Fred Dispense Transfer to POS Specification

This topic explains the Fred Dispense configuration and specifications for sending dispensary information (as ASCII or database files) to a POS system on the same network.

There are three POS feed formats:

  • Fred2POS
  • Fred4POS
  • Fred8POS

Configuration in Fred Dispense

Set up transfer to POS

  1. From the Setup menu, select Dispense Options.

    The Fred Dispense Configuration window is displayed.

  2. Select the POS/Debtor Link Options tab.
  3. In the POS System Link field, enter Y.
  4. From the Type list box, select the required file format:
    • POS will transfer using the Fred2POS.DBF, Fred4POS.DBF, and Fred8POS.DBF database file.
    • POSF will transfer using the ASCII Fred2POS.DAT , Fred4POS.DAT or Fred8POS.DAT file.

      When transferring to POS via the Fred2POS.DAT , Fred4POS.DAT or Fred8POS.DAT file, the Fred2POS.DBF, Fred4POS.DBF, or Fred8POS.DBF database file is maintained at the same time to enable simple resending of transactions.

  5. If you selected POSF, enter the server directory path that Fred2POS.DAT , Fred4POS.DAT or Fred8POS.DAT file will be created in, in the text box below the POS System Link field.

    For example, if you enter \FredHealth\Fred, the Fred2POS.DAT , Fred4POS.DAT or Fred8POS.DAT file will be created in the \FredHealth\Fred directory on the Fred server.

    It is preferred to configure the system to write the transfer file to the Fred Server, to avoid dispensing problems if any network issues occur. On re-establishing the network, the POS system can then process the transactions that have accumulated during the network down time.

Transaction processing by Fred Dispense

Fred Dispense endeavors to keep the POS figures accurate with respect to Sales and Stock Levels. At the end of each dispensing, a POS Transfer Record (Format detailed in Field Explanatory Notes) is sent to the POS system to keep stock levels up to date, automatically debit customer accounts or provide information at the till to be able to produce an itemized receipt.

Fred Dispense keeps a copy of the last 6 days of transactions sent to the POS system in the Fred2POS.DBF, Fred4POS.DBF, and Fred8POS.DBF database file. For whatever reason, transactions can be re-sent from the Fred Menu ([Alt+F)] and Browse POS Trans. Changing the ‘Sent’ field from 'Y' to 'N' triggers Fred to re-send the transaction to the POS System.

Cancelling a script within Fred sends a cancellation record to the POS system to place the script item back in stock. Modifying the price or quantity of a script on Fred does NOT send a single transaction adjustment. The adjustment is handled by sending a cancellation ([X]) for the original script and sending a new [A]ctive record.

Owing Scripts dispensed on Fred results in a transaction being sent immediately to the POS system for Charging and Stock adjustment. The Owing Script Mark-off does not send any transactions unless script information is changed requiring a Cancel/Send to keep the POS system accurate.

Deferred Scripts are not dispensings, which supply stock, so Fred does not send a transaction to the POS. Dispensing the deferred item is treated as a normal dispensing resulting in a transaction being sent to the POS system.

When editing scripts with Fred, the following script modifications will cause a Cancel Transaction and New Transaction to be sent to the POS:

  • Script Type e.g. [N]HS to [P]rivate
  • Drug e.g. Amoxil Caps 250mg -> 500mg
  • Quantity e.g. 50 -> 25
  • Patient Price e.g. $3.40 -> $2.70
  • Government Recovery e.g. $4.05 -> $4.15 because of choice of different Solvent

POS Account Customers

Within each Patients Details (found in Patient Update in [Extra Information] - [Ctrl+I] for fast access), exists the fields 'Account No' and 'Direct Charging'. This is where the Debtor Account No, that exists on the POS for the chosen Patient can be supplied. Dispensing for a patient with their 'Account No' entered and 'Direct Charging' set to "Y", should directly send the charges to the patients Account.

If the Patient pays for some things, but wants other things on Account, the 'Direct Charging' can be set to "N". When an item is dispensed for this patient, it should wait on the Till to be made a cash sale and receipt printed or placed on the patients account (where the Account No. is also supplied) if an account charge is required.

When modifying the price/quantity of a script for a customer with an account, the system checks to see whether the patient price is modified. If the patient price is the same, there is no need to have a debit and credit for the same amounts, so the system inserts the Dummy Account number as supplied in the Owner details. This is to try and keep the patient accounts as tidy as possible.

POS Recommended Processing

Communication with Drug Wholesalers

There are 4 major drug wholesalers in Australia. All have different product codes, different transmission protocols, different types of electronic invoicing. All ordering is done electronically using PDE units/modem from POS. The systems return out of stock notifications and the customer may then order again next order (up to twice daily) or change the order to the alternative wholesaler.

  1. Receive updated product files and prices from the wholesaler.
  2. Send orders to the wholesaler and receive out-of-stock lines back.
  3. Re-order out-of-/stock items from a second supplier.

Recommended Processing

To process the transactions fromFred2POS.DAT , Fred4POS.DAT or Fred8POS.DAT that are created by Fred, it is recommended that the POS system processes the Transaction file at regular intervals, say every 15 seconds, or every time a sale is about to take place at the till. The POS system should rename the Transaction file before commencing processing, to ensure NO locking problems occur. Depending how the POS system handles the transaction processing, it may have to handle renaming the file to a unique name for each POS terminal to ensure no locking problems are encountered. It is possible that the POS system could attempt to rename the Fred2POS.DAT , Fred4POS.DAT or Fred8POS.DAT file just as Fred opens it to append more POS Transfer records. The POS system should not continue processing until it successfully renames the file, which won't be for long, as Fred takes very little time to add any Transactions records and close the file.

See Field Explanatory Notes for information on the formats.

POS Transaction File Processing Steps

  1. Read All transactions - Automatically process any account customer transactions that are flagged for direct account debiting.
  2. Sort remaining Transactions by Surname or Account Number and allow the operator to select particular customers transactions.
  3. Allow the operator to select individual line items from the transaction list to add to a sale or account.
  4. Allow easy select all or select individual line items from the transaction list.

Example

A customer has 4 items dispensed for him and his wife 3 items. The details of these items e.g. code, qty, sale price, wholesale price, account code etc. are sent by the dispense program, via the Transactions file (on our server) to the POS system.

The POS program should try to process this file in say 15sec intervals, and hold the transactions in a format compatible for use by the POS system. A new file is created by the dispense program.

These transactions may sit on the file for days until collected by a customer. When the customer presents, the clerk brings up the customer usually using a surname search - One letter, start of surname is usually enough. The display shows only matching surnames, which have scripts waiting for collection. The clerk chooses the customer from the list and a list of items waiting to be collected is displayed. The clerk chooses all or specific items to add to the sale. A 2nd customer (i.e. wife/husband) script items may then be added to the same sale using same method. Additional nonprescription items may be scanned/added at the till before totaling and proceeding with the sale.

As transaction data can contain the customer’s account number on the POS, this account number is included, so the clerk doesn’t have to locate the customer’s account number on the POS, if the customer chooses to have items added to ther account. The feature exists which allows account customers who we deliver the script items to (e.g. in nursing home so don’t come into your store) to automatically process the transactions in the background without clerk intervention. A flag in the data tells the POS to auto charge the items to customer account.

This prescription transaction-processing feature occurs in over 60% of all sales so must be a singlekey access with smart processing to be successful.

Maintenance

Allowances for down periods are desirable. That is, manually process stock sale, and later process items in the transaction file to reduce stock but not to add to money sales figures.

Void items in transaction log, i.e. returned to stock

Reports

Scripts awaiting collection, i.e. still in transaction file

Transaction log report

Field Explanatory Notes

All fields relate to one dispensing, but named fields starting with:

  • XS are more script-related data.
  • XP are more patient-related data.
  • XD are more drug-related data.

All 'Logical' fields have the values of Y or N in the Fred2POS.DAT , Fred4POS.DAT or Fred8POS.DAT ASCII file.

All 'Numeric' fields that include a value for Decimal Place, use a floating decimal point. So, for example, if a field has a Width of 7 and Decimal Place of 2, it can display:

  • 2 decimal points up to 9999.99
  • 1 decimal place for 10000.0 to 99999.9
  • 0 decimal places for 100000 to 999999

Shown below are the fields and their content, to assist with the processing from a Fred Dispense Fred2POS, Fred4POS, and Fred8POS transfer file.