Beginner3 min read
Prepare Your Stock Review
Organise the information your team needs to review pharmacy stock.
Organise the information your team needs to review pharmacy stock. This is a preparation checklist, not a screen-by-screen product manual. Confirm available features and exact steps in your current setup.
1
Start with reliable item records
Keep product identification and stock information clear before reconciling quantities.
- 1Review item names, units and identifiers.
- 2Check batch and expiry information where applicable.
- 3Identify unclear or duplicate records for review.
2
Compare physical stock and records
Investigate differences before deciding how to correct them.
- 1Choose a manageable set of items for a physical count.
- 2Compare counts with receiving and sales records.
- 3Record discrepancies and ask who is authorised to approve adjustments.
3
Confirm your workflow
A demo should establish how stock changes are handled in your setup.
- 1Ask about stock-update timing and connectivity requirements.
- 2Confirm any available alert settings rather than assuming automatic notifications.
- 3Walk through the audit and adjustment process with the team.
Need hands-on help?
Our onboarding team is available to walk you through any part of PharmNex live.