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QicPOS User Manual

1. Not Assigned Department Key 301 63 301 63 301 63 0 00 o 301 63 301 63 301 63 0 00 o ift Voucher Redemption Department Key 185 33 185 33 185 33 0 00 o 185 33 185 33 185 33 0 00 o BABY Department Key 80 00 66 12 44 08 22 04 50 80 0 6 1 44 08 o4 o HAIR ACCESSORIES Hair Accessory Io Ok M Copyto Clipboard Print Voucher Configuration The user can view all vouchers within the Gift Voucher file This will enable the users to see what vouchers have been redeemed whilst also seeing the date redeemed and the user who redeemed the voucher To do this go to Administration gt Edit files gt Gift Voucher The below screen will be displayed 108 QicPOS NET User Manual Copyright HELIX HEALTH Edit Gift Vouchers I A B ABAIDN 21 02 2011 10 07 21 02 2011 11 41 12 83 C HRGBNA 21 02 2011 11 21 21 02 2011 11 38 50 00 D MABKIQ 21 02 2011 11 43 121 30 E CRLMLE 21 02 2011 14 24 15 00 F GCKLHG 21 02 2011 14 58 21 02 2011 14 59 12 50 G QBEIBB 21 02 2011 15 04 21 02 2011 15 06 10 00 H POGUFE 21 02 2011 16 06 21 02 2011 16 09 20 00 I TLSQBB 22 02 2011 11 53 22 02 2011 12 18 50 00 INS DEL SPACE ay PI To view more details the user can highlight the appropriate voucher and modify Modify Record 1 Serial Number TLSQBB 2 Issued Date 22 02 2011 3 Issued Time 11 53 4 Issued By Dave Reidy 5 Transaction 3
2. Description This report displays the sales for each department within a given date range Use Summary Departmental Analysis Report allows the pharmacy discover the total sales and profit for each department within the pharmacy within a given date range Detailed Departmental Analysis Report Allows the pharmacy to discover the total sales and profits for a given department within a given date range along with the name and number sold of each product sold within the pharmacy Parameters Summary sales by department Detailed sales by department Date range and Select department detailed analysis only 182 Columns Summary Departmental Analysis Department Sales including VAT Sales excluding VAT Cost Profit Average mark up and Transaction volume Detailed Departmental Analysis Department Product Size Stock level Sales including VAT Sales excluding VAT Cost Profit Average mark up and Transaction volume Sorted by Chronological Order Totals The sales including VAT to transaction volume columns are totalled Assistant Analysis Report Description This report displays the total value of all sales and the number of products sold by each staff member within a given date range Use Can be used to reward staff for reaching sales targets Parameters Date range Columns Assistant Sales including VAT Sales excluding VAT Cost P
3. Enter Voucher Code Barcode and Voucher Code do not match Please try again Continue Voucher Expired Gift Voucher expired on 22 02 2012 Do you want to redeem Note Vouchers are programmed to expire after 1 year 104 QicPOS NET User Manual Copyright HELIX HEALTH When the correct voucher serial number has been entered it will be displayed as below F QicPOS net C 1987 2011 Helix Health Limited All Rights Reserved secs Dave Reidy 22 02 2011 Product Qty Price CER 7 1 Gift Voucher TLSQBB R 1 50 00 Givenchy Amarige Special Offe N Scan Product Date 22 02 2011 Workstation 123456 Versions GUl 1 2 25 42551 Logic 8 6 23 The gift voucher gets displayed as a negative credit value against the sale As displayed above the user is purchasing a product worth 30 00 therefore leaving change of 20 00 The user at this stage can give cash as change or another gift voucher IF they wish to give another gift voucher they must select the gift voucher department key once again and add the value of the change to be given At this point the user can subtotal the transaction 105 QicPOS NET User Manual Copyright HELIX HEALTH Z Total display The z total will now display any gift voucher purchases within the departmental analysis of the z total There will be a separate amount displayed for all vou
4. This price will automatically be updated on the product File Again this is determined by the set up in Administration Edit Files Miscellaneous Files Configuration File Sales Entry Details option number 3 Save price overs permanently 73 QicPOS NET User Manual Copyright HELIX HEALTH Multiplication To enter multiple quantities of a product you can either re scan the product the required number of times or press the multiplication key X on the keyboard and enter the required quantity QicPOS net C 1987 2013 Helix Health Limited All Rights Reserved System User 03 03 2014 Product Qty Price Solpadeine Caps 24 S Enter Quantity il HELIX HEALTH Date 03 03 2014 Workstation 24FEASIE Versions GUI 1 3 17 55564 Locic 8 9 8 Tab Key IF there is no barcode on a product press the TAB key on the keyboard and search for the product alphabetically The more letters of a product name you enter the shorter the list of possible products that will appear You can also use a to Further narrow down a list e g MAX LIPSTICK will locate all the Max Factor Lipsticks When you have been using the system for a while you have the option to display only a list of products that have been sold 74 previously This will mean that you do not have to scroll through the full product file to find the product you require This option is set up in Administration Edit Files Miscellaneous Files Sales E
5. Description This report prints a list of all products held in stock by the pharmacy and the total value of the stock Use Discovery of the total value of all stock Discovery of the current stock levels of each item held in stock and their value Discovery of all issues and receipts of all products since the last stock take Parameters Detailed stock valuation Sort by Start at Finish at For real Starting and Ending drug Summary valuation By pharmacy By supplier Columns Detailed stock valuation Product name Size Manufacturer Latest cost Opening stock Total issues Total receipts Closing stock and Value Summary stock valuation Description and Total value Sorted by Detailed stock valuation By trade name By department and By supplier Summary stock valuation Chorological order Totals The value column For each sub report is totalled Stock Movements Description This report prints a list of all stock 190 movements carried out in the pharmacy Use Discovery of the movements into and out of stock of each item in the pharmacy and the value of all movements Discovery of why the movement was carried out Parameters Summary stock movements Detailed stock movements Date range and Select product to print Detailed only Columns Summary Product name Size In and Out Detailed Product name Size Date Type
6. Searching For A User Press the SPACE BAR and the system will ask you for the name you want to search for Enter the user name and press ENTER The system will search for this user Modifying An Existing User Highlight the user and then press ENTER The same screen as above will appear To amend any of these options select the corresponding number and then press 43 ENTER This will allow you to amend this option Deleting An Existing User Highlight the user and then press DELETE You are then asked are you sure that you want to delete this user Answer yes here and the user is removed from the user File Note If a user is deleted from the file it is also deleted from any sales it was assigned to causing signs to appear instead of the user s name PRODUCT FILE The product file contains all products from the front of shop There is a Facility to modify set up delete or print products You have the option to call up products alphabetically or by barcode Select the required method 44 QicPOS NET User Manual Copyright HELIX HEALTH and press ENTER Note you will not be allowed to delete a product that has already been sold in the pharmacy as it already has a sales history against it QicPOS NET C 1987 2008 Helix Health Limited All Rights Reserved Fe Sales Entry Quick Sales Enquiry Q soe EAI Uate Sales Histow iy eho BA oi enaiy eee all ebuild Damaged Files User File Fi Up
7. 5 Enter the discount amount and press ENTER The item will now appear on screen with a D beside it to let you now it has been discounted The selling price will automatically reduce by the discount amount Scan in the remaining products and press SUB TOTAL Continue with the sale as normal from here on How to enter a discount for an entire sale 1 Enter your Pin Number 2 Scan Products 3 Press SUB TOTAL 4 Press DISCOUNT key 5 Press 1 Discount 6 Enter the discount amount E G 10 10 00 20 20 00 30 30 00 etc and press ENTER The total sale amount will automatically reduce by the discount amount Continue with the sale as normal from here on How to enter a discount amount for an entire sale 1 Enter the Pin Number 2 Scan Products s 215 De 6 Press SUB TOTAL Press DISCOUNT key Press 2 Discount Amount Enter the discount amount and press ENTER The total sale amount will automatically reduce by the discount amount Continue with the sale as normal from here on How to enter a refund 1 Zs 216 Enter your Pin Number Scan the product the customer wants to refund Press the REFUND key A box will appear with the amount to refund to the customer This will always appear as the selling price You can change this if you do not want to refund the Full amount Press ENTER you are asked if the item is to be returned to stock and it defaults to No Type Y if it is going back into stock Pr
8. JOE BLOGGS 2180000018057 JIM REIDY 2180000084816 22 09 2010 ok M CopytoClipboard Print 141 QicPOS NET User Manual Copyright HELIX HEALTH VAT Receipt QicPOS now provides the user with the ability to print VAT receipts For customers on request The user must first enter a VAT number within the General Details This can be Found in to Administration gt Edit Files gt Configuration File gt General Details Amend General Details _ Name On Reports Dave s Pharmacy Area Number _ Vat Number 234124FE345345 _ Vat Rate 0 0 00 _ VatRate 1 21 00 _ VatRate 2 0 00 Vat Rate 3 12 50 Vat Rate 4 0 00 CNAKH WH Default Markup 50 00 10 Store ID 11 Pharmacy GMS No 12 Last Monthly Summary Sent 01 1600 13 Next Bank Lodgement Ref 2 14 SQL Server Name dev test8 was ivs uay gt Ei ago Please make a backup now HELIX HEALTH Date 18 03 2011 Workstation 123456 Versions GUI 1 2 26 42897 Logic 8 6 28 The user will now have an option within Sales Entry to print a VAT receipt upon request Note IF the user prints a VAT receipt for a customer the patient details contained within QicSCRIPT will automatically be applied if the sale was done for an account patient or patient currently on the loyalty scheme For all other VAT receipts the user will be requested to enter in the details using Free text This will be detailed below 142 QicPOS NET User Manual Copyri
9. Your department keys will now be restored to your keyboard 66 QicPOS NET User Manual Copyright HELIX HEALTH The most commonly used functions of QicPOS NET are listed under the heading Main for speedy access and convenience QicPOS NET C 1987 2008 Helix Health Limited All Rights Reserved Fa Fea poet Salet Ents peg Mick Sales Enguity Send Order gj Undate Sales Histoy Accounts Repons Administration E where Ba Proft Enquiry Main Menu al 4 Suggest Items To Order Be Dak Sales iy Buick Sales Enqui u quiry n WP coviecemines gt Product Validation Organise Suppliers rae ppl Print Shelf Labels T Milly Print Barcode Labels FR Print Badge Labele p Your last backup was 189 days ago Please make a backup now SALES ENTRY This section of QicPOS NET is where sales transactions are recorded Each member of staff must enter their individual PIN number before each sale is performed ensuring that all transactions are correctly logged Individual PIN numbers will have been allocated when the system is initially configured Select Administration Edit Files Miscellaneous Files User file To perform a sale select Sales Entry from the Main menu and press ENTER You must then enter your Personal Identification Number The PIN number must be entered 67 QicPOS NET User Manual Copyright HELIX HEALTH for every sale QicPOS net C 1987 20
10. 6 Department Type Redeem GiftV 7 Named Patient eae 8 Award Points Standard Department Prescription Item 9 January Gift Voucher 11 March 12 April If this is a Prescription Item then any items 13 May for this department will not be posted to the 14 June patient s account because itis assumed that they have already been posted by QicSCRIPT When setting this department up option 6 Department Type must select option type Gift Voucher Redeem Note When enabling the Gift Voucher module please note that selling and redeeming gift vouchers can be set to apply points to loyalty card holders At this stage the user should programme their department keys to make sure the Gift Voucher department is assigned to a key or visual button See 100 QicPOS NET User Manual Copyright HELIX HEALTH chapter on Programming Department Keys Dave Reidy 22 02 2011 Product Qty Price fo elec a be cd Ld a 4 Di EEE amp s Scan Pri TOTAL HELIX HEALTH Date 22 02 2011 Workstation 123456 Versions GUl 1 2 25 42551 Logic 8 6 23 101 QicPOS NET User Manual Copyright HELIX HEALTH Selling a Gift Voucher In order to sell a gift voucher select the Gift Voucher department key Through selecting this option you will be prompted to enter a Gift Voucher amount Enter the Value you want to issue the Gift Voucher For A product called Gift Voucher will ap
11. Enter Stock Alphabetically Enter Stock by Barcode Enter Stock Alphabetically Enter stock alphabetically allows you to look up the product by trade name When you press ENTER on this option you are asked Do you want to select a department press N here You are then asked Do you want to select a supplier press N here Note IF you answer Y to both these questions the system will assign any products you stock take to a particular supplier and department However as you have validated every item in the shop there is no need to do this An alphabetical list of all products on the product File will be displayed as illustrated in the screen below To search for a product press the SPACE BAR and type the name of the product then press ENTER A list of 242 User Manual HELIX HEALTH products with the same name will appear Highlight the required product using the ARROW KEYS and press ENTER The following screen will appear Enter the correct quantity in stock and press ENTER This Figure is then saved live on the system as the quantity in stock Continue using the same process until every item in the pharmacy has been included in the stock take Enter Stock By Barcode Enter Stock by Barcode allows you to look up the product by barcode When you press ENTER on this option you are asked Do you want to select a department press N here You are then asked Do you want to
12. Sales Ol ACCOUNEAwiinccnasiudavaieidnuaccusuiuntausous 86 Ordering Via Sales Entry x casscscsissviesscapscsess scedtonseeesendoasixosectee 87 F6 Ordering HOEKEy nannan ae is 87 F5 Order Enquiry sesssssssssssessesesesereesesesesesesesssssseseseserererererees 87 X Totan a a a aei 89 Z total Repo insosn tenance hose eis 89 End OFf Day procedUre e e ssseseseseesesesesesesesssssseseseseresererersese 91 a I D B EEEE E E EE 91 Ste D Z narenn a e a e aa i 91 SEQDS AEE A E O E 92 LE o K PETE IRI EEA EEES 92 Sample Z Read ccsesesscssssessescessesseecsesseseeecseesesecseseeneeees 93 Ba k Lodgements nrnna ata aan ai 95 GIFE VOUCHERS oiaren e E E E 97 Gift Voucher set MDa eanan s 99 Selling a Gift VOUChEeTr s sesesesesesssssseseseseseresesersesesesesesesess 102 Redeeming a Gift Voucher sesesseseseseseseessssseseseserereserers 103 Z Total display isacistieia teins anu atid 106 REPOT ES orere oiie ieies ET E a 106 Voucher Configuration ccsccssssessescssssesseecsesseseeseees 108 Gift BA SKOES 5 ssicinssviniscvsan ress n Coven sein as i e 111 Setting up a new Gift Basket ou eeesccsseesseseseeeeeees 111 Printing Basket barcode labels eessescsssseseeeceseees 113 Selling Gift BaSke ts ccsseccsseesscscssesesscscseesesecsesseaesees 115 REDOLES Wi eretat savdecdestecovenecesecdsaiacbsinese EEEE OERE 115 Special OFFS ss ssiiiesisesesecessaatenesetuadeasiesia an a 116 Setting Up a special offer vesscc sczictessssdcoccta
13. Summary Supplier Analysis Supplier Sales including VAT Sales 184 excluding VAT Cost Profit Average profit Transaction mark up and Volume Detailed Supplier Analysis Supplier Product Size Stock level Sales including VAT Sales excluding VAT Cost Average profit Transaction mark up and Volume Sorted by Chronological Order Totals The sales including VAT to Volume columns are totalled Sales To Named Patients Report Description This report forms a list of all veterinary sales within the pharmacy for a given date range Use Used to help the pharmacy are compliant with LM33 regulations Parameters Date range Columns Date Time Receipt and Details Sorted by None Totals None 185 Financial Reports Financial Consolidation Description This report forms a list of all sales within the pharmacy within one month period Use Used to discover the total profit For all sales For a month Parameters Month Year Columns Pharmacy sales Other sales Cost of items sold Mark up VAT and Total price Sorted by Chronological Order Totals The pharmacy sales and other sales columns are totalled Vat analysis Description This report details the vat payable for all sales within a pharmacy for one month Use For compiling VAT returns Parameters Month Year Columns D
14. key IF you are only giving a partial refund type the amount you are refunding in cent and press ENTER values are entered in cent i e 10 1000 QicPOS net C 1987 2013 Helix Health Limited All Rights Reserved System User 03 03 2014 Product Qty Price BABY Enter Refund Amount Date 03 03 2014 Workstation 24FEASIE Versions GUI 1 3 17 55564 Loaic 8 9 8 You are then asked if you are returning this item to stock if yes press Y If you are not as the product cannot be re sold press N This allows you keep full stock control 80 QicPOS NET User Manual Copyright HELIX HEALTH QicPOS net C 1987 2013 Helix Health Limited All Rights Reserved System User 03 03 2014 Product Qty Price Solpadeine Caps 24 S Return Item To Stock N HEALTH Date 03 03 2014 Workstation 24FEASIE Versions GUI 1 3 17 55564 Logic 8 9 8 HELIX Press SUB TOTAL and press ENTER to complete the refund NOTE do not enter the refund amount into the Amount Paid Field or the system will double the refund Exchange To exchange one product for another refund the product the customer wishes to return as explained above then scan in the item the customer wishes to take The system will determine the difference between the selling prices of the two products Press SUB TOTAL and finish the transaction accordingly Deleting An Item From A Sale To delete an item from a tra
15. the required user and press ENTER Enter the number of labels you require and press ENTER to move to the next user Press ESCAPE when you are 164 QicPOS NET User Manual Copyright HELIX HEALTH finished entering the users and the badges will print 165 QicPOS NET User Manual Copyright HELIX HEALTH ORDERS EDIT CURRENT ORDERS This option will allow you to modify any orders or add items to orders before they are printed or transmitted to suppliers Please note that you can view and edit items on the wants list via the sales entry section by pressing F6 when at the main sales entry screen the screen where the user enters the PIN number and the system then gives the Following options gt Review New Items Only A list of all items on today s order will appear To delete any of the items From the list highlight the product and press DELETE To modify the quantity of the items highlight the product and press ENTER Then enter the new quantity and press ENTER again to save When you press ESCAPE the system will ask Is it ok to mark items in the list up to the current position as 166 QicPOS NET User Manual Copyright HELIX HEALTH checked IF you answer N for no here the system will leave the list as is However if you answer Y for yes here the system will move the products from the Review New Items Only list and put them on the Review Checked Items list This is a useful Feature as i
16. 1 Option 1 Stop Automatic Ordering If this is set to No the system will not automatically generate orders and you must enter items on order manually Option 2 Only Order by the Case If this option is set to yes all orders will be rounded up to the nearest case size prior to transmission Customers who are transmitting orders to Aegis will use this option Option 3 Order Electronically Answer Y if this supplier 58 has teleordering Facilities Option 4 10 Teleordering Details Helix Health will set these details up on installation IF a change is required please contact Helix Health Option 11 Last Transmission Day IF you transmit orders to Aegis you will be required to enter a transmission day here Option 12 Last Transmission Time If you transmit orders to Aegis you will be required to enter a transmission time on the day you have selected above Option 13 Next Reminder Date This option holds the date of the next transmission 2 hours prior to the specified time and every half hour until an order is sent or you choose to ignore the message you will be reminded that an order is due to be sent Option 14 Usual Lead Time This is for customers transmitting to Aegis This should be set to the average lead time in days for a supplier to deliver ordered goods Increasing this value will cause extra stock to be ordered so you can use this figure to tweak ideal stock levels For any given s
17. 100 00 05 50pm 40 00 09 02 09 Z Total Printed 100 00 05 50pm 09 02 09 End of Day 100 00 06 00pm Float In this example the following figures will occur All Sales Reports show sales of 135 00 50 45 40 Cash Lift Report shows cash lifted of 135 00 95 40 Z Total Report shows sales of 135 00 50 45 40 However in practice this may not happen What is more likely to occur is the Following sequence of events Date Time Operation Amount in Till 09 02 09 Start of Day 100 00 float 09 00am 09 02 09 Sale of 50 00 150 00 09 10am 09 02 09 Sale of 45 00 195 00 10 10am 09 02 09 Cash Lift of 95 00 100 00 11 10am 09 02 09 Sale of 40 00 140 00 02 10pm 09 02 09 Cash Lift of 40 00 100 00 05 45pm 224 09 02 09 Sale of 20 00 120 00 05 47pm 09 02 09 Z Total Printed 120 00 05 50pm 09 02 09 Sale of 10 00 130 00 05 59pm 09 02 09 End of Day 130 00 Float 06 00pm In this example the following figures will occur All Sales Reports show sales of 165 00 50 45 40 20 10 Cash Lift Report show cash lifted of 135 00 95 40 Z Total Report shows sales of 155 00 50 45 40 20 The cash lift is different from the sales report because an additional amount has been left in the till Any other discrepancies indicate incorrect use of sales entry The Z Total is different From the sales repor
18. 219 How to take money from the till For Petty Cash 220 How to put money into the till For Petty Cash 221 How to do a Cash Lift ci cb cscs teeta csi heme yee ale 221 How to open the till For a No Sale ecsseseeeereteees 222 HOW to dO a Z REA ou eeeccssssessescssesesscsesesesecseseeseeecseseess 222 ORDERING AND STOCK CONTROL uu ceesceeseeceeseeceseeees 226 How stock moves within the pharmacy scccssseeee 233 TERMS AND CONDITIONS IMPORTANT NOTICE THE ATTACHED UPGRADE IS SUPPLIED TO YOU UNDER THE TERMS LISTED BELOW USING THE PRODUCT INDICATES YOUR ACCEPTANCE OF THESE TERMS AND CONDITIONS IF THEY ARE NOT ACCEPTABLE YOU MUST RETURN THE UNUSED SOFTWARE TO THE PLACE OF PURCHASE AND YOUR MONEY WILL BE REFUNDED COPYRIGHT SOFTWARE This software upgrade is Copyright C 2010 and all rights are reserved by Helix Health Limited or its affiliates Helix Health grants a non exclusive right to use the programs in accordance with the terms and conditions listed here to the purchaser of the programs or a transferee in accordance with condition 4 below All rights not specifically granted under these terms and conditions are reserved by Helix Health or its affiliates 9 COPYRIGHT MANUAL This manual is copyrighted C 2010 and all rights are reserved by Helix Health The document may not be copied photocopied reprinted translated reproduced or transmitted in whole or in part without prior c
19. ENTER This ensures that all reports update as of last z total 222 How to program your department hot keys Go to Administration Select Program Department Keys Press ENTER to move to required department Hold down the ALT key and press a corresponding key to assign a hot key to a department e g ALT H For Hair Care Department Press ENTER to move to the next department required Press ENTER until you return to administration menu to save changes Note IF you wish to assign a new department key you MUST re program your old hot keys straight after How it is possible for discrepancies to occur between Cash Lifts Z Totals and Sales Reports Discrepancies normally occur in the amounts shown by cash lift reports Z total reports and management reports such as the departmental analysis or assistant analysis reports What follows is an explanation of why this discrepancy can occur and why it is quite normal In an ideal scenario the final cash lift would occur at the end of each day at the same time as a z total was done and NO further sales would be carried out after this Date Time Operation Amount in Till 09 02 09 Start of Day 100 00 09 00am Float 09 02 09 Sale of 50 00 150 00 09 10am 223 09 02 09 Sale of 45 00 195 00 10 10am 09 02 09 Cash Lift of 100 00 11 10am 95 00 09 02 09 Sale of 40 00 140 00 02 10pm 09 02 09 Cash Lift of
20. Order section IF you answer N or have set the Back Order method to Never Back Order the short stock items will be removed from your order list To complete the check in process press F10 to confirm the order You may enter the supplier s invoice number for reference Order Checked By will default to the current user VIEW A SPECIFIC ORDER You may view both unchecked and checked in orders Select the required option and press the TAB key or SPACE BAR to search for a particular date Press ENTER on the required supplier All order details will appear on screen VIEW A SPECIFIC RETURN To view a specific return press the TAB key or SPACE BAR to search for a particular date Press ENTER on the required supplier All return details will appear on screen REPRINT RETRANSMIT AN ORDER This Facility allows you to Reprint or Re transmit any orders that were unsuccessfully printed or transmitted the first time To search for a particular order either press 172 the TAB key or SPACE BAR Press ENTER on the required order The order will then be printed or transmitted in the same way as before REPRINT A DELIVERY NOTE This Facility allows you to re print a delivery note for any order To search for a particular delivery either press TAB or SPACE BAR Press ENTER on the required delivery AD HOC DELIVERY OR RETURN Ad Hoc Delivery This Facility is used to enter delivery For goods that you have not generated an order for e g if
21. Quantity Reason and User Sorted by Chorological order Totals None Miscellaneous Reports Workload Analysis Report Description Prints a list of the total number of products sold in each half hour period For one or anumber of weeks Use The pharmacist can discover the total number of products sold within a week and discover what the busy periods of the day Parameters Select assistant to print Analyse week beginning and How many weeks should be included Columns Time slot Monday to Sunday and before 9 00 am to After 6 00 p m Sorted by Chorological Order Totals Each day is totalled 191 Till Movements Report Description Prints of all till movements within the pharmacy within a given date range Use The pharmacist can discover the who carried out a till movement why the movement was carried out the time and date of the till movement and the till the movement was carried out on Parameters Summary till movements Date range and Select till number Detailed till movements Date range Select till number to print and Select user to print Columns Summary User Amount in and Amount out Detailed User Date Time Type Description and Amount Sorted by Chorological Order Totals None Print Z totals Description Prints all z total reports generated on a given date range Use A pharmacist can reprint all z to
22. Random stock takes facilitate better stock control and reduces costly downtime 10 Front of shop orders can be tele ordered to wholesalers 11 Your own in house bar codes can be assigned to non bar coded products and individual bar codes and shelf edge labels can be printed for any product 12 A customisable security option allows you to protect your sensitive financial information OPERATING INSTRUCTIONS gt ENTERING INFORMATION When entering data Follow all on screen prompts Data is entered 13 according to the Following rules gt Cursor The cursor Flashing Square Block or White Flashing Line signifies where the letters you type will appear gt Enter Key Whenever you Finish typing a response press the key marked ENTER From now on and in all on screen prompts this operation will be signified by ENTER gt Delete If you enter an incorrect letter press the Delete key or the BACKSPACE key This will delete the last letter entered On some keyboards the BACKSPACE is marked You may only enter a certain number of characters per field Once you reach this point the machine will start to beep until you press BACKSPACE or ENTER gt Data Input Errors Any errors in the data you have typed will be explained on the last line of the screen You will get an error if for example you try to enter the 32nd January 2008 as a date Simply re enter the data in the correct format gt Date Entry
23. Set this option to the number of months after which a product will stop being placed on order if it is not sold IF this is set to 2 and 232 a product has not been sold in the previous 2 months then the product will no longer be ordered until such time as it is sold again Setting to 0 switches the Function off and forces ordering once the product drops below ideal level irrespective of when it was last sold How stock moves within the pharmacy The main benefit of ensuring that your pharmacy has accurate stock control is that your money is not tied up in stock sitting on shelves To maintain accurate stock control you must Follow the six steps outlined below You must generate your orders correctly to ensure that only required items are being ordered from your suppliers and then either teleorder or print the order as required This helps to automate the process and reduce errors You must ensure that deliveries are checked in correctly You must ensure that all returns to suppliers are entered correctly into the system You must ensure that all stock movements are entered correctly into the system You must use the random stock take to keep stock figures accurate You must do at least one Full stock take annually to verify stock figures are correct Points to remember When dispensing products the quantity in stock is reduced 233 When checking in deliveries the quantity in stock is increased When you enter stock Fig
24. a rep comes into your pharmacy and you order and receive goods at the same time To enter an ad hoc delivery select the required supplier the date will default to today Press ENTER to confirm the supplier and date You will be asked if you wish to enter a new record answer Y here Scan or type the product required Enter the number of items being delivered to you You may add bonus stock by entering the ordered amount 3 plus the bonus stock 1 e g 3 1 Press ENTER on the order value or enter the new value Press F10 and Y to confirm the delivery Your stock has now been updated Ad Hoc Return This facility is used for all returns to suppliers To enter an ad hoc return select the required supplier the date will default to today Press ENTER to confirm the supplier and date You will be asked if you wish to enter a 173 new record answer Y here Scan or type the product required Enter the number of items being returned Press ENTER on the order value or enter the new value Press F10 and Y to confirm the return Your stock has now been updated INTER SHOP TRANSFERS This option allows you to account for stock being moved from one pharmacy to another and will increase or decrease stock accordingly Transfer TO Another Shop This option allows you to account for stock being moved from your pharmacy A box will appear requiring you to enter the name of the pharmacy that the stock is going to and the date will default
25. appear ees eee ee Add Record Code Name Address DaN 9 Contact 10 eMail Weekly Sales Figures 11 y Ordering Details Option 1 Code Enter a unique supplier code here Option 2 Name Enter the name of the supplier here Options 3 6 Address Enter the address of the supplier here Option 7 Phone Enter the supplier s phone number here Option 8 Fax Enter the supplier s fax number here Option 9 Contact Enter a contact name for the supplier here Option 10 eMail Weekly Sales Figures If this option is set to yes a file will be generated each Monday containing sales figures for the previous week The file name is your 57 customer account number for the supplier Followed by the number of days since the start of the year and is in a comma delimited csv format The file is placed in the download directory You must then save this File from the download Folder on the c drive as a File attachment and e mail this to the relevant supplier Option 11 Ordering Details The following options are contained within the ordering details 1 Stop Automatic Ordering N Only Order by the Case N N Order Electronically EDI Phone Number EDI Broadband Address EDI Supplier ID EDI Customer ID EDI Password EDI Log On Command EDI Speed Default oononayw o gt 11 Last Transmission Day Not Used 12 Last Transmission Time 13 Next Reminder Date 14 Usual Lead Time Days
26. current account balance is 134 46 overdrawn After applying this sale the new balance will be 149 46 overdrawn Continue BABY Scan Product TOTALE HELIX HEALTH Date 03 03 2014 Workstation 24FEASTE Versions GUI 1 3 17 55564 Logic 8 9 8 Press SUB TOTAL and a box will appear showing the amount that has been added to the account 86 QicPOS NET User Manual Copyright HELIX HEALTH Ordering Via Sales Entry F6 Ordering Hot Key IF you wish to build up your wants list while entering sales transactions press F6 Order key after scanning a product or selecting a product from the product file A screen will appear showing the date the product was last sold the quantity currently in stock the quantity currently on order and the quantity currently in transit This will assist the pharmacy in ensuring that orders are not duplicated You will also be able to see the quantity sold this week this month and this year for this product Enter the quantity ou want to order here and it will be added to the order QicPOS net C 1987 2013 Helix Health Limited All Rights Reserved System User 03 03 2014 Product Solpadeine Caps 24 S Date of Last Sale 04 05 13 Qty In Stock Qty Currently on Order Qty In Transit Value Sold This Week 0 0 o 2 0 00 Keps visit 314 11609 38 Solpadeine Caps 24 S Qty To Order zm HELIX HEALTH Date 03 03 2014 Workstation 24FEASIE Versio
27. customers on new products Special Offers Events etc There will be a Facility to send individual text messages along with group messages whereby the user can send a message to all customers that currently possess a loyalty card or all customers that currently have points on their loyalty cards Text Messaging Setup In order to set up this Facility up the user must Go to Administration gt Edit Files gt Configuration File gt SMS Text Messaging 148 r Ae m Sales Entry Quick Sales Enquiry A Find 7 aye Replace Send Order Update Sales History Q Select Editing Enquiries Orders Accounts Reports G Janets Ba Pot aiy Exit a as A ai Rebuild Damaged Files gt User File Sales Entry Details Fill Update Trade Prices Product File gt Sales Receipt Details ow Update Sales History File Department File Ordering Details F amp Utility Procedures gt Supplier File Modem Details e N E Poorer Department Keys Till Movements File Price Update Details 9 s impon Product Details Layout Files Labelling Details lt iy J9 check tortive Updates Alarm Details Miscellaneous Details lt LL Loyalty Cards Printer Details aa oe E Workstation Details Your last backup SMS Tee Messing a was 55 days ago Please make a backup now a i 0877072010 Wiorkstation 123456 Versions GUI 1 215 11560 Logic 860 ae They must then enter their SMS details in the screen prov
28. enquiry can be used to generate quick orders for sales reps when they are in the pharmacies as well as allowing you to view the quantity of stock you have sold for that particular supplier since the last time the representative was in the pharmacy Quick Sales Enquiry Select Supplier Bristol Myers our las st backup A Weed 91 days 2 ago Please make a backup now To use this option you must first enter the name of the supplier When you have done this you have the option to 196 QicPOS NET User Manual Copyright HELIX HEALTH view the full supplier product list or only the products sold since the sales representative s last visit IF you are using the rep sales enquiry for the first time then you should select the Full supplier product list A list of all products assigned to this supplier will appear IF you have done a stock take the current stock for this product will also appear C 1987 2008 Helix Health Limited All Rights A Quantity Sold and Value Sold Columns refer to sales of Bristol Myers products since the last cleardown To place an order with the sales representative simply press ENTER on the product you wish to order and enter the quantity you wish to order When you have Finished press ESCAPE A message will appear asking Is it o k to clear the rep Figures For this supplier now IF you answer yes to this question the next time you enter this option it will only show
29. figures since the last time the rep was in To print the order select Print or Transmit Orders in the ordering section CASH DRAWER CONTENTS This enquiry will show you exactly what should be in each till at any particular moment Including the Float 197 QicPOS NET User Manual Copyright HELIX HEALTH Receipt Done At Cash Cheques cicard Other Total il 11 o 0 00 41 99 0 00 39 50 This is a useful enquiry to do before deciding how much cash to lift from each till SALES ENQUIRY You may view sales transactions by gt Department gt Product gt Assistant gt By Specific Product Sales by department Select the required date range you wish to view A list of all departments will appear displaying quantity sold sales value profit and percentage profit per department Sales by product Select the required date range you wish to view A list of all products will appear displaying quantity sold sales value profit and percentage profit per product 198 QicPOS NET User Manual Copyright HELIX HEALTH Sales by assistant Select the required date range you wish to view A list of all users will appear displaying the total number of items sold sales value profit and percentage profit per user Sales of a specific product Select the product you wish to look at by typing in the first Few letters of the product Select the date range you wish to view The product will appear displaying the quantity
30. fo HELIX HEALTH QicPOS NET User Manual Table of Contents TERMS AND CONDITIONS 0 ccccsccssscecssecesseecsssceeseeceeseeceses 9 IMPORTANT NOTICE cccccccssssecssscecseecesseecssseeeseeceeseeceses 9 COPYRIGHT SOFTWARE cccsscccssscesccecssssecssscecseecesseeees 9 COPYRIGHT MANUAL cc ccsscssssesssecsesssecssecseesseecsnees 10 SOFTWARE USE niner lacstavchvsetertiens tose tasccest vues 10 SOFTWARE TRANSFER scsssceessccesseecesseeeseceeseecesseecees 10 UPGRADES si csscccnsssiateosvsssdevsvezarsasisetssdveuetessesdetesseeseenenseseseense 10 BREA OA aariat e e RA EAA RA 11 LIABILITY AND WARRANTIES cssccssssscsssceeseecesseecesees 11 ADDRESS AND CONTACT NUMBERG s cccseecesseeceeees 11 INFRO DUCTION piessisccieiscetatieiecc edeevaatiinces ative oieheeicdeetdess 12 The main Features of QiCPOS NET are uu ceeesceseeeeese 12 OPERATING INSTRUCTIONS ccccsccesssecsssceesecesseesesees 13 ERROR MESSAGES ccssccssscssscssscssscesscesseesssessssensecseecseecsaees 15 FATAL SYSTEM ERRORG cccsssceescecesssecssscecseeceeeeceseeecses 15 STARTING YOUR TILL csccssccssecssecssecssscesscesseesseesssesssesees 16 WHY THE NEED TO BACKUP cccssccesssecsseceeseecesseecesees 16 Wha iS a BACKUP cceessescssssesscscsessesecscseesesecsesseseeeceeseees 16 How often should I Dacktip assst siss scctsacchactsadenccssacctsaet
31. for handling shorts from your suppliers There are three back order methods 1 Never Back Order IF you select this option the system will never back order any products that are short If you do have shorts and you want to reorder them you will have to generate a separate order for them Back Order During Check In If you select this option when you are checking in an order and you have been left short you are given the option to back order the shorts These shorts are then put back on order to whomever they were ordered From in the First place You also have the option to transfer all these shorts onto another supplier on a once off basis See Transfer Supplier in the orders menu Back Order on Transmission IF you select this option the system will put any shorts on back order as soon as the teleorder transmission is complete The shorts will automatically go on back order to the original supplier At this point you will have the option to transfer the order onto a different supplier on an ad hoc basis See Transfer Supplier in the orders menu Option 9 Re Order Method The system gives you 4 different methods for re ordering stock 1 Re Order on Every Sale Every time a product is sold one pack will be added to the order file You can then review the products prior to printing and 27 or transmitting No account is taken of products awaiting delivery Re Order if Below Ideal Every time a product is sold the co
32. from the Aegis Monthly price File This will only update the fields that you have selected in Price Update Details explained above Either of these updates can be run from a Floppy disk or From a file emailed directly to you Any e mailed price updates are automatically extracted from your email system and uploaded into QicPOS NET without manual intervention using an automated email daemon MailMan which is supplied You must have email Facilities i e Internet access to avail of this Feature UPDATE TO LATEST VERSION Please ensure you have completed a successful backup 63 QicPOS NET User Manual Copyright HELIX HEALTH before you use this Facility This utility procedure will load the latest version of the programs from a disk onto your computer Please ensure the update disk is in your floppy drive before selecting this option UPDATE SALES HISTORY FILE This utility option will update your sales history file as per the last X or Z total that is printed Important Note This program should be run every time you print a z total report as this information is used For report purposes UTILITY PROCEDURES sm Department Ky iN You should only access these options if requested to do so by Helix Health 64 This utility will reset the department keys on your keyboard and allow you to assign a key to ed h e co on each workstation stallation After that it should only bs you change any 2 of the de
33. is correct Therefore you need to call up the product using its trade name Please Follow these instructions Go to Administration Edit Files Product File Alphabetically and press ENTER Press the Space Bar and a Find Box is displayed Type the name of the product and press ENTER A list of all products beginning with that name will appear Using the Arrow Keys scroll down to the correct product and press ENTER The same screen explained earlier when validating a product by barcode will now be displayed Simply Follow the same instructions 206 Adding a product that has a barcode to the product file To add a product that has a barcode to the product file please follow these instructions Go to Administration Edit Files Product File By Barcode and press ENTER Scan the product and the barcode will automatically be displayed in Option 1 Unit Barcode on Screen Enter the relevant information for the remaining fields using the instructions indicated earlier in the guide Adding a product that has no barcode to the product File IF you wish to enter a product that does not have a barcode onto the product File the Following steps must be completed Go to Administration Edit Files Product File Alphabetically and press ENTER Press the INSERT key and the following screen is displayed 207 QicPOS NET User Manual Copyright HELIX HEALTH QicPOS NET C 1987 2008 Helix Health Limite
34. off only certain sections of the Z Total report You have three options for the Z Total format 1 Print detailed analysis 2 Exclude department analysis 3 Exclude department and user analysis 25 QicPOS NET User N HELIX HE SALES RECIEPT DETAILS Shop Receipt Header You can type any information you want to print on your receipts here These may be the pharmacy details such as name address and phone fax number This is a free text option Shop Receipt Footer You can type any information you want to print out on the bottom of your receipts here This may be your opening times or a message to your customers This is a free text option ORDERING DETAILS The ordering details section contains all information regarding ordering using QicPOS NET Amend Ordering Details 1 Validate IPU Code ifa 2 Default Supplier 3 Last Order Number 3 4 Last Return Number 0 5 Check Orders by Exception N 6 Ask for Qty when Ordering Y 7 Change Usual Supplier Ask before Changing 8 Back Order Method Back Order during Check In 9 Reorder Method Reorder if Below Ideal 10 Ideal Stock Level Method Max Daily amp Weekly Sales 11 No Orders After Months 4 Change Options 1 7 will be pre set by Helix Health when the system is installed Please do not amend any of these options without contacting Helix Health first 26 Option 8 Back Order Method This option allows you to set the back order method
35. out of stock because there is a run of a product on any one day Use Max Weekly Sales Only As above but only maximum weekly figures This results in lower stock levels within the pharmacy but may cause situations where you don t have sufficient stock to meet demand if there is a run of a product on any one day Use Current MTD amp YTD Sales QicPOS NET maintains a list of the current month and year to date sales of a product IF this option is selected the computer uses a combination of the current monthly and yearly sales Figures to ensure that enough is stocked to cope with past maximum demands This method will take into account seasonal variations but may result in stock levels that are too low to handle daily variations Use Current MTD Sales Only As above but only the current month to date sales are used Use Current YTD Sales Only As above but only the current year to date sales are used Option 11 No orders after Months You can set this option to be the number of months Following the last sale after which the computer will no longer order the product IF this is set to 2 and the product has not been sold in the 29 User Manual HELIX HEALTH previous 2 months then the product will no longer be automatically ordered until such time as it is sold again Setting to 0 switches the function off and forces ordering once the product drops below ideal level irrespective of when it was last so
36. proceed and the following screen appears Locum 14 10 2008 Product ty Price Code 0000023535237 Name Size manu Dept Supp Cost NGGS0N Proauct Not Found Enter details now HELIX 70 Option 1 Code The product barcode will automatically appear here Option 2 Name Enter the name of the product here It is advisable that you enter the Full product name here as it will make it easier to recognise when you print reports at a later stage Option 3 Size Enter the size of the product i e 200ml or 30 tabs here Option 4 Manufacturer Enter the manufacturer of the product here This is a Free text option Option 5 Department This is the department you want to assign the product to here Note This option will only accept the department code You have the option to print off the list of all the departments and department codes in Administration Edit files and Department file Press F10 to print the list Option 6 Supplier Enter the supplier for this product here Option 7 Cost Enter the cost price of this product here When you have finished entering the details for this product the cursor will be flashing at the bottom of the box beside the option Change If at this point you want to modify any of the information you have entered simply type in the line number you wish to modify and press ENTER You will be allowed to modify any of the details on this line When you h
37. products or groups of products This option is available through the administration section of the application as displayed below 1 Helix Health Limited Rig Nees Si a On Sales Entry Zia Dick sae naviy r K mig GQ sorer cate ater toy Orders Accounts Re amp ae nae Breit Ene Exit au Rebuild Damaged Files gt User File Fi Update Trade Prices Product File w Update Sales History File Department File E amp Utility Procedures Supplier File m Program Department Keys Till Movements File M4 import Product Details Layout Files Check for Live Updates Alarm Details Gift Vouchers Gift Baskets Your last backup Special Offers uml Soca we a backup now a E HELIX menus A GERE LE Dst 03103 2011 Workstation 123456 Versions GUI 1 22542551 Logic 8 624 Fai fers Setting up a special offer Go to Administration Edit Files and Special Offers Upon selecting this option the below screen will be displayed enabling the user to set up each special offer 117 QicPOS NET User Manual Copyright HELIX HEALTH 1 Description QT 2 Value To Be Sold g 3 Quantity To Be Sold 4 Discount to be Given 5 Apply to Cheapest Only E 6 Y Select Products in Group 7 View Print Products in Current Group Fillin each of the Following Fields 1 Description The name of the special offer This is a free text option 2 Value to be so
38. select a supplier press N here Note If you answer Y to both these questions the system will assign any products you stock take to a particular supplier and department However as you have validated every item in the shop there is no need to do this Now scan the barcode of the product you want to stock take The product will appear on screen as illustrated below 243 Enter the correct quantity in stock and press ENTER This Figure is then saved live on the system as the quantity in stock Continue using the same process until every item in the pharmacy has been included in the stock take Enter Stock at Random Enter stock at random allows you do a stock take over an extended time period Every item on this list will appear twice a year This Facility works by providing the user with a list of products QicPOS NET wants to stock take New items are added to this list daily for checking There are three benefits to using the random stock take Firstly if you are checking stock daily and each product on this list appears twice yearly then you will have actually carried out 3 to 4 stock takes a year Discrepancies in the annual stock take will reduce as the stock is being checked daily Finally if users are not checking in stock using stock movements or returns to suppliers the random stock take will highlight this Note This option functions better when a full stock take has been completed first When
39. text option Option 7 Amount Enter the amount of money being moved here Option 8 Payment Type Enter the payment type here Press the TAB key for the different payment options gt Cash gt Cheque gt Credit Card gt Other Searching For An Existing Till Movement Press the SPACE BAR and the system will ask you For the movement you want to search for Enter the movement date and press ENTER The system will search for this till movement Modifying An Existing Till Movement Highlight the movement and then press ENTER The same screen as above will appear To amend any of these options select the corresponding number and then press ENTER This will allow you to amend this option 62 Deleting An Existing Till Movement Highlight the movement and then press DELETE You are then asked are you sure that you want to delete this movement Answer yes here and the movement is removed from the movement file Note If a till movement is deleted from the file it is also deleted from the sales entry figures LAYOUT FILES This Facility allows you modify the layout of your order Form and delivery docket Note Please contact Helix Health if you would like to amend these forms REBUILD DAMAGED FILES All file maintenance takes place here You will only need to select this option if requested to do so by Helix Health UPDATE TRADE PRICES This utility procedure will copy product details From the IPU Monthly price file and
40. that was sold and the value of the sales between the two specific dates RECEIPT ENQUIRY You may select either to specify receipt reference reference at bottom of receipt or view all receipts in date sequence If you select this option to specify a receipt number simply type in the receipt number IF you decide to search by date you can do this by pressing TAB or the SPACE BAR and typing in the date Once located to reprint a receipt press F10 View Sales Di 1 1 15 10 2008 10 39 OCUM E Account JEROME BLOWS Credit Card 19 SANDYFORD HALL PLACE Other SANDYFORD Change HBS lso Gean MeninB 0 0009 57 199 QicPOS NET User Manual Copyright HELIX HEALTH CASH LIFT ENQUIRY Select the required date range All transactions entered through a cash lift will appear on screen ORDER ENQUIRY You may view all orders in the system whether they have been checked in or are waiting to be checked in and by invoice number Select the required option This will generate a list of all orders showing the order date number and supplier name Press ENTER on a specific order to view the order details Press TAB or the SPACE BAR if you wish to search For a particular order date You also have the option to view an order by the invoice number To locate a specific invoice press the Space Bar and type in the number Press ENTER on the required order to view it RETURN ENQUIRY This option will allow yo
41. till for Petty Cash 1 2 Enter your Pin Number Press Pay In Press 2 Other Enter the amount you wan to put into the till Press ENTER Enter the reason why you have put money into the tilland press ENTER A box will appear confirming details of the pay in press ENTER How to do a Cash Lift 1 2 5 Note Enter your Pin Number Press Pay Out Press 1 Cash Lift Enter the amounts for cash credit cards cheques and other that you are lifting Press ENTER Cash lifts should be done when there is a large amount of money in the till drawer A cash lift is also done before a z total 221 How to open the till For a No Sale 1 Type your Pin Number 2 Press Pay Out 3 Press 2 No Sale 4 Enter the reason for doing a no sale 5 Press ENTER 6 A box will appear confirming the details of the no sale press Enter and the drawer will open How to do a Z Read Step 1 Press Pay Out Key Select option 2 No Sale Count entire contents of till Step 2 Press Pay Out Select option 1 Cash Lift Lift all takings From the till except the next days Float Step 3 Press Z Total key The cash amount shown on screen should match the cash amount left in the till next days Float IF itis different the cash amount must be changed so that tomorrow s Float is correct This manual adjustment will lead to a cash discrepancy on your z total report Step 4Select Administration Update Sales History File and press
42. to whether the loyalty scheme is applicable to individual departments or not In order to turn on the loyalty module Go to Administration gt Edit Files gt Configuration File gt Sales Entry Details The below screen will be displayed to the user Amend Sales Entry Details 1 PIN Number Length 2 2 FIND Displays all Products ry 3 Save Price Overs Permanently Y 4 Ask for Cost during Price Over N 5 Show Markup Box if Price is Zero Y 6 Always Print Receipt N 7 Force Entry of Pay Out Reason v 8 Force Entry of Pay In Reason Y 9 Using Loyalty Cards Y 10 Loyalty Points per Euro Spent 1 11 Value of Each Loyalty Point 1 cent 12 Exceptions to Monitor Refund Disc Layaway PriceOver 13 X ZTotal Type Ask and then Print Z Total 14 X Total Format Exclude Dept amp User Analysis 15 Z Total Format Exclude Dept amp User Analysis To turn the Loyalty Module on Change Option 9 Using Loyalty Cards to Y 123 QicPOS NET User Manual Copyright HELIX HEALTH Change Options 10 amp 11 to the points and value structure you wish to incorporate Note Once the loyalty scheme has been turned on off the user must restart the application for the changes to take place 124 QicPOS NET User Manual Copyright HELIX HEALTH Adding Customer to Loyalty Scheme In order to add a customer to the loyalty scheme Go to Administration gt Edit Files gt Loyalty cards This screen will display the current cus
43. you check in the delivery Once you have printed or transmitted an order it will automatically move to the Check in Deliveries section CHECK IN DELIVERIES Note If you wish to keep full stock control you must check in orders as you receive them A list of all supplier orders sent will appear when you press ENTER on this option 170 QicPOS NET User Manual Copyright HELIX HEALTH Select the supplier whose delivery you wish to check in All items on the selected order will appear in list format showing the amount ordered and the amount received If the amount received or price needs to be modified For any product select the product by using the arrow key and then pressing ENTER on the required item You may now modify the quantity and or the price IF the cost price on screen is different From the cost price on the supplier invoice you should change it This will keep your cost prices updated on your product file g Al IF you do not receive all items ordered you may be asked 171 if you wish to put the shorts on back order if the configuration option Back Order Method is set to back order during check in configuration IF you answer Y the back order will move back to Edit Items on Order The shorts will move back to the original supplier IF you have the back order method set to Back Order on Transmission then the system will have already identified the shorts and placed them in the Edit items on
44. 10 Card Expires 08 10 2012 Last Used 08 10 2010 Points 75 Cash Value 0 75 Euro o gt C Editing Loyalty Card Details Users can also edit details within a particular loyalty card To do this Go to Main gt Loyalty Cards gt Edit Loyalty Card Details and press enter 135 Enquiries YW QicPOS net C 1987 2010 Helix Health Limited All Rights Reserved Sve Si Orders Accounts Reports Administration Ze Eg u ink ut T a gy PR Sales Entry Bank Lodgements Text Messaging Centre Suggest Items To Order Quick Sales Enquiry Product Validation Organise Departments Organise Suppliers Print Shelf Labels Print Barcode Labels Print Badge Labels Main Menu Create Mailing List Print Loyalty Cards gt Redemption Analysis _ gt jackup s ago ke a The current patient s with loyalty cards will be displayed on the below screen 136 QicPOS NET User Manual Copyright HELIX HEALTH al ret oa ee ce 2180000016022 DAVID REIDY fe 2180000018026 C 2180000018057 JOE BLOGGS 0 Y D 2180000084816 JIM REIDY 0 Y ih TUS DEC SPACE at In order to view edit any of the details the user can search for the patient through using the Spacebar or Space button Note We would advise customers to disable these options For staff members as this option does allow the user to alter points on individual cards 13
45. 12 2010 t Pressing Enter will allow the user to send the text message at different times See below Send in Five Minutes Customer Name Send in Ten Minutes Send in Fifteen Minutes Send in Half an Hour Send in One Hour Through selecting one of the above options the text message will then be sent 151 Group Messages The user will have the option to send messages to groups rather than to each individual separately Through selecting the following option Send to Groups the user will be given 3 options Enquiries Orders Accounts Reports Administration amp 2 Z r Main M F Sg S es Entry aini Menu Calculator ba a Sg Bank Lodgements a fa eat Loyalty Cards gt V Suggest Items To Order ciii oo iene Ze s g Quick Sales Enquiry Check Available Credit p t4 G Ii Product Validation Print Group Members is ae Organise Departments gt y Y WS i se _ ga Organise Suppliers A A M i Print Shelf Labels lh Print Barcode Labels ackup 4 eD Print Badge Labels ko The 3 options will be 1 All customers with Loyalty Cards 2 All customers with Loyalty Points 3 All customers with mobile numbers 152 QicPOS NET User Manual Copyright HELIX HEALTH 1 All Customers with Loyalty Cards 2 All Customers with Loyalty Points 3 All Customers with Mobile Numbers Through selecting any of the
46. 13 Helix Health Limited All Rights Reserved 03 03 2014 C 1987 2013 Helix Health Limited Kec cad ica ccc cal Mca cd MEn 00 bi dc a a ccd a Ka bas HELIX HEALTH Date 03 03 2014 Workstation 24FEASIE Versions GUl 1 3 17 55564_Logic 8 3 8 Once the PIN number has been entered the Following screen will appear 68 QicPOS NET User Manual Copyright HELIX HEALTH QicPOS net C 1987 2013 Helix Health Limited All Rights Reserved System User 03 03 2014 Product Qty Price Scan Product TOTALE Scan in a product using your barcode scanner The product description quantity and price will now appear on the screen Scan all products for this sale the same way 69 QicPOS NET User Manual Copyright HELIX HEALTH QicPOS net C 1987 2013 Helix Health Limited All Rights Reserved System User 03 03 2014 a Product Qty Price so ean 7 E E 1 Product Not Found Enter details now N gt rabble eaea eeo tcc Lele 6 babs cla lca cad cad lll dan bas HELIX HEALTH Date 03 03 2014 Workstation 24FEA31E Versions GUl 1 3 17 55564 Logic 8 9 8 IF the system does not recognise the barcode on the product as the product is not set up on the product file the system will tell you that product cannot be found and will ask if you want to enter the details now This option defaults to no enter Y for yes to
47. 21 6 Amount 50 00 7 Date Redeemed 22 02 2011 8 Time Redeemed 12 18 9 Redeemed By Dave Reidy 10 Transaction 3 22 EST 109 QicPOS NET User Manual Copyright HELIX HEALTH IF a receipt has a status of not being redeemed the user can reprint the Gift Voucher for the user through selecting F10 on the below screen Edit Gift Vouchers nem Date amp Time Issued Date amp Time Redeemed IFMQEU 21 02 2011 09 56 21 02 2011 10 07 ABAIDN 21 02 2011 10 07 21 02 2011 11 41 12 83 HRGBNA 21 02 2011 11 21 21 02 2011 11 38 50 00 MABKIQ 21 02 2011 11 43 121 30 ie A A TE O m m eo e GCKLHG 21 02 2011 14 58 21 02 2011 14 59 12 50 QBEIBB 21 02 2011 15 04 21 02 2011 15 06 10 00 POGUFE 21 02 2011 16 06 21 02 2011 16 09 20 00 TLSQBB 22 02 2011 11 53 22 02 2011 12 18 50 00 Select Option Print All Gift Voucher 110 Gift Baskets Gift baskets can now be created within QicPOS NET The user now has the ability to assign a number of products to a basket and generate a barcode for that basket Setting up a new Gift Basket To create a new Gift Basket go to Administration gt Edit Files gt Gift Baskets F QicPOS net C 1987 2011 Helix Health Limited All Rights Reserved ioc C fa Ta Be m Seles Entry py Quick Sales Enquiry Send Order rd Update Sales History amp abc Analysis ay Profit Enquiry Eat Main Menu 7 z Configurati
48. 30ml N S C Born Blonde No 356 1 N S D Born Blonde No 370 1 N S E Clairesse Black No 222 N S F Clairesse Dark Brown No 220 N S G Clairesse Golden Blonde No 206 N S H Clairesse Light Ash Blonde No 204 N S Clairesse Medium Ash Blonde No 208 N S J Clairesse Medium Golden Brown No 216 N S K Clairesse Medium Ash Brown No 218 N S L Clairesse Pale Ash Blonde No 202 N S G Order Gav Print To place an order with the sales representative simply press ENTER on the product you wish to order and enter the quantity you wish to order When you have finished press ESCAPE A message will appear asking Is it o k to clear the rep figures for this supplier now IF you answer yes to this question the next time you enter this option it will only show figures since the last time the rep was in To print the order select Print or Transmit Orders in the ordering section 158 QicPOS NET User Manual Copyright HELIX HEALTH PRODUCT VALIDATION This facility may be used to assign departments to particular products or to check product information If you want to check prices when doing product validation you can set this up in Administration Edit Files Miscellaneous Files Configuration Miscellaneous Details Then set option 5 to Y for yes You can also enter new products if you wish To start select the required department by pressing TAB For the Full department list Scan the product you wish to validate This prod
49. 400 91 For cheques credit card transactions and other lift Full amounts Press ENTER to save the cash lift The system will print out a cash lift receipt that you can attach to the z total printout Step 3 Press the Z Total key The till drawer will open and a manual reconciliation box will appear The First option here reads cash in drawer The amount appearing here should be the next day s Float IF this figure is incorrect change it to the amount you are leaving as the float In the case of the next options cheques credit card transactions and other these should all be zero Again if they are incorrect change to zero Finally press ENTER to save The z total receipt will then print out Step 4 Finally you must update the sales history file This downloads the sales information from the z total to the reports so all the information here is up to date To do this select Administration Update Sales History File and press ENTER This only takes seconds to complete 92 Sample Z Read Department Sales Disc Refund Unassigned 285 80 9 14 63 72 D amp P 19 59 0 28 00 00 Misc 20 VAT 12 32 0 00 00 00 Prescription 20 VAT 184 95 0 00 00 00 Sundries 0 51 0 04 0 00 Vitamins 39 40 2 56 0 00 542 57 12 02 63 72 Staff Name Sales Disc 439 6 12 02 102 95 00 00 26 22 542 57 12 02 63 72 Number of Customers 22 Spend per Customer 27 56 Movement Analysis Cash taken Cheques taken Credit
50. 7 QicPOS NET User Manual Copyright HELIX HEALTH ie bol hed 10 oonan Customer Address eMail Address Phone Number Mobile Number Membership No Member Since Card Expires Points Last Used Print New Card JOE BLOGGS joebloggs gmail com 0879910566 0879910566 2180000018026 08 10 2010 08 10 2012 75 08 10 2010 The user can modify the above record through selecting any of the options above Redemption Analysis A redemption analysis report has also been added to the application This will allow the user to view and print what has been awarded and what has been redeemed for each customer This report is broken down into yearly quarters To open this report Go to Main gt Loyalty Cards gt Redemption Analysis 138 Y QicPOS net C 1987 2010 Helix Health Limited All Rights Reserved Oey be 5 Enquiries Orders Accounts Reports Admin Ze Main Menu F Sales Entry Bank Lodgements gt 3 Text Messaging Centre gt Edit Loyalty Card Details Suggest Items To Order Create Mailing List Za Quick Sales Enquiry Print Loyalty Cards ing Product Validation E Organise Departments des Organise Suppliers a Print Shelf Labels un Print Barcode Labels ee Print Badge Labels this The user has the option to select from the below options 1 Print Points Redeemed 2 Print Points Awarded 3 Print Both Printing Points Redeemed will disp
51. All dates must be entered in the Format DDMMYYYY For example to enter the 4th May 2004 Type 040504 gt Escape Key Pressing ESCAPE will exit you from what you are doing and bring you back to the previous screen THESE PROCEDURES SHOULD BE USED THROUGHOUT THE SYSTEM 14 ERROR MESSAGES IF you enter an incorrect response to a question when inputting data you may get an error The error message will appear at the bottom of the screen telling you what you have done wrong For example if you typed A to a Yes No type question e g OK to delete record the computer will respond by saying Entry must be Y or N You must then re enter either Y or N to the question These messages are there for your convenience Entering incorrect data will NOT cause any problems as long as you re enter it in the correct Format FATAL SYSTEM ERRORS Sometimes the system might stop in the middle of a program saying that a fatal error has occurred This can be caused by a number of reasons some more serious than others IF this ever happens 1 Note the error number and file name displayed on the screen and any other relevant information such as what you were doing at the time 2 Follow any instructions given to rectify the problem Contact our Customer Care Team if there are no instructions given or if you require assistance 15 IF THESE PROCEDURES ARE NOT FOLLOWED YOU MAY LOSE SOME OR ALL OF YOUR DATA AND WE MAY BE UNABLE TO
52. E 0 ccccccssssecsssceessecesseecsseeees 173 AD HOC DELIVERY OR RETURN cccecessecsseceeseeceseeeeees 173 Ad Hoc DelIVOry site siea ik rani hunendtandinees 173 Ad HOG REGU zreo irti E EERS 173 INTER SHOP TRANSFERS cssccssscssscssscssscesseesseesssesneeenes 174 Transfer TO Another Shop u cccsccsssessescssssessescsesseseeeeees 174 Transfer FROM Another Shop ccssecssssessescsseseseeeeees 174 STOCK MOVEMENTS ccssccssscssecssecssecssecsseesseessecssseesseees 175 Enter Stock Movements cccscssssssesessesesescscsesseseseeseeeees 175 VIEW STOCK MOVEMENTS csscccesssecssscecseecesseecesees 176 STOCK CONTRO Losin ccsecisccsscasvassetes svsssnnasetesers sds sencev vases tosndees 176 Random Stck Take zanna a a E E i 177 Enter Stock Alphabetically ccccscscsessscsssseseeecseseees 178 Enter Stock By Barcode ou csccesesesscscssesesscsesseseeeceeseees 178 Export Product deldllS ciccxsaiaccuancewainnads 179 Import Stock take Dat a seseseeeesesesesesesssssssseseseserereserseee 179 REPORT Sivsiiccceseviieseesdiniechadsbssedsdevscgedesntssodiacvee to ENESE aE aS 181 Sales REDORGS aaa a E N 181 ABC Product Analysis Report ccssccssesessescseeeeeees 181 Budget Variance Repoft s sesessssssssssesesesesereeesesesesesess 182 Departmental Analysis REPOFt ccccscssessecsesseseeeeees 182 Assistant Analysis REpOrt ccccccssescssccssssesscseseeeeeees 183 Assista
53. ENTER The following screen is displayed 227 Amend Ordering Details 1 Validate IPU Code Y 2 Default Supplier 3 Last Order Number 3 4 Last Return Number 0 5 Check Orders by Exception N 6 Ask for Qty when Ordering y 7 Change Usual Supplier Ask before Changing 8 Back Order Method Back Order during Check In 9 Reorder Method Reorder if Below Ideal 10 Ideal Stock Level Method Max Daily amp Weekly Sales 11 No Orders After Months 4 Option 1 Validate IPU Code This option should be set to yes This ensures that when ordering the system uses the IPU code to order from your supplier Option 2 Default Supplier Enter your main supplier code in this Field Although each product is validated and assigned to a supplier some may have been overlooked This option ensures that the product will appear on the order for your main supplier You can change it to another supplier at the ordering stage if you wish Option 3 Last Order Number This is the number of the last order generated on the system Note Do not adjust this number Option 4 Last Return Number This is the number of the last return generated on the system Note Do not adjust this number Option 5 Check Orders by Exception If this is set to Yes when checking in deliveries the ordered and received 228 amounts are the same Therefore you only need to change the quantities that are incorrect or short However if not used properly this can s
54. Enquiry Pp EMD Lodato Sales Histo pons Acia iy anwe H pon enau i Bint and Transmit Orders Check in Deliveries Pe ES View a Speotic Petun CEET ia Reprint a Delivery Note Ws Bp stv Retin Inter Shop Transtor gt ep acBiet ove PH stock conta Stock Movements Please Update Siocon s Sales History so fe that reports ago Please make include latest a backup now sales data Enter Stock Movements This option allows you to enter a stock movement Press ENTER and the Following screen is displayed Add Stock Movements 1 Date 16 07 2009 2 User JOE BLOGGS 4 Movement Type Qty In Stock E 5 Quantity 6 Reason The date of the stock movement will default to today s date however you can change this The user will default to the user who logged into QicPOS NET Again you can change this Option 3 Product The system requires you to enter the product you want to enter a movement for You can type 248 the product name here and select from the product file or scan the product Option 4 Movement Type You must then enter the movement type and there are two options l Into Stock This movement type increases stock levels 0 Out of Stock This movement type decreases stock levels Option 5 Quantity Enter the quantity you want to enter the movement for In most cases this is recorded as units Option 6 Reason Enter the reason for the stock movement i e bonus s
55. No orders after X months Subsequently out of use products are never reordered Once an initial stock take is done QicPOS NET will ask you to verify random items of stock per day to complete one 177 recheck per year IF you stock 3 000 products this would be about 10 per day This process will allow you to validate all stock levels continuously ensuring that no Further stocktakes have to be done ever At any point in time a Stock Valuation will provide a complete list of the stock in the shop A full audit trail of all adjustments is available This daily validation should become part of the shop s routine as stock levels are important from an ordering and management point of view Note Before you start using the Random Stock Take a full stock take is required Enter Stock Alphabetically Firstly you are required to select a department IF you answer Y for yes here all the products that you stock take will be assigned to the department you have selected You are then asked if you want to choose a supplier and likewise all the products you stock take will be assigned to this supplier IF you say N for no to both these options the departments and suppliers will not change automatically unless you change them manually A list of all the products will appear on the screen and the system will automatically bring you to the quantity field where you can enter the amount of this product that you have in stock Continue until you ha
56. RESTORE ON YOUR LATEST INFORMATION UNLESS YOU ARE DOING DAILY BACKUPS STARTING YOUR TILL Firstly turn on the server in most pharmacies this is likely to be the dispensing machine Then switch on all tills and receipt printers After a few moments you will be asked to enter your User Code and Password on each till This will bring you into the QicPOS NET Main Menu screen WHY THE NEED TO BACKUP What is a Backup Backing up your system means you are copying the information on your computer s hard disk onto an external hard disk The backup disk can then be used later to restore the information back onto your computer if your hard disk gets damaged or if you lose information from your system Hard disk problems can occur if you have had a power cut and occasionally through normal wear and tear How often should I backup You should backup your files daily one or two backups weekly are not enough The more regularly you backup the less information you lose if you have hard disk issues You should have at least 2 backup hard disks Once a backup has been completed the backup disk should be stored off site in an appropriate container When should I backup Depending on how long your backup takes 5 to 10 minutes depending on the amount of data on your system and or your backup unit You should backup at a time when your business is least busy Please ensure the backup has run through successfully when the backup utility sta
57. VAT Trade Price and Mark up Option 12 Selling Price Enter the selling price of the product here Option 11 VAT Rate Enter the VAT rate of the product here Option 9 Trade Price When you select this option a mark up box will be displayed to the right of the screen The box suggests different mark ups based on the selling price just entered Example IF you want to use a 50 mark up based on the selling price just entered look at the box to the right of the screen Where is says 50 1 98 you enter the 1 98 into the trade price option Option 14 Miscellaneous Details To enter receipt comments and selling hints you must select Option number 14 The following screen is displayed Option 1 Receipt Comments IF you want a comment to print below the trade name of the product on the receipt 205 you can enter the text here You can use these comments to warn customers of side effects from medicines or about promotions on the product Option 2 Selling Hints IF you enter a comment in this option it will be displayed on the sales assistants screen when they scan the product during sales entry Only the sales assistant can see this comment You could use this Function for promoting other products in the range or as training support for new staff Validating Stock Alphabetically Some products do not have barcodes on the packaging however they still need to be validated to ensure that their assigned information
58. abetical yenisinin narnii 45 Searching For A Product On The Product File 46 Modifying An Existing Product cccccscssssesesesseseeeseseeees 46 Adding a product to the product file oo eeeeeeeeeees 47 By BarCOde 3 0 eaineaueaanwalainncumumaiorenton 53 DEPARTMENT FILE deissen 54 Adding A New Departmen L c ccescsscscssesesscsesseseeecseseees 54 Searching For An Existing Department ccsceeeee 55 Modifying An Existing Department cesesceseeeseeeeeee 55 Deleting An Existing DepartMent ccccsseseeseeseeeeeees 56 SUPPLIER FILE sneri neer nine iena i cs es 56 Adding A New Supplier esssesesesesessssssesesesereserersesesesesesess 57 Va ETa E EAEE AT VAE 60 Adding Aegis To The Supplier File 0 eeseseeteeeeeeees 60 Installing Aegis Product File esessesesesesessssssesesesereserereseee 60 TILL MOVEMENTS FILE u ccssccssecsecssecssecseecseecseessseesseees 61 Adding A New Till MoVeMe nL ccesessesesescssseseseeeeeeeees 61 Searching For An Existing Till MOVEMENL ceseseseeees 62 Modifying An Existing Till Movement ssceceesereeeeee 62 Deleting An Existing Till Movement s sessssessesessssessesess 63 LAY QUT FILES senrima i 63 REBUILD DAMAGED FILES ccsccsscssssesssesssecsecsecseecsnees 63 UPDATE TRADE PRICES ccsscssscssscesseesssesesecseecseecseecnees 63 UPDATE TO LATEST VERSION cc ccssccsssesssesssecssesseecs
59. above options the user will be presented immediately with the option to enter in a free text message Enter Message to Send WE CURRENTLY HAVE A PROMOTION ON ALL XXXX PRODUCTS Once the user presses enter at this stage of the process the system will scan through all patients that have loyalty cards Searching for Matching Customers 0 50 100 Once the scan has been complete the below screen will be displayed Send Text Messages Do you want to send this message to 3 patients 153 QicPOS NET User Manual Copyright HELIX HEALTH The user can now send the message Once the user selects Y to the above option the text will be sent immediately and the Following confirmation will appear 3 messages sent Check Available Credit The user will also have the option within this section to check the available credit Once this option has been selected the user will be presented with the below screen SMS Text Credits You have 6084 2 credits remaining approx 7605 texts to Irish mobiles If you would like to purchase further credits please contact Helix Health Sales on 01 4633000 quoting the following information Site ID User ID HelixH1 154 QicPOS NET User Manual Copyright HELIX HEALTH Print Group Members The user will also have the option to print group members They will be given the same options to print as per sending text messages 1 All custo
60. ade for what amounts and when Go to Main Bank Lodgements Make Bank Lodgements here a list of any recent cash lifts done from any till will be listed Add Bank Lodgement Ref 3 Date 09 11 2010 Time 17 09 User Test 1 Cash being Lodged 1300 00 3 C Card being Lodged 655 00 2 Cheques being Lodged 250 00 4 Other Lodgement 0 00 Comments ae ne 20 10 2010 13 27 600 00 100 00 655 00 z Bi 1 09 11 2010 17 09 2 150 00 50 00 0 00 0 00 ci 09 11 2010 17 09 2 550 00 100 00 0 00 0 00 T Options 1 4 will show the total amount for each payment type that should be ready for lodgement You can edit these amounts if needed To record the 95 QicPOS NET User Manual Copyright HELIX HEALTH lodgement press enter the lodgement details are saved and the cash lifts are cleared from the lodgements section Or press escape to cancel and do the lodgement another time Once you save the lodgement you can check the system For all previous lodgements by going to Main Bank mols ules and View Previous Biei Select Bank Lodgement to View menr A nee B 10 09 2010 10 03 6 13 47 C 08 07 2010 17 222 10 1 17 50 ka rw Highlight a lodgement and press enter to view the details of the lodgement 96 QicPOS NET User Manual Copyright HELIX HEALTH Gift Vouchers There is a Function to allow you to provide gift vouchers to your customers which will print a barcoded Gift Voucher receipt The gift vouchers will print o
61. anged permanently QicPOS NET C 1987 2008 Helix Health Limited All Rights Reserved E 2 g Centrum Multivitamins amp Mineral H amp S Clsc Clean Men In Black Banded Pk 1 J amp J Baby Bath 300m Lemsip Max Strength 5 Tocade Bath And Shower Gel Rochas 200m Lyna A Shave Cooling Gel Africa 100m ELID Lynx A Shave Cooling Gel Tempest 100m ELID D S gt A B c D E ARF G H o fe co fea o eS a backup now You may Add Modify or Delete any items from the selected order list Adding An Item To The Wants List Press INSERT to add another product IF there are no items on order you will be asked if you wish to insert a new record answer Y Simply enter the product you want to order the supplier you want to order from and the quantity you want to order 168 QicPOS NET User Manual Copyright HELIX HEALTH QicPOS NET C 1987 2008 Helix Health Limited All Rights Reserved IG 1 Product 2 Order From Case Size A B c D E AIF G H 3 Order Qty a backup now Please note that the maximum number of items per order 350 IF you want to order 500 items you will have to put the First 350 on one order and 150 on another Print Summary of Order To print a summary of an order select the required supplier or press ENTER for all items on order Then select the printer you wish to print to All products will be listed showing pack size qu
62. antity on order value minimum re order quantity ordering code and supplier This information can be used for your own reference Transfer an Order This option allows you to transfer all items on order from one supplier to another on an ad hoc once off basis Select the supplier you wish to transfer from and then select the new supplier and press ENTER A note will 169 appear on screen to tell you the transfer has been completed successfully IF you wish to transfer all unassigned products to a particular supplier press ENTER on From Supplier then select the supplier you want the products transferred to PRINT AND TRANSMIT ORDERS To print or transmit an order select the required supplier or press ENTER for all suppliers Press ENTER on the supplier whose order you wish to print or transmit IF you want to teleorder to this supplier the EDI information must be set up in the Supplier File The order will then print or transmit When transmitting an order you may enter any comments you wish to be sent with the order The order will transmit in a similar manner to teleordering in your pharmacy system IF the transmission is interrupted or not successful you will be asked if you wish to re transmit the order this option will be explained Further down the list IF you answer N here you will be given the option of printing the order Regardless of whether you print or transmit the order stock figures will not be updated until
63. appear on screen This option is useful for checking old orders you have placed View a Specific Return To view a specific return press TAB or SPACE BAR to search for a particular date Press ENTER on the required supplier and the return details will appear on screen This option is useful for checking old returns to the suppliers You may use this option to ensure that you receive credit For returned items Reprint Retransmit an Order This facility allows you to reprint or re transmit any orders that were unsuccessfully printed or transmitted the first time To search for a particular order either press TAB or SPACE BAR Press ENTER on the required order and the order will reprint or re transmit Reprint a Delivery Note This facility allows you to reprint a delivery note for any order To search For a particular delivery either press TAB or SPACE BAR Press ENTER on the required delivery and the delivery docket will reprint 251 Contact Information Our aim is to enable you to manage your business more effectively and efficiently by passing on our knowledge and experience Training Contact Information Training Department 3094 Lake Drive Citywest Business Campus Dublin 24 01 4633000 training helixhealth com Customer Support Contact Information Customer Support Department 3094 Lake Drive Citywest Business Campus Dublin 24 01 4633099 customersupport helixhealth com 252
64. ated supplier Option 8 Back Order Method Never Back Order IF this option is selected the system will never back order any products that are short If you do have shorts and you want to reorder them you will have to generate a separate order For them Back Order During Check In IF this option is selected when you are checking in an order and you have been left short you must amend the check in to record the shorts These shorts are then put back on order to whomever they were ordered from in the first place You have the option to transfer all these shorts onto another supplier ona once off basis if you require Back Order on Transmission If this option is selected the system will put any shorts on back order as soon as the teleorder transmission is complete The shorts will automatically go on back order to the original supplier At this point you will have the option to transfer the order onto a different supplier on a once off basis Option 9 Reorder Method This is the method by which the system will generate your wants list for your order You have 4 options When Below Ideal Every time a product is sold the computer will recalculate the ideal stock level For that product IF the quantity in stock is below this level then enough stock will be ordered to bring it back to the ideal level For fast moving stock like Solpadine and Calpol you can set your own ideal level if you think the system needs 230 to be adjuste
65. ation Edit Files Miscellaneous Files Configuration Sales Entry Options option number 6 Always print receipt The amount of change owing will appear on screen it will remain on screen until you start the next transaction IF For any reason the receipt has not printed correctly you may re print it by pressing F10 76 Part Payments QicPOS NET will allow you to enter up to four methods of payment for one sale Scan in your items and press SUB TOTAL Enter in the amount the customer is paying in cash and press ENTER then enter in the balance of the amount and press OTHER FUNCTION KEYS FOR SALES ENTRY Layaway IF you want to hold an uncompleted sales transaction on 77 QicPOS NET User Manual Copyright HELIX HEALTH File while you process another sale press the LAYAWAY key You can then proceed with as many other sales as you require When you are ready to go back to the original sale press LAYAWAY This will bring back the uncompleted sale QicPOS net C 1987 2013 Helix Health Limited All Rights Reserved Ee System User 03 03 2014 Product Qty Price Details of this sale have been stored away Use the LAYAWAY key to resume at a later time Continue BABY Scan Product TOTALE HELIX HEALTH Date 03 03 2014 Workstation 24FEASIE Versions GUI 1 3 17 55564 Logic 8 9 8 Discount A discount may be applied to individual items or on complete transactions Discount An Individua
66. ave finished press ENTER to accept your changes IF there is no selling price on a product when you scan the 71 QicPOS NET User Manual Copyright HELIX HEALTH product a box will appear on screen showing different mark ups based on the product s cost price Locum 14 10 2008 Product Qty Price o Ss o 5 o 5 o UNN EERTE IILAN a N a N hi l Q e N Selling Price 26 The system prompts you with the selling price based on the pharmacy s own mark up The default mark up is set up in Administration Edit Files Configuration File General Details You can type over this with the actual selling price and the system will amend the mark up based on the selling price and the cost price Price Over IF the selling price of a product is incorrect you can change it by pressing the Price Over key and entering the new price 72 QicPOS NET User Manual Copyright HELIX HEALTH QicPOS net C 1987 2013 Helix Health Limited All Rights Reserved System User 03 03 2014 Product Qty Price Solpadeine Caps 24 S New Price 5221 HELIX HEALTH Date 03 03 2014 Workstation 24FEASTE Versions GUl 1 3 17 55564 Logic 8 9 8 You will also be given the option to change the cost price of a product This is determined by the option set up in Administration Edit Files Configuration File Sales Entry Details option number 4 Ask for cost during price over
67. ave this customer to the loyalty card scheme Increasing Decreasing points for individual products The user will also have the option to apply a different 127 QicPOS NET User Manual Copyright HELIX HEALTH point s structure For individual products To do this Go to Administration gt Edit Files gt Product File Select the individual product and press enter Modify Record 1 Unit Barcode 0000050285747 2 Trade Name Lynx 2 In 1 Short Stuff 3 Unit Size 250ml 4 Manufacturer Lever Fab 5 Supplier 6 Department 7 Case Barcode 8 Case Size 1 9 Trade Price Unit 249 10 Trade Price Case 0 00 Saved v Unit 11 VatRate 1 21 00 12 Selling Price 3 49 Actual Markup 16 13 Last Selling Price Changed 03 01 2001 14 Loyalty Points 3 Value of Points 0 03 15 V Miscellaneous Details 7 Option 14 displays the loyalty points currently assigned as per points value structure set up within Sales Entry To change this option the user can select the above option and change the amount of points awarded to what they wish 128 QicPOS NET User Manual Copyright HELIX HEALTH Disabling Loyalty on individual Departments Functionality has also been implemented giving users the option to disable the awarding of loyalty points on individual departments such as prescriptions etc To do this Go to Administration gt Edit files gt Department file and select the appropriate department Modify Depa
68. ayout Key 3 Allowed Use Price Over Key 4 Allowed Use Discount Key 5 Allowed Use X Total Key 6 Allowed Use 2 Total Key 7 Allowed Use Open Till Key lt lt lt lt lt lt 8 Limit Access to Till Number Unique Pin Number Enter a unique PIN number for this user the length of this number is determined in Configuration and Sales Entry Details It is important to note that once the PIN number length is set if it is changed the system will generate random PIN number digits to 42 compensate so it is advisable to set the length to 2 digits This means the PIN numbers can vary from 10 to 99 The next 8 options determine the level of access each member of staff can have in QicPOS NET 2 Access Payouts IF you wish to allow this user access to Pay Outs enter Y here 3 Price Overs IF you wish to allow this user access to Price Overs enter Y here 4 Access Discount IF you wish to allow this user access the Discount Key enter Y here 5 Access X Total Report IF you wish to allow this user access to X Totals enter Y here 6 Access Z Total Report IF you wish to allow this user access to Z Totals enter Y here 7 Access Open Till Key IF you wish to allow this user access to the Open Till key enter Y here 8 Limit Access to Till IF you want the user to have access to one till only insert the till number here IF you want to give this user access to all tills then you can leave this field blank
69. board 5 Euro Symbol on Screen N A 6 Euro Symbol on Pole NA 7 Verify Date at Startup Y 8 Check for CAPSLOCK On N 9 Check for NUMLOCK On N 10 Receipt Printer 1 11 Barcode Printer 0 12 ScanMAN Port Address 0 0 13 ScanMAN IRQ Number Option 1 Last Receipt Number This is the number of the last receipt generated Option 2 Till Number This is the individual number of the till you are currently working on Option 3 Display Cash Drawer Type The type of display cash drawer you are using is set up here Option 4 Keyboard Type The type of keyboard you are using is set up here Option 5 Euro Symbol on Screen This option will needs to be set to 127 if you want the Euro symbol be displayed on the screen when entering sales Option 6 Euro Symbol on Pole This option will needs to be set to 127 if you want the Euro symbol be displayed on the till display when entering sales Option 7 Verify Date on Start Up IF this option is set to 37 Y for yes the system will ask you to confirm the date when you start up Option 8 Check for Caps Lock On If you set this option to yes the system will ensure that the Caps Lock is switched on when you turn on the system If this is set to No then the system will turn the Caps Lock off if it is on Option 9 Check for Num Lock On If you set this option to yes the system will ensure that the Num Lock is switched on when you turn on the system If this is set to No th
70. cally designed to integrate with QicSCRIPT NET to provide a full solution for managing the front and back of shop business within retail pharmacy The latest scanning technology improves efficiency with speedy sales entry and stock checking Excellent management support is provided through comprehensive reporting superior stock management integrated customer accounts and sales analysis and tight system security Combining user Friendliness with innovative software Features QicPOS NET is a powerful addition for businesses seeking to improve their efficiency and maximise their profit potential The main features of QicPOS NET are 1 Cost efficient management of the full pharmacy business through integration with QicSCRIPT NET For accounts ordering and backup purposes 2 Increased sales opportunities through link selling 12 and efficient management of promotions 3 Discounts refunds vouchers and price changes can be managed easily 4 Speedy and efficient sales entry using state of the art scanning technology 5 Concise reporting gives you the latest financial information quickly and easily 6 Sales by product departments assistants and profit values can be viewed and monitored 7 Lower operating costs through better stock Management reducing overstocking and identifying best and worst selling products 8 Order when below ideal can help you reducing overstocking caused by seasonal Fluctuations 9
71. cards taken Other taken Change given Total receipts On account Total sales Amount Total Products sold with no department assigned Total Sales Value Total sales value Total Receipts For this till today Charged on account Total sales value Cash removed from till Cheques removed from till Credit card slips removed from till Gift vouchers removed From till Total value removed from till Petty cash Total remaining after all lifts and movements 93 Cash lifted Cheques lifted 141 51 Credit cards lifted 172 87 Other lifted 56 93 Total lifted 167 00 538 31 Cash paid in 25 00 Cash paid out 28 00 Total other movements 3 00 Total in till 1 26 Amount Cash Analysis Previous Cash Balance 50 00 taken 303 00 Change given 131 74 Cash paid in 25 00 Cash lifted 167 00 Cash out 28 00 Cash discrepancy New cash balance paid 1 26 50 00 Details Analysis Discrepancy Cash Cheques ok Credit card ok Other payments ok REPORT 8 07 02 2014 TILL 1 11 30am The float the till started with The figure we are out by The new Float for the till Matches the discrepancy value 94 QicPOS NET User Manual Copyright HELIX HEALTH Bank Lodgements The Bank Lodgements section of QicPOS NET can be used to keep track of lifts taken From the Till and so know what lodgements are being m
72. ceceooeseetcosbacondcovvenstbenaconssventeseed 196 QUICK SALES ENQUIRY cccccsscssscssscssseesseesseesnsesnseeees 196 CASH DRAWER CONTENTS s cssscssscssseeseesssesssesnseeees 197 SALES ENQUIRY cccsusdiccceassccesees cebetnese neniani as 198 Sales by department s sssssssssosseseseseesesesesesesesessssesesesee 198 Sales DY PROGUCE sch ia aa a a aa a 198 Sales by assistant seseseeseeseeeseseseseesesesesesesesessssesesesee 199 Sales of a specific product e sssesesessesesesesesesessssesesesee 199 RECEIPT ENQUIRY lt i sesesccissdkssnlisativicsccdseieswo arctessnteevents 199 CASH LIFT ENQUIRY ccccsccssscssscssscssscesscesssesseesssesnsesees 200 ORDER ENQUIRY ccsccssccssscssscssscssscssscessessseesssesesesnsesees 200 RETURN ENQUIRY cssccssecssecssecssecssecssscesscesseesssesssesnes 200 ACCOUNT ENQUIRY ccsccssscssscssssesssessecssecsecseecssecseees 201 PROFIT ENQUIRY cccccssscssecsecssecsecssscssscssscesseesnsesnsesnes 201 ABOUT THIS SYSTEM sccssscssscssscsssscssseceseceseceesseesseees 202 PRODUCT VALIDATION csccssccssscssscssscesscesscesseesseesesesnes 203 Information Reason For IMPoOrtance cceeseeeeee 203 Validating Products by barcode wu cccccsesesseesseeteeseees 204 Validating Stock Alphabetically eesseesseseseereees 206 Adding a product that has a barcode to the product file AREE E E E cotieuel Giivesedbauedetce 207 Adding a pro
73. cher 301 63 301 63 301 63 0 00 0 Kei BAB 2 80 00 66 12 44 08 22 04 so Givenchy Amarige E D T 100ml 1 57 14 47 22 31 48 15 74 so Givenchy Amarige 7ml Parfum a 40 00 40 00 34 28 5 72 17 Amarige De Givenchy Edt SOml 1 45 65 37 73 29 14 8 59 29 Givenchy Amarige Deo Spray 100ml 2 40 84 33 75 22 96 10 79 47 Vanderbilt Edt 100ml 1 25 15 25 15 0 00 25 15 o Givenchy Amarige Special Offer 1 30 00 24 79 23 62 1 17 5 Quellada Lotion 100ml 4 21 72 17 95 12 00 5 95 so Radian B Muscle Rub 100g 4 19 80 16 36 12 28 4 08 33 Givenchy Amarige Delicate Perf Soap 100g 1 13 99 11 56 7 71 3 85 so Loceryl Cream 20g 3 13 05 10 79 17 64 6 85 39 No 7 Almond Compact Foundation 1 8 57 7 08 5 60 1 48 26 Sabalin Saw Palmetto Extract 60 1 7 05 7 05 5 92 1 13 29 Hair Accessory 1 1 4 03 3 33 2 79 0 54 19 E 45 Lotiog 200m1 1 3 99 3 30 2 77 0 53 13 Flannel 1 1 1 21 1 00 0 89 0 11 22 Dept Key Gift Voucher Redemption z 185 33 185 33 185 33 0 00 i 528 49 469 48 369 46 100 02 27 The above 18 Products represent 100 of the Total Sales of 528 49 4 E m r lo Ok A Copy to Clipboard Print 107 YF QicPOS net C 1987 2011 Helix Health Limited All Rights Reserved le Previous Page 1 of 1 Net 270272011 Dave s Pharmacy F 12 33pm Detailed Departmental Sales Analysis Sales by Department from 21 02 2011 to 22 02 2011 Stock Sales Sales Average Department Product Size Level incl VAT excl VAT Cost Profit Presi 20
74. chers redeemed as displayed on the below sample z read Z Total Report Euro Department Sales 22 Unassigned 70 19 BABY 60 00 Gift voucher 50 00 Gift voucher Redemption 62 83 PERFUME 124 83 242 19 staff Name Sales Dave Reidy 241 97 Ethna 0 22 242 19 Number of Customers 4 Spend per Customer 60 55 Movement Analysis Amount Total Cash Taken 100 22 C Card Taken 140 00 Other Taken 10 00 Change Given 8 03 Total Receipts 242 19 On Account 0 00 Total Sales 242 19 Total Lifted 0 00 Total Other Movements 0 00 Total in Till 242 19 Cash Analysis Amount Previous Cash Balance 0 35 Cash Taken 100 22 Change Given 8 03 Cash Discrepancy 0 00 New Cash Balance 92 54 Reports 106 QicPOS NET User Manual Copyright HELIX HEALTH Reports such as the Departmental Analysis and ABC Product Analysis will now display both Gift Voucher and Gift Voucher redemption department totals Gift Voucher will display any money taken in from the purchase of vouchers and Gift Voucher redeem will display all vouchers redeemed therefore a negative value Print Preview Previous l Page 1of1 Next 22 02 2011 Dave s Pharmacy a 12 31pm ABC Sales Analysis Products Sold between 21 02 2011 and 22 02 2011 List of All Products ranked into Highest Sales Order by Value Sales Sales Average Product Name Size Volume incl VAT excl VAT Cost Profit Markup Dept Key Gift Vou
75. cide Cream 10 Acnecide Cream 5 Acriflex Cream Actifed Chesty Actifed Compound Linctus Actifed Syrup yellow Actifed Tablets 12 S22 E omme OoN gt 156 QicPOS NET User Manual Copyright HELIX HEALTH QUICK SALES ENQUIRY The quick sales enquiry can be used to generate quick orders for sales representatives when they are in the pharmacy as well as allowing you to view the quantity of stock you have sold for that particular supplier since the last time the sales representative was in the pharmacy Select Supplier Bristol Myers Full Sup Gales since Last Cleardown H AI To use this option you must first enter the name of the supplier When you have done this you have the option to view the full supplier product list or only the products sold since the sales representative s last visit IF you are using the quick sales enquiry For the first time then you should select the Full supplier product list A list of all products assigned to this supplier will appear IF you have done a stock take the current stock for this product will also appear 157 QicPOS NET User Manual Copyright HELIX HEALTH QicPOS NET C 1987 2008 Helix Health Limited All Rights Reserved DER Quick Sales Enquiry Quantity Sold and Value Sold Columns refer to sales of Bristol Myers products since the last cleardown re id oras Born Blonde High Lights NS B Born Blonde Lightener Spray 1
76. d All Rights Reserve d DEAR Add Record 1 Unit Barcode 2 Trade Name 3 Unit Size In Store Codes 4A Manufacturer 5 Supplier If you are making up a barcode for a product 6 Department which doesn t have one make sure it starts with the digits 21 signifying an in store 7 Case Barcode code Otherwise you may cause conflicts with N 8 Case Size new products at a later date Leave the last N digit blank and it will be generated for you 9 Trade Price Unit 10 Trade Price Casi 11 Vat Rate 12 Selling Price Actual Markup 13 Last Selling Price Date Changed Se 14 y Miscellaneous Details parapa saos data The message in the box reads If you are making up a barcode for a product which doesn t have one make sure it stars wit the digit 21 signifying an in store code Otherwise you may cause conflict with new products at a later date Leave the last digit blank and it will be generated for you Once you have the in store code entered in Option 1 Unit Barcode press ENTER Enter the relevant information for the remaining fields using the instructions indicated earlier in the guide Secrecy Products When a product is sold through QicPOS NET the trade name appears on the till display For the customers to view However there are certain items that you may not want displayed as they may cause embarrassment to your customer To prevent this from happening you can assign secrecy to these pr
77. d to ensure your have a high enough stock level By using this option you should rarely run out of stock and your money won t be tied up in stock at the back of the shop Note You must be maintaining accurate stock control for this option to work correctly This is the preferred option to ensure that over under ordering does not occur This option should only be used after a complete stock take has been completed and orders have been generated and deliveries have been check in through the system Reorder on Every Sale Every time a product is sold the system will place another one on order This option should only be used when you have a complete stock take done and you are generating in orders andchecking in deliveries By using this option you have to edit your wants list at the end of the day by removing items of the wants list that you don t need before you transmit your order No Automatic Reorder The system will not reorder unless manually told to do so Reorder if Not on Order The system will check the wants list see if the product is on it and it will reorder the products required if they aren t already on order This method will only work after a Full stock take has been completed Option 10 Ideal Stock Level Method In this option you can specify which method to use to calculate the ideal stock levels For products You have 6 options Use Max Daily amp Weekly Sales QicPOS NET keeps a list of the maximum daily wee
78. date Trade Prices w Update Sales History File tity Procedures Your last backup was 189 di ago Moase m make a backup Alphabetically To call up a product alphabetically press ENTER and the system will display the product file alphabetically 45 QicPOS NET User Manual Copyright HELIX HEALTH Edit Products es Solpadeine Capsules OD B Solpadeine Capsules 24 0 00 3 Solpadeine Soluble Tabs 60 0 00 D Solpadeine Soluble 12 0 00 E Solpadeine Soluble 24 0 00 le Solpadeine Tablets 12 0 00 G amp G Solpadeine Tablets 24 0 00 H__ Soltan Aftersun 200m 0 00 ad Soltan Aftersun 500ml 0 00 J Soltan Easitan 125ml 0 00 K Soltan Lotion 125ml 0 00 e Soltan Sfp 20 Sun Lotion 500ml 0 00 Searching For A Product On The Product File To search for a product press the SPACE BAR they type in the first Few letters of the product s trade name and press ENTER Modifying An Existing Product Highlight the product and press ENTER The following screen will appear 46 Modify Record 1 Unit Barcode 5098802500168 2 Trade Name Solpadeine Capsules 3 Unit Size t2 4 Manufacturer Sterling 5 Supplier United Drug 6 Department OTC 7 Case Barcode 05098802400154 8 Case Size 12 9 Trade Price Unit 5 40 10 Trade Price Case 24 78 Saved 62 11 Vat Rate 00 00 12 Selling Price 8 10 Actual Markup 50 13 Last Selling Price 15 00 Date Changed 07 07 2009 14 Miscellaneou
79. deliver does not match the quantity ordered highlight the incorrect item and press ENTER You can now adjust the order and enter the correct amount received It is necessary that this be done correctly otherwise inaccurate stock figures will occur IF you have set Check Orders by Exception to No then the received column will display with zeroes for every item on the order Therefore you have to individually enter the quantity received From the supplier for each item on the order 240 QicPOS NET User Manual Copyright HELIX HEALTH Once all quantities have been check in press F10 to save the order The Following screen will appear Enter the suppliers invoice number and the user who checked in the delivery Then press ENTER The stock Figures on the order are now updated Stock Control Step 3 good stock control techniques It is through the stock control function in your orders menu that you can complete a Full stock take for the store A full stock take is normally completed after you have been generating orders and checking in deliveries for a short period of time as it is these options that help maintain the stock figures on the system The stock take option in QicPOS NET is live This means that you do not have to close your business to complete a stock take To start a stock take press ENTER on Stock Control and the Following screen appears 241 QicPOS NET User Manual Copyright HELIX HEALTH
80. duct that has no barcode to the product file 7 SECTECY PFOGUCES 25 35 er E Ra 208 Sales Entry Quick GUNG Ciacci tics teak ele ee lad eee A 210 How to scan a Product i scc3 ad iain iano 210 How to enter a product with no barcode eeeeeeeees 210 How to enter a sale for a product using a department OE KGW annann A A 210 How to enter a cash sale eessesesesesesssssssseseseserereserees 211 How to enter a credit card or laser card sale 211 How to enter a cheque sale seessseseseseseessssseseseserereseeees 211 How to give cash back on a credit card or a laser card 212 How to give cash back on a cheque wu essescsssseseeeceeseees 212 How to enter a gift voucher Sal ceseescsssseseeeeseseees 213 To charge a sale to a customer s ACCOUNL eseesceeeee 213 How to enter a discount For one item on asale 214 How to enter a discount amount for one item on a sale satus od ctiesdels devs vevaces sind visors ode A bush sn aces seeewetats E E A 214 How to enter a discount For an entire sale 215 How to enter a discount amount for an entire sale 215 How to enter a refund seh rs heels cok suscctea es es cokatelads 216 HOW to enter an EXCHANGE ecscesesesscscssesesscsessesseeceeseees 217 How to use the multiple key X ou ceessescsesseseseceteees 218 How to use the Price Over Key cssccssssesesscsssseseeecseseees 218 How to enter an account PAyYMENL cescesseeerseeseeees
81. e 25 62 Scan Product TOTAL 99 99 acento D 5 B When the user scans in the basket barcode the products belonging to that basket will be displayed The prices displayed will be based on the reduced price using percentages of the actual selling prices Reports Reports will display actual products sold within the gift 115 basket rather than as one gift basket being sold W QicPOS net C 1987 2011 Helix Health Limited All Rights Reserved Previous Page 1 of 1 22 02 2011 Dave s Pharmacy 03 04pm ABC Sales Analysis Products Sold between 22 02 2011 and 22 02 2011 List of All Products ranked into Highest Sales Order by Value Sales Sales Average Product Name Size Volume incl VAT excl VAT Cost Profit Markup 1 50 00 50 00 o Sml 1 46 14 38 13 2 1 30 00 24 79 5 Edt 30ml Spray 30m1 1 28 23 23 33 2 Homme After Shave Bottle 50m1 1 25 62 21 17 5 ept Key Gift Voucher Redemption o 50 00 50 00 o 129 99 107 42 104 12 3 30 3 The above 6 Products represent 100 of the Total Sales of 129 99 lo Ok Copyto Clipboard Print Stock will be deducted as per item sold within the gift basket rather than having gift baskets set up as an individual stock item Special Offers 116 QicPOS NET User Manual Copyright HELIX HEALTH QicPOS NET now contains the ability and flexibility to set up all types of special offers For individual
82. eees 63 UPDATE SALES HISTORY FILE cc ccsssssssesssesssecseesseesseees 64 UTILITY PROCEDURES rninn 64 PROGRAM DEPARTMENT KEYG c ccssccsssssssesssecseecseecenees 65 Adding A New Department Key cscccsesesscsesseseecseseees 65 Reprogramming Department KeYS csscsceeccsseseeeeees 66 IMVAIIN get aaae ES LA EA aE LEE E OTA ENE 67 SALES ENTRY ennenen R RERAN Es 67 Price Oyinai e A R aE 72 M ltiplic tioN sirenenet 74 TAO OV hna a a zs au A NO OA aeeteelos 74 DeparlMeNnt KeySi reinsa niin ii iiae 75 Part Payment Sas horrena eeaeee AST EE aE REENE EESTE A ES aA Et 77 OTHER FUNCTION KEYS FOR SALES ENTRY ccsee0000 77 LAYAWAY EAA R 77 DiS COUN best mccectdenetetnserste Metered eiece tees neti 78 Discount An Individual IKEM cccceesessecsseeeeceeseees 78 Discount A Complete Transaction ccccccssesseecseseees 79 Re fUn wesservverniey cena Gretta eas AE weenie 80 EXC NGG sui aie eee OS eee 81 Deleting An Item From A Salle cccccsesessecssssesecseseesesees 81 Void A TraMSaCtiOn seesessssesescscssssesesessessscsesesseseseeeeeeees 82 PAY lisessszecsseeieveseesalessetevnccanstele A RRR AE nieewel ake 82 Account Payment ccesssssesssecssecssecssecseecseeeseesssesseeees 82 Other Payme NE later cecil orks cea 83 PAVOUE si55 s deccsstacetesd sa yiciceenctee bs n a SdeeSeaks cued adds ween Coes 83 CASH LTE AE E E rate E E esatans 84 ING Sale tin er eE A E aaia 84 ECR E E EE 85
83. em prompts you with then type over this Figure with the correct one Any discrepancy will print at the end of the Z Total report 3 Ask Blind and then print Z Total IF you select this option when you press the Z Total key a box will appear on screen This box will have blanks beside the total for cash cheques credit card slips and other payments that should be in the till You can enter the figures that are counted into these fields Any discrepancy will print at the end of the Z Total report 24 4 Store with no closing balance This is the same as print with no closing balance except the Z Total Figures are stored and the report can be printed at a later date 5 Ask and then store Z Totals This is the same as ask and then print Z Totals except the Z Total Figures are stored and the report can be printed at a later date 6 Ask blind and then store Z Totals This is the same as ask blind and then print Z Totals except the Z Total figures are stored and the report can be printed at a later date All stored Z Total figures can be printed in Reports Miscellaneous Reports Print Z Totals Option 11 X Total Format The X Total report can be modified to print off only certain sections of the X Total report You have three options for the X Total Format 1 Print detailed analysis 2 Exclude department analysis 3 Exclude department and user analysis Option 12 Z Total Format The Z Total report can be modified to print
84. en the system will turn the Num Lock off if it is on Option 10 Receipt Printer This option contains the printer reference number you are using for printing receipts The numbers are set when you the set the printer up in Administration Edit Files Configuration File and Printer File Option 11 Barcode Printer This option contains the printer reference number you are using for printing barcodes The numbers are set when you the set the printer up in Administration Edit Files Configuration File and Printer File 38 USER FILE This Facility allows you set up or modify users and their passwords It will also allow you to establish the access a user has to the system You may add modify or delete details For any users in this section Adding A New User Press INSERT and the following screen will appear Add Record User Code User Password Full Name gt opr Reference Number 5 Staff Card Number 6 Y Change Menu Structure 7 Y Change QicSCRIPT User Options 8 Y Change QicPOS User Options Option 1 Code This is the code the user enters when logging into QicPOS NET and can be up to 10 digits numerical or alphabetical It is also used throughout the system whenever you are requested to enter a user Option 2 User Password You can set up the user s password here It can be numeric alphabetical or a combination of both Option 3 Full Name The user s name is entered here The name entered
85. ere Option 5 Usual VAT Rate Assign the standard VAT rate of the department here Option 6 Prescription For all departments EXCEPT PRESCRIPTIONS this should be set to N Options 7 Named Patient Set to Y for all veterinary departments only to enable LM33 sales to be recorded in accordance with regulations Options 8 18 Budget Figures You may enter monthly budgeted figures for this department These figures can be analysed later using the Budget Variance Report Searching For An Existing Department Press the SPACE BAR and the system will ask you for the department you want to search for Enter the department name and press ENTER Modifying An Existing Department Highlight the department and then press ENTER The same screen as above will appear To amend any of these options select the corresponding number and then press ENTER This will allow you to amend this option 55 Deleting An Existing Department Highlight the department and then press DELETE You are then asked are you sure that you want to delete this department Answer yes here and the department is removed From the department file Note If a department is deleted from the file it is also deleted from any products it was assigned to causing signs to appear instead of the department s name SUPPLIER FILE You may add modify delete or print details for any 56 supplier here Adding A New Supplier Press INSERT and the following screen will
86. es 159 ORGANISE DEPARTMENTS cssccssecssecsecssecsssesseeesseees 160 ASSIGN Departments IN GrOUPS ccsccsessessecssesseeteenees 160 Merge Departments Together ccesessecsseesecscseeseeees 161 ORGANISE SUPPLIERS cccsscsssscssecssecseecssecseesssesseesseeees 162 ASSIGN Suppliers IN GFOUPS cscccsesessescessesseeceeseeseeeeees 162 Merge Suppliers Together ccsccsssessescssesesecseseeeeeees 162 PRINT SHELF LABELS cccccssccesssecesssecsssceeseccesseecsseeees 163 PRINT BARCODE LABELS ccccsssccesssecsssceeseecesseeceseeees 164 PRINT BADGE LABELS 20 eceecesseecessecsssceeseecesseeceseeees 164 ORDERS ii iiccs tessleceues sesecsveceseaserseasossiioterostieuncs EE 166 EDIT CURRENT ORDERS nnee 166 Edit Items on Order jvccisccsssscuatestianvanasicorndnmennreiins 167 Adding An Item To The Wants LiSt cecesseseseeees 168 Print Summary of Order esssesesessesesesesesesssssssseseseserereserees 169 Transfer an Order sessesessesessssessesessssesessesssssseosesesssnereesess 169 PRINT AND TRANSMIT ORDERS c cccsecceeseeceseeeees 170 CHECK IN DELIVERIES cscccsscssscssscesscesscessseseseensesees 170 VIEW A SPECIFIC ORDER uu ceeeecseccesseecesssecsecceceecesseeeees 172 VIEW A SPECIFIC RETURN cccccccesssecssseeesssceeseeceseeeenes 172 REPRINT RETRANSMIT AN ORDER cccccccssessescsssseseesenes 172 REPRINT A DELIVERY NOT
87. escription 0 21 13 5 Others Total Prescription Other and Total Sorted by None Totals Each column is totalled 186 Stock Control Reports Over Stocked Products Report Description This report prints a list of all products that are overstocked within the pharmacy based on the difference between their current stock level and their ideal stock level Use Discovery of all overstocked products within the pharmacy so that their stock levels can be reduced Parameters Sequence Start at Finish at products to include Number of products to include Columns Product name Size Average daily sales Optimum stock Actual stock Stock value over and Value over Note The Average Daily sales is generated by the Following formula Quantity Sold For The Current Month 6 Number of Days In A Month 7 Sorted by By trade name By department and By supplier Totals The value over column is totalled and the total over stock value are displayed at the bottom of the report 187 Slow Moving Stock Description This report prints a list of all products that have been sold in the past but not in the previous six months plus Use Discovery of all products not sold in the past that are still in stock and costing money and tying up space within the pharmacy in order that they can be reduced Parameters Sequence Start at Finish at Products to
88. ess ENTER The item will now appear on screen with the letter R beside it to let you now it has been refunded The selling price on the screen will appear with a 9 minus sign beside it Press SUB TOTAL As this is a refund and there is no amount paid press ENTER The screen will then tell you how much to refund to the customer How to enter an exchange 1 2 Enter your Pin Number Scan the product the customer wants to refund Press the REFUND key A box will appear with the amount to refund to the customer This will always appear as the selling price You can change this if you do not want to refund the full amount Press ENTER you are asked if the item is to be returned to stock and it defaults to No Type Y if it is going back into stock Press ENTER The item will now appear on screen with the letter R beside it to let you now it has been refunded The selling price on the screen will appear with a minus sign beside it Scan in the product s the customer now wants to buy 217 9 Press SUB TOTAL 10 IF the Total Sale amount is in negative Figures you still owe the customer change so you do not enter any amount into the Amount Paid box 11 Press ENTER 12 The screen will tell you how much change to give back to the customer However if the Total Sale amount is in positive Figures then the customer owes you the positive amount on screen Continue with this sale as normal How to use the mul
89. ether under Other however when printed in hard copy the report will include up to 100 departments This enquiry will give you the sales Figures including VAT the amount of VAT profit including VAT and the percentage profit Profit Calculation 201 QicPOS NET User Manual Copyright HELIX HEALTH Profit selling price cost price vat Profit profit total 100 Cost price calculation for prescriptions 21 vat Cost price Selling price 1 markup 100 vat 100 markup 100 1 Cost price calculation for prescriptions 0 vat Cost price Selling price 1 markup 100 Amount Profit Ine VAT VAT Ex VAT Protit Not Yet Assigned 94 21 15 38 17 50 22 20 MENS DEPARTMENT 5 67 0 98 0 95 20 26 ABOUT THIS SYSTEM This will show details of your particular system e g Dos version type of network etc 202 PRODUCT VALIDATION Before you begin using your QicPOS NET system For sales entry ordering stock control and generating reports you need to Validate the stock in your pharmacy The process of validation ensures that every product is entered into the system in order for it to be correctly identified when scanned as part of sales entry It also ensures that every product has the correct information assigned which is highly important for QicPOS NET to operate effectively This is the information entered during validation and why where it is used Information Reason for Impor
90. firm Customer Details Name David Reidy Address Main Street Tallaght Dublin Ireland This will be a free text screen and the details entered will correspond with what is displayed on the VAT receipt Reprinting a VAT receipt The user will also have the ability to reprint a VAT receipt For a customer This can be done through Enquiries 145 QicPOS NET User Manual Copyright HELIX HEALTH Select Receipt to View A 02 03 2011 08 49 Dave Reidy B 02 03 2011 08 48 Dave Reidy 3 45 75 00 01 03 2011 15 17 Dave Reidy 3 44 39 33 D 0103 2011 15 14 Dave Reidy 3 43 25 26 E 01 03 2011 15 05 Dave Reidy 3 42 29 11 F 28 02 2011 15 40 Dave Reidy 3 41 32 59 G 28 02 2011 15 29 Dave Reidy 3 40 0 00 H 28 02 2011 15 23 Dave Reidy 3 39 75 00 1 28 02 2011 15 10 Dave Reidy 3 38 22 67 J 28 02 2011 15 07 Dave Reidy 3 37 100 00 Ilk L 28 02 2011 15 05 Dave Reidy 3 35 39 85 TS FIO The user can also reprint the VAT receipt through the receipt details option 146 QicPOS NET User Manual Copyright HELIX HEALTH View Sales Detail Ref 3 36 Z 17 Total Sale 100 00 Date 28 02 2011 15 07 Cash 100 00 Assistant Dave Reidy Cheque Account NA Credit Card Other Change 0 00 IG A MARACAEASORI Sa cme le O aA a a g 147 Text Messaging A text messaging Facility has also been added to help cater For promotions for loyal customers This Functionality will enable users to communicate with their
91. follow the instructions above and remember that if you press ESCAPE your changes will not be saved IF the product you have scanned does not exist on the product file you will be asked if you wish to enter its details Press Y and enter the details of the product as explained above Remember if you press ESCAPE the product will not be saved 53 DEPARTMENT FILE This option allows you set up and amend the departments in the pharmacy You may add modify delete or print details for any department here Adding A New Department To set up a new department press INSERT Add Department 1 Code 2 Alternative Code Description Usual Markup Usual Vat Rate Prescription Named Patient So OT fe Budget Figures 8 January 14 July 9 February 15 August 10 March 16 September 11 April 17 October 12 May 18 November 13 June 19 December Option 1 Code Enter a unique department code here Your own department codes must begin with an X Y or a Z This is so that your current departments are not overwritten by any that may be sent out on a future product update Option 2 Alternative Code Enter an alternative code if one is already in use in your pharmacy This code may be entered at the scan product stage to bring up the relevant department 54 Option 3 Description Enter the department description e g Baby Care here Option 4 Usual Mark up Enter the usual mark up For this department h
92. gh Dispensing Ordering and Accounts can be given back to you For analysis purposes in the reports section There are 5 different report types each explained below 1 Sales Reports 2 Financial Reports 3 Stock Control Reports 4 Miscellaneous Reports Sales Reports ABC Product Analysis Report Description This report lists the highest and lowest selling products sold within a given date range Use Can be used to help the staff merchandise the store to help maximise sales Parameters Based on specific dates Based on sales this week Based on sales this month Based on sales this year Date range Rank by highest sales Rank by lowest sales by value or volume Number of products to print Columns Product name Size Volume Sales including VAT Sales excluding VAT Cost Profit and Average mark up Sorted by _ Chronological Order Totals The columns from Sales including VAT to Average mark up are totalled 181 Budget Variance Report Description This report lets the pharmacy discover what departments have reached their sales targets or not Use Can be used to reward staff for achieving sales targets Parameters Date range in the format month year Columns Department Sales Budget Amount variance and Percent variance Sorted by Chronological Order Totals The columns from Sales to Percent variance are totalled Departmental Analysis Report
93. ght HELIX HEALTH VAT Receipt for an account loyalty customer soc Account David Reid gt gt gt The user will be displayed a new option to print a VAT receipt For customers not using a touchscreen F9 can be used to generate the VAT Receipt 18 03 2011 C 1987 2011 Helix Health Limited bess Ese ens an Ese a bed ete ete ate ee tte te ae HELIX HEALTH Date 18 03 2011 Workstation 123456 Versions GUI 1 226 42897 Logic 8 628 Upon selecting this option the user will be presented with a new VAT receipt detailing the VAT analysis breakdown of that transaction See below The patient demographics will be taken from QicSCRIPT 143 QicPOS NET User Manual Copyright HELIX HEALTH Dave s Pharmacy Tallaght Dublin 01 4633000 VAT 234124FE345345 Customer Details David Reidy Main Street Tallaght Dublin 18 03 2011 14 38 Ref 3 90 Item Description Price Ex VAT Moth Balls Stockmaster 2 07 Gift Set wash Glove Soaps 2 61 Gift Voucher 75 00 HAIR ACCESSORIES 8 26 VAT Analysis Rate Prc Ex VAT VAT Total 0 75 00 0 00 75 00 21 12 94 2 72 15 66 12 5 0 00 0 00 0 00 87 94 2 72 90 66 THANK YOU PLEASE CALL AGAIN VAT Receipt for an ad hoc customer For a general non account loyalty transaction the user will be presented with the below screen upon selecting to print a VAT receipt 144 QicPOS NET User Manual Copyright HELIX HEALTH Con
94. h sale 1 Enter your Pin Number 2 Scan Product s 3 Press SUB TOTAL 4 Enter the amount the customer is paying 5 Press ENTER for cash The drawer will open and the screen tells you how much change to give back IF a receipt is required press F10 How to enter a credit card or laser card sale 1 Enter your Pin Number 2 Scan Product s 3 Press SUB TOTAL 4 Press CREDIT CARD key The drawer will open put credit card slip in the drawer and IF a receipt is required press F10 How to enter a cheque sale 1 Enter your Pin Number 2 Scan Product s 3 Press SUB TOTAL 211 4 Press CHEQUE key The drawer will open put the cheque in the drawer and If a receipt is required press F10 How to give cash back on a credit card or a laser card 1 2 5 Enter your Pin Number Scan Product s Press SUB TOTAL IF the customer wants 20 cash back on the credit or laser card add the 20 to the total sale amount Enter this amount into Amount Paid box Press the CREDIT CARD key The drawer will open and the screen will tell you how much change to give back If a receipt is required press F10 How to give cash back on a cheque 1 Zs 212 Enter your Pin Number Scan Product s Press SUB TOTAL Enter the amount the cheque is written for into Amount Paid box 5 Press the CHEQUE key The drawer will open and the screen will tell you how much change to give back If a receipt is required press F10 How
95. here will also print on receipts Option 4 Reference Number You can enter any number into this field This number is unique and the system uses 39 this for reporting purposes It is not necessary to remember this number Badge Number This is populated automatically by QicPOS NET and can be used instead of the users pin number for sales entry See the Print Badge Labels section later in the manual Option 5 Staff Card Number This number is generated by QicPos It can be used to make barcode badges so that staff can long into the system Option 6 Change Menu Structure IF you wish to limit a users access to certain areas of the system select option number 5 and press the TAB key to change the menu structure for that user Each option on the menu will appear with a tick beside it This means that the user has access to all areas of the system To limit access to particular areas of the system press the SPACE BAR on the options you want to limit This removes the tick from this section and prevents the user accessing this area By pressing the SPACE BAR again you give the user access again Option 7 Change QicSCRIPT NET User Options 40 QicPOS NET User Manual Copyright HELIX HEALTH QicSCRIPT NET C 1987 2008 Helix Health Limited All Rights Reserved Edit QicPOS Options Unique PIN Number 115595 1 User Cc 2 User Pe Allowed Use Payout Key 3 Full Nar Allowed Use Price Over Key 4 Referer Allowed Use Di
96. hods explained in the configuration section of this guide orders will generate automatically in this section Within the Edit Current Orders option there are three further options 1 Edit Items on Order 2 Print Summary of Orders 3 Transfer an Order 235 QicPOS NET User Manual Copyright HELIX HEALTH QicPOS NET C 1987 2008 Helix Health Limited All Rights Reserve Fe Fe E Sales Eni pg Quick Sales Enquiy Send Order gA Update Sales History 10 Gy abe Anat io a Brotit Enauiy Aaaa eminem gee GQ En ond Transmit Orders Brint Summary of Ore GB orci doves anster on Order a o o Specie oror QD a EA Reprint a Delivery Note i Ad hoc Delivery or Fletun zd paate o a Sales History so was TST ays that reports ago Please make gt include latest up Z sales data Edit Items on Order All orders generated through QicPOS NET remain here until the order is transmitted or printed You can edit the orders awaiting transmission or printing by pressing ENTER on this option You are then asked to enter the name of the supplier who s wants list you wish to edit or view After you have typed in the name of the supplier press ENTER and wants list order for this supplier will appear DAR Enter Orders pii eee berae 07 707 er en SE T E T Centrum Multivitamins amp Mineral gt H amp S Clse Clean Men In Black Banded Pk 5 J8J Baby Bath 1 93 313 4 90 1 47 3 13 Lemsip Max Strength Tocade Bath And Sh
97. ided below Contact support For details of how to sign up For a text messaging account Amend SMS Text Details 1 Site ID 2 UserID HelixH1 3 Password 54321Qaz 4 Sent From pos store 149 Sending Text Messages In order to send text messages the user must go to the text messaging centre To do this Go to Main gt Text Messaging centre and the below options will be displayed to the user 1 Be ot Ao Enquiries Orders Accounts Reports Administration Lookup Calendar 4 ta abc Analysis g Ery Seles Enty pa Calculator i EJ Bank Lodgements a 5 Fa Ex Loyalty Cards r f A Suggest Items To Order Send to Groups a Quick Sales Enquiry Check Available Credit 2 ZNE yi Or Supplier Gq vers Suppliers Print Shelf Labels wih Wi Print Barcode Labels pa yackup 5 eo Print Badge Labels ys ago Bid ikea The user will have the following options 1 Send to Individual 2 Send to Groups 3 Check available Credit 4 Print Group members To send a text to an individual just select the above option Send to Individuals Type in the customer name as displayed below 150 QicPOS NET User Manual Copyright HELIX HEALTH elec ustomer custmerName id The user will then be required to enter in the customer name Followed by a text message as displayed below Enter Message to Send WE HAVE A PROMOTION RUNNING ON ALL PRODUCTS UNTIL 31
98. ie 16 When should I Dacktip cscs iets betes scscses Letter siesadeasicacanee 17 Backup Procedure through Wind OWG csesssceseeeees 17 TOUCHSCREEN FUNCTIONALITY cccccccsssceeseeceseesesees 19 CONFIGURATION scccsscssscssscesscesscesseesssecesecssecseecseecsnecseees 20 GENERAL DETAILS c3ic3 sicceeasstesest ndeeveceizeassccatecvextevelessesiveves ieee 21 SALES ENTRY DETAILS cccscccsscessecsssecsssceeseeceseeeeees 22 SALES RECIEPT DETAILS eccecccsscecesseeesssceeseeceseeecses 26 ORDERING DETAILS ccsscssscssscesscesssecssecssecseecseecseecnees 26 MODEM DETAILS ssccesscssscesscesscesseesseesssecssecssecseesseecsaees 30 PRICE UPDATE DETAILS ccccccsssecesssecssscecseeceseeecssees 30 LABELLING DETAILS nianna ene 32 MISCELLEANOUS DETAILS cccssccesssecssscecsecceseeeeesees 33 PRINTER DETAILS ssssesssesssosssosssoossosssoessoossoossoosssossoosssossessss 36 WORKSTATION DETAILS ccecceccsecesssecssscecseecesseeceseeees 36 USER FIE Erisin aine i them aves 39 Adding A New USEF ccsscscssssessescsssesecscssesesecsesteseeecsessees 39 Searching FOr A WSOP iessieceealercssca eamashecer doce uinnane 43 Modifying An Existing USEF ssscsecccssesssessseseeeeseeeeeees 43 Deleting An Existing USEF essesesescsessesesesesseesseseeeees 44 PRODUCT FILE W cssccssscssecssecssscssscesscesscesseecesecssecssecseecsaees 44 Alph
99. ige Deo Spray Qy 1 6 Item5 Qiy 7 item6 Qiy 8 Item7 Qy 9 Items Qty 10 Item9 Qty 11 Item 10 Qty 12 Total Price Actual Price 103 99 The price of the basket accumulates ti selling price of each product as assigned to the basket Option 12 allows the user to enter in a discount price at which the basket can be sold Note Through leaving option 12 blank the actual price will automatically be applied Printing Basket barcode labels To print the basket barcode labels the user must select barcode labels from the Main Menu Once this has been selected the following screen will appear 113 QicPOS NET User Manual Copyright HELIX HEALTH Print Barcode Labels 1 Starting Row 10 2 Starting Col 1 s Pome OOo 4 No of Labels When the user selects the F9 option the following screen will appear allowing them to print out a new barcode label for that basket Select Gift Basket A yw B 2194517103236 Sabalin Saw Palmetto Extract The user must select the appropriate basket and indicate the number of labels required depending on how many baskets set up 114 QicPOS NET User Manual Copyright HELIX HEALTH Selling Gift Baskets For selling Gift Baskets the user must scan in the barcode of that Gift Basket gt 4 Dave Reidy 22 02 2011 ae Product Qty Price cn 7 1 3 Armani Femme Edt 30ml Spray 28 23 Armani For Men Gift Set Armani Pour Homme After Shav
100. include and Last selling date Columns Product name Size Cost Selling price Mark up Quantity in stock Value at cost and Date of last sale Sorted by By trade name By department and By supplier Totals The value column is totalled Suggested Orders Report 188 Description This report prints a list of all products that should be ordered based on the difference between their current stock level and their ideal stock level Use Order generation Parameters Sequence Start at Finish at and Products to include Columns Product name Size Maximum daily sales Optimum stock Current stock Current value below Suggested order and Suggest value Sorted by By trade name By department and By supplier Totals The suggested value column is totalled Transfer Analysis Report Description This report prints a list of all products transferred between shops by a pharmacy within a given date range Use Discovery of all products transferred between shops If list all products is selected and the value of the transfers Parameters Transfer to another shop Transfers from another shop Date range List all products Columns Shop Product details Quantity Value VAT and Total Sorted by Alphabetically By sales value Totals The quantity value VAT and total columns are all totalled 189 Stock Valuation Report
101. ion is set to yes a receipt will print after every sale IF you set this option to No you can press F10 after a sale to print a receipt Option 7 Force Entry of Pay Out Reason If this option is set to yes you will have to enter a reason every time a Pay Out is done Option 8 Force Entry of Pay In Reason If this option is set to yes you will have to enter a reason every time a Pay In is done 23 Option 9 Exceptions to Monitor This option determines which exceptions the system will track on the Exception Audit report You have the option to monitor discounts price overs and refunds or a combination of each You also have the option to include the use of the layaway key These exceptions can be printed off on the Exception Audit report Reports Miscellaneous Reports Exception Audit Option 10 X and Z Totals Type This option allows you to select your preferred X and Z total Type There are 6 different types of Z Totals to select from 1 Print with no closing balance This Z total type will not require you to enter any values when printing your Z Total report It will merely give you a breakdown of sales For the day 2 Ask and then print Z Total IF you select this option when you press the Z Total key a box will appear on the screen The system will ask you how much cash cheques credit card slips and other payments should be in the till IF the amount of each that you count does not match the amount that the syst
102. ions refer to the label sizes For small barcode labels These labels are used when you select the option to Print Barcode Labels on the main menu Our preferred choice of labels is Avery L7656 available from most stationary outlets You can set up default values For this label type by selecting Field number 1 pressing TAB and selecting Avery L7656 as the label type IF you want to use your own labels simply measure the required distances with a ruler and enter the values manually into these Fields Options 8 14 Shelf Edge Labels These options refer to the label sizes for larger shelf edge labels These labels are used when you select the option to Print Shelf Labels on the main menu Our preferred choice of labels is Avery L7160 available from most stationary outlets You can set up default values For this label type by selecting Field number 1 pressing TAB and selecting Avery L7160 as the label type IF you want to use your own labels simply measure the required distances with a ruler and enter the values manually into these fields 32 MISCELLEANOUS DETAILS Amend Miscellaneous Options 1 Swipe Credit Cards N 2 Last Transaction Number 0 3 Pause to Tear Slip Y A Full Stock Valuation Y 5 Check Prices when Validating k 6 Rebuild updates Depts Suppliers Y 7 LastWeekly Transmission Date 21 01 2000 8 Only Stocked Items on ABC Report y 9 Action if Account Not In Credit Warn but Allow Credit 10 Name Fo
103. ix Health Limited All Rights Reserved Sean Product TOTALE HSSE nS ii il agi Jed ed ee es a Kd 1 Subtotal now displays at the bottom of the sales entry screen 2 Data import available in application to import update product information 3 QicPos Net link with QicScript Pro now available 4 Additional stock functionality of being able to import or export stock details to a CSV File is now implemented 19 QicPOS NET User Manual Copyright HELIX HEALTH CONFIGURATION Before you start using QicPOS NET there are a number of configuration settings that need to be entered You can find these sections in Administration Edit Files Configuration File The configuration section will determine how QicPOS NET will operate in your pharmacy They will be set up For you on the day of installation Note a member of staff will set this up for you from Helix Health We do not recommend that you amend this section of the program without contacting Helix Health first QicPOS NET C 1987 2008 Helix Health Limited All Rights Reserved eas bu Pa Te ses Ene Quick Sales Enq dormers eu EB vedo te Sales History z Orders Accounts ts Si w Update Sales History Fle amp Utilty Procedures Your last backup was 189 days ago Please make a backup now 20 QicPOS NET User Manual Copyright HELIX HEALTH GENERAL DETAILS The gene
104. kly sales of a product If this option is selected the computer uses a combination of 231 the maximum daily and weekly sales figures to ensure that enough is stocked to cope with past maximum demands The ideal level is skewed 2 1 in favour of the weekly Figure as this results in a lower stock level Note This is the preferred option Use Max Daily As above but only maximum daily figures are calculated This results in higher stock levels within the pharmacy but will help avoid situations where you are out of stock of a product because of short term demand Use Max Weekly Sales Only As above but only maximum weekly figures are calculated This results in lower stock levels within the pharmacy but will not provide for situations where you are out of stock of a product because of short term demand Use Current MTD amp YTD Sales QicPOS NET keeps a list of the current month and year to date sales of a product IF this option is selected the computer uses a combination of the current monthly amp yearly sales figures to ensure that enough is stocked to cope with past maximum demands This method will take into account seasonal variations but may result in stock levels that are too low to cope with daily variations Use Current MTD Sales Only As above but only the current month to date sales are used Use Current YTD Sales Only As above but only the current year to date sales are used Option 11 No orders after Months
105. l Item To allow a discount on an individual item press the DISCOUNT key after you have scanned in the product 78 QicPOS NET User Manual Copyright HELIX HEALTH QicPOS net C 1987 2013 Helix Health Limited All Rights Reserved System User 03 03 2014 Product Qty Price r 7 1 BABY amp Discount Discount Amount hl retell ot tet loo mee GE BA Deena eal BA HELIX HEALTH Date 03 03 2014 Workstation 24FEASIE Versions GUI 1 3 17 55564 Logic 8 9 8 Two discount options will appear on the bottom of the screen 1 Discount 2 Discount Amount To allow a discount percentage press 1 and type in the discount percentage Note Discount percentages must be typed with two extra zeros i e 20 would be written as 2000 To give a discount amount select 2 and enter the discount amount in pence Complete the sale in the usual manner Discount A Complete Transaction To give a discount on the full transaction enter the sales details as normal press SUB TOTAL then press DISCOUNT Once again you have the option of entering a discount percentage or a discount amount 79 QicPOS NET User Manual Copyright HELIX HEALTH Refund To carry out a refund at the sales entry screen scan the product you wish to refund and press the REFUND key You have the option give a total refund or a partial refund IF you want to give a total refund simply press the ENTER
106. l offer the user can press 119 QicPOS NET User Manual Copyright HELIX HEALTH enter when on the highlighted item Assign Products Adidas Fruity Rhythm womens gift set ef B Adidas Game Spirit Gift Set For Men 7 11 95 ef C Adidas Gift Bag Body Spray Shower Gel 1x4 12 49 2 D Adidas Gift Set 1 0 00 d E Adidas Gift Set For Men Box 1x3 9 98 oY F Adidas Ice Dive For Men Gift Set 7 6 95 ef G Adidas Ice Dive Mens Gift Set 7 750 2 H e I Adidas Mens Dynamic Pulse Gift Set 7 6 49 CY J Adidas Mens Fresh Impact Gift Set 7 ef K Adidas Mens Gift Set if 6 29 2 L Adidas Mens Team Force Gift Set 7 10 99 2 M Adidas Mens Urban Spice Gift Set 7 70 99 CY N Adidas Mens Urban Spice Toiletries Bag 7 14 49 2 zZ Below is another sample special offer This offer is a general 25 discount on all selected products There are no limits as to quantity purchased or value purchased 120 QicPOS NET User Manual Copyright HELIX HEALTH Sample Special Offer 2 Seas Modify Record 1 Description disney 2 Value To Be Sold 0 01 3 Quantity To Be Sold 1 4 Discount to be Given 25 00 5 Apply to Cheapest Only N 6_ Y Select Products in Group 7 View Print Products in Current Group The user must enter a Value of at least 1 cent and a quantity sold of at least 1 item The discount will apply to all items once option 5 is set to N Note IF certain special offers are set up i e 3 for 2 the customer can buy 3 and get
107. l stock levels are too high or low when calculated you can adjust this value here Option 11 Max Sold This Month This field contains the maximum quantity sold of the product in any one month at any time in the past Option 12 Max Sold This Year This field contains the maximum quantity sold of the product in any one year at any time in the past Option 13 Last Rep This field contains the maximum quantity of a product when purchased last Option 14 WEEE contribution This Field contains a list of possible WEEE contribution amounts When you have finished entering your product information press ENTER to until you are returned to your product file to save the product to the product file IF you press ESCAPE before you the product will not be added to the product file 52 By Barcode To look up a product by barcode press ENTER and the system will display the Following screen Edit Products 1 Unit Barcode 2 Trade Name 3 Unit Size 4 Manufacturer S Supplier 6 Department 7 Case Barcode 8 Case Size 9 Trade Price Unit 10 Trade Price Case Saved 11 Vat Rate 12 Selling Price Actual Markup 13 Last Selling Price Date Changed 14 y Miscellaneous Details To call up a product by barcode you will need to use the scanner provided Using the scanner scan the product barcode and the product details for this product will automatically appear on screen To edit the product s details
108. later date Ask and then store Z Totals This is the same as ask and then print Z Totals except the Z Total Figures are stored and the report can be printed at a later date Ask blind and then store Z Totals This is the same 90 as ask blind and then print Z Totals except the Z Total figures are stored and the report can be printed at a later date End Of Day procedure To Close of your till at the end of the day you should Follow these steps Step 1 Firstly you must know the total amount of money in the till drawer The only way to do this is to count the contents of the till drawer Enter your Pin Number and then press Pay Out Then select the No Sale option The system then prompts the user to enter in a reason for doing ano sale Type the reason and press ENTER The till drawer then opens allowing you to count the contents You need to write down the total amount of Following Cash Cheques Credit Card Transactions Other vouchers Step 2 Having counted the total in the till drawer it is now time to do acash lift To do this enter your Pin Number and then press Pay Out Then select the Cash Lift option The till drawer will then open and the cash lift box will appear on screen The first option here is to enter the cash that you are going to lift excluding the Float i e if the total amount of cash counted is 500 and you want to leave 100 as the float enter that the amount lifted is
109. lay the report as below 139 QicPOS NET User Manual Copyright HELIX HEALTH Page 1 of 1 MULLINS PHARMACY LIMITED a Loyalty Points Analysis Analysis of Points Redeemed Customer Card Number Points Last Used Q4 2010 Q3 2010 Q2 2010 Q1 2010 Q4 2009 Q3 200 DAVID REIDY 2180000016022 14 08 10 2010 JOE BLOGGS 2180000018026 20 08 10 2010 JOE BLOGGS 2180000018057 JIM REIDY 2180000084816 22 09 2010 Ok M CopytoClipboard Print Printing Points Awarded will display the report as below Previous Page 1 of 1 Next pav10 2010 MULLINS PHARMACY LIMITED a 12 18pm Loyalty Points Analysis Analysis of Points Awarded Customer Card Number Points Last Used Q4 2010 Q3 2010 Q2 2010 Q1 2010 Q4 2009 Q3 200 DAVID REIDY 2180000016022 14 08 10 2010 JOE BLOGGS 2180000018026 20 08 10 2010 JOE BLOGGS 2180000018057 JIM REIDY 2180000084816 22 09 2010 Th om a lo Ok E Copy to Clipboard Print QicPOS NET User Manual Copyright HELIX HEALTH Printing Points from both will display the report as below The top line is For points awarded and the bottom line is for points redeemed Page 1 of S Next ps 10 z010 MULLINS PHARMACY LIMITED 12 25pm Loyalty Points Analysis Customer Card Number Points Last Used 94 2010 93 2010 92 2010 91 2010 94 2009 93 200 DAVID REIDY 2180000016022 14 08 10 2010 JOE BLOGGS 2180000018026 20 08 10 2010
110. ld MODEM DETAILS Helix Health will set this option up on installation Please do not change these options unless you are instructed by Helix Health PRICE UPDATE DETAILS This option determines the level of information that is updated when you install your monthly price update Amend Price Update Details Update Product Name Size Update Department Update Manufacturer Update Supplier Update Cost Price Update Selling Price Update Case Details Update VAT Code Update IPU Code Use Ethicals on IPU Update SOMNOARWN gt z lt lt lt z lt z lt z2 lt n i Print Shelf Edge Labels Never Print Shelf Labels Change J Accept maxeyCancel o O a Options 1 9 If each option is set to Y for yes the corresponding option will be updated from the IPU Aegis price updates when you install your monthly update 30 Note Be careful how you set up each option here IF option2 is set to Y the 53 IPU department descriptions will be blank when downloaded from the IPU file Please contact the IPU directly to obtain their descriptions IF option 6 is set to C QicPOS NET will calculate the selling prices for your products based on their current mark up and selling price updated from the IPU disk Option 10 Use Ethicals on IPU update If this option is set to Y for yes all ethical products will be updated From the IPU disk when you install your monthly update provided that the p
111. ld This is the value to be spent by the customer before the special offer can be availed of 3 Quantity to be Sold This is the number of products within the special offer to be sold before the special offer can be availed of 4 Discount to be given This is the discount to be given once limits on options 2 amp 3 have been met 5 Apply to Cheapest Only IF set to yes the special offer will only apply to the cheapest product sold associated with that transaction Apply To Cheapest If YES then the discount will only apply to the cheapest item use 100 to give cheapest item free If NO then the discount applies to all items on the sale which are in the current group 118 QicPOS NET User Manual Copyright HELIX HEALTH Below is a sample special offer This offer is a buy 3 get the cheapest item Free i e 3 For 2 Sample Special Offer 1 Add Record 1 Description Addidas Promotion 2 Value To Be Sold 3 Quantity To Be Sold 3 4 Discount to be Given 100 00 5 Apply to Cheapest Only i 6 Y Select Products in Group 7 View Print Products in Current Group This special offer is set up for all Addidas products Selecting the products can be done through option 6 Select Products in Group Search Alphabetically Search by Department Search by Supplier Search by Barcode The user can use the above options when adding each item to the special offer To add an item to the specia
112. ling price Sorted by Chorological Order Totals None Exception Audit Description Prints all list of all exceptions that have been set to be recorded in Administration Edit file Configuration Sales entry details Option 9 Exceptions to monitor Use Security the pharmacist can discover who when and why an exception was carried out Parameters Isit ok to erase the audit File now Columns Date Time Terminal User and Description Sorted by Chorological Order Totals None Recent Price Changes Description Prints a list of all price changes Use A pharmacist can discover what products have had a price change within the last month Parameters Starting and Ending name Columns Name Size Cost price Selling price Last changed and Last price 194 Sorted by Chorological Order Totals None 195 QicPOS NET User Manual Copyright HELIX HEALTH Note Stock enquires are calculated as per the last stock transaction that takes place Sales enquiries are calculated as of last Z total printed and the last time the sales history file was printed To print up to date sales enquires you must first print the latest x or Z Total Report and then Update the Sales History File see the Main Menu section of the manual for the details on x amp z totals and on updating the sales history file QUICK SALES ENQUIRY The quick sales
113. lling Price Actual Markup 13 Last Selling Price Date Changed 14 V Miscellaneous Details Option 1 Unit Barcode If the product has no barcode and you need to make one up the above message will appear This means that you give the new barcode the First two digits 21 You can then enter the Following 10 digits with any numbers You then leave the last digit blank and press ENTER so the system will generate one For you The reason this is done is to prevent a situation where two products are set up with the same barcode These in store barcodes can be printed and attached to the products through Main Print Barcode Labels Option 2 Trade Name Enter a valid trade name for the product IF the product does not have a barcode it is important that this description is as accurate as possible because you will have to look this product up alphabetically when you are selling it Option 3 Unit Size The pack size may be entered in ml 48 g rams or units here Option 4 Manufacturer Enter the manufacturer s name here This is a free text option Option 5 Supplier Enter your usual supplier for this product here Type in part of the supplier s name and press ENTER then select them from your supplier file IF the supplier you require is not on the list you can enter them now See the Supplier File section of the manual Option 6 Department Press the TAB key for the list of all the departments set up on your system If
114. mers with Loyalty Cards 2 All customers with Loyalty Points 3 All customers with mobile numbers 1 All Customers with Loyalty Cards 2 All Customers with Loyalty Points 3 All Customers with Mobile Numbers Below is the format of how each report will be displayed Previous Page 1 of 1 mNext 08 10 2010 MULLINS PHARMACY LIMITED a 02 30pm CUSTOMERS WITH LOYALTY CARDS MOBILE NUMBER PATIENT NAME PATIENT ADDRESS 0879910566 JOE BLOGGS 0879910566 JOE BLOGGS 0879910566 DAVID REIDY Main Street Tallaght i gt lo Ok l A Copy to Clipboard Print 155 QicPOS NET User Manual Copyright HELIX HEALTH SUGGEST ITEMS TO ORDER When you select this option you will be given a list of suppliers to choose from After selecting a supplier you are given a list of all the suppliers products current stock levels quantity in stock quantity on order ideal stock level and suggested order quantity You can simply press ENTER on any product to accept the suggested order quantity and move it to the on order column Once you have completed this you can transmit or print the order using the normal ordering menu QicPOS NET C 1987 2008 Helix Health Limited All Rights Reserved Suggested Orders VO0CoReNWooBaS OQ Abidec Multivitamin 25ml Absolute Aromas Lavender Gift Set 1 Absorbant Gauze Bp 3m 1 Accurate Home Pregnancy Test 30 Acidex Heartburn amp Indigestion Li Acne Aid Bar Acne
115. mply type in the correct selling price for the product and the system will calculate the relevant mark up Option 13 Last Selling Price and Date Every time a product is changed manually or by price disk the original price is stored here along with the date it was changed This allows you to revert back to old pricing if a price was changed incorrectly Option 14 Miscellaneous Details The following options are contained within miscellaneous details Edit Miscellaneous Details 1 Receipt Comments None Selling Hints None 3 Qty In Stock Not Stocked 4 Ordering Code 5 Ideal Stock Level o 6 Reorder Method Default Reorder if Below Ideal 7 Last Sold 8 Last Stock Check 9 Today o o 10 This Week o 0 00 ca 11 This Month o 0 00 is 12 This Year o 0 00 Ta Last Rep fa 0 00 14 WEEE Contribution N A 50 Option 1 Receipt Comments This option allows you to enter a comment for this product that will print onto the receipt This comment could be a warning or recommendation for the use of this product Every time the product is sold this comment will print out on the receipt Option 2 Selling Hints Enter any comments you wish to appear on screen in sales entry when the product is being sold This could be anything from a promotional message to a drug warning This does not appear on the customer display only the user can see this message Option 3 Quantity In Stock This is the amount of this product that is c
116. mputer will recalculate the ideal stock level IF the quantity in stock Falls below this level then enough stock will be ordered to bring it back to the ideal level A full account is taken of products waiting to be checked in etc This is the preferred option No Automatic Re Ordering No automatic order generation is done Instead you can manually order a product by pressing the order key or by using the suggested order option on the main menu Re Order if Not on Order Every time a product is sold one pack will be added to the order file provided that the product is not on order from your supplier You can then review the products prior to printing and or transmission Option 10 Ideal Stock Level Method This is where the system calculates on what basis it will manage ideal stock levels For the order The system gives 6 different options 1 Use Max Daily amp Weekly Sales QicPOS NET maintains a list of the maximum daily weekly sales of a product If this option is selected the computer uses a combination of the maximum daily and weekly sales figures to ensure that enough stock is kept to handle with past maximum demands The ideal level is skewed 2 1 in favour of the weekly figure as this results in a lower stock level Note This is the preferred option 28 Use Max Daily As above but only maximum daily Figures are used This results in higher stock levels within the pharmacy but should avoid situations where you are
117. ns GUI 1 3 17 55564 Locic 8 9 8 F5 Order Enquiry Press F5 Enquiry key after scanning a product or 87 QicPOS NET User Manual Copyright HELIX HEALTH selecting a product alphabetically from the product file This will show the last date this product was sold the quantity in stock on order and ordered but not received yet It will also show sales for the selected product this week month and year QicPOS net C 1987 2013 Helix Health Limited All Rights Reserved System User 03 03 2014 Product Qty Price Solpadeine Caps 24 S Date of Last Sale Qty In Stock Qty Currently on Order Qty In Transit This Week This Month This Year 0 0 00 Keps Visit 3142 11609 38 Solpadeine Caps 24 S 1 Scan Product TOTALE HELIX HEALTH Date 03 03 2014 Workstation 24FEASIE Versions GUI 1 3 17 55564 Logic 8 9 8 88 QicPOS NET User Manua X Total There are a number of different Formats to print your X totals To select the option best suited to your pharmacy go to Administration Edit Files Miscellaneous Files Configuration File Sales Entry Details Select option number 11 X total type Format and press ENTER to select your preferred method To print an X Total go to the initial sales entry stage and enter your PIN number Then press the X TOTAL key The X total report can be printed off at any stage to see how the sales have been Note you must update your sales history file after printing your x
118. ns the purchaser or transferee shall indemnify Helix Health against all loss suffered including loss of profits and the purchaser or transferee shall return to Helix Health all lawful and infringing copies of the software including the dongle LIABILITY AND WARRANTIES The Software is supplied to you on an as is basis and it is up to the purchaser or transferee to satisfy himself herself that the software meets his her requirements BEFORE it is used Although the software is tested before release no claim is made regarding its accuracy Helix Health its affiliates directors or any of the software distributors do not assume liability For any loss or damage arising From the use of the software inability of the purchaser to use the software correctly or failure of the software to function correctly This includes loss of profits business interruption loss of business information direct or indirect damages for personal injury or any other Financial or other loss While every effort will be made to correct software bugs no guarantee is made that bugs will be corrected The Software Licence Agreement is governed by the laws of the Republic of Ireland ADDRESS AND CONTACT NUMBERS Helix Health Limited 3094 Lake Drive Citywest Business Campus Dublin 24 11 Ireland Phone 353 1 4633000 Fax 353 1 4633011 Home Page www helixhealth com Email info helixhealth com INTRODUCTION QicPOS NET has been specifi
119. nsaction ensure that it is the last item scanned into the system if not scan the item once more to bring it to the bottom of the screen Press 81 DELETE and the item will be removed Void A Transaction To void a Full transaction press ESCAPE key until you are asked if you wish to void the transaction and then press ENTER This will bring you back to the initial user identification screen Pay In The Pay In Function is used to enter money into the till which is not from a sale At the Scan Product screen press PAY IN There are two available options 1 Account Payment 2 Other Account Payment Call up the customer by entering the first few characters of the customer s surname and then select the customer from the list that follows Their current balance will appear on screen 82 QicPOS NET User Manual Copyright HELIX HEALTH 03 03 2014 Joe Bloggs Balance on Account is 134 46 Enter Amount HELIX HEALTH Date 03 03 2014 Workstation 24FEASTE Versions GUl 1 3 17 55564 Logic 8 9 8 Enter the amount they are paying now in pence and press either CHEQUE CREDIT CARD or ENTER to accept depending on the method the customer wishes to pay their account A payment receipt will print with an outstanding balance if any and the cash drawer will open Other Payment This option is used to put money into the till from petty cash change Enter the amount of money you are p
120. nt Department Analysis Report 183 Supplier Analysis Report ccscscscssessescsesseseeecseseees 184 Sales To Named Patients Report csccccseseescressees 185 Financial Reports ccscsscscssesesscscssesesscsessesesecsesseseeecseseess 186 Financial Consolidation sssesessesessssessesessosesersesessesesse 186 Wa aNd SIS ai ERS 186 Stock Control RepOrtS sesesesesessssssssesesesesesesersesesesesesesess 187 Over Stocked Products Report cccescsscscsseseeeceeeees 187 Slow Moving Stock terete hate eee eek 188 Suggested Orders Report ccsscccsessescsesseeeecseseees 188 Transfer Analysis REPOFt cccsccssesesscscssesesscscseesesees 189 Stock Valuation Report cceesesscscssessescsesseseeecseseees 190 Stock MOVements aisiacicasessccascnsaecsuciannsdeaneunasedadnseaanncetenss 190 Miscellaneous Reports sssssssesesesesesersesesesesesesesssssseseseee 191 Workload Analysis REPpOrt cccccssscssccsseesscseseeeesees 191 Till Movements Report s sesesesesssssseseseseseresereesesesesesesess 192 Print Z tOta lS a pneri E AR ERRO 192 Mark up Deviation Report ssesessesesesesesessssssssesesrseresereeee 192 Product By Department cc ccceessescsesseseescsesseeeeeees 193 Product BY SUD DUG R ccc sass ssitatsdireten de mantvauiess 194 Exception AUGib aret tex os e T hae el tort aah 194 Recent Price Changes sieciin icvasncceniid esate venieaeeaants 194 ENQUIRIES 5 0s c cccssessccscesctsccasece
121. nt to included them Option 9 Action To Follow if Account Not in Credit Here you have three options 1 Allow Credit Accounts This Option allows on accounts sales for all customers 2 Warn But Allow Credit This will allow on account sales for all customers but will warn you of the current amount of credit outstanding up to the current sale 3 Do Not Allow Credit This option does not allow For any sales on credit Option 10 Name Format QicSCRIPT NET Here the choices are Standard amp Justified 1 Standard When you display the Murphys they will appear as Follows Andrew Murphy Mary Murphy Tom Murphy 34 2 Justified When you display the Murphys they will appear as follows Murphy Andrew Murphy Mary Murphy Tom Option 11 Patient Order QicSCRIPT NET You can choose to display your patients by Firstname or Address The First Name option will display patients using their First name and ignoring their address The Address option will group patients using their address details This results in Families being displayed together Option 12 Use Generics QicSCRIPT NET Select Y if when using QicSCRIPT NET and you enter Amoxil that the various brands of amoxil are displayed Option 13 Use Veterinary Price QicSCRIPT NET Enter Y if you dispense veterinary scripts and wish to use the price option in QicSCRIPT NET Option 14 Use Short Lookup Code QicSCRIPT NET IF you wish to create your own codes to enable faste
122. ntry Details option number 2 Find Displays All Products Note you must have sold at least one item in order for it to appear on the list Department Keys Alternatively you may enter the sales transaction by selecting a department key To do this press the department key you require and enter the sale value of the item The department keys are assigned in Administration Program Department Keys Note Any products which are entered using the department keys will not appear on any of your detailed sales reports or will not be counted as out of stock if you are using stock control QicPOS net C 1987 2013 Helix Health Limited All Rights Reserved System User 03 03 2014 Product Qty Price Scan Product TOTALE 0 00 When you have completed the sales transaction press sub 75 User Manual HELIX HEALTH 03 03 2014 Cash Total Sale C Card Tendered Cheque Balance Other Amount Paid Date 03 03 2014 Workstation 24FEASIE Versions GUI 1 3 17 55564 Logic 8 9 8 You must now enter the amount being tendered by the customer values are entered in pence i e 10 1000 Select the payment method on your keyboard CREDIT CARD CHEQUE OTHER or press ENTER for a cash payment You can also click on the payment shortkeys 5 10 20 etc to enter a cash amount A receipt will print automatically if you have the set up to do so in Administr
123. oducts Once the secrecy function is applied when the product is sold it appears as Goods on 208 QicPOS NET User Manual Copyright HELIX HEALTH the till display To add the secrecy Function to products please Follow these instructions Go to Administration Edit Files Product File Alphabetically and press ENTER Press the Space Bar and a Find Box is displayed Enter the name of the product and press ENTER A list of all products beginning with that name will appear Using the Arrow Keys scroll down to the required product and press ENTER The same screen explained earlier when validating a product by barcode will be displayed Select Option 2 Trade Name and press ENTER Press the INSERT key to maximise the cursor Then press SHIFT 8 and an astrix will appear before the trade name Press ENTER twice to save the product The secrecy Function is now applied 209 Sales Entry Quick Guide How to scan a product 1 Enter your Pin Number 2 Scan Product s How to enter a product with no barcode 1 Enter your Pin Number 2 Press the TAB key 3 Type in the name of the product 4 Select the required product from the product file and press ENTER How to enter a sale for a product using a department hot key 1 Enter your Pin Number 2 Press the required hot key on your keyboard 3 Enter the amount and press ENTER 210 How to enter a cas
124. ometimes lead to users checking in deliveries without counting everything accurately therefore leading to mistakes with stock levels In order to maintain accurate stock control this option should be set to No Then all delivery quantities are set to zero and you must enter each item delivered individually line by line which will result in accurate stock levels Option 6 Ask for Qty when Ordering The system will ask you for a quantity when you are ordering Option 7 Change Usual Supplier Although you have validated each product and assigned a supplier when it comes to ordering the product you may need to order from another supplier When this happens the system gives three choices on how to configure the system Change Automatically IF you place an item on order For a different supplier From your validated supplier the system will automatically change the supplier on this item permanently so that it is ordered from the new supplier From now on Ask Before Changing If you place an item on order for a different supplier From your validated supplier the system will ask you if you want to change the supplier on this item permanently so that it is ordered from the new supplier From now on Never Change If you place an item on order for a different supplier from your validated supplier the system will place the item on order with this supplier for this 229 order only The next time you order the item it will use your valid
125. on File Main Enquiries Orders Accounts Reports a Rebuild Damaged Files User File Fil Update Trade Prices Product File gt Update Sales History File Department File 3 V Utility Procedures Supplier File p File Program Department Keys Till Movements Fil Import Product Details Layout Files gt Check for Live Updates Alarm Details Gift Vouchers f arges imma Special Offers Your last backup A was 145 days E ee ago Please make oyalty Cards a backup now Date 22 02 2011 Workstation 123456 Versions GUl 1 2 25 42551 Logic 8 6 23 Through selecting Insert the user can add a new gift 111 QicPOS NET User Manual Copyright HELIX HEALTH basket A barcode is automatically generated as displayed below Add Record _ Barcode 2194557236888 Item 1 Item 2 Item 3 Item 4 Item 5 Item 6 Item 7 Item 8 Item 9 Item 10 Total Price g i Actual Price RBREBLLLEERE as ed The user can now assign up to 10 different products to the gift basket along with multiple quantities of that product See sample basket below 112 QicPOS NET User Manual Copyright HELIX HEALTH Add Record 1 Barcode 2194557236888 2 Item Givenchy Amarige Special Offer Qy 1 3 Item2 Givenchy Amarige 7ml Parfum Qy 1 4 Item3 Givenchy Amarige Delicate Perf Soap Qy 1 5 Item 4 Givenchy Amar
126. onsent in writing From Helix Health except where the copy is to be used by the purchaser or transferee for the purpose of utilising the software more efficiently SOFTWARE USE Only one copy of this software may reside and be used on a single machine at any one time Modification is expressly prohibited The software may only be copied for the purpose of backup for archival purposes but may not be distributed or lent to a third party except under the terms of condition 4 below The software cannot be lent leased rented or otherwise transferred to another user except under terms of condition 4 below SOFTWARE TRANSFER The software may be transferred to a third party provided all copies and the originals are transferred in the process and that the third party is shown and accepts these conditions Without such a transfer the third party will not be authorised by Helix Health to use the software and will be in breach of the copyright of the software In such a case the purchaser will be held responsible For any loss or damage suffered in accordance with condition 6 below UPGRADES You are only entitled to upgrades of the software if you are properly licensed to use the software and provided that you have a valid support contract with Helix Health or its affiliates or you have paid Helix Health an agreed 10 licence fee for the upgrade BREACH IF the purchaser or transferee acts in breach of any of these terms and conditio
127. ou are then required to enter the name of the supplier you want to move the order to Press ENTER and the transfer from one supplier to another is complete Print and Transmit Orders Once you have finished editing the wants list you will need to print or transmit the order by pressing ENTER on this option The system requires you to enter the name of the supplier you want to print or transmit the order to IF you have the supplier set up to order electronically by EDI transmission teleordering in the supplier File the order will transmit using the modem in your computer The system will ask if you want to send the order electronically enter Y here and the order will automatically transmit IF you select a supplier who does not accept electronic orders you can print the order and either fax the order or give the print out to the rep when they arrive or you can output the order to screen This will display the order on your screen but will not transmit it Whether you choose to print the order or order electronically a message will appear on screen as Follows Items on this order have been taken off the wants list is it ok You must type Y for yes here IF you do not the order will not be passed to Check in Deliveries Any out of stock items are but back onto the wants list and may cause problems with your stock figures There is also the possibility that the order could be transmitted or printed twice for the supplier Once you Y fo
128. ower Gel Rochas Lyclear 9 CAHI Lyclear 5 DAEL Lyna A Shave Cooling Gel Africa m ELID Lynx A Shave Cooling Gel Ternpest ELID 0 00 0 00 3 72 3 74 4 1 1 8 1 Born Blonde High Lights BRIS 0 00 1 1 5 3 Greg Add p Modify G28 Delete a backup now To change any details about an item on the wants list 236 QicPOS NET User Manual Copyright HELIX HEALTH highlight the product with the ARROW KEYS and press ENTER You can change the supplier and quantity on order as the screen below illustrates To delete an item from the wants list highlight the item using the ARROW KEYS and press DELETE The item is now removed from the order To add an item to the wants list press INSERT You are then required to enter the name of the product you want to order the supplier and the quantity Print Summary of Order This option allows you to print a hard copy of the items on order For individual suppliers or the entire wants list This option is useful for users who want to check what is on order but don t want to tie up the computer Simply print the order highlight the products you want to edit and when the computer is free and then make the necessary changes using Edit Items on Order Transfer an Order Having generated an order and then want to transfer it to another supplier press ENTER on this option You are 237 required to enter the name of the supplier you want to move the order from Y
129. partment bi our keyboard A HI Ne SS Do you wish to proceed LE Fe ai Helix Health will set up your department keys on your keyboard when initially installing your system You will only need to program your department keys if you change any of the department keys on your keyboard Adding A New Department Key Select Administration Program Department Keys press Y then N to use previous keyboard settings to proceed As each department is displayed you must either press the corresponding key on your keyboard to assign the department or press ENTER if the displayed department is not one you wish to assign a department key to e g When the Hair Care department is displayed press ENTER to bypass the department when the Hair Accessories department is displayed pres the hair Accessories key on your keyboard to assign the key to the department You must run through each department in order for the department keys to save on your keyboard Note Check with Helix Health before carrying out the above procedure 65 QicPOS NET User Manual Copyright HELIX HEALTH Reprogramming Department Keys IF you loose your department keys you can reprogram them by selecting programme department keys and press Y to the Following message QicPOS NET C 1987 2008 Helix Health Limited All Rights Reserved Keyboard Already Programmed Your last backup was 189 days ago Please make a backup now HELIX HEALTH
130. pear on the screen you can then subtotal the sale and complete as normal Y QicPOS net C 1987 2011 Helix Health Limited All Rights Reserved r n o sce Dave Reidy 22 02 2011 i Product Qty Price CER 7 1 Gift Voucher 1 50 00 Scan Product TOTAL 50 00 OLD N met Date 22 02 2011 Workstation 123456 Versions GUI 1 2 25 42551 Logic 8 6 23 Once the Sale is completed the receipt will print out along with an additional gift voucher containing a barcode and serial number 102 Redeeming a Gift Voucher When a customer wishes to redeem a gift voucher through buying products in the shop you must scan the barcode in similar to selling regular barcoded products Dave Reidy 22 02 2011 Product Qty Price oe bed 7 3 a 2 E Ea Once the barcode has been scanned the user will be prompted to enter the serial number contained on the Gift Voucher This will always be in a format of 6 characters 103 QicPOS NET User Manual Copyright HELIX HEALTH Dave Reidy 22 02 2011 Product Qty Price EE BES 7 bead ea agagggaggaggagnntdcGgE 0A cocggngagaggnnaannvuEan BE Coen a Peep lel lei Be IF an incorrect voucher code is entered or the date has expired a message will be displayed to the user stating that the voucher code is incorrect or that the expiry date has elapsed
131. points Through completing the Sale the user will be brought to the sub total screen where the user will enter the amount tendered Note There is now an option on the below screen indicating loyalty points currently on the card As this is a new customer the amount is 0 and the 75 points will be applied upon payment of the items 131 QicPOS NET User Manual Copyright HELIX HEALTH QicPOS 8 6 0 08 10 2010 Cash 0 00 Total Sale 75 10 C Card 0 00 Tendered 0 00 Cheque 0 00 Balance 75 10 Other 0 00 Amount Paid Through doing another Sale for the above patient the points awarded from the previous transaction will appear on the loyalty amount See below 132 WY QicPOS net C 1987 2010 Helix Health Limited All Rights Reserved QicPOS 8 6 0 08 10 2010 Cash 0 00 Total Sale 8 72 C Card 0 00 Tendered 0 00 Cheque 0 00 Balance 8 72 Other 0 00 Loyalty 0 75 Amount Paid IF the user wishes to pay with their loyalty card there is now an option on the subtotal screen to select Loyalty Through clicking this option it will subtract the amount on the card from the total changing the balance due on that transaction F QicPOS net C 1987 2010 Helix Health Limited All Rights Reserved 2 G QicPOS 8 6 0 08 10 2010 Cash 0 00 Total Sale 8 72 C Card 0 00 Tendered 0 75 Cheque 0 00 Balance Other 0 75 BEU i P Lo
132. pt it deals with suppliers 1 Select a Product 2 Selection Method 3 Products to Change Merge Suppliers Together This option works the same way as merge departments together except it deals with suppliers 162 li allow you to merge up to four suppliers into of up to 8 Enter suppliers to be merged into the from column and enter the new supplier into the to column Merge From Note This procedure may take a while to run and if you are a multi user system all other workstations must be logged out Therefore it is advisable that you run this procedure overnight Note When this procedure has been performed you must go to Administration Utility Procedures and Recalculate Product Usage This will reassign the suppliers to the relevant products for reporting purposes PRINT SHELF LABELS To print Shelf Edge Labels you must use a Thermal Printer a Laser Printer or a Desk Jet Printer To print shelf labels or in store barcodes you must use Avery L7160 labels To print the labels firstly select the row number Horizontal of the label you want to print and the column number Vertical of the label you want to print By doing this you can print a variety of different barcodes onto the one sheet of labels without any wastage Next either scan in the product you want to print a barcode for or type in the first few letters of the product required and select it from the produc
133. r locating of drugs enter Y For example instead of having you type Tagamet 400 when dispensing you could enter a code of TAG4 as a short lookup code When you are dispensing you can then type TAG4 and Tagamet 400 will appear in the drug Field Option 15 Hide Drug Name on Sale Screen If Y is selected drug names will not appear on screen or on the receipt when the QicScript Net Bag label has been scanned Note IF you would like to amend any of these options please contact Helix Health First 35 QicPOS NET User Manual Copyright HELIX HEALTH PRINTER DETAILS Amend Printer Details Printer Name Type Port Page Labelling Printer IBM Graphics EPSON nul 78 2 Report Printer HP LaserJet II nul 78 Helix Health will have these options set up on installation Please do not change these options unless you are instructed to do so by Helix Health WORKSTATION DETAILS The Workstation Details section on the configuration File needs to be set up individually for each workstation as it can differ For each machine These details will be set up For you on each machine during installation Please do not change these options unless you are instructed to do so by Helix Health Note IF you would like to amend any of these options please contact Helix Health first 36 Amend Till Details 1 Last Receipt Number 0 2 Till Number 1 3 Display Cash Drawer Type No Display Cash Drawer 4 Keyboard Type Standard QWERTY Key
134. r yes the order is moved to Check in Deliveries awaiting delivery Practice Good Stock Control Step 2 Checking In 238 QicPOS NET User Manual Copyright HELIX HEALTH Deliveries Checking in deliveries correctly is vital to maintaining stock control within the pharmacy When items on an order are checked into stock the stock levels of these products are increased accordingly Checking in Deliveries To check in a delivery press ENTER on Check in Deliveries A list of orders awaiting delivery will appear in date order The screen below illustrates this When a delivery is made to the pharmacy ideally you should check the order into stock straight away To do so select the required order from the list by using the ARROW KEYS once the required order is highlighted press ENTER The Following screen will appear 239 QicPOS NET User Manual Copyright HELIX HEALTH All items on the order appear with the ordered quantity displayed the cost of an individual item and the total value of the order Another column titled received is also displayed Depending on the configuration set up with regard to checking orders by exception this column may have a quantity displayed in it The received quantity will equal the ordered quantity if you have Check Orders by Exception set to Yes IF the amounts in the delivery match the quantity ordered you can press F10 to save the delivery IF the quantity in the
135. ral details section contains options such as the pharmacy name and address etc Amend General Details 1 Name On Reports SYSTEMS SOLUTIONS 2 Area Number 3 Vat Rate 0 0 00 4 Vat Rate 1 21 50 5 Vat Rate 2 0 00 6 Vat Rate 3 13 50 7 Vat Rate 4 0 00 8 Default Markup 50 00 9 Store ID 10 Pharmacy GMS No 11 Server IP Addr 12 Server Password Option 1 Name on Reports The Pharmacy name is entered here This name will appear on any reports that you print Helix Health will set this up on the day of installation Option 2 Store Number If this pharmacy is one of a chain of stores then the store number for this pharmacy can be entered here 21 QicPOS NET User Manual Copyright HELIX HEALTH Options 3 7 Enter the V A T rates that you will be using here Option 8 Default Mark up Enter the general mark up that is used in your pharmacy This will be set up at 50 Products with no mark up will default to the general pharmacy mark up SALES ENTRY DETAILS The sales entry details section contains all the sales entry defaults and set ups Amend Sales Entry Details 1 PIN Number Length j 2 FIND Displays all Products A 3 Saye Price Overs Permanently Y 4 Ask for Cost during Price Over ya 5 Show Markup Box if Price is Zero Y 6 Always Print Receipt N 7 Force Entry of Pay Out Reason Yi 8 Force Entry of Pay In Reason S 9 Exceptions to Monitor Refunds Discounts P
136. re the system will start updating From the price disk IF 60 1 1 you answer N for no here the system will not run the price disk However the next time you log into QicPOS NET it will ask you again to run the disk and will continue to do so until the disk has been installed TILL MOVEMENTS FILE This option allows you enter or view cash movements into or out of a till You may add modify delete or print these till movements Alternatively you can enter till movements through sales entry using the Pay In or Pay Out Facility that is explained in the Sales Entry section of the manual Adding A New Till Movement Press INSERT Edit Till Movements BELG 1 Date 4102008 2 Time 3 Till Number 4 User 5 Movement Type 6 Description 7 Amount 8 Payment Type GAGE e Modify DET Delete SPACE Find ET a Option 1 Date Enter the date of the till movement here This will automatically default to today s date Option 2 Time Enter the time of the till movement here This will automatically default to the time of entry 61 Option 3 Till Number Enter the number of the till here Option 4 User This option will automatically default to the name of the person logged into the till Option 5 Movement Type Enter I for money being put into the till or O For money being taken from the till Option 6 Description Enter a description reason for the movement here This is a free
137. red will be lost so please remember to press F10 Ad Hoc Return This Facility is used to enter all returns for all of your suppliers Select Ad Hoc Return and press ENTER You are then required to enter the supplier that you want to return stock to The date will default to today s date Press ENTER to accept The following screen will appear 246 QicPOS NET User Manual Copyright HELIX HEALTH You will now have to enter the name and the quantities of the products that are being returned Once you have entered the returns press F10 and Y to confirm the return This checks the items out of stock and decreases the stock levels Note IF you press the escape key Esc when you are entering an Ad Hoc return and say Y to cancelling the delivery all the information you have entered will be lost so please remember to press F10 Practice Good Stock Control Step 5 Stock Movements Stock movements allow you to increase and decrease the quantities of any products held in stock without any monetary transactions going through the system Examples of why stock movements would be carried out are receiving bonus stock moving stock into the dispensary from Front of shop and breakages When you press ENTER on the Stock Movements option the Following screen appears 247 QicPOS NET User Manual Copyright HELIX HEALTH QicPOS NET C 1987 2008 Helix Health Limited All Rights Re wee Gales Entry a Quick Sales
138. rice Overs 10 X Z Total Type Ask and then Print Z Total 11 X Total Format Exclude Dept amp User Analysis 12 Z Total Format Print Detailed Analysis Option 1 Pin Number Length This option requires you to set the length of the PIN numbers you will be using for Sales Entry The PIN number can have 1 4 digits however we recommend that you use 2 digit PIN numbers Note Please do not amend this option after the system has been installed 22 Option 2 Find Displays All Products IF this option is set to yes an alphabetical list of all products on the product File will be displayed when you look up an alphabetical listing in Sales Entry See below IF this option is set to No only products that have been previously sold will appear Note This option should be set to yes until you are confident that every item in the shop has been sold at least once Otherwise the product will not appear on the list Option 3 Save Price Overs Permanently If this option is set to yes the system will save all changes made when doing a Price Over in sales entry Option 4 Ask for Cost During Price Over This option will allow you to change the cost price of a product when doing a Price Over in Sales Entry Option 5 Show Mark up Box if Price is Zero IF this option is set to yes a mark up percentage box will be displayed in Sales Entry even if there is no cost price or selling price for a product Option 6 Always Print Receipt If this opt
139. rmat QicSCRIPT Justified Format 11 Patient Order QicSCRIPT Sort by Address 12 Use Generics QicSCRIPT iv 13 Use Veterinary Price QicSCRIPT N 14 Use Short Drug Code QicSCRIPT N 15 Hide Drug Name on Sale Screen Y Sha ge GepAccept axe Cance Option 1 Swipe Credit Cards This option will be set to No as you cannot swipe credit cards through QicPOS NET at the moment Option 2 Last Transaction Number This number is the number of the last transaction to be entered through the till Option 3 Pause to Tear Slip This option will stop the receipt after it has printed to allow you to tear it off Option 4 Full Stock Valuation IF this option is set to Yes it means that the stock valuation will give you 0 Figures for any product that is not in stock but has previously been held in the pharmacy Option 5 Check Prices when Validating This option allows you to amend pricing details when you are doing product validation See Administration Edit Files 33 Product File Option 6 Rebuild Updates Depts Suppliers If this option is set to Y for yes the system will automatically rebuild the department and supplier files after running price disks Option 7 Last Weekly Transmission Date This is the date when you last transmitted your weekly sales Figures to Aegis Option 8 Only Stocked Items on the ABC Report Enter Y if you require only items that are in stock to appear on the ABC sales report Enter N if you wa
140. roduct has a genuine barcode Note By default this option should be set to No Option 11 Print Shelf Edge Labels These are the labels you can attach to the shelf for each product You have 3 options here 1 Never Print Shelf Edge Labels IF this option is selected then shelf edge labels will not automatically print when you select the option Print Shelf Edge Labels From the main menu You can still print shelf edge labels by selecting the Shelf Edge Label option on the Main Menu and selecting each product individually 2 Only if Price Changes IF the selling price changes as a result of either manually adjusting e g price over or during a price update then the product will be added to the list of products requiring new shelf edge labels Selecting the Print Shelf Edge Labels option from the Main Menu will allow you to print these labels Press ENTER over the product name which leaves this option blank so the system generates labels for products with price changes This is the preferred option 31 3 IF Name or Price Changes IF the product trade name or selling price changes as a result of being manually adjusted or during a price update then the product will be added to the list of products requiring new shelf edge labels Press ENTER over the product name which leaves this option blank so the system generates labels for products with price changes LABELLING DETAILS Options 1 7 Barcode Labels These opt
141. rofit Average mark up and Transaction volume Sorted by Chronological Order Totals The sales including VAT to transaction volume columns are totalled Assistant Department Analysis Report Description This report displays the total value of all sales and the number of products sold by each staff member within each department within a given date range Use Can be used to reward staff for reaching 183 sales targets Parameters Date range Assistant within department and Department within assistant Columns Department Assistant Sales VAT and Total Sorted by Assistant within department By the department Department within a assistant By the staff member Totals The sales to total columns are totalled Supplier Analysis Report Description This report displays the sales For each supplier within a given date range Use Summary Supplier Analysis Report allows the pharmacy discover the total sales and profit for each supplier within the pharmacy within a given date range Detailed Supplier Analysis Report Allows the pharmacy to discover the total sales and profits for a given supplier within a given date range along with the name and number sold of each product sold within the pharmacy Order generation Parameters Summary sales by supplier Detailed sales by supplier Date range and Select product detailed analysis only Columns
142. rtment 1 Code XPR 2 Alternative Code S 3 Description Prescription 21 VAT A Usual Markup 50 00 5 Usual Vat Rate 12100 6 Prescription Y J Named Patient 8 Award Points N P Figures 9 January 15 July 10 February 16 August 11 March 17 September 12 April 18 October 13 May 19 November 14 June 20 December t ea ESC Using the Loyalty Card 129 QicPOS NET User Manual Copyright HELIX HEALTH In order to add points to a loyalty card go to Sales Entry Instead of scanning a product scan the loyalty card Scan Product bis LIRR Dic 08 70 2010 Workstation 123456 Versions GUI 1 21511560 Logic 8 60 The customer s name appears at the top of the screen to indicate to the user that the current transaction will be applied to the loyalty card To add items points to the loyalty card the user will simply put through sales in the normal way i e scanning etc 130 QicPOS NET User Manual Copyright HELIX HEALTH Sara Amoxil Sachets Rathbarry 1 7 63 by ea Givenchy 3 Edt Atomiser 18 94 Lynx 48 63 Scan Product TOTALE 75 10 Mens Painkiles o A rins Date 08 10 2010 Workstation 123456 Versions GUl 1 2 15 11560 Logic 8 6 0 The above Sale will total to over 75 As per current points structure detailed in the earlier part of this section the customer will be awarded 75
143. s Details To amend any of the options select the corresponding option number and press ENTER to accept The system will then allow you to modify this field Note if the contents of a field are marked in green you will not be allowed modify the contents After you have made your changes press ENTER until you are returned to the product file to save your changes IF you press ESCAPE your changes will not be saved Adding a product to the product file IF you have searched for a product and it is not in the product file it is necessary that this product be set up If this product does not have a barcode press INSERT and the following screen and message will appear IF you are making up a barcode for a product which does not have one make sure it starts with the digits 21 signifying an in store code Otherwise you may cause 47 conflicts with other products at a later stage Leave the last digit blank and it will be generated for you Add Record 1 Unit Barcode 2 Trade Name 3 Unit Size 4 Manufacturer 5 Supplier If you are making up a barcode for a product 6 Department which doesn t have one make sure it starts with the digits 21 signifying an in store 7 Case Barcode code Otherwise you may cause conflicts with 8 Case Size new products at a later date Leave the last digit blank and it will be generated for you 9 Trade Price Unit 10 Trade Price Case ll Vat Rate 12 Se
144. s have been changed to the new department Merge Departments Together This facility allows you merge different departments together This could be used if you want to merge all different baby care departments together into one general baby care department QicPOS NET C 1987 2008 Helix Health Limited All Rights Reserved This routine will allow you to merge up to four departments into one in groups of up to 8 Enter departments to be merged into the from column and enter the new department into the to column Merge From Was TSU cays ago Please make a backup now To do this you can select up to 4 departments in the Merge From column Enter the department you want these products to be merged into in the Merge To column Note the same department cannot be in the Merge From and the Merge To columns n Note This procedure may take a while to run and if you are a multi user system all other workstations must be logged out Therefore it is advisable that you run this procedure overnight 161 QicPOS NET User Manual Copyright HELIX HEALTH Note When this procedure has been performed you must go to Administration Utility Procedures and Recalculate Product Usage This will reassign the departments to the relevant products for reporting purposes ORGANISE SUPPLIERS Assign Suppliers in Groups This option works in the same way as assign departments in groups exce
145. s option is used for taking money out of the till e g petty cash Once this option is selected the system requires you to enter the amount of money being removed in pence Enter the amount and press ENTER The system then asks for a reason why you are opening the till drawer Type the reason and press ENTER when Finished The system then opens the till drawer and you can remove the amount required from the drawer Note A receipt will print with all of the above payout options All Pay Ins and Pay Outs are stored as till movements and a report of all till movements can be printed or viewed through Reports Miscellaneous Reports Till Movement Report Check with your configuration settings to determine how your system will let you charge sales to an account Go to Administration Edit Files Configuration Misc Option 9 85 QicPOS NET User Manual Copyright HELIX HEALTH Sales on Account You may put a sale on account either before you enter transaction details or before you SUB TOTAL the sale Press the A C key and you will be asked to enter the customer s name Enter the customer s name in the Following format Surname First Initial e g Bloggs J and press ENTER Select the customer from the list that Follows The account holder s name will be displayed at the top of the screen QicPOS net C 1987 2013 Helix Health Limited All Rights Reserved lt lt lt Account Joe Bloggs gt gt gt Product Qty Price The
146. scount Key 199888524 Allowed Use X Total Key 5 y Change Allowed Use Z Total Key 6 y Change Allowed Use Open Till Key 7 y Change Limit Access to Till Number he Please transmit IMMEDIATELY 1 Ask for Password in Script Entry If this option is set to Yes when you are dispensing a script the system will stop at the Issued By option and force you to enter your password if you wish to continue dispensing the script 2 Default Drug List to Use This option allows you to select which drug list you want this user to have access to There are 3 different types of drug list 3 All Drugs This is the entire drug file 4 Formulary Drugs This is the formulary drug file which is a list of the most commonly used drugs in the pharmacy 5 Ethical Drugs This is the ethical drug File 41 Allowed Switch Between Lists IF you have selected a particular drug list above you can also switch to one of the other drugs lists when dispensing providing Y for yes is entered here Use SafeSCAN To Check Issues IF this option is set to yes when dispensing a drug the system will ask the user to scan the barcode of this product to ensure that they have entered the correct product IF this option is set to no the system will ignore this option Note You need to have a scanner connected to your keyboard to use this Facility Option 8 QicPOS NET User Options 1 Unique PIN Number 115595 2 Allowed Use P
147. sssetessatdsucssasseante 117 Sample Special Offer 1 eesssssssosoeseseseseesesesesesesesesssssseseses 119 Sample Special Offer 2 sssssssososssesessesesesesesesesessssesesesee 121 Special Offer SaleS ee sesesesesessessseseseseseseseseesesesesesesesess 121 QicPOS Loyalty Scheme sssesssesesesesessssssssesesesesesersrsesesesesesess 122 Adding Customer to Loyalty Scheme ssssssssssssseeseseseseee 125 Increasing Decreasing points for individual products 127 Disabling Loyalty on individual Departments 129 Using the Loyalty Card icc j icscaas caiantccieeaieeniad 129 Checking Loyalty Card Status ccccesseeseeessesesseeeeees 134 Editing Loyalty Card Details cccssescsssseseeeeseseees 135 Redemption AMALYSIS ccesesscccsseesscsessesesscsesseseeecseseees 138 Text Messaging eae e ea o Ra eae hehe ees aes 148 Text Messaging SetUp sessesessesessesssseseesesssseseesesseseseeses 148 Sending Text Messages sesesesessssssssesesesesesesereesesesesesesess 150 GFOUP MeSSagES isssesssisceritecssesseressrsiseiisissssresersserssesiaressitive 152 Check Available Credit ccssesescscecssessseseeeeseseeeees 154 Print Group M EMDETS ccescsscccssssesscsessesesecsesseseeecseseees 155 SUGGEST ITEMS TO ORDER cssccssecssecssecesscssecssseesseees 156 QUICK SALES ENQUIRY ccccccssscssecssecseecssecsssesseesseessseees 157 PRODUCT VALIDATION csccssccssscssscssscessessscesseesesesesesn
148. t allows you to check your orders before sending gt Review Checked Items Only This option gives a list of the products you have checked in Review New Items Only gt Review Entire List This option gives you the entire order for new and checked items Edit Items on Order This option will allow you to modify any orders or add items to orders that have been generated by the computer QicPOS NFT C 1987 2008 Helix Health Limited All Rights Reserved Enter Orders RDG Ga Jes ee enon ene Ga a Gem Centrum Multivitamins amp Mineral 60 4 1 93 772 gt H amp S Clsc Clean Men In Black Banded Pk 1 313 J amp J Baby Bath 300m Lemsip Max Strength 5 ith Ar jal Rochas 200m e zel Afi 100m ELID 100m ELID To edit an order you must first select the supplier you are sending the order to IF you are unsure of the supplier or your suppliers are not assigned yet press ENTER over this 167 QicPOS NET User Manual Copyright HELIX HEALTH option to get a full list of all the products on order To modify any item on this list press ENTER on the required item You can change any of the order details by typing in the line number returned and pressing ENTER IF you have a default supplier set up in configuration any product with no supplier against it will automatically be ordered from the default supplier If you change the supplier for this product depending on how you are set up in configuration the supplier will be ch
149. t file Then enter the number of labels you want to print When you have done this the system will default to the next 163 available label For you to enter a different product When you have finished press ESCAPE and the barcodes will print PRINT BARCODE LABELS To print Barcode labels you must use a Thermal Printer a Laser Printer or a Desk Jet Printer To print shelf labels or in store barcodes you must use Avery L7656 labels To print the labels Firstly select the row number Horizontal of the label you want to print and the column number Vertical of the label you want to print By doing this you can print a variety of different barcodes onto the one sheet of labels without any wastage Next either scan in the product you want to print a barcode for or type in the first few letters of the product you want and select it From the product file Then enter the number of labels require to print When you have done this the system will default to the next available label For you to enter a different product When you have finished press ESCAPE and the barcodes will print PRINT BADGE LABELS To print badge labels you must use Avery L7656 labels To print the labels Firstly select the row number Horizontal of the label you want to print and the column number Vertical of the label you want to print By doing this you can print a variety of different badges onto the one sheet of labels without any wastage Next press TAB to select
150. tal reports for all tills within a given date range Parameters Till number required and Date required Columns N A Sorted by N A Totals N A Mark up Deviation Report Description Prints a list of all products sold whose 192 mark up does not match the standard mark up of their department Use A pharmacist can discover what products have been incorrectly validated in relation to their mark up and correct them Parameters Sort by Start at Finish at Products to include Allowed deviation and Deviation to include Columns Product name Size Cost Selling price Mark up Normal Deviation Last sold Quantity in stock and Total cost Sorted by By trade name By department and by Supplier Totals None Product By Department Description Prints a list of all sold products that have been assigned to a particular department or have no department assigned Use Product validation Parameters Department name or No department Columns Product name Size Cost price and Selling price Sorted by Chorological Order Totals None 193 Product By Supplier Description Prints a list of all sold products that have been assigned to a particular supplier or have no supplier assigned Use Product validation Parameters Supplier name or No supplier Columns Product name Size Cost price and Sel
151. tance Trade Name Receipts and Reports Pack Size Ordering Department Departmental Analysis Reports Supplier Ordering Trade Price Sales Reports Vat Rate Sales Reports Mark up Sales Reports Selling Price Sales Entry and Sales Reports Receipt Comments Entering information here is not compulsory It can be used from a customer service point of view to advise clients Selling Hints Entering information here is not compulsory It can be used for entering selling links or training staff to be used when entering sales Note when making any changes to the product file a user must press ENTER until the product details disappear or else the changes will not be saved IF you escape From the 203 QicPOS NET User Manual Copyright HELIX HEALTH product before saving all changes are lost Validating Products by barcode As most products stocked will have a barcode on the packaging this is the most efficient way to validate stock Please Follow these instructions Go to Administration Edit Files Product File By Barcode and press ENTER Scan the product and a screen similar to this will be displayed It is important that the following information is accurate Option 2 The Trade Name Option 3 Unit Size Option 5 Supplier Option6 Department To enter the pricing information we suggest that you work 204 QicPOS NET User Manual Copyright HELIX HEALTH backwards from Selling Price
152. te stock control and manage ordering within your pharmacy To help you use the system to its Full potential we recommend you use this guide for handling the ordering of stock and For stock control Benefits to the Pharmacy of using accurate stock control and ordering The system has the facility to set ideal levels For each product This means that the system will only order when the product is required Overstocking will no longer occur Saving you money Once all stock is entered a stock valuation report can be printed This report will give the total value of stock in a 226 pharmacy This report can be printed at any time As the ordering becomes more controlled with ideal levels less time can be spent deciding what to order as QicPOS NET can do this automatically for you Your money won t be tied up in stock sitting in the back of the shop significantly Freeing up your cash The random stock take Facility ensures that stock can be checked on a daily basis This means that there should be Fewer discrepancies with the annual stock take saving you time Good stock control can be achieved by following the guidelines in these notes Configuration Settings Setting up QicPOS NET to suit your business Before you begin ordering through QicPOS NET you should verify that configuration for ordering and stock control are set up as you would like Select Administration Edit Files Configuration Ordering Details and press
153. tes the backup is finished Backup Procedure through Windows The following procedure is written for QicSCRIPT NET clients who use Microsoft Backup Utility program as set up by a Helix Health engineer or trainer on the date of installation IF you use a different third party backup utility please contact the customer support desk of your program Helix Health does not support third party backup programs Before proceeding with a backup you must ensure that you have logged out of QicSCRIPT NET on all terminals before starting the back up The system cannot be used while a backup is going through 1 On the desktop click the backup icon 2 When the Microsoft backup utility has loaded click on the Backup tab 3 Click on Job and then Daily backup On the left hand side of the screen you should see a folder called Qic with a tic mark beside it 4 Click on the Start Backup button and your backup will begin Once the backup has started do not use the system until the backup has completed 5 When the backup has been completed your will be notified on screen Click the Close button and then 17 the Red X on the top left hand corner of the screen to close the program Once the backup is completed disconnect your external hard disk and store it off location 18 QicPOS NET User Manual Copyright HELIX HEALTH TOUCHSCREEN FUNCTIONALITY QicPos NET now has touchscreen Functionality available QicPOS net C 1987 2009 Hel
154. the department you are looking for is there press ENTER to select it IF the department you are looking For is not here then you can set it up now See the Department file section of the manual Option 7 Case Barcode This Field contains the Outer barcode for the case of a particular product Customers who order from Aegis use this option The Aegis product File updates this information when the disk is installed in QicPOS NET Option 8 Case Size This field contains the number of units in a case Customers who order from Aegis also use this option The Aegis product file updates this information when the disk is installed in QicPOS NET Option 9 Trade Price Unit Enter the cost price of the product here A box will appear with a list of possible cost prices for this product based on the selling price for the product IF you are setting up a new product or this product does not have a selling price against it the amounts in this box will be 0 49 Option 10 Trade Price Case This Field contains the price per case of a particular product Customers who order From Aegis use this option The Aegis product file loads this information when the disk is installed in QicPOS NET Option 11 VAT Rate Enter the correct V A T rate for the product here Option 12 Selling Price Enter the selling price of the product here Sample prices For the product will appear in a box along the side of the screen based on the cost price Si
155. the third item free however if the customer purchases 6 the special offer will only apply For the initial 3 For 2 The customer will not get 6 For 4 To avail of such an offer the user would have to put through as two separate transactions under that offer Special Offer Sales The Sales Entry screen will display to the user whether the special offer sales criteria has been met The promotion details will be displayed underneath the product once limit has been reached 121 QicPOS NET User Manual Copyright HELIX HEALTH F icPOs sQu net 1987 2011 Helix Health Limited All Rights no o Dave Reidy 03 03 2011 Qty Price Lynx 3piece Set Bag Lynx A Shave Atlantis Lynx A Shave Alaska Free Lynx Promotion Scan Product The receipt will also display the special offer details as it appears on the Sales Entry screen Note Reports will display the sales however will not indicate whether the item was sold as part of a special offer deal QicPOS Loyalty Scheme A new Loyalty Scheme Module has been implemented into 122 QicPOS NET User Manual Copyright HELIX HEALTH the QicPOS Software This will enable users to generate revenue but also allow them potentially track their customer spending habits The user will have the ability to set up the points scheme the way they wish They will also have the ability to change the points structure on individual products as well as
156. tiple key X 1 Enter your Pin Number 2 Scan Product 3 IF there is more than one of this product press the MULTIPLE key 4 Enter the quantity 5 Press ENTER 6 Continue with the sale as normal How to use the Price Over key 1 Enter your Pin Number 2 Scan Product 218 5 6 Press the PRICE OVER key Enter the new price of the product Press ENTER Continue with this sale as normal Note A price over is saved permanently even if the sale is voided How to enter an account payment 1 2 Enter your Pin Number Press Pay In Press 1 Account Payment Enter the surname of the patient and press ENTER A list of all patients with the same surname will appear Using the ARROW KEYS scroll to the correct patient to highlight them Press ENTER Enter the amount they are paying off their account now and press ENTER A box will appear confirming details of the account payment 219 transaction Press ENTER for cash credit card or cheque as required A mini statement will automatically print How to take money from the till for Petty Cash 220 1 2 Enter your Pin Number Press Pay Out Press 3 Other Enter the amount you want to remove from the till Press ENTER Enter the reason why you have removed the money From the till Press ENTER A box will appear confirming details of the pay out press ENTER A receipt For this transaction will automatically print How to put money into the
157. to being today s date To enter a new transfer press INSERT A box will appear requiring you to enter the name of the product being transferred and the quantity the system will automatically calculate the value of the stock and the stock in your shop will automatically be decreased by the quantity entered Press Insert to add the next product you wish to transfer When Finished entering the products you wish to transfer press F10 and select your report printer to print out an Inter Shop Transfer Docket The system will store a list of transfers that can be viewed and reprinted in Enquiries Order Enquiry Checked Orders Transfer FROM Another Shop Follow the same instructions as above 174 QicPOS NET User Manual Copyright HELIX HEALTH STOCK MOVEMENTS Enter Stock Movements You can enter all stock movements into and out of QicPOS NET using this option e g if a bottle of perfume is dropped on the floor and broken it should be moved out of stock a INS 3 5 lt lt LZLLLLLLI3S Reason gt Option 1 amp 2 These options will automatically default to the logged in user name and today s date and cannot be edited Option 3 Product Select the product you are moving by either scanning it or typing the first few letters of the product name Option 4 Movement Type Enter I if you are moving the product into stock or O if you are moving the product out of stock Option 5 Quantit
158. to enter a gift voucher sale 1 Zs 3 4 Enter your Pin Number Scan Product s Press SUB TOTAL Press the OTHER key The drawer will open Put the voucher in the drawer IF receipt is required press F10 To charge a sale to a customer s account 1 2 Enter your Pin Number Scan Product s Press the A C key Enter the surname of the patient and press ENTER A list of all patients with the same surname will be displayed Using the ARROW KEYS scroll down and highlight the correct patient 213 6 Press ENTER 7 The patient s name will now appear at the top of the sales entry screen press SUB TOTAL 8 A box will then appear telling you how much has been charged to the patient s account press ENTER to clear this box How to enter a discount for one item ona sale 1 Enter your Pin Number 2 Scan the product you wish to discount 3 Press DISCOUNT key 4 Press 1 Discount 5 Enter the discount amount E g 10 10 00 20 20 00 30 30 00 etc and press ENTER The item will now appear on screen with a D beside it to let you now it has been discounted The selling price will automatically reduce by the discount amount Scan in the remaining products and press SUB TOTAL Continue with the sale as normal from here on How to enter a discount amount for one item ona sale 1 Enter your Pin Number 2 Scan the product you wish to discount 3 Press DISCOUNT key 214 4 Press 2 Discount Amount
159. tock broken by customer stock moved into the dispensary etc Once finished press ENTER to save the movement and the stock levels are adjusted accordingly View Stock Movements This option allows the user the facility to view previously entered stock movements When you press ENTER on this option the system requires the name of the product you want to check movements on The screen below illustrates this 249 QicPOS NET User Manual Copyright HELIX HEALTH QicPOS NET C 1987 2008 Helix Hoalth Limited All Rights Reserved Please Update Sales History so that reports include latest a backup now sales data Once you have selected the product the system displays a screen listing all movements both into and out of stock For this product This screen also displays the date of the movement the reason for the movement and the quantity moved QicPOS NFT C 1987 2008 Helix Health Limited AIL Rights Reserved Edit Stock Movement m n 16 10 2008 Solpadeine Caps 12 S In Bonus a backup now Cos sales data 250 Additional Ordering Options The ordering module also contains these additional options None of the options affect the stock levels in QicPOS NET View a Specific Order You may view both unchecked and checked in orders Select the required option and press TAB or SPACE BAR to search for a particular date Press ENTER on the required supplier and the order details will
160. tomers set up on the loyalty scheme To add a new customer to the loyalty scheme click on the Insert option below A a as B 2180000018057 JOE BLOGGS X C 2180000084816 JIM REIDY 0 Y RE an SPACE aly The below screen will be displayed to the user 125 QicPOS NET User Manual Copyright HELIX HEALTH Add Record 1 Customer Address 2 eMail Address Phone Number Mobile Number laa A Membership No Member Since Card Expires Points Last Used Print New Card A Select a customer through option 1 Note The customer must be currently set up as a patient on the QicSCRIPT application Seanan 1 Once the customer has been selected the other fields will be pre populated once they are present in the patients details already A membership number will also be automatically generated as screenshot displays below 126 QicPOS NET User Manual Copyright HELIX HEALTH Add Record 1 Customer JOE BLOGGS Address 2 eMail Address joebloggs gmail com 3 Phone Number 0879910566 A Mobile Number 0879910566 5 Membership No 218000001802 6 Member Since 08 10 2010 7 Card Expires 08 10 2012 8 Points 0 9 Last Used 10 Print New Card N e Aa m Note The user can change this membership number if they have retrieved cards from another source They can simply scan the card into this field to assign the card to the customer Pressing enter will s
161. total report to do so go to Administration Update Sales History File Z total Report To choose your z total type go to Administration Edit Files Configuration File Sales Entry Details Select option number 10 X and Z total format and press TAB select your required option and press ENTER 89 Print with no closing balance This Z total type will not require you to enter any values when printing your Z Total report It will merely give you a breakdown of sales for the day Ask and then print Z Total IF you select this option when you press the Z Total key a box will appear on the screen The system will ask you how much cash cheques credit card slips and other payments should be in the till IF the amount of each that you count does not match the amount that the system prompts you with then type over this Figure with the correct one Any discrepancy will print at the end of the Z Total report Ask Blind and then print Z Total IF you select this option when you press the Z Total key a box will appear on screen This box will have blanks beside the total for cash cheques credit card slips and other payments that should be in the till You can enter the figures that are counted into these fields Any discrepancy will print at the end of the Z Total report Store with no closing balance This is the same as print with no closing balance except the Z Total Figures are stored and the report can be printed at a
162. ts because the amount entered after the Z Total was printed will appear on the following day s Z Total but will be included in the current days sales reports This information is totally correct because the three reports look at three different things they are NOT looking at the same information The Z Total report prints information entered since the last Z Total report which could be the previous day or could be 10 days previously Each Z Total report does not necessarily cover a 24 hour period The Cash Lift Report prints details of what was taken out of the till and nothing else It bears no relationship to 225 sales IF what is being taken out is consistently less than the sales amount then possible theft is indicated The Sales Reports print details of what was sold on a chronological basis based on the date on the till receipt IF a sale was entered and the date was put in as last week then it will print on today s Z Total report but last week s sales reports On a separate note the Sales History Reports are only available once the Update Sales History option has been selected IF you did a weeks worth of Z Totals but never selected the option to Update Sales History then any Sales Reports would not indicate any sales for the previous week Once Update Sales History was selected then these sales would be detailed ORDERING AND STOCK CONTROL QicPOS NET has many facilities that enable you to maintain accura
163. u view any return made to 200 QicPOS NET User Manual Copyright HELIX HEALTH suppliers It will show the date returns number and the supplier name Press ENTER on a specific return to view the return in more detail Press TAB or the SPACE BAR if you wish to search for a particular return date ACCOUNT ENQUIRY Enter part of the surname of the account holder Then select the customer by moving the highlighted bar onto the required customer using your arrow keys Press ENTER A list of all transactions for that customer will appear on screen Their current outstanding balance will appear on the top right hand corner of the screen QicPOS NET C 1987 2008 Helix Health Limited All Rights Reserved DAR View Transactions Customer JOE BLOGGS Balance 575 94 52 Broomhill Road enews SA 2008 5359 28 x NU SEALS ASPIRIN 75MG 2 gt 09 05 2008 53592 200 x PARALIEF TABS 500MG PAR 7 50 09 05 2008 53 1x BRICANYL TURBOHALER 100 D 22 70 09 05 2008 5359 28 x ADALAT LA 30MG TABS 28 24 87 5 2 1x WARFANT TABS 5MG WARFARIN 4 33 DPS Prescription 447 200 x PARALIEF TABS 500MG PAR 7 50 28 x NU SEALS ASPIRIN 75MG 2 7 32 09 05 2008 5 26 x NU SEALS ASPIRIN 75MG 2 7 32 09 05 2008 153600 1x BRICANYL TURBOHALER 100 D 22 70 09 05 2008 153601 28 x ADALAT LA 30MG TABS 28 24 87 sales data PROFIT ENQUIRY Select the required date range A list of your top 10 departments will appear on screen with all other departments grouped tog
164. uct will automatically be assigned to the selected department IF you wish to amend any product details you can do so now by typing in the line number you want to change IF all the information is correct do the same with the next product When Finished press ESCAPE to get back to the other menu options 159 2OS NET User Manual HELIX HEALTH ORGANISE DEPARTMENTS This facility gives you the option to assign departments in groups or to merge two departments together Assign Departments in Groups This is a quick way of assigning a particular department to a group of products When you press ENTER on this option the following screen appears Select a product from the product file You will be asked whether you want the products to be sorted by their manufacturer s barcode or by a particular number or letters of the trade name e g Beny For Benylin Select the required sort method The system will find all products based on your selection method Product total per department or not assigned products with no department assigned to them will appear on screen If you do not wish to reassign all departments press TAB to get a list of departments select the ones you do not wish to change Press ESCAPE and enter the new department IF everything is ok press ENTER to accept A note will 160 QicPOS NET User Manual Copyright HELIX HEALTH appear on screen to tell you how many product
165. upplier If for example a supplier delivers daily then entering in 1 1 in this Field will result in a 10 overstock of the supplier s products 59 IF you are an Aegis customer you need to complete the Following additional Aegis specific tasks Adding Aegis To The Supplier File Press INSERT and enter the following details along with the information supplied by Aegis 1 Code AEG 2 Name Aegis 3 eMail Weekly Sales Figures Y 4 Only Order by the Case Y Installing Aegis Product File Before you can order Aegis products you must install the Aegis product file onto QicPOS NET IF Aegis has supplied you with a floppy disk containing the file place it in your Floppy disk drive Select Administration Update Trade Prices and press ENTER to confirm the location of the product file You will then be told what fields will be altered by the update IF you are happy with this information press ENTER to continue IF you want to change the list of fields that are updated by the price disk you can do this in Administration Edit Files Miscellaneous Files Configuration Price Update Details IF the file was supplied by email simply copy the file attachment into the directory called download on your computer Once this is done the next time you log into QicPOS NET the system will tell you that the price disk has been downloaded to your computer and will ask you if want to run the price disk now IF you answer Y for yes he
166. ures through the random stock take or the annual stock take the stock figure is live From then onwards You dispense in units You order in pack size You stock take in units Ideal stock levels are set in units Practice Good Stock Control Step 1 Ordering The ordering Function in QicPOS NET is very user Friendly As you can set up products to automatically order using one of the four ordering methods explained in the configuration section of this guide you do not need to spend time deciding what to order as the system will do it for you By generating orders through the system you can check in the deliveries quickly once the stock arrives The ordering module consists of 11 options illustrated in the screen below 234 QicPOS NET User Manual Copyright HELIX HEALTH QicPOS NET C 1987 2008 Helix Health Limited All Rights Reserved Send Order pR Update Soles Histow Gig heanwi pe Byofit Enquiy R E ond Transmit Orders GB creckin deter a View a Specific Order View a Specific Retun Bepiint Retransmit an Order fir Reprint a Delivery Note SA dy St hoe Dehvew or etn Inter Shop Transfer SAH Stock Movements Benes Please Update You s was 191 days a A i ago Please make include latest a backup now t sales data Edit Current Orders The first option in the ordering section is Edit Current Orders It is here that the orders are generated in QicPOS NET Using one of the four re ordering met
167. urrently in stock This option cannot be amended here To change the quantity in stock you need to select Orders Stock Control Option 4 Ordering Code If there is an IPU code available For the product enter it here Option 5 Ideal Stock Level The ideal stock level can be set to a certain value or left as A for Auto IF set to A then the word Auto appears and beside it will be the computers estimate at the ideal stock level This Figure will change continuously as products are sold Option 6 Re Order Method This Field should be set to Default in which case the method selected in the configuration file Ordering Details is used for ordering However if you need to change the ordering method for this product only e g to stop automatic ordering you can do so here Option 7 Last Sold The date of when the product was last sold will appear here 51 Option 8 Last Stock Checked The date of when the product was last checked in a stock take will appear here Option 9 Max Sold Today This Field contains the maximum quantity sold of the product on any one day at any time in the past It is used for calculating the ideal stock levels If ideal stock levels are too high or low when calculated you can adjust this value here Option 10 Max Sold This Week This Field contains the maximum quantity sold of the product in any one week at any time in the past It is used for calculating the ideal stock level If the idea
168. ut along with a regular receipt containing both a barcode and a serial number Both the barcode and serial number will be required for redemption of the gift voucher Sample receipt below 97 QicPOS NET User Manual Copyright HELIX HEALTH 98 QicPOS NET User Manual Copyright HELIX HEALTH Gift Voucher set up In order set up the Gift voucher within you must set up 2 departments 1 Gift Voucher 2 Gift Voucher Redemption To set up a Gift Voucher department go to Administration gt Edit Files gt Department File Select insert and add the Gift Voucher department details Modify Department 1 Code 23 2 Alternative Code 3 Description Gift Voucher 4 Usual Markup 5 Usual Vat Rate 00 00 6 Department Type Gift Voucher 7 Named Patient a 8 Award Points Standard Department Prescription Item 10 February BEE voucher Redeem EE 11 March Fill in the details of the department as usual such as Code Description vat rate etc You must enter option 6 Department Type as Gift Voucher To set up a Gift Voucher Redemption department go to 99 QicPOS NET User Manual Copyright HELIX HEALTH Administration gt Edit files gt Department File Select insert and add the Gift Voucher Redemption department details Modify Department 1 Code 34 2 Alternative Code 3 Description Gift Voucher Redemption 4 Usual Markup 5 Usual Vat Rate 00 00
169. utting into the till then enter a reason for the pay in and press ENTER The reason is entered as free text Payout The Pay Out function is used for taking money from the till At the Scan Product stage press PAY OUT There are 3 available options 1 Cash Lift 83 QicPOS NET User Manual Copyright HELIX HEALTH 2 NoSale 3 Other Cash Lift This option is used when removing large amounts of money cheques or credit card slips From the till e g removing money for bank lodgement or to put into the safe A cash lift is also done when you are doing the Z total for the day and removing the takings From the till When you select this option the following screen will appear QicPOS net C 1987 2013 Helix Health Limited All Rights Reserved System User 03 03 2014 Product Qty Price amp Cash Lift 4 No Sale Other fil fe w e a eea ba _ SSDS rE Gii HEALTH Date 03 03 2014 Workstation 24FEA3IE Versions GUI 1 3 17 55564 Logic 8 9 8 No Sale This option is used for opening the till drawer without changing the balance in the till This option does not allow you to add or remove money This option can be used for opening the till to count cash or for swapping change Once this option is selected you need to need to enter a 84 reason why you are opening the till drawer Type the reason and press ENTER and the till drawer will open Other Thi
170. ve all the stock quantities entered Enter Stock By Barcode Firstly you are required to select a department If you say Y for yes here all the products which stock take will be assigned to the department you have selected You are then asked if you want to choose a supplier and likewise all the products you stock take will be assigned to this 178 supplier IF you say N for no to both these options the departments and suppliers will not change automatically unless you change them manually You are then brought into a screen where you can scan the products you want to enter All the details for the product will appear and it automatically brings you to the quantity Field where you can enter the amount of this product that you have in stock Continue until you have all the stock quantities entered As you enter figures in both stock take alphabetically and by barcode they become live on the system Export Product details Firstly you need to choose the folder where you would like the file to be saved Please enter the name of the file containing the data CA TEMP PRODUCTDATA CSY Import Stock take Data Firstly you need to choose the folder where you would like to import the stock take data From 179 QicPOS NET User Manual Copyright HELIX HEALTH Import Stocktake Data Please enter the name of the file containing the data CATEMPISTKDATA CSV 180 REPORTS All information entered into QicPOS NET throu
171. y Enter the quantity of product being moved Option 6 Reason Enter a reason for the movement 175 Press ENTER to save the above details VIEW STOCK MOVEMENTS Select the product you wish to view All movements in and out of the pharmacy for this product will appear on screen Press ENTER on the movement to view it in more detail STOCK CONTROL There are three methods of doing a stock take 1 Random Stock Take 2 Stock Take Alphabetically 3 Stock Take by Barcode You can also 1 Export Product details 2 Import Stock take Data 176 Enter Stock Alphabetically Enter Stock by Barcode Export Product Details Import Stocktake Data Random Stock Take QicPOS NET now includes a convenient random stock take Facility to avoid having to close your pharmacy to complete a full stock take In effect it allows you do a stock take over an extended time period Once a stock level is entered QicPOS NET recognises this and then begins to increase and decrease stock levels as sales are made and orders are checked in Initially all products are identified as Not Stocked When they are sold and or stock figures are entered they become identified as Stocked IF stock levels reduce to 0 and the product has not sold within the preceding X amount of months then the stock becomes de listed again The amount of months is entered in Administration Edit Files Configuration File Ordering Details option number 11
172. yalty 0 00 Loyalty Amount Paid Loyalty points will now be set to 0 and the balance will have deducted the loyalty value from the total 133 Checking Loyalty Card Status A facility to check the loyalty card status of individual customers has also been implemented This will give the user the chance to check how many points a particular customer may have on his her card along with other loyalty details To view the individual details of a customer Go to Main gt Loyalty Cards gt Check Loyalty Card Status and press enter 1 Bey amp a Enquiries Orders Accounts Reports Admi ea 10 Lookup Calendar Se Sales Entry Main Menu Calculator my Bank Lodgements gt a 5 a a3 Text Messaging Centre gt Edit Loyalty Card Details ay Suggest Items To Order Create Mailing List vo ae Quick Sales Enquiry Print Loyalty Cards gt li m Product Validation Redemption Analysis ATED Sr ZN ii Print Shelf Labels Ny Print Barcode Labels yackup 2 ys ago R Print Badge Labels 3 ikea The below screen will then appear allowing the user to enter scan in the membership number or barcode 134 QicPOS NET User Manual Copyright HELIX HEALTH View Loyalty Card Status Menbestipno o This will in turn display the below details on that individual card Membership Number 2180000018026 Customer JOE BLOGGS Address Member Since 08 10 20
173. you press ENTER on this option an automatically 244 QicPOS NET User Manual Copyright HELIX HEALTH generated list of products will appear as illustrated below Start with the First item on the list and press ENTER You are then required to enter the quantity you have in stock Press ENTER to save the quantity in stock This Figure is then saved live on the system as the quantity in stock Continue using the same process until every item on the random stock take list has been checked Practice Good Sock Control Step 4 Ad Hoc Delivery amp Return Ad Hoc Delivery This Facility is used to handle the delivery of goods that you have not generated an order for e g if a rep comes into your shop and you order and receive goods at the same time Select Ad Hoc Delivery and press ENTER You are then required to enter the supplier that you want to enter the delivery from The date will default to today s date Press ENTER to accept The following screen will appear 245 QicPOS NET User Manual Copyright HELIX HEALTH You will now have to enter the name and the amounts of the products that are being delivered once you have entered the delivery press the F10 and Y to confirm the delivery This checks the items into stock and increases the stock levels Note IF you press the escape key when you are checking in an Ad Hoc delivery and say Y to cancelling the delivery all the information you have ente

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