[Revised Mar 02]
Overview.
Setting up 'RxOne' for Friendly Society Discounts is quite simple and flexible. In essence, when doing a UFS discount 'RxOne' adds one or two stock items to the sale with negative retail values. These lower the total value of the sale without affecting the retail price of the items on it. This therefore allows items on the sale to correctly count towards clubs at full retail price and GST to be calculated correctly. 'RxOne' allows you to set different discounts for script and non-script items. You can discount by a percentage or by a dollar and cent amount (dollar and cent discounts will never drop a retail below zero).
How to set up Friendly Society Discounts:
1. Create two Product Groups 'FS Script' and 'FS Shop' or similar. Don't make the names too long as they need to show on the EOD/intensive daily reporting report.
Set GST and discounts to zero.
2. Create two (non-drug) stock cards. These can be called 'Society Script Discount' and 'Society Shop Discount' or similar. These names are what will be displayed on the POS screen and the dockets/receipts. Set their pack size to 'an outer is 1 pack of 1', reorder to false, POS lookup to true, cost, markup and retail to zero and their product groups to the new groups made above.
3. Using the Friendly Society Discount utility set the options for the shop. These options are:
[ ] Pharmacy is a Friendly Society. (All the society discounts are turned on/off by this. Tick it)
[ ] Ask if customer is a Society Member after every sale. (Ticking this will cause 'RxOne' to ask if the customer is a Society Member on every sale. If this gets annoying, untick it, you can still use <F2> to apply the discounts on any sale.)
Script Discounts may be set to a percentage or dollar and cent value.
Where is says 'use this stock card for script discounts' look up the stock card 'Society Script Discount' made up earlier.
Shop Discounts may be set to a percentage or dollar and cent value.
Where is says 'use this shop card for shop discounts' look up the stock card 'Society Shop Discount' made up earlier.
4. In the POS 'End Of Day' report go into 'Setup Intensive Daily Reporting' and set the 'Intensive' flag to 'Yes' for both the society product groups.
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