Disa Lab: Stock

DISA LAB
Stock
Version 16.04
Date created: 12 August 2013

Last revised: 20 May 2016
File name: WxStock (39 pp)
Non-controlled copy
Revision History
Disa*Lab Stock Manual
Version 16.04
20 May 2016
The revision history for this document is in the order

Revision Number, Revised Date, Distribution Number (if applicable), Revision(s).
Copyright
This manual is protected by copyright. No part of this manual may be

reproduced, transmitted, transcribed, stored in any retrieval system or
translated into any language in any form or by any means electronic,
mechanical, magnetic, optical, chemical, manual or otherwise, in whole or in
part, without the prior, written consent of Laboratory System Technologies
(Pty) Ltd.
Breach
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third party without the prior written consent of Laboratory System
Technologies (Pty) Ltd is in breach of this copyright.
Legal action
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for damages against any person found to be in breach of copyright.
© 2006-2016 Laboratory System Technologies (Pty) Ltd

Contents
Stock Labels............................................................................5 Stock Expiry Report...............................................................30
Stock Receive..........................................................................7 Stock Reorder Report............................................................31
Return Stock..........................................................................10 Stock Transactions Report....................................................31
Stock Take.............................................................................13 Stock Usage Report...............................................................32
Requisitions...........................................................................16 Stock Usage Monthly Report.................................................33
Dispatch (Level 2 only)..........................................................21 Out of Stock Report...............................................................34
Stock Usage..........................................................................26 Incorrect Balance on Stock Report.......................................35
Reports..................................................................................29 Appendix A - Dictionaries......................................................36
Stock on Hand Report...........................................................30
Welcome to the DISA*LAB stock system. This manual describes how to use WXStock for day-to-
day stock activities.
Definitions:
Stock Level 1 System - Small Laboratories (Lab store only).
Has one storage location for stock items in laboratory serving all sections within the laboratory.
Does not do dispatching of items to other Laboratories.
Stock ordered directly from external source and not from a main store or depot.
Stock Level 2 System - Large institutions (Multiple Lab stores with main store).
Has one or more main stores supplying multiple Laboratories

Main stores orders stock items from external source.
Laboratory stores order stock from main stores.
Main stores dispatches items to Laboratory stores.
Dictionary Settings
Before you can use the system (bld 654 and later) you will have to select the type of stock system you are using. To do that
you must specify if you have a Laboratory store only or if your laboratory stores are controlled by a main store. (Guyana and
Zambia clients). If you are unsure as to which setting you
should use, please contact Laboratory System Technologies.
Disa*Lab Stock Manual Version 16.04 Last Revised: 20 Oct 2016 Non-controlled copy 4
Copyright © 2016 Laboratory System Technologies
Standard on all entry screens are the three labels containing additional information to the stock item Stock Labels
and supplier selected. Although only the first four lines are visible on start-up, these labels can be
resized by the user on screen by moving the mouse onto the border of the label until the cursor
changes to resize mode. The user can then drag the label to the appropriate size.
The label on the left displays the general item information.
Name Description
Item This will display the description of the item and the current tender supplier code as set in the dictionaries within
th [ ] at the end
Stock Group Stock group description as set in the dictionaries for stock national items
Category Category as set in the dictionaries for stock national items
Max Level This displays the maximum quantity of this stock item that you should have. The system will use the default
value that is set in the stock national items, but if the user has changed the maximum stock level within the local
stock item dictionary, that value will be used instead.
Type This will indicate the item type. The different types of stock in the system are as follow:
Calibrator,Control,Reagent,Analiser,Lab Equipment,Protective Equipment,General Consumable,Stationary and
Test Related Consumable
Cold Chain This specifies if the item is part of a cold chain. If that is the case the minimum and maximum temperatures of
the cold chain will be displayed within brackets after requested
Storage Temp This indicates the ideal storage temperature for the item as set in the national stock dictionary
Shelf Life Shelf life is indicated in the number of months.
Units Indicates the units in which the laboratory would use the item.
Tender Supplier The name of the current tender supplier for this item as set in the national stock items dictionary.
Tender No. The current tender number for this item as set in the national stock items dictionary.
Manufacturer The name of the manufacturer for this item as set in the national stock items dictionary.
Model No. The model number (where applicable) for this item as set in the national stock items dictionary.
Catalogue No. The catalogue number for this item as set in the national stock items dictionary.
Lead Time The amount of lead time in days for this item as set in the national stock items dictionary.
Lot Control Req. Indicates if lot control is needed. The is a setting in the national stock items dictionary.
If no lot control is needed the batch number field will default to N/A on the data entry fields.
Note The notes displayed are set on the national items. In the example the note on the item displays a warning that
the stock will be discontinued in December 2017.
Stock Labels
The label in the middle displays information of the current selected item's transactions and availability.
Name Description
Qty On-hand This will display the total quantity for all lot numbers for this item available in the store.
Active Batch This will display the current batch number that is in use, the quantity of items in store for this lot as well as the
expiry date. If the user selects the “future use” service correctly when receiving stock the next active batch will
be set automatically by the system according to expiry date when the active lot becomes depleted.
Stocked At Indicates other locations that also has some of this item as well as the quantity they have.
In the example there are a total of 34 items for ANTI A BLOOD GROUPING available.
16 available at Chemistry Store B and 18 at the Test Depot
Last Received Indicates when the item was last received, the quantity that was received, from whom it was received and the
receipt or invoice number
Last Stocktake Displays when the last stock-take for this item was done and also by how many the quantity was adjusted.
Ret./Trnsfer Displays when the stock was last returned or issued , as well as the quantity, note and the code to whom it was
issued or returned within the [ ] at the end.
Last Usage Indicates when the item was last used, how many were used and the wastage if any items were wasted.
The label on the right displays information about the supplier that was selected
Name Description
Supplier The name of the supplier.
Contact The name of the contact person at the supplier.
Tel Telephone number of contact person.
Mobile Mobile number of contact person.
Email Email Address of contact person or supplier.
Fax Fax number at supplier.
Address Physical address of supplier.
Postal Postal address of supplier.
Stock Receive
Stock Receive
The Receive Stock tool allows you record stock as it is received from the supplier. Records may be added.
Receive Stock:
After stock has been ordered, the actual stock will arrive from the supplier. The stock must be entered into the system when
it arrives. The user uses the Stock Receive option within the system to receive the stock. It is vitally important that stock
batch and expiry information be entered correctly so as to assure the safe operation of the laboratory.
Step 1 Select the Tasks menu option.

Step 2 Select the Stock Receive menu option.
Step 3 Select the appropriate date.

Step 4 Click on the Action toolbar, or press [F5-Insert] to go into Insert mode.
Please note
that this step is
only available
for Stock Level
2
If you are using stock level 2 and you have received the items from the store with the dispatch form, you
can enter the dispatch number that is on the form into the “Create from dispatch no” field and click on the
create button. This will automatically populate the grid with the items on the form. You should verify the
quantities and ensure that the quantity is the actual quantity that you have received add notes where
applicable. If the items are for future use select the “Future Use” checkbox. Advance to Step 7.
Stock Receive
Step 5
Select the stock item; the description and Unit will automatically appear.
Step 6 Enter or select the Batch/Lot number,Storage,Quantity,Future Use,Expiry,Temperature and Notes.
Press enter on the notes field to enter more items.
Step 7 Repeat Steps 5 and 6 to enter more stock records.
Step 8
Click or press [F10-Done] to save the stock received information,
or to cancel the changes.
Rcvd from A drop-down list of possible suppliers and other laboratories as set up in the suppliers
dictionary.
Invoice / The invoice or voucher number receive from the supplier for this consignment.
Voucher
Item Select the appropriate item by either entering the code or by looking the item up via the
search button.
Description Once an item has been found the system enters the description automatically
Batch/Lot no Batch numbers should be entered for products where batch and expiry management is
important. If this field is not entered then a Batch/Lot no “NOT APPLICABLE” is
automatically created. If the batch number already exists then the system will add the
stock received to the stock on hand.
Storage Storage is an alphanumeric of six characters. The user can use any internal coding
system. This is used for filtering when doing stock-takes. E.g. If the item is stored in a
fridge the code can be F1RSR3 which could be translated to Fridge 1, right side, Rack 3
Quantity Enter the number of “Units” received. Be very careful so as to ensure that the quantity
that you enter correlates to the actual Units i.e. One pack of 10 vials is one pack and
not 10 packs
Future Use You may click the Future Use option if the item will only be in use on a later date.
Expiry Date Enter the batch expiry date where appropriate. If the stock expires within five days from
receiving the system will give a warning whilst saving and ask if you wish to continue
saving.
Temperature If the item is specified as part of the cold chain, specify the temperature that you
received the item at in this field, If you do not specify a temperature the system will give
a warning whilst saving and ask if you wish to continue saving without a temperature
specified.
Note Additional information
Stock Receive
Please note that you can also print or preview the list of items received for the day by clicking on the print or print
preview buttons.
Please see the following example
Return Stock
Return Stock
You may need to return stock to your supplier from time to time. This may be necessary as stock may expire, be damaged
or simply remain unused. The Return Stock allows you to record details of the stock to be returned. Records may be added
in the table view by clicking on the action toolbar. Your user profile must also be set up to have “Write” rights.
Please note that this function can also be used to transfer stock items from one laboratory to another.
To insert stock return records:

Step 2 Select the Stock Returns/Transfers menu option.
Step 3 Select the appropriate date
Return Stock
Step 7 Enter the stock item code in the screen grid. You may also select the stock item code by clicking on the
Item code selector button.
Step 8 Enter the batch number
Step 9 Enter the expiry date.
Step 10 Enter the quantity returned.
Step 11 Select the return reason
Step 12 You may also enter an additional note.
Step 13
Click or press [F10-Done] to save the information, or to cancel the
changes.
Step 14 Repeat Steps 7- 12 to enter more stock returns.
search button. The list of available items will only be of items that you have in your local
store.
Units The system also enters the units automatically when the item is found i.e. pack / bottle /
kit
Batch/Lot no Select the batch to be returned – Remember that an item that does not require Batch
and Expiry management will have a batch number “N/A”.
Quantity Enter the number of “Units” to be returned. Be very careful so as to ensure that the
quantity that you enter correlates to the actual Units i.e. One pack of 10 vials is one
pack and not 10 packs
Reason Select a standard reason code to explain the reason for the return of this item.
Reason Display field for the reason description.

Description
Issued to / This is a drop-down selection of items that have set up
Returned to in the suppliers dictionaries.
Notes Additional information
Return Stock
Please note that you can also print or preview the list of items that were returned or adjusted for the day by clicking
on the print or print preview buttons.
Please see the following example
Stock Take
Stock Take
It is vitally important the stock takes are performed regularly. The purpose of performing stock takes is to ensure that stock
hasn't expired, that stock levels are as they should be in relation to their recorded usage, and that pilfering does not occur.
A stock take sheet can be printed from the stock take function in WXStock . The stock take sheet shows the stock item,
batch and expiry information, but does not show the expected stock quantity. The expected stock quantity on hand is not
shown so as to ensure that stock is counted without expectation of quantity.
The following fields appear on the sheet

Code Item code
Description Item description
Batch/Lot No Batch number
Units Packaging units i.e. Pack, bottle, kit etc
Quantity Actual quantity counted in the store (Written onto the document by hand
Note Additional notes
Stock items are counted and recorded manually into the stock take sheet. Once all the stock has been counted,
G the stock quantities are entered into the system. It is vitally important that all stock take discrepancies are
recorded. A reason must be recorded for each stock take discrepancy.
To update Stock-take records:

Stock records must be updated once the stock take has been completed. Stock on hand quantities are updated keeping
batch and expiry information in mind. If a discrepancy is found between the actual quantity and the quantity on the shelf,
then a stock adjustment reason must be entered. The system will now alter the stock on hand quantity so as to reflect the
actual quantity on hand.
When you print a stock take sheet, items that have been depleted will still show until you enter a zero for the quantity in the
stock take. The item will then be flagged internally as depleted and will not appear on the stock sheet in future.
Stock Take
Step 1 Select the Tasks menu option
Step 2 Select the Stock Take menu option.

Step 4 Click enter.
Please note Items that was taken on using the “Create local items” in the “Stock sheets” in dictionaries will display no
Batch/Lot no, no expiry date and no storage number.
For these items please enter those fields as well as the quantity.
If there are more than one lot no for an item please select MULTIPLE BATCH on the notes and press
enter. Doing that will result in the line being copied and you can enter the detail for another lot no
Stock Take
Step 7 The system will now display all sequence numbers for the item, their descriptions, batch numbers / expiry
dates and respective Current balances.
Step 8 Select the appropriate item, batch and expiry date.
Step 9 Enter the quantity found during the stock-take.
Step 10 Repeat Steps 8-9 to enter more stock records.
Step 11
Click or press [F10-Done] to save the course information, or to cancel the
changes.
Requisitions
Requisitions
The requisition function allows you to setup a requisition. If you are a depot this would be a requisition to your suppliers and
if you are a laboratory store then this would be a requisition to the main store.
Requisition:
If you are a laboratory store e.g. the store for the chemistry department and you wish to order items from your main store,
you can use this function to create a requisition form.
This form can then be printed and sent to the main store once it has been authorised by a user other than the user who
initially set up the requisition batch.
Creating a new requisition batch

Step 2 Select the Requisition menu option.
Step 4 Select the stock item; the description and Unit will automatically appear.
Step 5 Enter the Quantity requested. You can enter additional notes on the Note field. Repeat until all the items
you wish to request are entered.
Step 6 If you are finished with the batch and do not want to make any alterations at a later stage you can select
the Lock Batch checkbox. By doing that the batch can now be released. If you locked the batch, you will be
the only person who can edit the batch in future while it is in the locked state.
Step 7
Click or press [F10-Done] to save the stock received information, or to
Requisitions
cancel the changes.
search button
not 10 packs
Modifying a requisition batch

Step 2 Select the Stock Requisition menu option.
Step 3 Enter the requisition number on the requisition number field and press enter. This will load the requisition
batch. If you type a full-stop and press enter the last created batch will be loaded.
F3 will select the previous requisition number and F4 will select the next requisition number. Please note
that you can only modify requisition batches that have not been locked and requisition batches that has
been locked by you, but has not been released.
Step 4 Use the modify button or F7 key to modify the batch.
Requisitions
Step 5 Modify the quantities or if you wish to remove an item from the batch select the cancel checkbox.
Step 6 If you are completely finished with the batch and do not want to make any alterations at a later stage you
can select the Lock Batch checkbox. By doing that the batch can now be released. If you locked the batch,
you will be the only person who can edit the batch again.
Step 7
cancel the changes.
search button
not 10 packs
Releasing requisition batch

Step 2 Select the Stock Requisition menu option.
Step 3 Enter the requisition number on the requisition number field and press enter. This will load the previously
created requisition.
F3 will select the previous requisition number and F4 will select the next requisition number. Please note
that the same user cannot release a batch that they created and a batch can only be released once it has
been locked.
Step 4 Use the authorise button to release the batch.
Requisitions
Step 5 You can click the “Approve All” box to approve all the items requested or
select the items by clicking the Approve checkbox next to the item.
If you do not approve the item, it will not appear within the items listed on the print. At this stage you can
still modify the quantities.
Step 6
cancel the changes.
Step 7 Print the requisition form by clicking on the print button.
Main store requisition form to supplier
Requisitions
Laboratory store requisition form to main store
Dispatch (Level 2 only)
The Stock Dispatch tool is only for use by the main store to dispatch items to the laboratory stores.
Dispatch:
After a requisition form has been received by the main store from the laboratory store, the main store uses the “Stock
Dispatch” function to create a dispatch batch of items to send to the store. Once all items have been assembled and the
batch has been approved, the dispatch form can be printed and should be sent to the laboratory with the items.
Creating a new dispatch batch

Step 2 Select the Dispatch menu option.
Step 4 Select the laboratory that you are dispatching to in the “Dispatch to” field. Please ensure that this is correct
as it will be validated against the store that the user at the laboratory is logged in with. If this differs the user
will not be able to import the dispatched batch in the receiving function.
Step 5 There are three entry methods.
Create from request number:

Enter an existing requisition number or scan the barcode number from the form that you received from the
laboratory and click on the create button. This will load all the items on that request form into the grid.
Items that is not in stock will display in red.
Create from a DSX file

Clear the “Create from requisition No” field and click the Create/Import button. Select the DSX file that you
received and saved as the attachment on the requisition email you received. This will import all the items
on that request form into the grid. Items that is not in stock will display in red.
Manual Entry:
Select the stock item; the description and Unit will automatically appear.
Enter the Quantity requested. You can enter additional notes on the Note field. Repeat until all the items
you wish to request are entered.
At this stage you can alter the quantities. Eg. The laboratory might have requested a quantity of 7 units, but
you only have 5 in stock and the item has been discontinued. You can then issue the 5 and add a note to
state that you only had 5 and the item has been discontinued.
Step 6 To remove a line from the grid, select the line and click the “Remove row” button.
the only person who can edit the batch again.
Step 8
cancel the changes.
search button
Batch/Lot no Select the appropriate batch/lot number that you are dispensing from.
If you are dispensing the same item, but using two different batches, you need to have
two entries.
Requested When importing the batch from the “Create/Import” button these quantities will
automatically be populated with the quantities the laboratory has requested for each
item. If the user is using the manual entry method, these values need to be manually
entered.
that you enter correlates to the actual Units i.e. One pack of 10 vials is one pack and not
10 packs. If a dispatch of an item consists of more than one batch refer to the note field.
Note Additional information. If a dispatch of an item consists of more than one batch the user
can specify “MULTIPLE BATCH DISPATCH” after this was selected and the user
presses ENTER, a new line will be added to the grid and the details of the item on
which the user selected “MULTIPLE BATCH DISPATCH” will be copied into the new
line. Please note that you cannot select the same batch number for both rows. In doing
that the system will not allow the user to release the batch.
Modifying a dispatch batch

Step 2 Select the Dispatch menu option.
Step 3 Enter the dispatch number on the dispatch number field and press enter. This will load the previously
created dispatch.
F3 will select the previous dispatch number and F4 will select the next dispatch number. Please note that
you can only modify dispatch batches that has not been locked and dispatch batches that has been
created and locked by you, but has not been released.
Step 4 Use the modify button or F7 key to modify the batch.
Step 5 Modify the quantities,lot number or notes where applicable or if you wish to remove an item from the batch
select the item on the grid and click the “Remove row” button.
the only person who can edit the batch again.
Step 7
cancel the changes.
search button
Batch/Lot no Select the appropriate batch/lot number that you are dispensing from.
If you are dispensing the same item, but using two different batches, you need to have
two entries.
Expiry Date This will display the expiry date of the batch as soon as the Batch/Lot No has been
selected.
that you enter correlates to the actual Units i.e. One pack of 10 vials is one pack and not
10 packs
Releasing dispatch batch

Step 2 Select the Stock dispatch menu option.
Step 3 Enter the dispatch number on the dispatch number field and press enter. This will load the previously
created dispatch.
F3 will select the previous dispatch number and F4 will select the next dispatch number. Please note that
the same user cannot release a batch that they created and a batch can only be released once it has been
locked.
Step 4 Use the authorise button to release the batch.
Step 5 You can click the “Approve All” box to approve all the items requested or
select the items by clicking the Approve checkbox next to the item.
If you do not approve the item, it will not appear within the items listed on the print. At this stage you can
still modify the quantities. Please note that once a batch has been approved it cannot be modified.
Step 6
cancel the changes.
Step 7 The dispatch form will automatically be displayed. Print this form by clicking on the print button at the top
left of the screen. This form should accompany the stock that will be dispatched to the laboratory.
The laboratory needs to fill in the quantities received, sign the form and send it back to the store.
Stock Usage
Stock Usage
The purpose of this section is to monitor the actual usage of stock. When a person removes stock from a store to be used
in the lab then the quantity is recorded in this section.
When in browse mode the user will see the last entries for the stock items that were entered for the day.
If the user clicks the insert button the value shown in the opening balance will be the current stock on hand value for the
batch specified.
To update Stock Usage records:

Step 2 Select the Stock Usage menu option.

Step 4 Enter the Shift Number (1,2,3)
Step 5 Select the stock sheet.
Step 6 Click enter.
Step 7 Click on the Action toolbar, or press [F5-Insert] to go into edit mode.
Stock Usage
A screen now appears that has the full stock list of the specified stock sheet.
Step 8 Enter the quantity drawn from stock.

Step 9 Enter the quantity of stock wasted (if any)
Step 10 Enter the number of tests performed (where appropriate) using the stock
Step 11 You may also enter notes regarding the specific stock item.
Step 12 Repeat steps 8-11 for all stock items.
Step 11
Click or press [F10-Done] to save the course information, or to cancel
the changes.
Qty Drawn Quantity of the item taken out of stock

Wastage Quantity of items wasted (Part of Qty Drawn)
Batch/Lot no Select the batch to be returned – Remember that an item that does not require
Batch and Expiry management will have a batch number “NOT APPLICABLE”.
Tests Number of tests performed using this stock
Please note :
Previously the system automatically set stock to depleted. This function has been removed and the user should
now manually set the stock to depleted by using the Stock-take function. This has been done to allow users to enter
stock used even if the balance of the stock is incorrectly set on the system. E.g. the user received a quantity of 100
for a specific stock item, but incorrectly entered a quantity of 10, thus omitting one zero. Previously, if a user then
physically used more than 10 of that item the system would not have allowed the user to enter a quantity of more
than 10. Please use the Incorrect Balance report to pick up discrepancies where the quantity used is more than the
quantity on hand and correct the stock on-hand with the stock-take function..
Reports
Reports
The following reports can be accessed under the Reports menu item:
Stock on Hand
Stock Expiry
Stock Reorder
Stock Transactions
Stock Usage
Stock Usage Monthly
Out of Stock
Incorrect Balance
Stock on Hand Report
Stock on Hand Report
The Stock on hand report will list all the items in the specified stock group or all items if no stock group was specified. It will
list the item, its batch number, the quantity left according to the system, the unit of measure and the current status of the
item
Stock Expiry Report
Stock Expiry Report
The stock expiry report will list all stock items by batch that will expiry within the period specified as well as the quantity left,
units, when it expires and how many days left until it expires. To manage your stock properly the batches closest to expiry
should be set to be used first.
Stock Reorder Report
Stock Reorder Report
The stock reorder report will list all items that is less than the reorder level specified in the local stock dictionaries.
Stock Transactions Report
Stock Transactions Report
The stock transactions report is mainly used to track all transactions that were done on stock for the specified period. The
transaction type specified will act as a filter on the report.
Argument Default Options Arguments

From Date Start of period
To Date End of period
Stock Group Select stock group
Stock Trx Type Transaction types to be printed or exported.
Stock Usage Report
Stock Usage Report
To print the stock usage for any given period for all groups and items or for one specific group or item

From Date Date to start from
To Date Last date in period
Stock Group Select the stock group if you want to report on a specific
group. If this field is left blank, the system will report on
all groups
Stock Item Select the stock item if you want to report on a specific
item. If this field is left blank, the system will report on all
items
Stock Usage Monthly Report
Stock Usage Monthly Report
To print the monthly stock usage for any given period for all items or for one specific item

From Date Date to start from
To Date Last date in period
Stock Item Select the stock item if you want to report on a specific
item. If this field is left blank, the system will report on all
items
Out of Stock Report
Out of Stock Report
This report indicates for how long an item was out of stock within the specified period. The number of days as well as the
start and end of the period that the items were out of stock is indicated. The item is regarded to be out of stock when the on-
hand quantity reaches zero. Please note that if the on-hand quantity becomes negative the system no longer treats the item
as “out of stock”, but rather as an error as it assumes that the stock-take or stock receive was done incorrectly or not at all
(Please refer to Incorrect Stock balance report).
Incorrect Balance on Stock Report
Incorrect Balance on Stock Report
This report indicates for how long an item was used whilst the balance was incorrect. The number of days as well as the
start and end of the period that the items were used incorrectly is indicated. This occurs when the on-hand balance is less
than the stock used. This could be due to an incorrect stock-take or an incorrect quantity specified when receiving items or
even no entry after items were received.
Appendix A - Dictionaries
This section describes the dictionary set-up for a new set-up for a stock level 2 system.
Please follow the steps in sequence.
Step 1 Set-up the manufacturers and suppliers in the dictionaries under the menu Stock National → Manufacturers and
Suppliers. Supply as much of the detail as possible
Step 2 Set-up the stock stores in the dictionaries. Please note that there are two different layouts for the requisition forms
Depending on your selection of RFT1 or RFT2 in the field indicated below, the system will print with either layout type one
or two, for the specific store.
Step 3 Set-up the master stock items in the dictionaries under the menu Stock National → Stock items or use the stock import
batch application.
Step 4 Set-up your stock sheets for the various stores and populate the items on-hand. You can populate the items by clicking on
the Create Items button on the Control tab. This will create items local to the store that was selected on the Setup 2 tab.
Local items for that store will be created with a zero quantity on hand, if the item does not already exist. Use the stock-
take function to enter the lot numbers,expiry dates and on-hand quantities for these items.
Step 5 Do a take-on for the main store items. The local items that will be created, will be all the items in the national stock items
dictionary and will be applied to the stock store selected.

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DISA LAB

Date created: 12 August 2013

Disa*Lab Stock Manual

The revision history for this document is in the order

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© 2006-2016 Laboratory System Technologies (Pty) Ltd

Has one or more main stores supplying multiple Laboratories

The label on the left displays the general item information.

Step 1 Select the Tasks menu option.

Step 3 Select the appropriate date.

Please see the following example

To insert stock return records:

Reason Display field for the reason description.

Please see the following example

The following fields appear on the sheet

To update Stock-take records:

Step 3 Select the appropriate date.

Creating a new requisition batch

Modifying a requisition batch

Step 4 Use the modify button or F7 key to modify the batch.

Releasing requisition batch

Step 4 Use the authorise button to release the batch.

Main store requisition form to supplier

Laboratory store requisition form to main store

Creating a new dispatch batch

Create from request number:

Create from a DSX file

Modifying a dispatch batch

Releasing dispatch batch

Step 4 Use the authorise button to release the batch.

To update Stock Usage records:

Step 3 Select the appropriate date.

Step 8 Enter the quantity drawn from stock.

Qty Drawn Quantity of the item taken out of stock

Argument Default Options Arguments

Argument Default Options Arguments

Argument Default Options Arguments

Please follow the steps in sequence.

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