Stock Register & Stock Use Reports

Stock Register & Stock Use Reports

QuoteListed below are various reports available for Inventory and Stock Control including Inventory stock register, stock use by item, provider or staff. These reports can be found in the Reports tab Location Managment > Reports.

Inventory Stock Register

The Inventory Stock Register will show all stock that is input and output in D4W/PSS via the Stock Control module. 

Run the Report
  1. Go to Location Management > Reports tab
  2. Open Inventory Stock Register
    1. Date: This refers to the date the item was input/output
    2. MRP: Main Responsible Party; the person who completed the input/output
    3. Include not used Inventory items: Tick to include non-treatment items, e.g. Tissues
    4. Include data of Intra-Group Transfer of Materials: Tick to include transfer of stock from one stock room to another
    5. Show Data
      1. In accounting units: The quantity, e.g. 12 boxes of tissues
      2. In money units: The financial amount, e.g. 12 boxes of tissues at $3.00 each equals $36.00
    6. Show inavtive MRPs as well: Tick to include inactive Main Responsible Parties
    7. Click OK 
                                                                                                                                                   
Report Details


Inventory: The inventory item
Code: The code of the inventory item
Unit: The name of the unit for the item of inventory E.g. Gloves, Unit: Box
Open Balance: The amount of units of inventory items at the time transaction
Input: The number of units (accounting or monetary) that have been input in Stock Control
Output: The number of units (accounting or monetary) that have been output in Stock Control
Close Balance: The number of units after input/ output (accounting or monetary)

Inventory Stock use by Item Report

This report allows a user to search the inventory items used for selected treatment performed. It is only valid if “update according to treatment done” is the chosen method for Inventory and Stock Control.

When treatment is performed, the inventory item associated with that procedure will show in this report, along with the patient and quantity of the inventory item used.

Run the Report
  1. Go to Location Management > Reports tab
  2. Open Inventory Stock Use by item/patient
    1. Date: Select the period to base this report on
    2. Location: Select the location or <Any Location > if applicable
    3. Provider: Select the provider or <All> to base this report on
    4. Procedures: Select the items to include
    5. Show Inactive Providers as well: Tick to include providers made inactive
    6. Click OK  
                                                                                                                     
Report Details


Code: The code set against the inventory item
Inventory: The name of the inventory
Unit: The unit of the inventory, e.g. Box
Item: The item the inventory was used against
Patient: The patient the item was used against
Card No: The patient Card Number
Used: The number used on this patient

Inventory Stock Use by Provider

This report will register all inventory stock used by a Provider or Assistant when stock is allocated to treatment.

Run the Report
  1. Go to Location Management > Reports tab
  2. Open Inventory Stock Use by Providers
    1. Location: Select the location or <Any Location > if applicable
    2. Date: Select the period to base this report on
    3. Inventory types: Select the types to be included  
    4. Divide by Providers: Tick to split the report by Providers, otherwise it will total for all
    5. Include only invoiced treatment: Tick to include items included in an invoice
    6. Staff type: Select from Providers and Assistants
    7. Click OK       
                                                                                                               
Report Details

Inventory Code: The code set against the inventory item
Inventory: The name of the inventory
Unit: The unit of the inventory, e.g. Box
Used: The quantity used
Unit Cost: The financial - if recorded - value used
Amount: The total financial - if recorded - value used

Inventory Stock Use by Staff Report

This report will register all inventory stock used by a Provider or Assistant when stock is allocated to treatment.

Run the Report
  1. Go to Location Management > Reports tab
  2. Open Inventory Stock Use by Staff
    1. Location: Select the location or <Any Location > if applicable
    2. Date: Select the period to base this report on
    3. Include only invoiced treatment: Tick to include items included in an invoice
    4. Inventory types: Select the types to be included  
    5. Staff type: Select from Providers and Assistants
    6. Click OK      
                                                                                                                
Report Details

The report will look different, depending on the Staff Type selected in the report parameters. 

Provider Report

Staff Report

Code: The Provider or Assistant Code
Type: Columns will show how many each Provider/Assistant has used in the period
Total Amount, $: The total financial amount - if logged - of the used inventory

    • Related Articles

    • Inventory & Stock Control Reports in Dental4Web

      A range of reports covering Inventory & Stock Control. With exporting, emailing and printing options. Links to 50+ other reports can be found at the bottom of this article thread. Where to find the Reports page Click the navigation menu > Management ...

    • Clinical Reports in Dental4Web

      A range of reports covering clinical matters such as Prescription, Treatment Plans, Treatment & Clinical Notes. Exporting, emailing and printing options available for all reports Links to 50+ other reports can be found at the bottom of this article ...

    • Patient Reports in Dental4Web

      A range of reports covering Patient file, referral, alerts, stats and communication. With exporting, emailing and printing options. Links to 50+ other reports can be found at the bottom of this article thread. Where to find the Reports page Click the ...

    • Patient Reports in Dental4Windows

      Patient history audit report, consolidated patient record report, patient communication log/report and recall history report. Patient History Audit Report The Patient History Audit Report gathers information based on changes made in the patient's ...

    • BIM Reports in Dental4Web

      Business Intelligence Module is designed to enhance the analysis & statistic side of reporting. In addition to the numerous standard reports available in D4Web, there are 13 additional reports available here in the BIM. Setup Procedure ...