Consistent attention to appropriate data maintenance procedures performed on a regular basis is central to maintaining your data integrity and inventory management. Regular data maintenance assists with accurate sales reporting and stock replenishment.
For a printable version of this schedule, see Fred Office Plus Maintenance Schedule.
Daily Tasks
Perform these tasks daily to prevent larger stock management and ordering issues.
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Tasks: |
How To Find: |
How To Fix: |
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INVENTORY TASKS |
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Sell items correctly at the till |
POS: Items not scanning at the till or prices are incorrect
POS: Check refund procedures
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Add an alias to item stockcard Update price via item stockcard Create new items using Create Item Wizard or Item Manager
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ORDERING TASKS |
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Receive invoices |
Ordering |
See Suggest My Ordering Procedure |
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Price invoices |
Pricing > Pricing Review |
Pricing > Pricing Review |
| Close partially received orders | Ordering > Open Orders |
Right click and delete |
Weekly Tasks
These tasks should be performed on a weekly basis to ensure your data remains accurate (such as applying AppCAT changes).
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Tasks: |
How To Find: |
How To Fix: |
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INVENTORY TASKS |
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Ensure items matched to AppCAT |
Assistants > AppCAT > Unmatched |
Review list and apply correct matches Match via item stockcard > Links> AppCAT
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| Resolve AppCAT issues | Assistants > AppCat > Issues Found | Remove incorrect alias via item stockcard |
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Apply/Review AppCAT Changes |
Item stock card Assistants > AppCAT Assistants > AppCAT History |
Apply via item stockcard > Links> AppCAT Bulk via Assistants> AppCAT Review Automatic AppCAT changes from Assistants > AppCAT History |
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Ensure drugs matched correctly to items |
Review Autocreated Drugs Scripts Report: Unmatched Scripts |
Update via item stockcard > Links> Drugs Bulk Drug Matching Wizard (via Tools > Items) Use Quick Action Wizard to set items as not discountable. |
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Correct item pricing |
Inventory Report: Item Pricing Details Run report for all OTC departments. Apply filter on margin/markup % eg. <25% |
Update via item stockcard Right-click Send to Pricing Review |
| Correct pack quantities and cost price |
Inventory Report: Item Pricing Details Run report for all OTC departments, Apply "items below cost" and "quantity greater than zero" filters. |
Update pack quantities and cost price via item stockcard |
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Correct stock on hand and committed quantities |
Inventory Report: Negative Stock On Hand Tip: Negative SOH can be an indicator that there are duplicate items in the database Inventory Report: Committed Stock Report |
Update via item stockcard Assistants> Stocktake See Stocktakes See Merge products |
Monthly Tasks
These tasks should be performed at least each month to ensure anything missed in the daily or weekly tasks are covered off.
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Tasks: |
How To Find: |
How To Fix: |
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INVENTORY TASKS |
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| Update "no department" items | Inventory Report: Item Pricing Details | Assign Department and Category via stockcard |
| CONTACTS TASKS | ||
| Close unused accounts | Customer Report: Account Balance Preview | Close account |
Yearly Tasks
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Tasks: |
How To Find: |
How To Fix: |
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INVENTORY TASKS |
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Correct stock on hand and committed quantities |
Inventory Report: Item Pricing Details Inventory Report: Committed Stock Report |
Assistants > Stocktake |