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In the top right of the Order options screen there is a cog symbol labelled Additional Options. You can set other options for the order, including billing dates and opening hours. These settings help RxOne determine the size of the order.
You can save a default order for the computer you are working on as well. Once you have selected your settings
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Additional Options > Save this as default order settings |
This will save the current options as the default for the computer you are working on.
Order Options
Select the Supplier from the dropdown box. This is the organisation you are ordering from. RxOne will display the name, address and how the order will be sent. In the case above it is being ordered via email. The method of sending an order is determined in the setup for the supplier. This can be done through the Modify Suppliers module.
If appropriate select the Product Group and Class to order. As an example, you may wish to generate an order for Sun Protection products only, in that case select the appropriate Product Group.
Select the Stock Type. The options are All, Point of Sale (POS) or Dispensary (Disp)
Stock Location. This is for organisations with the Head Office module added, and allows you to select an order for a particular site.
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Once you have selected your options, click OK to edit the order.
Edit the Order
RxOne will generate an order based on your settings, current stock on hand, owings and forecast usage. For more information on the philosophy behind RxOne’s ordering philosophy see Ordering Philosophy .
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The Edit Order screen shows the stock cards that are going to be ordered, a history graph, and options for sending or saving the order.
The following key strokes will help:
Arrow Keys: Move around the screen to edit quantities
Insert Key: Insert a stock item into the order
Enter: Show more details about the current highlighted item
Split Preferred
You can split the order to create orders with other suppliers, based on their list price or if you have another supplier as a preferred supplier. For example, if you have created a wholesaler order but you know that you can get products at a lower cost from another supplier you can click Split Preferred to show options as to suppliers and preferred supplier.
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Split Preferred works best when you have the latest Supplier Files updated in RxOne. The ordering system will compare the list prices, and send the lowest priced items to the alternative supplier. It does not take discounts into account. |