CCS Point of Sale
You are here: start » guides » dispensary » managingbatches
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
guides:dispensary:managingbatches [2015/06/22 06:27] markphillips2 created |
guides:dispensary:managingbatches [2018/12/23 12:10] (current) |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| ====== Batch Management Guide ====== | ====== Batch Management Guide ====== | ||
| + | ===== Overview ===== | ||
| + | |||
| This guide covers how to keep track of batches of products. | This guide covers how to keep track of batches of products. | ||
| Line 13: | Line 15: | ||
| For each item you need to keep track of. When you receive it you will apply the standard routine of making a purchase order. \\ | For each item you need to keep track of. When you receive it you will apply the standard routine of making a purchase order. \\ | ||
| - | - Refer to making purchase orders here:\\ | + | - Refer to making purchase orders here: https://www.youtube.com/watch?v=f_Qwwpaue6c |
| - | https://www.youtube.com/watch?v=f_Qwwpaue6c\\ | + | |
| - In the purchase order window, enter the batch number in the serial number section. | - In the purchase order window, enter the batch number in the serial number section. | ||
| - Once you have the items, their quantity, and the batch codes entered, you can then receive the order. | - Once you have the items, their quantity, and the batch codes entered, you can then receive the order. | ||
| ==== Setting Up Items to be Batch Items ==== | ==== Setting Up Items to be Batch Items ==== | ||
| + | |||
| + | Set all items to 'Medicine - Weighted' or 'Medicine - Each' in the Style field. (Do not include the single quotes)\\ | ||
| + | |||
| + | === Processing Transactions === | ||
| + | |||
| + | As long as the items are marked with 'Medicine - Weighted' or 'Medicine - Each' then when the item is added on any order it will look up to find an associated batch code for the item. There are three results you may see: | ||
| + | - The item is added to the order - if there is only one batch that is in stock. | ||
| + | - A pop up window prompts the user to idenfity which batch to choose from - if there are multiple batches in stock. | ||
| + | - The item can not be sold and a message appears saying the item has no batch associated with it. | ||
| + | |||
| - | Set all items to 'Medicine - Weighted' or 'Medicine - Each' in the Style field. | ||
| - | Invoices / Purchase Orders. | ||
| - | When inputing items in purchase orders, the additional fields for batching need to be filled are\\ | ||
| - | Serial\\ | ||
| - | Batch Count\\ | ||
Trace:
