You can now record stock adjustments for products

We have just released stock adjustments.  This goes with our recent launch of product stock levels.  Now you can make adjustments to your stock levels and have these recorded.  Cliniko will also record a stock adjustment every time a sale is made (it was already decreasing your stock levels, but now it will properly record the adjustment for reporting).

You can find these adjustments in the Products tab, it looks like this:

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Comments

  • Avatar
    lewanuya

    Hi, I think i'm being blind but how may we access these notes/reports? I would like to see when and why stock adjustments were made. 

    For example: i have say 15 bottles of a product in stock. When i go to get a bottle i notice that there is now only 13 bottles. i want to know when and why those other two went (with no purchase record of them). 

    Also, is there a way to bar everyone (including practitioners) from making manual stock adjustments but the administrator? 

     

  • Avatar
    Jim Sadusky

    Rather embarrassingly, running a report of those adjustments/notes didn't make it into that release.  We store the information in your databases, but there's simply not a way within the software to show it.  We'll need to add  something to help you out with that.  Sorry!

    As for only restricting stock adjustments to admin - we have some plans that could help with that, but nothing to share yet.

  • Avatar
    lewanuya

    thanks for the quick response!

    so this means if i need to run a report i contact you guys for it? it's not ideal, but it will do for now. the restricting of manual stock adjustments isn't important now, but could be soon when i bring on more practitioners/locums etc..

  • Avatar
    Jim Sadusky

    Not ideal, I know.  Sorry! 

    Who would perform a stock-take?  I would imagine most clinics would want a receptionist to be able to update the stock levels if they've gone out of whack.

  • Avatar
    Daniela Osiander

    Jim

    I put this feedback somewhere else already. But I noticed that Cliniko does not reverse stock levels when you delete an invoice. Say I invoice a product to a client, Cliniko will (as it should) deduct that number from stock. If however for some reason I delete that invoice, the stock levels do NOT get reversed as well. That is a bit of a problem, no? 

    Cheers

  • Avatar
    Daniela Osiander

    Jim

    I put this feedback somewhere else already. But I noticed that Cliniko does not reverse stock levels when you delete an invoice. Say I invoice a product to a client, Cliniko will (as it should) deduct that number from stock. If however for some reason I delete that invoice, the stock levels do NOT get reversed as well. That is a bit of a problem, no? 

    Cheers

  • Avatar
    Tracy Phua

    Hi, have these issues been fixed yet?  Is there a reporting function on stock adjustments?  Does deleting an invoice bring the stock back in?  Can we create our own stock change types so that potential reporting will give us the answers we are looking for?

    thanks

  • Avatar
    John Pye

    Also, just wondering about progress on this issue...

    We would feel that returning something to stock is a normal activity. When this happens, either the invoice is deleted, or for a cash sale, a refund is made, and the item returned to stock and the stock level adjusted appropriately. A refund transaction should both deal with the financial aspect of the transaction and also adjust the stock levels within that atomic transaction. A record of this transaction, along the reason and details of who did it of on behalf of whom, why the item was returned along with any other 'user defined' fields needs to be recorded within the system and the ability provided to create a report of all stock movements on demand.

    Is all this now supported? If not, is it possible to say when such functionality will be available?

    Is there a specification available of exactly what functionality is currently supported with respect to Stock Control within Cliniko?

    What missing functionality is awaiting release and when such is planned to be available in the standard product.?

  • Avatar
    Daniela Osiander

    Guys

     

    What's going on with the stock management features in Cliniko? Are they a priority where improvements are going to happen really very soon now or aren't you even looking at this any more?

    There are still a lot of bugs as above, still no tracking let alone warning of expiry dates, no stock management alerts (such as 'low stock level' warnings) and no reporting options on stock (which clients have bought product x, what stock adjustments were made, how much of which products were sold in a given period etc.) Why do I even bother to enter for instance the buying price if to my knowledge there isn't any feature within Cliniko that actually makes uses this info ?

    I love my Cliniko. But the severe shortcomings in stock management do make me itchy and want to look at competitors. Save me pleeeeease!! ;)

  • Avatar
    Joel Friedlaender

    Hi Daniela,

    Sorry that the stock management doesn't have what you need.

    We definitely want to improve it, but it is not even close to the top of our todos at this stage.  I know that's not what you want to hear, but I need to be honest so you can make the right choice for your business.

    We've got a lot we're working on right now, some really exciting things, but we're can only do so many things at once, and this isn't it right now.

    I wish I had better news.

    Joel

  • Avatar
    David Peyton

    Hi Joel,

    Have you guys considered hiring more developers?  Looks like you have lots you'd like to do, but need more hands on deck.

    Our ongoing appreciation for the great service,

    David

  • Avatar
    Joel Friedlaender

    Hi David,

    Not only have we considered, we've added 3 more in the last few months.  That brings us up to a team of 16 (with 12 of us that write code, 7 of those who spend all their time coding).

    At this point I'm not sure adding more developers will make us faster, it's a fine line.  With too many, we end up needing to introduce too much process to manage it, and we take a step backward.

    I think we've hit a sweet spot now, but you'll really start to see that benefit over the next few months.  There are 2 really big changes that may still come out this week, if not, soon after... and a bunch of others not far away.

    I know we aren't getting to everything required all at once, but I think the software would turn into a mess if we did that anyway.

    Joel

  • Avatar
    David Peyton

    Sounds like you're handling the growth with wisdom.  Thanks Joel & team.  As we say in Afrikaans, "Sterkte" - "Strength" :)

  • Avatar
    Daniela Osiander

    I guess you didn't really see THAT coming when you started Cliniko ;)

    Well, I hear you about staff. And with all those cliff hangers I will keep hanging on and hoping for a bit longer... Just keep my hopes in your heart somewhere :)

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