Select the ‘3 Ordering’ tab and you will now see a ‘Companion Text’

section (see Figure 139).

4. To set the companion text that will be displayed on the customer display screen for the defined companion items, click on the ‘Select’ button.

5. This will display the ‘Add/Edit

Companion Text’ window (see Figure 140).

6. This window will list all the default companion texts you have set. The companion text you set in Tools Æ Options Æ Companion Sales will be highlighted in yellow.

7. To add new companion text, select

‘New’. This will display the ‘New Companion Text’ window.

8. Use this window to enter in your companion text and select ‘OK’

(see Figure 141).

9. You can also modify any existing companion text by simply

highlighting the text and selecting

‘Modify’.

#Note: The Default Companion Text (highlighted in yellow) can only be modified in LOTS Options.

#Note: When any companion text is modified, this will modify the companion text on every stock card that uses it.

Figure 139

Figure 140

#Note: By deleting a companion text this will remove that particular companion text from every stock card that uses it. You cannot delete the ‘Default’ Companion Text, as this must be done from LOTS Options.

11. To set companion text to your companion item simply highlight the text in ‘Add/Edit Companion Text’ window and click on ‘Select’.

12. This will close the window and display your selection in the Companion Text section (see Figure 142).

#Note: You can revert to the default companion text at anytime by selecting ‘Use Default’

followed by ‘Select’.

13. When a sale item is being sold the companion item window will be displayed (see Figure 143). This window will allow you either add the item to sales (‘Add To Sale’) or

‘Cancel’.

Figure 142

Figure 143

3.9 Stock Card Menu Buttons

Field Description

Search Selecting ‘Search’ will allow you to exit the current product’s stock card and search for another product’s stock card.

If you have made any changes to the current product’s stock card you will be prompted if you want to save your changes. Select ‘Yes’ if you want to save your changes, otherwise select ‘No’ to cancel. You must make a selection to allow you to continue.

Save This allows you to save all changes you have made to any stock card in either the ‘Stock Information’ tab or ‘Drug Information’ tab.

Previous Card / Next Card

Selecting ‘Previous Card’ or ‘Next Card’ allows you to move to the previous or next stock cards respectively. Stock Cards are sorted alphabetically by

‘Product Name’.

‘Page Up’ and ‘Page Down’ are the keyboard shortcuts.

Goods Labels

Selecting the ‘Goods Labels’ button allows you to print out a specified number of goods labels for the product currently being displayed.

In order to prevent label wasting LOTS tries to print only whole rows of stickers. If you request a quantity that is not a multiple of 3 (assuming 3-across labels) all the whole rows are printed. The remaining labels will be held in memory and printed when either subsequent labels are requested or the Stock Cards module is exited.

Shelf Labels Selecting the ‘Shelf Labels’ button advises the system that at a later time you wish to print out a shelf label for the product.

This facility enables you to queue multiple shelf labels in the labels printer and print them out in batches when you wish to, instead of one at a time.

The shelf label queue can be found by navigating from the LOTS Start Menu Æ Tools Æ Utilities Æ Stock Utilities Æ Print Shelf Labels.

Stock In This function can be used for entering in bonus stock from a supplier. Enter the quantity coming in, modify the Real Cost and the Total GST Paid, and then select the ‘OK’ button. This will update the SOH to reflect this amount and the average cost will be recalculated to reflect these bonuses for this product.

" Note: For bonus stock the Real Cost and GST will need to be set to zero.

Branches This button is only activated for sites that are part of a head office set-up with a head office and branches. If this button is activated it allows you to view various pieces of information for all of the branches e.g. – SOH, Sales History and costs for particular items depending on rights set from Head Office.

Add Special Selecting the ‘Add Special’ button is a shortcut way of being able to access the ‘Auto Specials’. This allows you to Add, Edit or Delete an item from being on auto special.

Order Item Selecting the ‘Order Item’ button enables you to add items to be ordered via the reorder file.

" Note: The items will only be added to the reorder file. You need to ensure that when generating an order that you tick ‘Add Reorders’ tick box.

Exit Pressing the ‘Exit’ button will display a prompt asking ‘Are you sure you wish to exit LOTS Stock Cards’. If you select ‘Yes’ then LOTS Stock Cards will be closed.

3.10 Creating A Stock Card

To add a new Stock Card:

1. Navigate from the LOTS Start Menu Æ Stock Cards.

2. From the ‘Stock Search’ window select ‘New Card’ (as shown in Figure 144).

3. A screen will be displayed asking you if the stock item will be dispensed as a drug, select the

‘Yes’ or ‘No’ button accordingly.

4. A blank stock card will be displayed on the screen. Key in all of the stock information making sure that you key in a PLU, specify a Department and add in all Suppliers and their part codes, as this is essential for ordering purposes.