Adding and Editing Debtors

Debtor permanent details can be edited from any one of four places, to suit the convenience of different users; PoS screen, Dispensary screen, Debtors Menu, and Debtors Utility.

POS Screen

To add an account Select Edit and then Add/modify account details. This can be done between sales, or in the middle of a sale, on any unit.

• Enter the Account Name.

• If the customer has an account, the items will be charged.

• If not, it will reply, 'This customer has no account. Would you like to set up a new account for this person? Answer 'Yes'.

• Enter the account details, and options to allow 'Dispensary sales' 'Shop Sales' etc as required, and specify any Discounts (which are taken off at time of sale in order to make the tax invoice/docket legal), specify Credit limits and messages.

The account will be created. Select 'F7' to charge items to the account.

To edit an existing account

• Select the 'Edit' menu, 'Add Modify /Account Details'

• Type in the name of the account. Edit and select OK.

Dispensary Screen

To add an account:

• Pull up the patient as though you were dispensing a script.

• Select the 'Personal Info' tab.

Observe that the account panel appears at the base of the screen.

• Tick the 'Account' box

If you wish to charge scripts to another account then select 'Other account' (eg, 'Baby Smith' scripts to be charged to "Mrs. M. Smith" or "Granny Smith" has her scripts charged to the "Sunny Days Rest Home")

Other Account:

After selecting 'Other account', enter the name of the account, e.g. "Mrs.M.Smith".

If the account is not in the list then select 'New' and enter the new account Details.

To edit an existing account

• Pull up the patient as though you were dispensing a script.

• Select the 'Personal Info' tab.

• Edit the details and select 'OK'.

Debtors Menu

To edit a debtor

• Highlight the account you wish to Edit by clicking on the account name

• Select RxOne main menu, 'Debtors' or use the <F2> shortcut key .

• You can now edit the existing account details shown on the screen.

Debtors Utility

'RxOne' Main menu, 'Debtors', Load any Debtor, select the 'Tools' menu, 'Debtors Utility'

To add a New Debtor:

• Select 'Add' button

• Type in the name of the account,

• You will be asked if this is a new account -Yes.

• Enter details as described above under 'PoS'.

 To edit a debtor:

• Highlight the account you wish to Edit by clicking on the account name

• Select Edit Button

• You can now edit the existing account details shown on the screen.

To Link a Customer to an Account:

• Go to Debtors, Debtors Utility.

•  Highlight the account

•  Go to the top right hand corner and add the customer you want linked.

To Unlink a Customer from an Account:

•  Go to Debtors, Debtors Utility.

•  Highlight the account

•  Go to the top right hand corner and remove the customer you no longer want.

 Notes

Accounts can be added anytime, including half way through a sale or script.