[Revised Jun 07]
Any unit can make up an order for dispensary, or PoS, or both, for the whole system, and print it out. Depending on the specific hardware used, some systems can only transmit an electronic order from the particular unit that has the modem attached, but others can find the modem down the network.
To create an order.
Because this function is used in many different circumstances, there are several ways of entering it;
- From the RxOne Start Menu, Orders.
- From the dispensing main menu, Window then Orders (or directly by <Ctrl> + <O>).
- From the PoS main screen, Windows then Orders (or directly by <ctrl> + <O>)
1. Click Create Order and select the supplier by clicking on the drop-down arrow,
3. Specify the period for which you want to order,
4. And whether you want a dispensary or shop order or both.
5. Once finished selecting OK and the order will be created.
To make your most common order options be remembered for next time, go to File, Save this as default order settings.
To manually add a known item.
Press the <Insert> key on the keyboard and type in the details. RxOne will look up the item and display past usage for your guidance in deciding on the quantity.
To manually add an item to an order during dispensing, see separate topic
To look up an item by 'other' PDE
You can look up a product by the supplier PLU, even if the supplier isn't your preferred/major wholesaler:
For example: Your preferred wholesaler = API. Create an order for your backup supplier, Sigma. For a product which can be supplied by both API and Sigma, you used to have to either look it up by its product name, or look it up by the API PLU number.
Now, for a Sigma order you can insert a product using Sigma's PLU.
To manually add an unknown item
Select Edit, then choose 'Add unknown item'. As there is no stock card for this item, it will not be entered as arriving when it is delivered.
To add items o/s previously
Tick the 'Add Reorder items'. This will add to the order , ALL items from the 'Reorder' order on the list of invoices (if there is one).
To create a manual (blank) order.
Select the 'Blank order' option, select a supplier then use <ins> key and insert required items. An unwanted blank order will come up if zero weeks supply is specified, but this should not be used to generate a deliberate blank order.
To create an order of only items sold for a particular period.
Select the 'Re-order Sold Items' option. Choose either the 'Since last Sold Items Order' option or choose the 'Since Date' option and enter the required date.
To delete an item
Highlight the item & press the <Delete> key on the keyboard. You will be asked the reason for not ordering this line so that 'RxOne' can take note of your wishes for future use. Then OK.
To modify the quantity of an item
Highlight the item concerned and change the quantity. Ok when done.
You can view and add ‘Stock Notes’ when ordering items. When viewing an item in an Order you can read the Stock Notes attached. Click on the green line to type a new note. These can be used for best buy quantities or reminders regarding the particular product.
These notes are stored on the 'Notes' tab in Stockcards.
To defer ordering an item
In Dispensary
Highlight & specify to order on a specific date. If however there is insufficient buffer stock then it will order earlier. Use the options in orders to defer if this happens
In orders
If an item comes up on a generated order and you want to defer it use 'Do not order until (date) unless used.'
If an item needs to be deferred for more than 2 months use 'Order on a specific date'
To send an order
Print to printout.
Transmit by modem. If no modem is detected, you will be asked if you want the order marked as ordered.
Related Topics