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C. Import Txns From Mobile Device

C. Import Txns From Mobile Device

Owned by Bart Rogacewicz, created
Aug 17, 2021
3 min read

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:

  1. 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

  2. If the invoice payment was not taken, the payment is collected at delivery by following methods:

    1. 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.

    2. 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.

    3. Credit Card: The driver will need to call the pharmacy while delivering, and the following steps should be taken:

      1. Driver calls the pharmacy while delivering

      2. Driver gives the credit card details to the pharmacy to complete the transaction

      3. Pharmacy gets a passcode after the transaction passes through and passes it on to the delivery driver.

      4. The driver enters the passcode on the delivery device where it is validated and then the invoice is signed.

      5. 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.

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