Purchase Orders

Contact your vendor to set up PharmX details. Once set up in PharmX, the account is available for linking to your vendor in Fred NXT Head Office.

1. Under Inventory and purchasing on the AX Dashboard, click PharmX, then Dashboard.

   

2. Double-click to open the vendor card.
3. Click the Setup tab. then Vendor links.
4. From the Store number the drop down, select the relevant store, then click Add Line.
5. Select the Vendor Account, Vendor name and Account name.

   To view all PharmX Accounts available, click PharmX Accounts under the Setup tab.

1. Under Inventory and purchasing on the Fred NXT Head Office Dashboard, click All purchase orders.

   

   To find a specific purchase order, click CTRL+G to display the search filter.

2. In Inventory and purchasing, click All purchase orders.

   To find a specific purchase order, click CTRL+G to display the search filter.

3. Select the purchase order.
4. Click the Purchase tab, then Confirm.

   

   The Approval Status changes from Approved Once a draft is approved by a manager, it status changes to Approved.(AX) to Confirmed Confirmed purchase orders have been sent to the vendor, either electronically to PharmX or manually marked as Sent. (AX).

   Approval status	Description
   Draft	The purchase order is a draft and has not been submitted for approval in the purchase order workflow.
   In Review	The purchase order was submitted for approval in the purchase order workflow. Approval is pending.
   Rejected	The purchase order was rejected during the approval process.
   Approved	The purchase order was approved.
   Confirmed	The purchase order was confirmed. A purchase order cannot be confirmed until it has been approved.
   Finalised	The purchase order was made final. It is financially closed and can no longer be changed.

1. Under Inventory and purchasing, click PharmX, then Dashboard.
2. From the Orders tab, select the order(s) to be sent, then click Send.

   The order status changes from Unsent to Polling.

   Once an invoice is received, the status will change from Polling to Invoiced. If no invoice is received from PharmX within 10 minutes, the order status will be set to Expired, allowing it to be resent. Additionally, the purchase order’s Approval Status is changed from Approved to Confirmed.