Setting up Product Rules

Setting up Product Rules (1:53)

Using Pharmacy Manager, you can easily set up product rules which state that certain products should be ordered from a particular wholesaler.

Note - Product rules take precedence over any existing order rules. For example, if an order rule states that you should order all generic items from Alliance, but you want to order Simvastatin from AAH, then you must set up a product rule.

The product rules can either be set up from Product Details or Pharmacy Details screens.

Setting up Product Rules from Product Details

To set up a product rule:

  1. On the server machine, from the Pharmacy Manager Search bar select the drop-down arrow and select Product:

  2. Enter the name of the product, for example, Simvastatin. Select Search :

  3. The Find Product screen displays. Select the required product and select OK :

  4. The Product Details screen displays. Within Product Rule, select Add :

  5. The Product Rule Details screen displays. Choose the order set from the dropdown list. Select Add and select OK :

  6. Select an additional order set if required. Set the following:

    • Order - Use the arrows to reorder the order sets.

    • Delete - Delete an order set from the list.

    • Continuous Loop - Pharmacy Manager will try all order sets in order and will return to the beginning once the final order set has been tried.

  7. The Product Details screen displays. The Order Set is updated to the selected wholesalers. Select OK to save:

Setting up Product Rules from the Pharmacy Details screen

To set up a product rule from the Pharmacy Details screen:

  1. Log on to the server machine.

  2. From the Pharmacy Manager Toolbar, select Tools - System Settings - Pharmacy Details.

  3. Select the Product Rules tab:

  4. Existing product rules display.

  5. Select Add to create a new product rule:

    The Product Rules Details screen displays:

  6. Type in the first few letters of the product name and select Enter on your keyboard. The Find Product screen displays.

  7. Select the required product and then select OK .

  8. Choose the order set from the dropdown list. Select Add and then select OK :

  9. Select an additional order set if required. Set the following:

    • Order - Use the arrows to reorder the order sets.

    • Delete - Delete an order set from the list.

    • Continuous Loop - Pharmacy Manager will try all order sets in order and will return to the beginning once the final order set has been tried.

  10. Select OK .

  11. Continue adding more product rules as required.

To switch on auto ordering see Setting up Auto Ordering for details.