Change of Pharmacy Ownership

Task	Documentation and Links
Complete a Stocktake (if required)	External Stocktake Provider (Full Store) Stocktakes in Fred Office
Customer Accounts	Generate ad-hoc statements (bulk) Individual account statements Customer Reports
Recommended Reports	Sales Banking Summary Report Account Balance Preview Report Stock Valuation Report Completed Invoice Summary Report Profit Analysis Report Script Analysis Report
Uncollected Scripts / Scripts waiting to be sold	Uncollected Scripts list
Delete Scheduled Reports	Emailed and Scheduled Reports
Notify Fred Accounts	Either email accounts@fred.com.au, call 1800 888 828 or use our Contact Us Form

Task	Documentation and Links
Store Details	Confirm details are update correctly Tools > System > Store details Store Name, Phone, Email ABN BSB/Account Number
Account Emails	Update email Template, if needed Contacts > Statements > Statement Options Email Templates Edit Templates Update Email Address
Scheduled Reports	Emailed and Scheduled Reports
Supplier Accounts / Gateway Ordering	Gateway Account management in Fred Office
Primary Supplier	Update Primary Supplier
Ordering Templates	Update Ordering templates with new Supplier
New Users for Fred Office / POS	Users
New to Fred Office?	Get started with Fred Office Plus Fred POS Video Tutorials - Original Fred POS Plus Learning Pathways Fred POS Plus Training Webinar Request for Training Fred Mobility - Handheld mobile scanner for stock management Other enquiries - Contact Us \| All Sales and Support Enquiries \| Fred IT Lor Call 1800 888 282

Task

Documentation and Links

Account Emails

Update email Template, if needed

Contacts > Statements > Statement Options

Supplier Accounts / Gateway Ordering

Gateway Account management in Fred Office

Ordering Templates

Update Ordering templates with new Supplier

New to Fred Office?

Fred Mobility - Handheld mobile scanner for stock management