The Bottom Row of the Function Buttons holds shortcut buttons to functions less commonly used in the program, but still very important.
Setup F2
Click the Setup F2 button or F2 on your keyboard to display the setup configuration screens for the BestPOS program.
PRINTERS
Receipt Printer : Choose which printer you'd like receipts to print on.
Code to Cut Receipt : Enter the printer receipt cut code.
Code to Open Drawer : Enter the printer drawer open code.
Lines to Skip after Printing Receipt : Enter the amount of lines to skip after printing any receipt.
Regular Receipts to Print : Indicate the amount of regular receipts to print.
Credit / Debit Card Receipts to Print : Indicate the amount of Credit/Debit Card receipts to print.
Receipts to Print for Checks : Indicate the amount of Check receipts to print.
Report Printer Name : Choose which printer you'd like reports to print on.
Report Printer Paper Source : Indicate the paper source for the selected printer.
DISPLAY POLE
Using Display Pole : Indicate whether or not you're using a display pole to display some basic information to the customer.
Display Pole Port : Indicate the COM port on which the display pole is installed.
USB Pole Type : If using a USB display pole, indicate the pole type.
Pole Text : Enter in text you'd like the display pole to show the customer.
The options on the right side of the screen, aside from "Display Clock : Yes/No" should never be adjusted.
PAYMENT PROCESSOR
NOTE : 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 transactions.
Enable Credit Card Txn Log : Indicate if you'd like a log of the transactions to 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.
Checks : This function is currently disabled.
Food Stamps : Indicate whether or not you'd like to accept Food Stamp 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.
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.
Payment Processor : Indicate the payments processor who processes your payments. The fields that display after choosing the processor should never be adjusted without consulting BCS first.
DEBIT PIN PAD
NOTE : As pin pad devices are fragile and can mistakenly have the encryption wiped, please contact BCS for help installing your Debit Pin Pad.
Pin Pad Device : Indicate the model of the pin pad device you have
Pin Pad Baud : Indicate the baud rate for the device (Default value 1200)
Pin Pad Data Bits : Indicate the data bit rate for the device (Default value 7)
Pin Pad Port : Indicate on which COM port is the device installed.
Pin Pad Timeout : Indicate after how many seconds the device should time out.
Allow Cashback on Debits : Indicate if you'd like to allow cash back debit transactions.
Max Cashback on Debits : Indicate the maximum amount for cash back transactions.
SIGNATURE PAD
Use Signature Pad for RXs : Indicate whether or not you're using the signature pad for prescription items.
Credit/Debit Cards : Indicate if you're using the signature pad to capture Credit/Debit Cards.
Ephedrine Purchases : Indicate whether or not the signature pad will be used to store signatures from Ephedrine purchases.
Signature Tablet Type : Indicate the model of your signature pad.
Show EasyCaps on Sig Screen : Indicate whether or not the program should display the EasyCaptions on the signature pad when signing for medication.
Show # of RXs on Sig Screen : Indicate if you'd like the program to display the total number of prescriptions being signed for on the signature pad.
Show Total on Sig Screen : Indicate if you'd like the program to display the total amount in dollars being signed for on the signature pad.
Days Allowed for RX Pickup : Enter how many days prescriptions should remain in the pickup file ready to be signed for by a patient. Default is '30'
Sig Pad Driver : Indicate which driver to use to communicate to the signature pad. This is a locked feature and should only ever be changed by BCS staff.
Mx870 Com Port : Indicate what COM port the signature pad is installed on. This should only be changed by BCS staff.
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.
Show Patient Counseling Screen : Indicate if you'd like the signature to display a counseling screen when prescriptions are being signed for.
Patient Counseling Authorization : Indicate if you'd like the signature pad/BestPOS program to ask for pharmacist authorization when asked for patient counseling. This will require the pharmacist to essentially approve Patient Counseling.
Authorization Type : This refers to the previous option and is currently locked to default Username/Password.
MISCELLANEOUS
Wait for : Minutes to Lock Admin Screen : Indicate minutes after which to automatically lock the Admin screen. Default '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.
Screen Resize Mode: Choose how you'd like the BestRx window to display on your monitor.
Normal Full Screen (recommended): This setting stretches the window by 4:3 aspect ratio. It will leave a grey area on the right side of the screen when using a widescreen monitor.
Stretched Full Screen: This setting stretches and adjusts the program to fill the entirety of your monitor.
Do Not Resize: This setting keeps the program in native size. On modern monitors the program will appear as a small box in the upper left, with grey areas on the bottom and right of the screen.
Item F3
Click the Item F3 button or F3 on your keyboard to pull up the Item File.
The Item File stores item information for your store inventory. The main screen will allow you to search for specific items simply by starting to type a search string in the "Item" field, or alternatively by picking a Supplier in the drop-down box. You can narrow the report down by Department, Category or Group by selecting the appropriate information in the respective drop-down boxes. To edit any item from the search results simply click the corresponding line. To add a new item, click the "Add Item" radio button.
While the only required fields when entering a new item are Long and Short Description, it is HIGHLY recommended to be as thorough when adding new items as possible.
SKU : Enter the SKU for the item. This is typically the barcode.
Active : Indicate if the item is active and available to be used in sales transactions.
Long Description : Enter a long description for the item.
Short Description : Enter a short description for the item.
Manufacturer Name : Enter the manufacturer's name for the item.
Buy as Case : Indicate if buying this item as case.
Sell as Case : Indicate if you'd like the ability to sell this item as case.
Unit Acq Cost : Enter the item's acquisition cost.
Unit in Case : Enter how many units in a case if purchasing as case.
Cost/Case : This field automatically calculates cost per case based on information previously entered.
PSE Grams per Box : Indicate Ephedrine/Pseudoephedrine content per box. This only applies to PSE items.
Regular Price : Enter the regular price for the item. This is typically the retail price.
Discount : Enter an amount here if you'd like this item to be discounted. NOTE: This is the amount to be discounted and NOT the final discount amount for the item.
Gross Profit (%) : This field will display a gross percentage of a profit on this item.
Tax Rate : Choose a tax rate for the item. To define Tax Rates, refer to the Store Setup section.
County/City Tax : Choose the County/City tax if applicable. You can define Tax Codes in the Item Tax Code file.
Discountable Item : Indicate if you'd like this item to be discountable on the main sales screen with the discount buttons/functions.
Deposit Amount : This feature is currently in development stage.
Use Scanned Price : Indicate if you'd like to always use the price as defined in the Regular Price segment when the item is scanned. If you'd like to enter the price manually every time, choose "NO". This is particularly useful for items that share a general name, but do not have a defined price per individual item.
Can Override Price : Indicate if you'd like to allow the price to be over written on the main sales screen for this item.
Block EDI Price Updates : Indicate if you'd like to block any EDI price updates from suppliers for this 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 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 as a tender option.
FSA Type : Enter the FSA eligibility for the item. Choices are Not FSA Eligible, Healthcare Item or Prescription Item.
Identification Check : Indicate if you require an identification check for this item. Choices are Tobacco, Alcohol, Ephedrine/Pseudoephedrine, General (No Minimum Age) or Dextromethorphan.
Order Base : Choose the price basis for the item. You can choose between the Best Price (BestPOS) or the Primary Vendor.
Department : Choose the department for this item. You can edit departments through the Department File.
Category : Choose the category for this item. You can edit categories through the Category File.
Group : Choose the group for this item. You can edit groups through the Group File.
Location : Choose the location for this item. You can edit locations through the Location File.
Promotion : Indicate if the item is on a promotion. This is a very quick and rudimentary way to add a promotion to specific items. For a full fledged explanation of the promotion feature, refer to the Promotion Articles.
Start Date : Indicate the start date for the promotion.
End Date : Indicate when this promotion will end.
Promo Price : Indicate the promotional price for the time period specified above.
Track Inventory : Indicate whether or not you'd like to track the item's inventory.
Units on Hand : Indicate how many units on hand you currently possess.
Minimum Units on Hand : Indicate the minimum quantity on hand you wish to have for this item
Qty sold since last order : This field displays quantity sold since you last ordered this item and is not editable.
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 the SKU for the item selected, and is used as reference for an easier cross check of items. It is not editable and displays the same SKU as the main Item screen.
Supplier : Choose the supplier for the item. Suppliers can be further defined in the Supplier File.
Vendor Item # : Enter the supplier vendor item. This is the suppliers internal number for this item.
Default Order Qty : Enter the default order quantity you order from the supplier.
Acq Cost : Enter the acquisition cost for the item. This is the price you pay your wholesaler for this item.
Primary Supplier : Indicate if this is 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 when the item is ordered/received through a wholesaler EDI account.
Last Order Date : This field displays the last time an order was placed 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.
Last Received Date : This field displays the last time 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.
Sales Rep F4
Click the Sales Rep F4 button or F4 on your keyboard to bring up the Sales Representative window.
This window will display and allow you to select sales representatives in the system. To search for a record 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 the Layaway F6 button of F6 on your keyboard to open the Layaway function window.
The Layaway function allows for a customer to 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 can Add Item to Layaway, Collect Payment and display Payment History.
Add Item to Layaway
To add an item and start a layaway for a customer, select the Customer and SKU by using the appropriate search fields. When the customer and item have been selected, change the dollar amount for the item if you desire so, discount if applicable and a deposit if present. The Tax and Total fields are gray and cannot be edited as they simply display the tax and balance. Enter any Remark you may have, and when finished click Add To Layaway. This will display the item in the bottom grid, and allow you to add other items for this customer. When finished with the customer, simply click Finish in the bottom right. The program will pull up a tender screen and allow you to finalize the transaction by collecting money.
Collect Payment
Search and select the customer using the Customer search box, then click the item the customer wants to pay on.
Enter the amount for this payment and click OK. The item will be entered into the payment list as shown below.
If you made an item selection in error, you can check the item(s) and click Remove Item to remove it, or Remove All to remove all items from the list. Otherwise click Finish in the bottom right. The program will pull up a tender screen and allow you to finalize the transaction by collecting money.
Payment History
Select the customer using the Customer search box above. When the 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 the payment history for said item.
Customer F7
Click the Customer F7 or F7 on your keyboard to bring up the Customer File.
The customer file keeps record of all your customers' information. While the 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 new record you enter will insert itself 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 only charge (house) account customers by checking the "Show Only Acc/Rec Customers" box. If you wish to edit the record simply click the corresponding line. To add a new customer, simply click "Add Customer".
The required fields for entering a new customers are Customer Name, Family Name and Date of Birth. Any other information is optional.
The Billing Info section 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 credit card number and expiration become truncated after saving the customer record according to Federal FTC FACTA law, are unable to be shown again and can only be used during transactions when no card is present.
Payment F8
Click Payment F8 or F8 on your keyboard to bring up the Payment function.
This function is used to make payments/credits to a customer's A/R house charge account. Search for the customer by typing in the Family name in the search box and select the appropriate family. Information on the Family Account will display in the Family Info / Balance fields.
Enter in the 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 the Other F11 button or F11 on your keyboard to display the other menu.
Quick Support opens the program that allows us to remote into your computer and assist you.
Closeout Register closes the register.
X/Z Report for Current Batch offers an overview of the current batch for both X and Z reports.
Reprint Return Receipt will allow you to reprint a return receipt.
Reprint A/R Payment Receipt will allow you to reprint an A/R house charge account receipt.
Check Rx Pickup Times will give you the ability to obtain information about what day and time a prescription was picked up.
Credit Card Batch Inquire/Settle will assist on closing the current credit card batch.
VeriFone Sigpad Maintenance offers shortcuts to assist on troubleshooting of the Verifone signature pads.
X/Z Report
The X/Z Report is a combination of the X/Z reports from the administration program, and displays them in a fashion much alike to the Register Closeout report.
The biggest difference between this report and the one displayed during register batch close is that this report does not require you to close the register and offers the function to print the information whenever required.