High-cost drug grouping in Fred Office Plus

Fred Office Plus

Overview

To assist with reporting on high-cost drugs in Fred Office Plus, you can define the list using either an item group or department/category. Once this group has been established, proceed to run the required report.

Identify high-cost items

Use the Item Pricing Details report to filter items with a cost price exceeding $xxxx.xx.

Where xxxx.xx represents your designated high-cost threshold.

1. Generate the Item Pricing Details report:

   1. Go to Reporting, then select Inventory Reports, then select Item Pricing Details, then click Run Report.

      If necessary, apply a filter for items within a specific department using the Department/Category Selection.

2. Right-click on the Cost Ex heading and select Filter Editor.

3. Click the equal sign and change it to Greater than. Enter the specified cost value.

   For example, generating a report of items with a cost price greater than $1,000.00.
   

Group high-cost items

Option 1 – item groups

1. Highlight the items to be included in the Item Group.

   Press Ctrl+A on your keyboard to select all items.

2. Right-click and choose Add to Item Group.
   1. Either create a new group or add the items to an existing group. For more information on setting up and managing item groups, see Set up and manage item groups.

Option 2 - department / category

1. Create a department or add category under your Ethicals Department named High Cost Drugs. For more information regarding creating a department and/or category, see Create a new department and category.

2. From the filtered Item Pricing Detailed report, highlight the items to be moved into the designated department and/or category.

   Press Ctrl+A on the keyboard to select all items.

3. Right-click and select Item Quick Action.
   

4. Click + to expand Classification & Options, then select Set the Department and Category of an Item. Follow the on-screen prompts to assign these items to the department and/or category established in step 1.

   For more information regarding Quick Actions, see the Quick Action Wizard.

Report on high-cost drugs

Most reports in Fred Office Plus provide the capability to filter by item group or department/category.

Frequently used reports include:

• Profit Analysis
• Product Usage by Month

If an item group has been created: In your selected report, click Advanced Options, then select the High Cost Drugs Item Group, then click Run the report.

If a department or category has been created: Filter by the required department/category, select the required category, then click Run Report.

For more information on customising and saving reports, see Customise the grid and Emailed and scheduled reports.

Maintenance of the high-cost group

As cost prices fluctuate, it is essential to review the group regularly. Assess the listed costs of the items, and add or remove items as necessary.

The steps outlined in Group the high-cost items can be used to perform this process in bulk.