[Revised May 14]
An order can be 'delivered' on any unit on the system. It does not have to be the same unit on which the order was made up.
An order showing on the 'Orders' tab will normally be delivered automatically when the corresponding invoice/s are delivered.
To 'deliver' an order / invoice.
1. Enter the orders section from Window then Orders.
2. If an order is marked 'Acknowledged', there should be a corresponding invoice on the 'Invoices' tab.
3. Click on the 'Invoices' tab.
4. If the order / invoice is not complete, edit it by highlighting the invoice, and press <enter>, or double mouse click the invoice, and make any changes necessary to allow for short-sent, out-of-stocks etc. Once finished Ok will return to the list of orders.
5. To 'deliver' it highlight the order and Deliver. This updates the stock and deletes the order.
Notes
After delivery of an invoice, you will always get a box called 'Enter GST Details', please check the details on the screen against your paper invoice and click 'Save'
This information will be saved to your Creditor's Report which can be viewed from the main Orders screen.
To 'deliver' multiple orders / invoices.
1. Highlight the invoices that you wish to deliver and click the 'Deliver' button.
To partially 'deliver' an order.
- Highlight any items you want to add in to stock.
(Note that by holding down the CTRL key and clicking on items more than one item may be selected at one time).
- Select 'Deliver Highlighted Items' button.
If you have the option selected (from main orders screen, Settings, Print Price Stickers), price stickers and / or shelf labels will be printed automatically for any stock with Print Price Stickers and / or Print Shelf Labels ticked on the stock-card.
To update prices:
- When the 'Update Prices' option is ticked on the invoice, price changes will be saved and price stickers and/or shelf labels (depending on stockcard settings) will be printed for those items with a changed retail.
Price Options when Receiving and Delivering Invoices
Options for Receiving an Invoice:
From within an invoice go to the menu 'Price Update Settings', Options when Receiving Invoices. Tick the Options preferred from, ‘Show New List Cost’, ‘Show New Real Cost’, Recalculate Retail Based on List Cost, Recalculate Retail Based on Real Cost.
Options when Delivering an Invoice:
From within an invoice go to the menu 'Price Update Settings', Options when Delivering Invoices. Tick the Options preferred from 'Update List Cost on Stock Card', 'Update Real cost on Stock Card', 'Update Retail on Stock Card'.
Once these settings have been chosen they will be the default for all invoices delivered for that supplier.
These Options can be set up differently for individual Suppliers. Go to Tools, Utilities, Supplier Utilities, Modify Supplier. Highlight the supplier and click Modify. Tick the boxes under Price Update Options for that particular supplier.
To never update prices:
- When viewing an invoice, go to menu 'Price Update Settings', 'Never Update Prices'. This option would normally be used if you are happy for your prices to be updated once a month with the RxOne update.
To Not Update Stock On Hand:
There is an option to 'Not update Stock On Hand' when delivering an Invoice. In the Invoice screen, go to the Edit/Options menu and untick 'Update SoH when Delivering Invoice'.
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