How to add a Physical Stock Item

To create a Stock (Consultancy or Physical) item in TM3 web select the Settings icon in the top right area of the interface.

Next select the Setup dropdown, choosing Stock.  You will see all existing stock for the locations you have permissions for.  You may only add stock to locations that you have access to.  On the right hand side click on Add.

To add a physical stock item you should choose the category Stock.

There are two sections:

1. Basic Details

Reference - You can populate this with whatever you would like.  It can be used to allow you to be able to distinguish it from the other items.  It will come in handy when you need to search for an item.

Description - You type in the description of the physical stock item.

Ledger code - This is not a mandatory field but if you have an accountant they may want you to fill this in as it will appear on some reports.  

Location - You type in the location that the stock item is going to be sold at.

Category - As mentioned before there are three categories that you can choose from when creating a stock item.  In this example we are working with the category Stock.

Price - It is here that you set the price of the stock item.  


 2. Advanced Details

Pricing Group - You can enter values to appear in the drop down via custom lists under configuration in TM3 settings.

Private only charge - Ticking this means that you can not add it under charges that get assigned to a group.  As the title says, the charge will only be available for private patients. 

Stock Level You can enter the level of the stock item you have. 

Minimum Level You can run a stock report which notifies you when you need to reorder more of the stock item.  The report bases this on the minimum level set.   For example if you set your minimum level to 10, it will come up on the report to Reorder when ten or less of those stock items are left.

Total Cost Cost of the stock item.

Total WorthOnce you put the price/cost in and the stock level, it then calculates the Total Worth.

Price - If you have a certain amount of VAT (percentage or amount) this is where you can add it in.

If you tick Display In Price List Report then it will appear in the report otherwise untick if you do not want it to appear in the report.

If you tick In Use then the stock item is active but you can untick this if you are not going to sell the stock item anymore.  

You can click Cancel to cancel out of the create charge screen or Create to save your changes.