PharmaClik POS Overview

Transcription

1 PharmaClik POS Overview Pharmacy Technology Solutions Issued July 2014

2 POS Menu Overview The Main Menu is comprised of four sections: Title Bar Application Bar Status Bar Application Function Buttons Title Bar Your Pharmacy Identification (PID) number displays here The telephone number for Customer Care Centre also displays here Application Bar It is comprised of the following application icons: Product Management Associates Inventory Control Cash Management Till Apps & Parameters Product Reports Security Utilities Corresponding Application function buttons displays when you click on an Application icon Your security level determines which application icons display Status Bar The User Code of the individual logged in PharmaClik POS displays here Alerts sent to the System Mail Messages will display here The PharmaClik POS Version number is shown on this bar Application Function Buttons When an Application icon is selected to open a menu, the menu s corresponding function buttons display You can launch the menu items by double-clicking the function button 2

3 The Application Bar: AT A GLANCE The Application Bar always appears at the top of the PharmaClik POS Main Menu It is comprised of eight (8) Application icons By clicking on the Application icons, the corresponding Application function buttons will appear Product Management Functions related to managing the physical products within the store are located here: Label Program Product Manager Promo Manager Taxes Associates Functions related to managing staff, customers, and vendors are located here: Accounts Receivable Customer Editor Employee Editor Vendor Editor Inventory Control Functions related to managing product ordering, as well as, receiving and counting of product are located here: Inventory Counting Purchase Order Receiving Inventory Cash Management Functions related to managing the funds in the Till are located here: Cash Management Currency Editor Methods of Payment 3

4 The Application Bar: AT A GLANCE (cont d) Till Apps & Parameters Functions related to the Till and Till reporting are located here: Refund Editor Till Transaction Log Viewer Product Reports Functions related to a variety of reports are located here, including sales, product, and customer information: Data Anomaly Report Profit Analysis Report Report Builder Security Functions related to managing security parameters for the Till and specific functions within the applications are located here, mainly: Trust Levels Utilities Functions related to sending and processing invoices from McKesson are located here, mainly: McKesson Canada Ordering 4

5 The Status Bar: AT A GLANCE The Status Bar always appears below the Application Category Bar of the PharmaClik POS Main Menu It is comprised of three (3) sections User Code The User Code of the employee who is signed-in For auditing purposes, all activities performed on PharmaClik POS will be associated with this User Code Mail Messages Periodically the PharmaClik POS system will generate system messages A message You Have Mail Ctrl-V to View will appear in Status Bar when messages are generated When this message appears, it important that you check the mail to make sure there are no error messages that require Customer Care s attention Any message that requires Customer Care s attention will say to call the Help Desk After you read a mail message, delete it so that messages do not accumulate To delete a mail message, click the Delete button Version The version number of PharmaClik POS will appear on the Status Bar to the far right 5