You can use the supplier update facility to update existing stock cards and create new stock cards from suppliers. This only works for suppliers who send RxOne their price lists.

Create Stock Cards

Go to the Supplier Update Utility

There are four tabs available:

• Direct Suppliers <Alt+S>: These are the suppliers who sell stock directly to pharmacies

• Wholesalers <Alt+W>: The main wholesalers for the region

• Buying Groups <Alt+B>: If your pharmacy belongs to a buying group they will be listed in here

• Old Direct Suppliers: Suppliers who haven’t provided an update file for 2 years or more

Choose the correct tab and scroll down until you find the supplier you need to update. You will need to check that the price file is up to date in the Price File Date column. If it is out of date you will need to contact the supplier to send an updated file to RxOne. Double Click on the supplier to open the Supplier Price Update options.

Open

Price File Supplier

In the top panel:

 select the Price File Supplier and match it to the Supplier in your system. Select whether you want to mark the supplier as the Preferred Supplier.

In the second panel NEW ITEM OPTIONS:

These options define the rules for stock cards that are not in your system yet. Set your preferred markup percentage for new products and an optional prefix.

In the lower panel CHANGED ITEM OPTIONS

Select the options you want to update.

• Update List Cost and Retail – the list cost will be updated from the price file and the retail will be adjusted based on markup.

• Update List Cost Only – will not change the retail price, so will reflect a lower or higher markup

• Select the other options based on your preferences and click OK

Open

You will see four tabs on the next screen

• Changed Items – a list of items that are already in your stock cards but have changes on the supplier’s price file.

• New Items – items that are in the supplier price file but not in your stock cards

• Previous Month Information – a view of the previous months’ changes

• Discontinued Cards – stock items that are no longer supplied by that supplier

New Items

You can select the items you wish to add or add all items from a supplier file. To select multiple items drag the mouse, or use <Ctrl+Click>.

Click Bulk Edit. Set Product Class, Product Group and Club. You can set other options if you wish but these will over-ride options already set. Click OK. Once you have edited the items you can click Accept to create stock cards for the selected items or click Accept All to create stock cards for all items on the list.

Changed Items

The first tab displays a list of items that have changed. That is there are differences between the information on your stock card vs the information provided on the price file from the supplier. You can go through the list looking at individual changes or Accept All to change all the items in your stock cards. Remember to check your update options, if you want the retail prices updated with List cost changes make sure to tick that option. RxOne will automatically print shelf labels or price stickers for all price updates.

Discontinued Cards

When a supplier has removed a product from their supplier price file, it will show in the Discontinued Cards tab. You can either edit all items or selected items.

• Remove Supplier from Card – use this option when you want the Stock Card to remain active but don’t want this supplier attached.

• Mark Stock Card as Don’t Reorder – this leaves the supplier attached to the card but sets the stock card to Don’t Reorder

• Mark Stock Card as don’t reorder and add Discontinued Supplier – will show the supplier as discontinued.