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BOOKING IN STOCK FROM NVS

NVS can supply you with a download that includes all batch traceable products included in any order previously transmitted through Assisi. Your system will need to be configured by our Support Department and by NVS to be able to take advantage of the download feature.

Batch Product Download

Once configured and an order has been received:

  1. Select Stock Received from the Stock Transactions on the Assisi desktop.

  2. Confirm the date, supplier, branch and stock location and click the Download tile on the right-hand toolbar. (Once the file has been downloaded, it will be removed from NVS’s server in readiness for the next order.)

  3. The location for each product included in the download will be the default location for the branch specified in the header. (The products can be transferred later to a different location using the Stock Transfer option, if required.)

  1. Once the download is complete, all products included in the download will be displayed on the Stock Received screen. All quantities will default to the quantity on order. You should check the details on the screen against the stock included in the order and amend any quantities for the quantity actually received, where applicable, before the order is processed.

  2. If a product is included in the download but has not been delivered at all, change the quantity received to zero before processing. It will then be considered still on back order.

  3. When you are satisfied that the list is correct, click Process to book in the stock. The Stock Holdings for these products will then be updated to include this recently received stock.

Non-Batch Traceable Products

Products not included in the batch product download can then be booked in as follows:

  1. On the same Stock Received screen, check that the Supplier, Branch and Location are correct and click the Ordered tile to display the products. If you select this option, all outstanding products will be displayed on the screen.

  1. Check that the quantities that are displayed agree with the order received and amend the quantities received for any products that are still outstanding. These products will remain on back order and be included again the next time that the Ordered tile is ticked.

  2. Add any relevant batch numbers and expiry dates.

  3. You can manually add any other products at this stage, if required, > by clicking Add Line.

  4. When you are satisfied that the list is correct, click Process to book in the stock.

Stock Holdings for these products will then be updated for those products where stock control is maintained.

The details of all stock received, whether or not stock control is maintained, will also be recorded in the Track option on the Stock Maintenance Screen.

MANAGE BACK ORDERS

Products that are ordered but not received will remain on Back Order. Products on back order are taken into account when using Assisi to generate a Recommended Order, ie if it is already on back order then it won’t re-order.

If you subsequently cancel a product with your wholesaler, this option will allow you to remove a product manually from the back order list.

  1. Select Manage Back Orders from the Stock Transactions menu and select your branch.
  1. Click on the relevant product and click Delete.