Guard - Stocktaking

Physical Stocktaking

Physical stocktakes, as are required every six months, must be initiated in Toniq Dispensary.

Process

• Find the required medicine stock card, press F4 Stock, then select F8 Stock Take:
  
   
• This generates a Physical Stocktaking line in Toniq Guard. It will also calculate and generate a Quantity stock account (QSA) line.
• If the stock quantity was updated before pressing F8 Stock Take, a stock Adjustment line is created, as well as the physical stock check and QSA lines:
  
   
• All transactions done before the physical stocktake must be checked before signing the Physical Stocktaking line to ensure the balance in Dispensary matches Toniq Guard.

Note: Changing the stock on hand using the Dispensary Stock Check report will generate a stock Adjustment in Toniq Guard, but not the physical stock check and QSA entries. If the Stock Check report is used, F8 Stock Take must still be done for all controlled drugs.

 

Quantity Stock Account (QSA)

Toniq Guard will automatically calculate the QSA in and out values when a physical stock take is done. The Physical Stocktaking line must be signed before the Quantity stock account line:

See also: Guard - End-of-Year Stocktake