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The Delivery menu covers mobile device functionality in the BestPOS software.
A. Add Txns To Delivery Queue
To begin adding transactions to the delivery queue, click on Delivery -> A. Add Txns To Delivery Queue.
Add Transactions to the Delivery Queue
This particular screen is mainly used to allow the user to add transactions to the delivery queue, and send those transactions to the mobile delivery device. In addition to being able to add transactions to the delivery queue from this screen, the same can also be accomplished by doing the following:
From the pop-up screen when a transaction is completed
From the receipt reprint screen in both POS Admin and POS Cash Register Modes
While adding the transaction to the delivery hold without making a payment or finishing the transaction
While resuming a transaction or after selecting a transaction from the resume queue
When a delivery ticket is printed, the transaction is added to the delivery queue with the "Out for Delivery" status which can be seen in the "Delivery Queue Report"
Select the Date Range with the From / To calendar buttons and choose any of the filters listed above; when ready to generate the report simply click "Generate Report". The user may also expand/collapse transactions by clicking the "Click here to Expand/Collapse All Txns" checkbox before making a selection.
When sending transations to delivery queue, if the driver and/or group is missing, the following window will appear allowing the user to update the fields and proceed further.
After updating the fields, the transaction will be automatically placed into the queue and the above screen will close allowing the user to continue working on other transactions.
To print the report page, click the "Print" button or press the "Enter" key when the "Print" button is highlighted.
If you'd like to export the report to a file, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted.
Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.
The user may also clear all the data displayed on the screen by clicking the "Clear" button or by pressing the "Enter" key when the "Clear" button is highlighted.
B. Send Txns To Mobile Device
To begin adding transactions to the delivery queue, click on Delivery -> B. Send Txns To Mobile Device.
Transactions that have been added from whichever function used will appear on this report and can be viewed together in bulk. The user can change the assigned driver and also the group before sending the transactions to the mobile delivery device by clicking the appropriate "Click here to assign/edit driver" and "Click here to edit delivery group".
The transactions can have groups assigned to them in bulk using the "Click here to assign groups" function in the top right section of the screen. .
In order to bulk assign transactions to groups, first select the group in the "Select Delivery Group" drop-down box, select the customer(s)/transaction(s), and lastly click "Save".
When all transactions have been selected and their drivers/groups assigned, click the "Send to Mobile Delivery Device" button to send the prescriptions to the device.
To print the report page, click the "Print" button or press the "Enter" key when the "Print" button is highlighted.
If you'd like to export the report to a file, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted.
NOTE: Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.
The user may also clear all the data displayed on the screen by clicking the "Clear" button or by pressing the "Enter" key when the "Clear" button is highlighted.
C. Import Txns From Mobile Device
To begin adding transactions to the delivery queue, click on Delivery -> C. Import Txns From Mobile Device.
When we import the invoices from the mobile delivery device, all the invoices which are signed on the device are transferred to the POS system. They are removed from the device and the remaining invoices which are not signed are listed in the "Unsigned Txns" tab, and the software will prompt whether or not to send the transactions back to the device again or to be removed.
The items in an invoice which are not selected before signing means that they were not delivered. The invoice status will be as follows:
If the invoice was completed, the txns will go to the return queue, which can be seen on the Process Returns screen. You have the ability to process the returns from that screen. A return screen for each invoice selected will be seen. Once the returns are processed, they are removed from the queue
If the invoice payment was not taken, the payment is collected at delivery by following methods:
Cash: Cash payment will be collected by the driver and the invoice will be updated as complete with 'CASH' as the tender method. If any items are returned for cash transaction, the items are removed from the original invoice as returns need not be processed. However, the returned items can still be seen in the Delivery Log Report.
Check: A payment by check will be collected be the driver. The invoice will be updated as completed with 'CHECK' as the tender type. If the check details were entered on the delivery device, the same details will be updated for the check. If any items are returned for a check transaction, the items are removed from the original invoice as returns need not be processed. However, the returned items can still be seen in the Delivery Log Report.
Credit Card: The driver will need to call the pharmacy while delivering, and the following steps should be taken:
Driver calls the pharmacy while delivering
Driver gives the credit card details to the pharmacy to complete the transaction
Pharmacy gets a passcode after the transaction passes through and passes it on to the delivery driver.
The driver enters the passcode on the delivery device where it is validated and then the invoice is signed.
As the pharmacy already has a completed the transaction, importing will not change any tender type.
To print the report page, click the "Print" button or press the "Enter" key when the "Print" button is highlighted.
If you'd like to export the report to a file, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted.
NOTE: Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.
The user may also clear all the data displayed on the screen by clicking the "Clear" button or by pressing the "Enter" key when the "Clear" button is highlighted.
D. Process Returns
To begin adding transactions to the delivery queue, click on Delivery -> D. Process Returns.
This screen will allow the user to process refunds on returned delivery items. When items in transactions are marked as returned, they will appear in this screen; the screen can be refreshed manually by clicking "Refresh".
When the report displays transactions, they can be selected one by one or by using the "Click here to Select All" check-box; the user may also expand/collapse transactions by clicking the "Click here to Expand/Collapse All Txns" checkbox before making a selection.
When all transactions have been selected, click "Process Returns" to begin processing refunds.
To print the report page, click the "Print" button or press the "Enter" key when the "Print" button is highlighted.
If you'd like to export the report to a file, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted.
NOTE: Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.
The user may also clear all the data displayed on the screen by clicking the "Clear" button or by pressing the "Enter" key when the "Clear" button is highlighted.
E. Delivery Queue Report
To begin adding transactions to the delivery queue, click on Delivery -> E. Delivery Queue Report.
The delivery queue report allows the user to see invoices which are currently in the delivery queue with the status: InDeliveryQueue (which also means waiting to be delivered) and Out-For Delivery, both accessible with their respective tabs.
Txns in Delivery Queue
This report automatically generates itself upon entering the screen, but can always be refreshed by clicking "Refresh". If a transaction was placed in queue in error or it is simply not being delivered, it can always be selected and removed by clicking "Remove From Delivery Queue". The user may also expand/collapse transactions by clicking the "Click here to Expand/Collapse All Txns" checkbox. It is also possible to assign/change the Driver Name or Group Name by simply clicking the corresponding fields on the transactions to change, as shown below.
Txns Out For Delivery
These are transactions which are on the delivery device out for delivery and the transactions for which the transactions for which the delivery ticket was printed.
Transactions here work in a very similar way to the previous screen, with one small difference; at any point the transaction can be moved back to the delivery queue by clicking "Move To Delivery Queue".
In addition, you can perform the following actions for certain types of status:
Txn Status / Action
Resume
Resume and Change
Return
Void
InDeliveryQueue
Yes
Yes
Yes
Yes
Out for Delivery
Yes
No
No
No
Delivered
N/A
N/A
Yes
Yes
To print the report page, click the "Print" button or press the "Enter" key when the "Print" button is highlighted.
If you'd like to export the report to a file, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted.
NOTE: Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.
The user may also clear all the data displayed on the screen by clicking the "Clear" button or by pressing the "Enter" key when the "Clear" button is highlighted.
F. Delivery Log Report
To begin adding transactions to the delivery queue, click on Delivery -> F. Delivery Log Report.
The Delivery Log Report is a very simple report meant to display any and all activity that is related to Deliveries.
To view the log, select the search method using the "Search By" drop-down box, and the Date Range with the From / To calendar buttons; when ready to generate the report simply click "Generate Report".
To print the report page, click the "Print" button or press the "Enter" key when the "Print" button is highlighted.
If you'd like to export the report to a file, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted.
NOTE: Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.
The user may also clear all the data displayed on the screen by clicking the "Clear" button or by pressing the "Enter" key when the "Clear" button is highlighted.
G. Scan Signed Delivery Ticket
To get to the Batch Delivery Ticket Scanning screen, click on Delivery -> G. Scan Signed Delivery Ticket.
This function of BestPOS Admin allows the user to automate scanning delivery tickets printed and signed by the patient(s). These prescriptions have to have an identifying QR Code affixed to the front of the prescription before scanning. This QR Code can be printed on your prescription label, and also automatically prints when using the Delivery Ticket feature through either the Dispense Rxs in Groups BestRx report or through the BestPOS system when performing delivery transactions.
When you have your delivery tickets ready to be scanned, insert them appropriately into your scanner and click the "Start Scanning" button. The tickets will appear one by one in the list after being scanned. At any time you can mouse over the listing to view a preview of the image.
If there was an error scanning any delivery ticket, it will display under the "Error Scanning" tab. You can mouse over and view the image, and try to correct the error.
If any scanner options require to be adjusted, click the "Options" button to adjust them.| Page Tree | ||||||
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The Delivery menu covers mobile device functionality in the BestPOS software.