Change of Approval Fred Office Plus

Fred Office Plus

Overview

These steps are to be completed as soon as possible following a Fred Dispense/Fred Dispense Plus Change of Approval (COA) to ensure store details are printing correctly on POS receipts and supplier/ordering details are up to date.

Steps

1. Store details - In Fred Office, select Tools > System > Store details with the store contact for the COA and ask them to review and update store name, ABN, BSB/Account details etc.
2. Account Emails - Click the Email tab and update email if required. Select Tools > Account > Options > Email templates and update the template if required. 
3. Scheduled reports - Select Reporting > User reports and review scheduled reports. Delete/update receivers, if required.
4. Suppliers accounts - If the user has new account numbers already, then do the following:
   1. Select Contacts > Suppliers and search and select supplier.
   2. Click on Accounts tab. Review the existing accounts and take a screenshot of their setup.
   3. Add a new account with new account number.
   4. Delete the old account. 

The following steps are less critical and optional for the completion of the COA.

1. Primary Supplier - If the store is changing Primary Supplier, then do the following:
   1. Select Reporting > Inventory Report. 
   2. Run Item Pricing Detail report without filters.
   3. Add a Primary Supplier column, then filter for the current Primary Supplier. For example, if they are changing from Symbion to Sigma, then filter for Symbion.
   4. Press CTRL A to select all records.
   5. Right-click and select Item Quick Action > Suppliers > Set Supplier as Primary.
2. New supplier - If the store will be using a new primary supplier that has not previously been used, then download AppCAT reorder codes and apply to all items.
3. Ordering templates - If the store wants to continue using existing ordering templates, then suppliers may need to be updated on the ordering templates. 
4. To add new suppliers to PharmX, please follow this guide: Gateway Account Management in Fred Office

Related Links

Change of Approval in Fred Dispense Plus