Create an Insurance Account
To start you will need to create 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.
...
You need to create a supplier to Invoice
| Info |
|---|
RxOne Editor > Scroll Down and Double Click Supplier > Click New or In the Home Screen > search for RxOne Editor |
...
Search Modify Suppliers in RxOne Homescreen, click New to create a new supplier. |
...
Under Charge Transfers to Account if Order Settings Ticked
Select Use Selected account and click Select/Edit Account to choose the debtors account created earlier.
Create a Transfer Order
| Info |
|---|
Orders > Create Order |
...
Select the Insurance Company, and select Blank Order and 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. The total for the order will be shown at the bottom of the screen.
...
Once you have finished entering the products click Print External so that you can provide a copy to the insurance company.
...