Sell a Compounding Product Over the Counter

To sell the compounded product over the counter with the recording of the patient’s detail and the batch details, please follow the steps below.

• Mark the stockcard as either ‘Restricted (S3)’ or ‘OTC’ depending on the classification of the product

  • Restricted (S3) - The program will force you to record the patient’s name before allowing you to finish the sale.

  • OTC – The program will ask you if you want to record the patient’s name. Click ‘Yes’ to record the patient’s name. click ‘No’ if you wish not to record the name (please note you will not be able to report the batch usage later if you do not provide the person’s name)

• Make sure stockcard pack size is set correctly. If you sell the product in a pack of 100 capsules, the pack size for the stockcard should be ‘An Outer is 1 pack(s) of 100. This ensures the right amount of SOH is deducted from the batch stock.

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• Make sure each compounding product on the shelf has the batch barcode attached.

  • The program records the batch number you are selling to the patient therefore each product must have the batch barcode attached.

  • To print the batch barcode please go to Stockcards, CompoundPro tab, double click to view the batch and select ‘Print Batch Label’.

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• Point-Of-Sale

  • When selling the product, it is important to scan the batch barcode onto the screen. Typing the product name without scanning the batch barcode will result in the batch SOH not being deducted.

  • When the patient’s name is entered, please ensure you select the patient’s name rather than the account name. A patient without any account attached usually shows in blue colour. A patient who has a linked account has the wording ‘(linked)’ next to it. Selecting either the patient or the ‘linked’ patient are both correct. Avoid choosing the account name that has no person linked to it.

If you are selling multiple packs, you must scan the batch barcode multiple times (even if the batch number is the same). Changing the sales quantity without scanning the batch barcode will result the batch SOH not being deducted correctly.

Return of the sale

All returns of the sale must be done via the ‘Return Sale’ screen. Same as when selling the product, all return sales must be done through scanning the batch barcode. If you are returning multiple batches, scan each batch barcode as a separate item (even if the batch number is the same). Changing the quantity without scanning the barcode will result in the SOH being incorrect. Record the patient’s name when prompted.

A message will prompt and ask you to confirm if the returned product is a faulty product. Select ‘Yes’ will not adjust the batch SOH, select ‘No’ will add the stock back to the batch SOH.