---
title: "How to manage stock daily "
url: "https://help.healthbridgenova.co.za/en/article/how-to-manage-stock-daily"
language: "en"
last_updated: "2026-04-14T07:48:16.989Z"
---

# How to manage stock daily 

Here is a simplified, easy-to-follow guide for managing your stock on a daily basis. Think of this as your daily "digital storeroom" routine.

### **1\. The Morning Check-In** 

Start your day by seeing what needs your attention.

-   **Check "Stock Actions":** Think of this as your daily to-do list. This screen instantly shows you if any items are out of stock, running critically low, or about to expire.

![](https://cdn-assets.productfruits.com/f0489d40-ac0d-4a0b-8968-9ad0f8a09bc8)

-   **Run 3 Quick Reports:**
    1.  **Stock Level Report:** Shows everything you currently have on the shelf.
    2.  **Threshold Report:** Tells you exactly what has dropped below your safe limit so you know what to order today.
    3.  **Expiration Report:** Warns you about items expiring soon so you can use them first or remove them.

![](https://cdn-assets.productfruits.com/d7feea0e-e6d1-4e5a-93a0-8f088e7e8c35)

###  **2. Receiving Deliveries**

When a delivery box arrives from a supplier, *never* just put the items straight onto the physical shelf.

-   Open the **Purchase Order (PO)** you created for this delivery.
-   **Do a Quality Check:** Inspect the physical items as you receive them on the system:
    -   **Good condition?** Mark them as **Pass**. They will go straight to your active Dispensing Bin.
    -   **Damaged or expired?** Mark them as **Fail** or **Part Fail**. The system will automatically lock these in the Quarantine Bin so no one accidentally uses them.
-   **Don't Forget the Details!** You **must** type in the Expiry Date and Batch Number before clicking save. If you skip this, the system won't be able to warn you when the stock is about to expire.

![](https://cdn-assets.productfruits.com/94e0641b-9889-4275-9a6b-8ef38281e588)

![](https://cdn-assets.productfruits.com/3edc12b8-4bf5-494b-af87-0801bbd5a3e6)

### **3\. End-of-Day Cleanup**

Keep your system tidy so it doesn't get cluttered with bad stock or incorrect numbers.

-   **Empty the Quarantine Bin:** Check your Quarantine list. You need to decide what to do with the damaged or expired items sitting there. You can either:
    -   Throw them in the bin (use a **Stock Adjustment** to write them off).
    -   Send them back to the supplier (click **Create SRN** to log a formal return).
-   **Fix Mistakes Immediately:** If you drop a bottle, find a miscount, or give a patient the wrong item by mistake, fix the system number immediately using a **Stock Adjustment**. Always type a simple reason like "Dropped bottle" or "Count error" so you remember what happened later.

![](https://cdn-assets.productfruits.com/c863a75d-ce43-4269-8188-8a27b629a006)