Inventory & Stock Control: Setup Stock Lists Controllers

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The Stock Control module has the ability to hold multiple stock lists. Multiple stock lists should only be setup if there are multiple stock rooms to monitor. E.g. Dr 1 has his own stock room, Dr 2 has her own stock room – separate orders/inputs/outputs etc. are done for each stock room.

Unless multiple stock lists (multiple stock rooms) are required, only one person should have access to Stock Control. We recommend a new staff member ‘Stock Controller’ is added and that only this member has security access to stock control.

  1. Click the navigation menu > Management > Staff page

  2. Staff toolbar > New Record / or icon

    1. Surname: Controller

    2. Firstname: Stock

    3. Tick Responsible for Inventory 

  3. Set security on the Stock Control module and ensure only this staff member has access

Links:

Set or Change a Password

Set Security on Modules/features/Actions

Set Security Permissions - who can / cannot access or complete an action

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