[Revised Nov 2015]
The Stock card overview should be read before considering fine detail.
Name. Decide on a set naming convention known to all staff for ease of lookup, and start with a meaningful word rather than a supplier. Eg, "Benadryl 250ml cough mixture" will be much easier to look up than "Parke Davis Benadryl..." or 'PD Benadryl" or "Cough Mixture, Benadryl..".
Sticker label. The wording you want to appear on price labels. Provided to allow some text on the 'name' to be left off the price label, but keep it close enough to allow lookup from the sticker label if required. This field can be left blank, in which case it will default to the 'name' if you print labels.
Hot key A quick look up for use in the PoS module. Has no effect in the dispensary module. Click the box to the right of the field to bring up the list of available hot keys. Selling an item by entering the hot key will bring it up quickly for commonly used items. It is recommended to use hot keys for photo processing, hair ties, dispensary charges, and any very common items such as daily newspapers. A common convention is to have hot key No. 9 being 'Cheque fee 25c'.
Product group and subgroup. Select the name from the pull down list by clicking on the button to the right of the field. Product groups are specified by name, and there is no limit to the number.
PoS Message at time of sale. a.k.a. 'Linked sales'. A message here will be displayed at time of sale in the PoS module. Not active during dispensing. E.g. "Pharmacist sale only", "Not to be sold to children.", "Remember to fill out guarantee", "Polish remover OK?" (companion selling tips).
Rounding Type
There are two options available from the stockcard Rounding Type
1 Apply Rounding: If you set the stockcard rounding option as ‘Apply Rounding’ (the default), the program will automatically round the retail price based on your existing rounding option in RxOne, Options. i.e.. If your rounding option in RxOne, Options is set to ‘Round Up’ then entering a retail price of $4.99 in a stockcard will automatically round to $5.00.
Apply No Rounding: If you set your stockcard rounding option to ‘Apply No Rounding’ then entering a retail price of $4.99 will remain as $4.99.
This update does not affect the current retail price on your stockcard. For all stockcards that have retail value not ending with 5c (for example $1.99) when the update is run we will automatically mark the stockcard rounding as ‘Apply No rounding” for those cards.
The program will be checking the rounding option for any future changes to the retail price in Stockcards to ensure the right rounding option is applied to your stockcard.
Use Bulk Stock Edit to bulk set your rounding option for Stockcards
From the RxOne Start Menu go to Tools, Utilities, Stock Utilities, Bulk Stock Edit Utilities.
Use the options to bring up a list of stockcards on which you wish to bulk set the rounding option. Tick the rounding type option check box, select the appropriate rounding type and press ‘Make Changes’ button to apply either on ‘Only Items Highlighted Above’ or ‘All Items Listed Above’.
An outer is ... packs of ... units. E.g. Digesic, 'An outer is 10 packs of 50 units'. each packet contains 50 tablets, and the supplier will give any outer pack discount that might apply on a purchase of 10 packs (500 tablets). When you click on the ordering tab and hover over (hold mouse over) the 3 different types of ordering, it will bring up an explanation of the ordering type.
Barcodes. Any number of eight or 13 digit international barcodes can be typed or scanned in. The program can also print its own barcode of the PDE, in 3 of 9 format, and scan for that. If an item is barcoded but cannot be found at time of sale, bring it up by name then select 'Add barcode' and scan it again. The barcode will be added to the item's stock card. To delete a barcode, highlight it and press <del> key.
PDE a.k.a; PLU or SKU. Normally the PDE. A number for which a barcode will be printed if switched on, on the price labels. Keep this between 4 and 6 digits for ease of use.
To generate a new (and guaranteed not already in use) PDE, use Control + G will generate a PDE that is guaranteed not to clash with an existing or future official PDE. Remember to select 'Yes' to accept changes when you exit the Stock Card.
Main Supplier
The PDE/PLU should also be entered as it's partcode. It is the 'partcode' that is sent from orders.
The PDE/PLU given to a stock card should ALWAYS be that of your preferred wholesaler. In your case.. Therefore, if you create a stock card, or are editing an existing stock card, if you know the PDE number, you should enter this as the stock cards PDE/PLU. You should NEVER enter another supplier's PDE number as the stock cards PDE/PL, but their number should instead be entered as a 'partcode' on the stock card. There is no limit to the number of partcodes you can attach to a stock card.
Examples; Suppose API is your main supplier but you also buy some items from Mayne.
Example 1: You have created a stock card that ONLY API supplies. Enter APIs PDE as the stock cards PLU. Add API as a supplier and also APIs PDE as the partcode.
Example 2: You have a stock card that you order from BOTH API and Mayne. Enter API's PDE as the stock cards PLU. Add API as a supplier and API PDE as the partcode. Add Mayne as a supplier, entering Mayne's PDE as the partcode.
Example 3: You have a stock item that is ONLY ordered from Mayne. Because the stock cards PLU should never be the PDE number of any supplier other than your preferred supplier (API), then you should add Mayne as a supplier on the stock card, again entering Mayne's PDE as the partcode. At this point you should generate a system PLU by pressing "CTRL-G". You will then see that this stock item has been given a system generated PLU.
This will prevent Duplicate PLUs, unless you have re-used API PDEs. There is a report to find these.
Reports - Stock Reports - Duplicate PLU report
If you are ordering from any supplier (e.g. Mayne) other than your main wholesaler (API), you should search for the item by using the product name rather than Mayne PDE number. This is because different suppliers sometimes share the same PLU, but they are for completely different products.
Note also that suppliers re-use their PDE numbers after they have been deleted for two years. RxOne has a 'Duplicate Partcode Report' ( Reports - Stock Reports) to find & correct partcodes that have been re-used.
Supplier name & 'Part number' Any number of suppliers can be specified for any item. Orders are requested for a particular supplier, (which might be 'General' for those items available from General wholesalers), and will quote any 'part number' that appears alongside that suppliers name. Click on "supplier setting" for instructions to set a supplier in bulk.
Each wholesaler uses their own PDEs, so Redoxon would have three or four 'suppliers', E.g. 'Roche 12345' 'Sigma 276345' 'Faulding 875647' 'Boots 1234567' etc as appropriate.
Related topics
PDE code