Before creating an order you should make sure that your Supplier Price file for the supplier is up to date. Go to Supplier Price File Update
From the Orders Screen, click Create Order, the Orders Options windows will open.
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.
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.
Select the type of order:
General Wholesaler Order - use this if you are ordering from a wholesaler. RxOne will calculate the stock you require to the end of the billing period. Use this option to order from wholesalers where you are ordering every few days.
Direct Order - use this this to order from direct suppliers. Set the number of weeks you want the supply for. This will generally be the amount of time until you next order from that supplier.
Blank Order - use this to create a blank order. This can be used if you have a customer orders book - create a blank order and add non-stocked items to a blank order, or if you want to make sure that items that are marked as “Owings” in dispensary are shown in a seperate order. You can also use this if you are ordering from a Deal Sheet from a company.
Order from this Special. If you have created a special, or are part of a buying group you can use this option to ensure that all items from the special are added to the order. For help on creating specials go to Specials
Re-Order Sold Items - use this to re-order items that have been sold since a specified date.
Credit Order - if you are returning items to a supplier.
Use these options if you are transferring to or from another site.
Add Answerback / Out of stocks from previous orders. This will look for out of stock items from previous orders that are available from this supplier.
Add Only ‘In Robot’ items. This will only order items that are marked as being only in a Robot
Add Items Created After. This will add any items where the stock card was created after a certain date.
Once you have selected your options, click OK to edit the order.