CCS Point of Sale
You are here: start » guides » dispensary » posorderdispensary
Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
guides:dispensary:posorderdispensary [2010/07/26 06:50] maryrajah |
guides:dispensary:posorderdispensary [2011/05/13 19:33] markphillips |
||
---|---|---|---|
Line 1: | Line 1: | ||
- | ====== Patient Check-In Process in Dispensary ====== | + | ====== Patient Check-In Process ====== |
===== Summary ===== | ===== Summary ===== | ||
- | This document shows you how to add a new patient/lookup an existing patient and create a new order for the patient. The second section of the document adds a new POS order button in the terminal for a particular customer that is initially created from CCS Office. | + | |
+ | The patient check-in process in a dispensary has two parts; add a new patient/look-up an existing patient and create a new order for the patient. | ||
+ | |||
+ | - The first part adds or looks patients | ||
+ | - The second section of the document ques a POS Order in the terminal for the patient. | ||
+ | |||
+ | Requires: 3.15.20Z + | ||
+ | |||
+ | ===== Sections ===== | ||
+ | |||
+ | [[guides:dispensary:posorderdispensary#Add New Patients|Add New Patients]]\\ | ||
+ | [[guides:dispensary:posorderdispensary#Add/Search for Patients|Add/Search for Patients]]\\ | ||
+ | [[guides:dispensary:posorderdispensary#Queuing Orders|Queuing from Patient Check in To Bud Tending]]\\ | ||
+ | [[guides:dispensary:posorderdispensary#Que Settings|Que Settings]]\\ | ||
+ | |||
+ | ===== Add New Patients ===== | ||
+ | |||
+ | You may add new patients using two methods; Using Driver's License and Manual Entry | ||
+ | |||
+ | ==== Add by drivers license ==== | ||
+ | |||
+ | From the CCS Toolbar >> CRM >> New Contact from DL\\ | ||
+ | Swipe the DL. The name, address of the patient should appear in the window\\ | ||
+ | Press the Add Button and the Patient window will show up\\ | ||
+ | Adjust followup to match end of prescription\\ | ||
+ | |||
+ | ==== Add by manual entry ==== | ||
+ | |||
+ | From the CCS Toolbar >> CRM >> New Contact\\ | ||
+ | Type in the new contact information and select File >> Save\\ | ||
+ | Adjust followup to match end of prescription\\ | ||
+ | |||
+ | ===== Search for Patients ===== | ||
+ | |||
+ | To search for existing patients. (From the CCS Office) | ||
+ | |||
+ | Search using driver's license: | ||
+ | * Click in the 'Find Contact' box from the main toolbar\\ | ||
+ | * Swipe the driver's license\\ | ||
+ | |||
+ | <note tip>When the patient is found, the patient form will appear. Check the follow-up date\\ | ||
+ | If the patient is not found, the search contact window will appear\\</note> | ||
+ | |||
+ | ==== Steps to Add a New POS Order ==== | ||
+ | * Search for a customer contact from the contact field within the office toolbar | ||
+ | * Click on **New POS Order** in the Client dialog box. This adds a new POS order to the terminal | ||
+ | * Enter code and login into your terminal | ||
+ | * Click on Open orders from the top toolbar in the terminal screen | ||
+ | * You will see a POS Order button created for the customer on the terminal screen | ||
+ | |||
+ | ===== Queuing Orders ===== | ||
===== POS Order Settings ===== | ===== POS Order Settings ===== | ||
Line 8: | Line 58: | ||
Settings that need to be checked before you add a new POS order. | Settings that need to be checked before you add a new POS order. | ||
- | ==== Setting 1: ==== | + | ==== Setting 1 ==== |
- | Go to Office Menu >> Control Panel >> Restaurant\\ | + | Before you add a new POS Order, you need to set the business type\\ |
- | Place a checkmark in **Default show all users** and **Set Refresh Pending Order Screen Every # of Seconds to 10** (These two options are located at the bottom of the restaurant dialog box) | + | To do this go to CCS Office-Touch >> Control Panel >> System\\ |
+ | * Set Business to "Retail\\ | ||
+ | * Set Order Type to "Recommendation"\\ | ||
==== Setting 2: ==== | ==== Setting 2: ==== | ||
- | Go to Office Menu >> Employees >> Job Types\\ | ||
- | Set the following authorizations for the job types shown below:\\ | ||
- | * BudTender : Place a checkmark in Can See All Open Orders and Disallow Access to Other Tabs\\ | ||
- | * General Manager: Place a checkmark in Disallow Access to Other Tabs\\ | ||
- | |||
- | **Note:** Make sure you have 3.15.20Z version or later of CCS software for this new feature to function properly. | ||
- | |||
- | ===== Add a New POS Order ===== | ||
- | * Search for a customer contact from the contact field within the office toolbar. | ||
- | * Click on New POS order in the Client dialog box. This adds a new POS order to the terminal. | ||
- | * Enter code and login into your terminal. | ||
- | * Click on Open orders from the top toolbar in the terminal screen. | ||
- | * You will see a new POS order button created for the customer on the terminal screen. | ||
+ | Go to Office Menu >> Control Panel >> Restaurant\\ | ||
+ | Place a check-mark : | ||
+ | * Default show all users \\ | ||
+ | * Set Refresh Pending Order Screen Every # of Seconds to 10\\ | ||
+ | ==== Setting 3: ==== | ||
+ | Go to Office Menu >> Employees >> Job Types\\ | ||
+ | Set the following authorizations for the job types shown below:\\ | ||
+ | - BudTender | ||
+ | * Place a check-mark in Can See All Open Orders\\ | ||
+ | * Uncheck Disallow Access to Other Tabs\\ | ||
+ | - General Manager | ||
+ | * Uncheck Disallow Access to Other Tabs\\ | ||
Trace: