Welcome!

Stocktake is a critical part of keeping your inventory accurate, your business running smoothly, and your reporting reliable. Whether you’re preparing for your first stocktake or looking to streamline your existing process, this learning pathway will guide you through every key stage.

Divided into manageable topics, each module includes written materials and video demonstrations. Handy links that you may wish to save and refer to later will also be highlighted.

If you'd like to complete the full learning pathway and receive a Certificate of Completion, we recommend accessing our Learning Pathway collection, ensure you fill in the form!

Stocktake Essentials Learning Pathway

Simply enter your email address, wait for your verification code to arrive and enter the code to gain access.Or, if you'd like to take your own learning journey, simply click the relevant topic(s) below.

Module 1 – Preparing to Stocktake

Learn how to prepare your database for stock taking. This module covers how to:

  • Print the Stocktake Checklist
  • Create Locations for stocktake
  • Print a list of Locations
  • Clear broken pack quantities


Module 2 - Doing the Stocktake

This module will cover the tasks that need to be completed during the stocktake. Learn how to:

  • Print the Uncollected Scripts report
  • Count stock with pen and paper
  • Count stock with the Minfos App
  • Count stock with the Wireless Scanner
  • Print reports for stock that has not been counted
  • Enter uncounted stock via the rolling stocktake function


Module 3 - Stocktake your Robot

This module explores the significance of accurate robot stocktakes, how to conduct them, and manage discrepancies. It covers:

  • Navigating the Robotic Drugs Database
  • Reviewing out-of-stock items, and,
  • Understanding the implications of Minfos SOH versus robot SOH

 

Module 4 - After the Stocktake

This module will introduce the reports that should be run after a stocktake count to assess your stock holding.
This includes:

  • Stock Variance reports
  • Product and Category Audit reports to help investigate issues
  • Stock on Hand reports