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.

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Order - Additional Options

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.

You can save a default order for the computer you are working on as well. Once you have selected your settings

This will save the current options as the default for the computer you are working on.

Order Options

1. 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.

2. 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.

3. Select the Stock Type. The options are All, Point of Sale (POS) or Dispensary (Disp)

4. Stock Location. This is for organisations with the Head Office module added, and allows you to select an order for a particular site.

Order

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.

Transfer In or Out

Use these options if you are transferring to or from another site.

Order Options

• 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.

Edit the Order

RxOne will generate an order based on your settings, current stock on hand, owings and forecast usage. For more information on the philosophy behind RxOne’s ordering philosophy see Ordering Philosophy .

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The Edit Order screen shows the stock cards that are going to be ordered, a history graph, and options for sending or saving the order.

The following key strokes will help:

• Arrow Keys: Move around the screen to edit quantities

• Insert Key: Insert a stock item into the order

• Enter: Show more details about the current highlighted item

Split Preferred

You can split the order to create orders with other suppliers, based on their list price or if you have another supplier as a preferred supplier. For example, if you have created a wholesaler order but you know that you can get products at a lower cost from another supplier you can click Split Preferred to show options as to suppliers and preferred supplier.