Batch lifecycle
Search batch records and inspect status, remaining quantity, expiry information and related movement context.
Know what is on hand, where it came from and which stock needs a decision.
Stock Intelligence connects batch records with stock movements, adjustments, returns, value, price history and expiry or slow-moving risk. Teams can investigate the quantity and history behind a stock position rather than relying on a single total.
Review stock records, understand movement and valuation, then use permissioned workflows to correct, return or dispose of stock.
Search batch records and inspect status, remaining quantity, expiry information and related movement context.
Monitor current stock information and open batch balances for a selected medicine.
Create an adjustment linked to the selected batch and a stated reason, review the adjustment register and reverse a supported correction when authorized.
Use customer-return and supplier-return workflows with matching stock movements; supported records can be reviewed and amended under their controls.
Review upcoming expiry timelines and estimated stock exposure. Forecast values are estimates, not posted losses or guaranteed recovery.
Use recent dispensing and stock-coverage information to identify items whose current quantity may exceed recent demand.
Valuation presents stock measures at recorded cost; price history shows recorded purchase prices; movement records include quantities, references and the user who recorded them.
The records connect receiving, on-hand batches and changes made later.
Receive and identify a batch
Review its approved quantity and expiry
Trace sales, adjustments or returns in movement history
Assess value, risk and the next required action
Expiry forecasting groups the expected exposure by date and time remaining.
Risk and dead-stock views compare recent dispensing with recorded stock coverage.
The movement ledger records dated movements, quantities, references and the recording user.
The Web app supports stock and batch review, movement and valuation views, stock-risk analysis, returns and permissioned stock controls. Available actions depend on the specific screen and user permissions.
Stock screens and commands require the applicable account permission. Procurement entry and price history have manager restrictions; disposal, returns and stock changes have additional role, authorization and audit controls. Inventory declaration is described separately.
Stock Intelligence is part of the core platform and is included in Pro and cumulative higher editions. Web access to supported stock screens requires an active Ultra license.