[Revised Jun07]
Starting the 'Point Of Sale' module
- From the ' 'RxOne' Start Menu'. Select the Sales button.
The Point Of Sale may also be started quickly from the main screen of the Dispensary/Stock Cards and Orders by selecting the 'Window Menu' and 'Sales'. The quick key for this is <F2>.
Print receipt prints a receipt of whatever sale is highlighted at the time. There is no limit to how far you can go back.
New sale leads into the sales screen.
Salesperson ID is optional.
- If switched on, identify staff member by a short password, usually one letter. Sales person ID can be switched on/off from 'Options' and 'Identify staff member' ticked or unticked.
Selling shop items. Scan the barcode, or look up under PDE code (PDE, PLU or SKU) or product name. Move to the quantity box and enter quantity if not 'one'. If selling two of an item by barcode, it is usually faster to just scan it twice.
If you need to move back up to the Stock field to add additional items after the sale is subtotalled you can use the navigational arrow keys.
Selling prescription items. Scan the receipt barcode from the dispensary which will bring up all items on the script, or type in Rx followed by the number, eg, rx123456 which will bring up just the one item. The Dispensary screen will change from 'collected = No' to 'collected = Yes' for these items next time it is refreshed.
Selling unknown items. If an item cannot be found, 'RxOne' will prompt to press <f4> to accept as 'unknown' and ask for the retail price.
Deleting items before sale totalled. Highlight the item using the cursor keys, and press the <del> key.
Returning items after sale totalled. 'Sell' the item with a negative quantity, e.g. '-1 Redoxon'. Returned and sold items can be mixed in the same sale. This is not a security risk since full audit records are kept.
Discounts are described in a separate topic, <-- click on green word.
Price over-ride is described in a separate topic, <-- click on green word.
Total keys to finish sale
Many methods are provided to suit the needs of individual pharmacies. Quick Payment Keys for use when the payment is for the exact amount (no change or split payments).
Cash sale. Press <F12> or <+> key on the numeric keypad for convenience. This defaults to 'cash sale', so if this is correct just press <enter> key.
EFTPOS <F11> will do an 'EFTPOS sale' without cashout.
Cheque sale <F9> will do a 'cheque sale' without change.
Other payment <F8> will do a 'other payment sale'.
Account sale (debtor) <F7> will do an 'account sale'.
Calculating Change.
If you wish 'RxOne' to calculate the change then:
· Press the '+' key to total the sale. The focus will be set to 'Cash'.
· Use the cursor keys to highlight the payment type and type in the amount tendered.
· Press <enter>.
EFTPOS 'cash out'
· Press the '+' key to total the sale. The focus will be set to 'Cash'.
· If you are to give 'cash out' of $50.00, type this in the 'cash' box as a negative number, e.g. -50.00.
· Use the arrow keys to move to the payment form (usually EFTPOS).
· 'RxOne' will calculate the correct value for you.
· Press <enter>.
Eftpos integration is planned for future.
Cash Out without purchase.
Do a sale with no item sold. Enter down to the CASH field. Enter in the qty as -50.00 (or what ever value the cash is)
Enter down to the EFTPOS field. Enter the qty as 50.00.
Total the sale using the + key.
The transaction will not show on screen as a sale, but the EOD will be adjusted accordingly.
Split Payments.
If the payment is split between more than one form of payment then:
· Press the '+' key to total the sale. The focus will be set to 'Cash'.
· Use the arrow keys to highlight each payment type needed and type in the amount tendered.
- When the payments equal or exceed the amount required the sale will finish.
Sales 'on hold' is described in a separate topic <-- click on green word.
Abandoning a Sale
· Press 'Escape' (the 'Esc' key on the keyboard).
· 'RxOne' will ask you if you wish to place the sale on hold
· Select 'No'.
View Waiting Scripts
On the Reports Menu on the main Sales screen, the ‘Status’ of each script waiting to be sold through POS is shown in the ‘View waiting / unsold scripts’ report ( or ‘View waiting / unsold Fred Scripts’ for Fred dispense sites) e.g.
Waiting / Not sold – these are the scripts that are waiting to be sold in POS
Abandoned Sale by xxx – are the scripts that have been abandoned by a staff member
On Hold by xxx – shows scripts that have been on hold by a staff member
Deleted Script – credit sent from Dispense Program– are the scripts that have been deleted in the RxOne dispense program with a request to send a credit to POS
Remove from Queue – You can remove any scripts from this report using this function if you wish and the staff ID will be recorded in the background
Related topic