Here are the instructions for RxOne users:

·       Create an account called “Insurance claim” or the name of the Insurance Company.

·       Create a supplier called “Insurance Claim”.

·       Then create a ‘Transfer Out’ order as you would for expired stock.

·       Print the order. This printout can be sent to the insurance company. (This will include the list of stock, individual cost and total cost. Insurance company needs the details list of all stock claimed)..

·       Complete the 'Transfer out' order by selecting ‘Transfer’ so the stock is reduced on the stockcard.

·       Follow the prompts and charge the invoice to the insurance company account for your own record.

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.

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

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

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.