Create a new dispense item
Use this process to create Dispense items in Fred Office Plus, that are listed in AppCAT, using Create Item Wizard.
- Go to Inventory, then select Items.
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Click Create Item Wizard.
- Click Next to move past the welcome screen, if it displays.
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Search for the item you want to add by entering one of the following:
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Item Name
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Alias (Barcode)
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Reorder Code
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Click Search.
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Optional; Use the Appcat Supplier field to limit results to a specific supplier. This is helpful if your initial search returns a large number of items.
If you want to perform a "Starts with" search, select the Starts with checkbox.
For assistance with search terms refer to the AppCAT supplier prefix list. - Select the item(s) you want to create frm the AppCAT Search Results .
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Use the Add Arrows(s) buttons to move items into Items to Create.
Click to add the highlighted items to the Items to Create.
Click to add all items from the Search Results to the Items to Create.
You can select multiple items by holding down the CTRL (control) key on the keyboard and clicking on each item. Alternatively you can select a consecutive number of items by holding down the SHIFT key and clicking on the first and last rows of the items to be included.
Items showing a link icon
are already matched in your database and cannot be created again. - Leave Use supplier code as Item Code selected (by default) and click Next.
- Ensure a supplier is displayed for all items.
If required Add, Edit or Remove suppliers using the drop down menu.
Suppliers can be added in bulk.
Once a supplier exists for one item. Use Global Change and select Create Supplier For All Items to quickly add it to all items.
Click Global Change and select Generate Random Missing Codes to generate a random Reorder Number where missing from the supplier. -
Click Next.
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Ensure a Department, Category, and Drug and Alias (Barcode) is displayed for all items. Select as needed using the drop down arrows.
Department and Categories can be set in bulk.
Once an item has the correct department/ category selected, click Global Change and select Set As Global Department or Set As Global Category to quickly to set for all items.If an item is in a different department, you need to change the department first before changing the category.
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Click Next.
Click Global Change and select Set As Global Department or Set As Global Category to quickly to set for all items.
If an item is in a different department, you need to change the department first before changing the category.
- If required, right-click on the column heading and select Column Chooser.
Drag and drop in Not Discountable and Hide on Net Display.
- Select both these options for the first item.
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Click Global Changes select Set As Global Non-Discountable and click OK.
This option is only required for Fred POS. For pharmacies using Fred POS Plus, dispense items are automatically not discountable.
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Click Global Change Set As Global Hide on Net Display and click OK to confirm.
A Net Display is a customer facing screen that displays transactional information. Setting an item to Hide on Net Display will replace the description of the item with the item's department providing additional privacy to the patient.
- Click Next.
- Review and adjust the Cost, Price, and Item Tax as appropriate.
- Click Next.
- If required, select the optional Perform Actions, Queue Labels, Add to an Item Group, Add to a Draft, or Open in Item Manager, and then click Finish.
Queue Labels
Add to an Item Group
Add to a Draft
Open in Item Manager
- Click Finish to complete item creation.