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| Info |
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To access the Update From Vendor screen, click on Inventory -> 2. Process EDI Files from Vendor. This feature in BestRx is included in the Standard/Premium tiers. |
Process EDI Files from Vendor
This screen is used to manually process files sent to the pharmacy by their supplier. This option is enabled only if the pharmacy has the Wholesaler / EDI but does NOT have the BestPOS program. If the pharmacy uses both programs, BestPOS handles the Wholesaler interface instead of BestRx.
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Updating files manually can result in erroneous records, adjusting your inventory incorrectly. This should only be done with BestRx Pharmacy Software assistance. |
To process a file manually select your supplier in the drop down box, and click "Get file" if no files reside in your inbox, or click "Select File" to select a file for processing. You can choose to update costs and load new items into the system. When all appropriate options have been selected, click "Update" in the bottom left to process the file.
When the file has been processed, depending on information received the report will be populated across three tabs. The main "Price Update" tab lists all the pricing changes included in the file. The "Inventory Update" tab lists all inventory changes included in the file.
The "Inv Update Errors" lists errors and item mismatches between the file sent by the supplier and your drug records. It is VERY IMPORTANT you DO NOT EXIT this screen before these errors are corrected, if any. Doing so will disregard these items and not update them into your records, possibly causing inventory mismatches. If there are errors listed, click on the tab and click on the Vendor Item number box in orange. This will allow you to correct these errors, one by one. When all these errors have been corrected, you are ok to exit this window.
Any of the reports in the three tabs can be sorted any time by simply clicking the column name above the records you'd like to sort by.
To print or export the report page, click the "Print/Export" button or press the "Enter" key when the "Print/Export" 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.