Searching for a Stock Store

Purpose

The Search and Filter functions in the Stock Dashboard allow staff to quickly locate stock stores. This is especially helpful when a facility manages multiple fridges, freezers, or cold boxes and staff need to find the correct one for counts, transfers, or issuance.

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Navigation

1

Open Stock Management

From the sidebar, expand My Clinic and select Stock Management.

2

Open Stock Dashboard

The Stock Dashboard opens, displaying all stock stores in the facility.

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Search and Filter Methods

Search by Name

• Use the Search bar on the right-hand side of the dashboard

• Type all or part of the stock store name (e.g., Mini Cooler)

• The list automatically updates to show only stores that match

Filter by Type

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Scenario Example

Scenario: Staff need to quickly locate the Mini Cooler cold box for an upcoming outreach session.

• If they know the name → type Mini Cooler in the Search bar

• If they only know it is a Cold Box → use the Type Filter to limit the view

Both methods allow staff to quickly find the correct store without scrolling through the entire dashboard.

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Key Notes

• Search by Name is ideal when the store’s name is known

• Type Filter is best when staff only know the equipment type

• Search and Filter can be used together (e.g., filter to Refrigerators, then search “Main”)

• To include disabled stores, check Show Disabled in the dashboard filters

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Summary

The Search and Filter functions make it easy to:

• Quickly locate the correct store by name or type

• Reduce errors when multiple stores exist in a facility

• Combine filters for faster navigation

• Ensure both active and disabled stores can be reviewed when needed

This improves efficiency and supports accurate stock tracking during daily operations.