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41. Stock Evaluation

    Created On: 21/05/2025 in Inventory Stock Control Using Stock Control
    Summary The Stock Evaluation screen displays the value of your items in stock. Details Viewing Stock Evaluation Navigate to Inventory via the Primary Navigation on the left-hand side and select  'Stock Control'. Ensure the ' Stock Evaluation...

42. Stock Level

    Created On: 21/05/2025 in Inventory Stock Control Using Stock Control
    Summary This screen displays the current stock levels for specified codes/treatment types. Details Viewing Stock Levels Navigate to Inventory via the Primary Navigation on the left-hand side and select  'Stock Control'. Ensure the ' Sto...

43. Stock Movement

    Created On: 21/05/2025 in Inventory Stock Control Using Stock Control
    Summary This screen displays a full audit of stock movement for specified codes/treatment types. Details Viewing Stock Movement Navigate to Inventory via the Primary Navigation on the left-hand side and select  'Stock Control'. Ensure the ' ...

44. Stock Variance

    Created On: 21/05/2025 in Inventory Stock Control Using Stock Control
    Summary This screen can be used to assist with counting stock in Practice. Users can enter the value of the most recent stock take/count into Merlin, the Stock Variance report will then show any differences. Details  Using the Stock Variance To...

45. Stock Transfer

    Created On: 21/05/2025 in Inventory Stock Control Using Stock Control
    Summary The Stock Transfer functionality is used to move stock items (by batch number if applicable) from one site to another, automatically updating stock levels for each site and stock centre. Details Transferring Stock Navigate to Inventory ...

46. Stock Centre

    Created On: 21/05/2025 in Inventory Stock Control Using Stock Control
    Summary Stock centre set up allows users to arrive and divert stock to other stock centres for better tracking and stock control. Details Stock Centres can be set up via Administration > Stock Centre Setup. The main stock centre will always...

47. User Administration

    Created On: 21/05/2025 in System Users
    Summary This sheet provides information on user administration and password policies. Details Password Complexity Requirements Passwords must meet the following complexity requirements: Not contain the user's account name or parts of the ...

48. User Roles

    Created On: 21/05/2025 in System Users
    Summary User Roles are security permissions that can be assigned/unassigned to users according to job roles. By default a practice will begin with Actions/Folders for Administrator, Manager & Receptionist.   A practice can then create their own ...

49. User Profiles

    Created On: 21/05/2025 in System Users
    Summary Merlin remembers certain preferences of the "logged in" user, unlike system settings which are user specific and not system or site specific. These saved preferences are known as 'Profile' and can be found in the User Icon menu in the to...

50. User Creation

    Created On: 21/05/2025 in System Users
    Summary This page of the manual is a guide to user creation within Merlin. Details A User is an identity which can be used to log in to and access different areas of the software system depending on access-rights assigned to that user. This is ...

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