This report allows you to view your current levels of inventory and provides a place to record actual stock numbers so inventory adjustments can be made.
Accessing The Physical Inventory Count Report
- Go to the RxWorks Task Panel.
- Select ‘Reports’ from the “toolbar”.
- Select ‘C: Price Lists & Inventory Control’
- Click on ‘Physical Inventory Count’ under ‘2. Valuations and On Hand List’.
The window shown above will appear.
About the Report
Notice the report displays each item, the corresponding code, the pack size, the quantity on hand, and gives the user a place to record actual stock numbers during a physical inventory check.
When To Run This Report
Run this report whenever you need forms for a physical inventory check.
The Report Window
At What Date
Sets the report to show the on hand inventory on the selected date.
Restrictions – Your Options
If selected the report will display the on hand levels for all items in inventory.
Restrict To Category
Allows you to restrict the report to only show items in the selected income group.
Restrict To Items Used Since
If checked, the report will only display inventory items that have changed in stock level since the selected date.
Include Deactivated ITEMS
If checked, items that are flagged as deactivated in your database will also be displayed.
Click on the check box next to each clinic location that you wish to include in the report.
This opens the report in a preview window, from which you can review it, then save and/or print it.
This sends the report directly to the printer without previewing first.
This opens the report in Microsoft Excel as a spreadsheet.
This allows you to export the data from the account run to a number of file formats. You can export to the following file type formats:
This opens the report in a PDF viewer. You will need to have PDF viewer software like Adobe Acrobat or Foxit Reader installed to be able to view the file.
This opens a dialog in which you can change the page style of the report.
This returns you to the Reports main menu without creating a report.