Table of Contents

The Bottom Row of the Function Buttons holds shortcut buttons to functions less commonly used in the program, but still very important.

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bottom row of buttons (pictured below) are shortcuts to less common (but still important) functions used in BestPOS.

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We will review each shortcut in more detail below.

Setup F2

Click Clicking the “Setup F2F2” button, or F2 on your keyboard to , will display the BestPOS’s setup configuration screens for the BestPOS program.

PRINTERS

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Receipt Printer : Choose which printer you'd like receipts to print onImage Added

Available printer configurations include:

Receipt Printer : Here you can choose the printer you want to use to print receipts.
Code to Cut Receipt :

Enter the

Here you can enter your printer receipt cut code.
Code to Open Drawer :

Enter the

Here you can enter your printer drawer open code.
Lines to Skip after Printing Receipt :

Enter the amount of lines to skip after printing any

Here you can enter the number of lines you want skipped after printing a receipt.
Regular Receipts to Print :

Indicate the amount

Here you can indicate the number of regular receipts to print.
Credit/Debit Card Receipts to Print :

Indicate the amount of Credit/Debit Card

Here you can indicate the number of credit/debit card receipts to print.
Receipts to Print for Checks :

Indicate the amount of Check

Here you can indicate the number of check receipts to print.
Report Printer Name :

Choose which printer you'd like reports to print on

Here you can choose the printer you want to use to print reports.
Report Printer Paper Source :

Indicate the

Here you can choose a paper source to use for

the

a selected printer.

DISPLAY POLE

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Available display pole configurations include:
Using Display Pole :
Indicate
This idicates whether or not you're using a display pole, to
display some
share basic information
to
with the customer.
Display Pole Port :
Indicate the
This indicates which COM port
on which
the display pole is installed on.
USB Pole Type :
If using
This indicates the pole type, if a USB display pole
, indicate the pole type
is being used.
Pole Text :
Enter in
Here you can enter text you
'd like
want the display pole to show the customer.
IMPORTANT: The options on the right side of the screen, aside from "Display Clock : Yes/No" should never be adjusted.

PAYMENT PROCESSOR

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NOTE Important: The screen header changes titles to reflect your payments processor. These options should not be modified; please call BCS for help setting up or adjusting these settings. Credit Cards : Indicate whether or not to use this processor for Credit Card will update/change based on your specific payment processor. You should not modify these fields. If you need to adjust these settings, please contact our Customer Support team for assistance.

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Available payment processor configurations include:

Credit Cards : This indicates if the processor should be used for credit card transactions.
Enable Credit Card Txn Log :

Indicate if you'd like a log of the transactions to

This indicates whether a transaction log should be kept.
Debit Cards :

Indicate whether or not to use this processor for Debit Card transactions. This typically requires a Pin Pad or an encrypted Signature Pad.

This indicate if the processor should be used for debit card transactions (which typically requires a pin pad or an encrypted signature pad.)
Checks : This function is currently disabled.
Food Stamps : This indicates if your pharmacy accepts paper Food Stamps

: Indicate whether or not you'd like to accept Food Stamp cards. This is symbolic and has to

. (Please Note: Unless you are using Heartland’s Portico Gateway, Food Stamp cards must be processed through a separate terminal

unless the payment processor is Heartland through Portico Gateway. A

to actually move funds and a debit pin pad or an encrypted signature pad MUST be

present

used.)
EBT (Electronic Benefit Transfer) Cards :

Indicate whether or not you'd like to accept EBT Cards. This is symbolic and has to be processed through a separate terminal unless the payment processor is Heartland through Portico Gateway. A debit pin pad or an encrypted signature MUST be present

This indicates if your pharmacy accepts EBT (food stamp) Cards. As with paper food stamps, the same terminal/processing requirements (outlined above) apply.
Payment Processor :

Indicate

This indicates the payments processor

who

used to processes your pharmacy’s payments. The fields that

display

are displayed after

choosing the

a processor is selected should never be adjusted without consulting

BCS

with a BestRx support team member first.

DEBIT PIN PAD

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NOTE : As pin pad devices are fragile and can mistakenly have the encryption wipedImportant: To avoid accidentally wiping the encryption, please contact BCS our Customer Support team for help installing your Debit Pin Pad.
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Available debt pin pad configurations include:
Pin Pad Device:
Indicate the model of the
This indicates your pin pad device
you have
model.
Pin Pad Baud:
Indicate
This indicates the device’s baud rate
for
(the
device (Default
default value is 1200).
Pin Pad Data Bits:
Indicate
This indicates the device’s data bit rate
for
(the
device (Default
default value is 7).
Pin Pad Port:
Indicate on
This indicates which COM port
is
the device is installed on.
Pin Pad Timeout:
Indicate after how many seconds
This indicates the number of seconds until the device
should time
times out.
Allow Cashback on Debits:
Indicate if you'd like to allow cash back debit transactions
This indicates if cash-back transactions are allowed.
Max Cashback on Debits:
Indicate
This indicates the maximum amount allowed for cash-back transactions.

SIGNATURE PAD

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Available signatre pad configurations include:
Use Signature Pad for RXs:
Indicate whether or not you're using
This indicates if the signature pad is being used for prescription items.
Credit/Debit Cards:
Indicate if you're using
This indicates if the signature pad is being used to capture
Credit/Debit Cards
credit/debit card payments.
Ephedrine Purchases:
Indicate whether or not
This indicates if the signature pad
will be
is being used to store signatures
from
for Ephedrine purchases.
Signature Tablet Type:
Indicate the model of
This indicates your signature pad model.
Show EasyCaps on Sig Screen:
Indicate whether or not the program
This indicates if BestPOS should display the EasyCaptions on
the
your signature pad when customers are signing for
medication
medications.
Show # of RXs on Sig Screen:
Indicate
This indicates if you'd like
the program
BestPOS to display the total number of prescriptions being signed for on the signature pad.
Show Total on Sig Screen:
Indicate
This indicates if you'd like
the program
BestPOS to display the total amount
in dollars
of the transaction being signed for on the signature pad.
Days Allowed for RX Pickup:
Enter how many
Here you can enter the number of days prescriptions should remain in the pickup file
ready
to be signed for
by a patient. Default
. (The default is '30' days.)
Sig Pad Driver:
Indicate which driver to use
This indicates the driver being used to communicate to the signature pad
. This is a locked feature and should only ever
(which can only be changed by
BCS staff
our support team).
Mx870 Com Port:
Indicate what
This idicates which COM port the signature pad is installed on
. This should
(which can only be changed by
BCS staff
our support team).
Upload Images: This
function is used to upload a Logo file or Screensaver files to the pad. Please contact our staff for exact image specifications and help loading an image.
is where logo or screensaver files can be uploaded, so they are displayed on your signature pad. (For image specificaitions and help uploading an image file, please contact our support team.)
Show Patient Counseling Screen:
Indicate if you'd like
This indicates if the signature
to
pad should display a counseling screen when
prescriptions
customers are
being signed
signing for their prescriptions.
Patient Counseling Authorization:
Indicate if you'd like
This indicates if the signature pad/BestPOS
program to
should ask for
pharmacist authorization when asked for patient counseling. This will require the pharmacist to essentially approve Patient Counseling
a pharmacist’s authorization to approve patient counseling.
Authorization Type: This
refers to the previous option and
is the authorization the pharmacist will use when approving patient counseling. It is currently locked
to default
and defaults to asking for the pharmacist’s Username/Password.

MISCELLANEOUS

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Other miscellaneous configurations include:
Wait for: Minutes to Lock Admin Screen:
Indicate minutes after which to automatically lock
This indicates how many minutes before the Admin screen
. Default
should lock. (To disable the lock screen, you can set this to '0'
to disable
.)
Wait for: Minutes to Lock Cash Register Screen:
Indicate minutes after which to automatically lock the Register screen. Default '0' to disable.
This indicates how many minutes before the Register screen should lock. (To disable the lock screen, you can set this to '0'.)
Screen Resize Mode:
Choose
Here you can choose how you'd like the BestRx window to display on your monitor.
Normal Full Screen (recommended):
This setting
Selecting this option stretches the window
by
to fit the majority of normal-sized screens (with a 4:3 aspect ratio
. It will leave
). There may be a grey area on the right side of the screen
when
if you’re using a widescreen monitor.
Stretched Full Screen:
This setting stretches and adjusts the program to fill the entirety of your monitor
Selecting this option stretches the window to your entire monitor screen.
Do Not Resize:
This setting keeps the program in native
Selecting this option keeps the window display set to its default size. On
modern
most monitors, the
program
window will
appear
be displayed as a small box in the upper left, with grey areas on the bottom and right side of the screen.

Item F3

Click Clicking the “Item F3F3” button, or F3 on your keyboard to , will pull up the Item File.

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The Item File stores item is used to store product information for your store transaction and inventory purposes. The

On the main screen will allow , you to can search for specific items simply by starting to type a search string by typing what you’re looking for in the "Item" field, or alternatively by picking a Supplier in the drop-down box. You can also narrow results using the report drop-down boxes and sorting by Department, Category or Group by selecting the appropriate information in the respective drop-down boxes. To edit any :

Category
Department
Group
Supplier

To edit an item from the search results, simply click the corresponding line. on the line you’d like to update.

To add a new item, click the "Add Item" radio button in the upper left.

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While the only required fields when Image Added

When entering a new item, you are only require to provide a Long and Short Description, it is HIGHLY recommended to be as thorough when adding new items however we strongly recommend completing the other fields and being as thorough as possible. Additional item fields include:

SKU:

Enter

This is where you can enter the SKU for the item

. This is

(typically the barcode).
Active:

Indicate if

This indicates whether the item is active

and

/available to be used in sales transactions.
Long Description:

Enter a long description for the item

Here you will need to enter the full item description.
Short Description:

Enter a short description for the item

Here you will need to enter a description summary.
Manufacturer Name:

Enter

Here you can enter any other/alternate name used by the manufacturer

's name for the item

.
Buy as Case:

Indicate

This indicates if customers will be buying this item

as

by the case.
Sell as Case:

Indicate

This indicates if you'd like the

ability

options to sell

this

the item

as

by the case.
Unit Acq Cost:

Enter

Here you can enter the item's acquisition cost (what you paid the manufacturer).
Unit in Case:

Enter

Here you can enter how many individual units are in a case (if

purchasing as case

customers are able to purchasing by the case).
Cost/Case: This field automatically calculates cost per case, based on

information

previously entered information.
PSE Grams per Box:

Indicate

This indicates the Ephedrine/Pseudoephedrine content per box

. This only applies to

(for PSE items only).
Regular Price:

Enter the regular price for the item. This is typically the

Here you can enter an item’s “regular” price - typically its retail price.
Discount:

Enter an amount here if you'd like this item to be discounted.

Here you can enter a discount amount for an item. (NOTE: This is the amount

to be discounted and

of the discount (i.e. $5 off), NOT the final

discount

amount for the discounted item.)
Gross Profit (%): This field will display the items gross profit as a

gross

percentage

of a profit on this item

.
Tax

Rate : Choose a

Rate: Here you can set the appropriate tax rate for the item.

To define

(For more information on establishing your pharmacy’s Tax Rates, please refer to the Store Setup section.)
County/City Tax:

Choose the

Here you can apply a County/City tax to the item, if applicable.

You can define

(Tax Codes can be defined in the Item Tax Code file.)
Discountable Item:

Indicate if you'd like this item to be discountable

This indicates if the item can be discounted on the main sales screen

with

, using the discount buttons/functions.
Deposit Amount: This feature is currently in development stage.
Use Scanned Price:

Indicate

This indicates if you'd like to

always use the price as defined in the

always use the item’s Regular Price

segment

when the item is scanned. (If you

'd like

want to enter the price manually

every time

for each transaction, choose "NO". ) This function is

particularly

useful for items that share a general name, but do not have a defined price

per individual

for each item.
Can Override Price:

Indicate if you'd like to allow the price to be over written

This indicates if the item’s price can be overwritten on the main sales screen

for this item

.
Block EDI Price Updates:

Indicate

This indicates if you

'd like

want to block

any

EDI price updates from suppliers for

this

the item.
Accept Food Stamps:

Indicate if you'd like this item to be flagged as Food Stamp eligible and therefore offer the option to use a Food Stamps Card

This indicates if the item is Food Stamp eligible, so Food Stamps/Cards can be used as a tender option.
Accept Coupons:

Indicate if you'd like this item to be flagged as Coupon eligible and therefore offer the option to use a Coupon

This indicates if the item is eligible for coupons, so you can apply a coupon as a tender option.
FSA Type:

Enter

Here you can enter the item’s FSA eligibility

for the item. Choices are

(marking it as Not FSA Eligible, Healthcare Item or a Prescription Item).
Identification Check:

Indicate

This indicates if

you require

an identification check

for this item. Choices are

is required to purchase the item (for Tobacco, Alcohol, Ephedrine/Pseudoephedrine, General (No Minimum Age) or Dextromethorphan products).
Order Base:

Choose

Here you can select the price basis for the item

. You can choose

, choosing between the Best Price (BestPOS) or the Primary Vendor.
Department:

Choose the department for this item.

Here you can assisgn the item to a department. (You can edit departments

through

using the Department File.)
Category:

Choose

Here you can select the item’s category

for this item

. (You can edit categories through the Category File.)
Group:

Choose the group for this item.

Here you can assign the item to a group. (You can edit groups through the Group File.)
Location:

Choose the

Here you can choose a location for this item. (You can edit locations through the Location File.)
Promotion:

Indicate

This indicates if the item is

on

currently part of a promotion. (This is a

very

quick

and rudimentary

, basic way to

add

apply a promotion to a specific

items

item. For a

full fledged

more detailed explanation of the BestPOS promotion feature, refer to

the

our Promotion Articles.)
Start Date:

Indicate

This indicates the start date for

the

a promotion.
End Date:

Indicate

This indicates when

this

the promotion will end.
Promo Price:

Indicate

This indicates the promotional price for the time period specified above.
Track Inventory:

Indicate whether or not you'd like

This indicates if you want to track the item's inventory.
Units on Hand:

Indicate how many units on hand you currently possess

This indicates the number of units currently on-hand at your pharmacy.
Minimum Units on Hand:

Indicate

This indicates the minimum

quantity

on-hand quantity you

wish

want to have for

this

the item.
Qty sold since last order: This field displays

quantity

the number of items sold since you last

ordered this item and

placed an order (it is not editable).

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The Supplier section displays supplier info linked to the item. This information might automatically populate if using the EDI feature and a wholesaler has sent information about the item.

SKU #: This field

will display

displays the SKU for the item

selected,

and

is used as reference for an easier cross check of items. It is

can be used to cross-reference items. (Please note, this field not editable and displays the same SKU as the main Item screen.)
Supplier:

Choose

Here you can select the item’s supplier

for the item. Suppliers can be further defined

. (Supplier information can be added/managed using in the Supplier File.)
Vendor Item #:

Enter the supplier vendor item. This is the suppliers internal number for this

Here you can enter a supplier’s internal vendor number for the item.
Default Order Qty

: Enter the

: Here you can set a default order quantity

you order from the supplier

.
Acq Cost:

Enter

Here you can enter the acquisition cost

for the item. This is the

(price you pay

your wholesaler

) for

this

the item.
Primary Supplier:

Indicate if this is

Here you can indicate if the item is obtained through the primary supplier

for this item

.
Last Cost Paid: This field displays the most recent amount paid for the item.

It is locked and for display only.

(This field

will

only

populate

populates when the item is ordered/received through a wholesaler EDI

account.

account. It is locked and for display only.)
Last Order Date: This field displays the

last time an order was placed for

date an you ordered the item.

It is locked and for display only.

(This field will only populate when the item is ordered/received through a wholesaler EDI account. It is locked and for display only.)
Last Received Date : This field displays the last time you received an order

was received

for the item.

It is locked and for display only.

(This field will only populate when the item is ordered/received through a wholesaler EDI account. It is locked and for display only.)

Sales Rep F4

Click Clickng the “Sales Rep F4” button, or F4 on your keyboard to , will bring up the Sales Representative window.

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This window will display, and allow you to select, sales representatives in the system.

To search for a

record

sales representative, simply type a name in the Sales Representative search box.
To add or edit sales representatives, refer to the Sales Representative file article.

Layaway F6

Click Clicking the Layaway F6 button of “Layaway F6” button, or F6 on your keyboard to , will open the Layaway function window.

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The Layaway function allows you to hold an item for a customer to while they make payments on an item that's been set aside they might not currently have the full amount for. When the amount has been paid in full, the store will then give the item to the customer. You it when they’re unable to pay for it all at once. Here, you can Add Item to Layaway, Collect Payment and display Payment History. Let’s review each action in more detail.

Add Item to Layaway

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To add an item and start a initiate layaway for a customer, select start by selecting the Customer and SKU by using the appropriate search fields. When the customer and item have been selected, change

Then, you can set the dollar amount for the item if you desire so, discount if applicable and a deposit if present. including any discount or deposit you’d like to apply.

The Tax and Total fields are gray will automatically populate and cannot be edited as they simply display the tax and balance. Enter any Remark you may have, and when finished .

Next, enter any comments you would like to include in the Remark field and click Add To Layaway . This will display the item when you’re finished.

The item will now be displayed in the bottom grid, and allow you to can add other items for this the customer. When finished with the customer, if needed. To complete the layaway, simply click Finish “Finish” in the bottom right. The program will pull up a tender screen and allow you to A tender screen will appear so you can collect a payment and finalize the transaction by collecting money.

Collect Payment

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To collect/apply a layway payment, search and select the customer using the Customer search box.

Then, then click the item the customer wants to pay make a payment on.

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Enter Next, enter the amount for this of the payment and click OK“OK”. The item will automatically be entered into the payment list, as shown below.

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If you made an item selection in errorselect the wrong item, you can check the box to the left of the item(s) and click Remove Item to remove it, or Remove All “Remove Item”. If you want to remove all items from the list. Otherwise click Finish , click “Remove All”.

When you’re done selecting items, click “Finish” in the bottom right. The program will pull up a tender screen and allow you to tender screen will apppear so you can collect a payment and finalize the transaction by collecting money.

Payment History

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To view a customer’s payment history, select the customer using the Customer search box (shown above). When the

Once a customer's been selected, items that are on layaway for them are displayed in the first window. Upon clicking an individual item, the bottom window will display a window will appear that lists their layaway item(s).

Clicking on an item, you’ll be able to view the payment history for said that item in the bottom window.

Customer F7

Click Clicking the “Customer F7” button, or F7 on your keyboard to , will bring up the Customer File.

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The customer file keeps record of is where all your customers' information is stored. While the BestPOS database is independent and fully capable if only using the BestPOS program, it does fully integrate into the BestRx database and utilizes those records in searches. When linked to the BestRx database, any can be used on it’s own, it is fully integrated with your BestRx software, which means:

You can utilize your BestRx database for BestPOS searches.
Any new record you enter

will insert itself

in BestPOS will automatically be added into the BestRx customer database

for an easier, more convenient way to keep record of your customers across both systems

.

To search for a customer, simply type their name in the "Customer" field.

You can narrow the results to view only charge (house) account customers by checking the "Show Only Acc/Rec Customers" box.

If you wish to edit the record simply

To edit a customer file, click the corresponding line.

To add a new customer, simply click the "Add Customer" radio button in the upper left.

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The required fields for Image Added

When entering a new customers are customer, you are required to include their:

Customer Name

,

Family Name

and

Date of Birth

. Any

All other information is fields are optional.

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The Image Added

You will also see a Billing Info section tab, which is used primarily for:

Charge Accounts

and storing billing address information, as well as storing a credit card number for a card-less entry. The

Storing the customer’s billing address
Storing credit card information for future purchases*

*In compliance with FTC FACTA regulations, once added, the credit card number and expiration become truncated after saving the customer record according to Federal FTC FACTA law, are unable to date are automatically truncated and can not be shown again and . The card on file can only be used during for transactions when no card is present.

Payment F8

Click Clicking “Payment F8”, or F8 on your keyboard to , will bring up the Payment function.

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This function is used to make Image Added

Here, you can apply payments/credits to a customer's A/R (house charge) account. Search

Begin by searching for the customer by typing in the their Family name in the search box and select the appropriate family. Information on the

Then, information on their Family Account will display be displayed in the Family Info/Balance fields.

Enter Next, enter in the transaction date for the transaction, transaction Code of (1-Purchase, 2-Payment, 3-Credit Adjustment, 4-Debit Adjustment) and Remark (if any).

Select the appropriate Tender method and finalize the transaction.

Other F11

Click Clicking the “Other F11F11” button, or F11 on your keyboard to , will display the other menu.Image Removed.

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Here you will see multiple options, including:

Quick Support which opens

the program that allows us to remote into your computer and

our remote assistance program, so our support team can access your computer to assist you.
Closeout Register which closes

the

your register.
X/Z Report for Current Batch

offers

which provides an overview of the current batch for both X and Z reports.
Reprint Return Receipt

will allow

this allows you to reprint a return receipt.
Reprint A/R Payment Receipt

will allow

this allows you to reprint an A/R (house charge) account receipt.
Check Rx Pickup Times

will give you the ability to obtain information about

here you can view what day and time a prescription was picked up.
Credit Card Batch Inquire/

Settle will assist on

Settle which is used to assist in closing the current credit card batch.
VeriFone Sigpad Maintenance which offers

shortcuts to assist on troubleshooting of the

troubleshooting shortcuts for Verifone signature pads.

X/Z Report

The X/Z Report is a combination of the X /and Z reports from the administration program, and displays them in a fashion much alike which displays infortmation similar to the Register Closeout report.

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The biggest difference between this differences between the X/Z report and the one displayed during register batch close is that this :

Versions Compared

Old Version 1

New Version Current

Key

Setup F2

PRINTERS

DISPLAY POLE

PAYMENT PROCESSOR

DEBIT PIN PAD

SIGNATURE PAD

MISCELLANEOUS

Item F3

Sales Rep F4

Layaway F6

Add Item to Layaway

Collect Payment

Payment History

Customer F7

Payment F8

Other F11

X/Z Report

Page Comparison

Versions Compared

Old Version 1

New Version Current

Key

Setup F2

PRINTERS

DISPLAY POLE

PAYMENT PROCESSOR

DEBIT PIN PAD

SIGNATURE PAD

MISCELLANEOUS

Item F3

Sales Rep F4

Layaway F6

Add Item to Layaway

Collect Payment

Payment History

Customer F7

Payment F8

Other F11

X/Z Report