock if practical

Review GP% and retail prices

Refer to your Head Office to confirm your pricing strategy before you use Minfos Price Manager to view GP% an retail prices by category, confirm your pricing strategy with your Head Office.

Refer to: