[Reviewed 11 Jan 2023]

Setup Delivery Provider(s)

From the RxOne Home screen go to ‘Tools’ , ‘Utilities’ , ‘Other Utilities’, ‘RxOne Editor’. Double click into ‘Delivery Provider’.

Open

1. Click ‘New’ to create a provider.

2. Enter a Delivery Provider’s Name appropriately.

   1. If you have an integrated service with NZPOST then enter their name.

   2. If you don’t have a service with a particular provider then create one called ‘Inhouse Delivery’.

3. Select ‘Active’.

4. For ‘Delivery Provider Type’ select ‘NZ Post Link’ if you have integrated delivery with NZ Post otherwise select ‘Inhouse Delivery’.

5. Select ‘Preferred’ for your preferred delivery provider.

Setup Packaging Type

Open

Select ‘New’ to create packing type and the following

1. Maximum dimensions of each packaging type.

2. Select the appropriate Delivery Provider and Packaging Type.

3. Enter the Provider’s code for the packaging type if you have it.

4. Select ‘Delivery Provider’ e.g. NZ Post or Inhouse Delivery.

5. Enter the ‘Additional Provider Code’ if you have one.

6. Select your preferred packing type as this will be your most commonly used packaging type.

Setup Delivery Status

From the RxOne Home screen go to ‘Tools’ , ‘Utilities’ , ‘Other Utilities’, ‘RxOne Editor’. Double click into ‘Delivery Status’. Create your own custom delivery statuses. You can later tag the sale with a different status.

POS Setting

Some pharmacies have a workstation dedicated for processing deliveries. From the ‘RxOne Point of Sale’ of that workstation you may want to select ‘Always Enter Delivery Details’ in POS Options to allow the delivery screen to automatically show up after a sale is finished.

Alternatively, you can select ‘Deliver Sale’ on the ‘New Sale’ screen just before finishing the sale if you know this is going to be a delivery sale.

To bring up the delivery screen on a finished sale, highlight the finished sale and select ‘File’ > ‘View or edit delivery for selected sales (Ctrl + D)’.

Additional Delivery address

A customer may have more than one address in RxOne. Additional Addresses can be managed in their Dispense profile under ‘Patient Additional Info’ tab. Here you can mark an address as the ‘Default’ address.

Additional Addresses can also be managed using RxOne Point of Sale.

You can also set a preferred delivery address using the RxOne Dispense for a particular script by selecting the preferred address under ‘Address To Use’.

The Delivery screen will use whichever preferred address you have set up as the default delivery address.

Delivery Screen

Person to deliver to: The default recipient will be the person you select in POS or the person for whom the script is dispensed.

For each person the items are for: If the sale comprises 3 different scripts for 3 different patients then using this option will automatically split the delivery into 3 different deliveries (you will see 3 different tabs) with each patient’s own delivery information.

Another Person: Using this option allows you to select a recipient other than the patient or the purchaser themselves.

Tracking No. Enter the tracking number from the delivery provider to log and record in RxOne.

Delivery Instructions: Delivery instructions can be added for each delivery. They can be saved as default delivery instructions for the recipient for future deliveries.

Print Delivery Slip: A Delivery slip will print from your receipt printer. Information includes the customer’s name, address, delivery instructions and items in the delivery. This is not the official courier sticker used by the delivery provider.

Addresses: The Preferred address will be selected, change to a different address option if necessary.

Delivery Provider: Select the appropriate delivery provider for each delivery.

Delivery Package: Select the appropriate packaging and the measurements of the actual parcel.

Delivery Status: Select the appropriate delivery status for the delivery. The Delivery status will display on the POS screen.

Create New Delivery For Selected Item(s): In situations where you need to split the single parcel into multiple parcels (due to size limit) clicking this button will create a new delivery tab with the highlighted items for you.

Move Selected Item(s) to another delivery: This allows you to move selected item(s) from one delivery to another if you have multiple delivery tabs (multiple parcels) within the same delivery.

Print All Deliveries: This will save all deliveries (each tab represents a delivery) and print a delivery slip for each delivery.

Save and send to Provider: This will save all deliveries and close the delivery screen.

Once the delivery screen has been saved the ‘Delivery’ column will display the delivery status on screen.

Configuring the file destination for an integrated delivery provider.

Integrated delivery with a delivery provider such as NZ Post, NZ Courier etc requires RxOne to generate a csv file to a certain location in your computer. The file then gets picked up by the delivery provider software to be processed.

To configure the file location, go to the RxOne master computer. From the RxOne Home Screen, go to ‘Tools’, ‘Options’, ‘POS Setting’ and under ‘NZ Post’, set ‘True’ for ‘Enabled’, select the file path you wish to save the delivery csv files ‘Dir For Responses’ and ‘Dir For Requests’ under. This can be any folder in your local machine.