[Revised Mar 11]
Debtor transactions are adjusted by use of journal entries.
Debtor details can be edited from several places, to suit the convenience of different users e.g Sales, Dispensary or Debtors Utility.
To add an account in the New Sales Screen
1. Select 'Edit' then 'Add/modify account details'
OR use the <F7> shortcut key directly. This can be done between sales, or in the middle of a sale, on any unit.
2. Enter the Account Name. Nothing will appear to happen, except that the name will appear under 'Customer' at the top.
3. Press <F7> to complete the Account Sale.
- If the customer has an account, the items will be charged.
- If not, it will reply, 'This customer has no account. Would you like to set up a new account for this person?'
Answer 'Yes'.
4. Enter the account details, and options to allow 'Dispensary sales' 'Shop Sales' etc as required, and specify any Discounts (which are taken off at time of sale in order to make the tax invoice/docket legal), specify Credit limits and messages.
The account will be created and the items charged to it immediately.
To edit an existing account
Select the 'Edit' menu, 'Add Modify /Account Details'
OR the <F7> shortcut key.
Type in the name of the account. Edit and select OK.
DISPENSARY SCREEN
To add an account
1. Bring up the patient as though you were dispensing a script.
2. Select 'Edit' then 'Account Details'
OR use the <F7> shortcut
Observe that the account panel appears at the base of the screen.
3. Tick the 'Account' box
OR use the <F7> shortcut to tick it.
It will default to 'Own account' which is usually what is required, but if you wish to charge scripts to another account then select 'Other account' (eg, 'Baby Smith' scripts to be charged to "Mrs. M. Smith")
Own Account:
Press <F7> to bring up the screen to enter account details. The name and address is already entered and greyed-out since it is tied to the patient name and address.
Other Account:
After selecting 'Other account', enter the name of the account, eg, "Mrs.M.Smith".
If the account is not in the list then select 'New' and enter the new account Details.
To edit an existing account
1. Pull up the patient as though you were dispensing a script.
2. Select 'Edit' then 'Account Details'
OR use the <F7> shortcut.
3. Edit the details and select 'OK'.
To change address select 'Change account name/address'.
DEBTORS Utility
From the RxOne Start Menu, go to Debtors, Tools, Debtors Utility (or Click the 'Debtors Utility' button).
To add a New Debtor
1. Select 'Add' button
2. Type in the name of the account,
3. You will be asked if this is a new account -Yes.
4. Enter details as described above under 'PoS'.
To edit a debtor
1. Highlight the account you wish to Edit by clicking on the account name
2. Select 'Edit' Button
3. You can now edit the existing account details shown on the screen.
Notes
Accounts can be added anytime, including half way through a sale or script.
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