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Overview
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In the pharmacy’s master computer, go to Options, POS Settings and select ‘True’ in the drop-down menu next to the ‘Xero’ and ‘Enabled’ row and click OK to save.
Make sure in BigBro that both NetCreditorFile = True and NetCreditorFileWPF = True
In the pharmacy’s master computer, open RxOne and go to Xero Setup. You will need to log in with the pharmacy’s Xero credentials. Click ‘New App’ to create a new app with OAuth 2.0. Follow the instructions at the bottom of the screen. Within this setup page you will generate the pharmacy’s consumer key and secret code and paste it in the relevant boxes at the bottom of the page above the instructions. To complete the setup, continue to follow the prompts to the final step where you click “Connect”. Save this connection in the RxOne screen and the setup is complete.
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You can switch off the auto send for a particular supplier and do a manual send to Xero later on.
To switch off the auto send, go to Orders, Supplier Settings, select the supplier and tick ‘Do not auto send orders to Xero’
To post these invoices to Xero later on, go to ‘Orders’, go to ‘Tools’, ‘View Creditors File’ to send using either ‘Send to Xero’ or ‘Bulk Send to Xero’
We recommend you switch off the auto-send for the general wholesalers (i.e. suppliers from whom you order daily). Then at the end of each week or month, go into View Creditors file, highlight these unsent invoices for the supplier and select ‘bulk send’ to Xero as one bill.
The difference between ‘Bulk send’ vs ‘Send to Xero’ in ‘View Creditors File’
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Ensure the supplier has a due date set against them in Xero. This can be set from the Xero Setup Screen or when creating a linked supplier (as shown below). You can set the due date to ensure that it gets paid straight away:
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Tick the check box above so that suppliers that are setup correctly are paid on the due date without requiring approval in Xero (invoice will come under Bills, ‘Awaiting Payment’ in Xero). If let unticked, the invoice will appear under ‘Awaiting Approval’ and the appropriate staff will need to approve in Xero once checked.
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