Stocktaking, or inventory counting, is the process of physically counting and recording all the items in a pharmacy's inventory.

• How Stock Taking in Yezza Works
• Step by Step Guide

Important: To perform Stock Take in Yezza, you will need to assign each medications to specific locations. Read here: Assign Medication to specific locations

How Stock Taking in Yezza Works

1. Admin create Stock Take Assignment
   
   
   
   
2. Share the Stock Take link to your staff
   
   
3. Staff open the Stock Take link via desktop/mobile
   
   
   
   
   
4. Staff physically counting items on shelves
   
   
5. Staff update the actual count in Yezza: either it is Matched or set a New Count
   
   
   
   
6. Stock Take report is created
   
   

Step by Step Guide on Stock Take

Steps: 

1. Go to Clinic Management > Inventory, Services & Packages > Services:
   
   
   
   
2. Click at Stock Take menu
   
   
3. Click Start Stock Take and assign the activity to yourself or any of your staff. 
   Note: Only the assigned staff can open the Stock Take link. 
   
   
4. Once the assignment is created, share the link to your staff:
   
   
   
   
5. Your staff then can open the link at their own mobile phone / PC:
   
   
   Desktop version
   
   
   
6. Assignee can physically counting items on shelves and update the actual count in Yezza:
   • Choose Matched if the number is tally.
   • Choose New Count to update the actual count.
     
     
7. Assignee can close the Stock Count sheet at anytime and resume counting later. Assignee is not required to finish counting all pending inventory. 
   
   
8. Click Finish Counting once you are finished.
9. Stock take report will be generated. This report will show the stock differences and values. Example: