If stock locations are used in your Provet Cloud, you may sometimes need to move stock quantity between locations. You can move either a single stock item or multiple items at the same time, within the same clinic location or between clinic locations.
To move stock quantity within the same clinic location, you need the 'Stock' permission. To move stock between clinic locations, you need the 'Move stock between clinic locations' permission.
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Go to Inventory > Stock and find the item you want to move.
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On the item row, select the button with three dots and then select Move item from the pop-up menu. A dialogue opens.
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In the From stock location field, add the stock location from which you want to move stock quantity to another location.
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If you want to move stock quantity to another clinic location, add the clinic location in the To clinic location field. This option is available if you have the 'Can move stock between clinic locations' user permission.
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In the To location field, select the stock location to which you want to move stock quantity. The list includes the available stock locations in the selected clinic location.
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You can add additional information about the stock update in the Note field.
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If batches are in use, select the Batch you want to move quantity from.
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Add the quantity you want to move in the Packages or Units fields. You can use one of the fields or both, in which case the quantities are summed up.
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Select Save.
To move multiple stock items, go to Inventory > Stock and select the Move items button. Then, follow the steps below:
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Select move location.
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Under Source:
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Select the Clinic location from which you want to move stock quantity to another location.
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Select the Stock Location within the selected clinic location.
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Under Destination:
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Select the Clinic location to which you want to move stock quantity.
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Select the Stock Location within the selected clinic location.
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Select Next.
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Select items.
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Search for and select up to 25 stock items to move. Note that only items with a positive stock quantity can be selected.
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Select Next.
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Select quantity.
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If moving items to a different clinic location, select a matching item from the destination clinic location’s item list from the Destination item drop-down list. Note that the source and destination items must have the same number of units per package.
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If batches are in use, specify the quantity to move in the Packages or Units fields for the relevant batch. You can use one of the fields or both, in which case the quantities are summed up. Ensure the quantity does not exceed the available stock.
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Select Next.
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Review and finalise.
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Review the source and destination locations, the selected items, their batches, and the quantities to be moved.
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You can add additional information about the stock update in the Notes field.
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Select Confirm Move. The Stock page opens, showing the updated list of all items in stock.
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