Create an Insurance Account
To start you will need to create a debtor account for the insurance company. You can give it any name, but it may be best to name it after the Insurance Company concerned.
| Info |
|---|
Debtors > Debtors Utility > Click Add |
A pop-up window will show, give the new account a name and click OK.
Create Supplier
You need to create a supplier to Invoice
| Info |
|---|
RxOne Editor > Scroll Down and Double Click Supplier > Click New |
Type in the Supplier details, select Auto-charge and type in the name of the Insurance Debtors account you created earlier. Click Save and exit out of the Supplier Window.
Create a Transfer Order
| Info |
|---|
Orders > Create Order |
Select the Insurance Company, and select Transfer Out. Click OK.
Enter the stock that is to be transferred out as if you were completing a standard order. Use Insert to add items, either by scanning barcodes or searching for a product.
Once you have finished entering the products click Print External so that you can provide a copy to the insurance company.
Click Transfer and this will adjust your stock levels and charge the Insurance Company account you created earlier.