Set Up Electronic Transfers Between Pharmacies

Two or more stores that use Fred Office Plus can be configured to communicate directly with each other, in order to share information about their stock levels for electronic transfer requests. There are two methods for setting up electronic transfers:

  • Cloud-based method using unique Fred Site IDs. (Newer, more secure method).

  • IP address service that uses a set of matching 'keys' and requires a port to be open. (Older, less secure method).

All stores that you transfer to/from must be on the same service—that is, all on the old IP address service, or all on the new cloud based service. Some additional configuration is also required if you collectively opt for the new transfer service. See below.

Which Method should I use?

  • Use the Cloud-based method if all stores are on a current version of Fred Office Plus (recommended).

  • Use the IP address method only if instructed by Fred Support or when connecting to legacy systems.

What is a Transfer Supplier

A transfer supplier is another store or entity that your store sends stock to, or receives stock from, usually at about cost price.

Stock moves between a transfer supplier and your store via Transfers in and Transfers out.

Transfer suppliers are configured from the Contacts > Suppliers section of Fred Office Plus.

  1. From the Tools menu, select Order, then select Options.

  2. Select the Store Transfers tab.

  3. Select the Enable cloud based store transfers and Allow any product to be transferred checkboxes.

  4. Share your Fred Site ID with the other store(s).

  5. Enter the other store's Fred Site ID in Their Fred Site ID (New).

  6. Repeat for all of the stores that are in this list.

  7. Click OK.

Each store must configure the Transfer Supplier to enable the connection between stores.

  1. Go to Contacts, then select Suppliers.

  2. Open the relevant supplier for the Other Store.

  3. Select the Types tab.

  4. Select Transfer Supplier checkbox.

    1. Select the default transfer GST type.

    2. Select the Update Item Cost for Transfers checkbox.

      If selected, when a transfer is received as a Transfer In, the cost price of the item will be updated.

  5. Select the Electronic Transfers checkbox.

    1. In Host, enter the Fred Site ID of the transfer supplier.

      Your store and the other store will need to enter each other's Fred Site ID in the Host field. To find your Fred Site ID, click My Fred Site ID.

  6. Check the Local Key and Remote Key fields:

    • For existing Transfer Suppliers, the Remote Key field and Local Key will already be populated.

    • For new Transfer Suppliers, you and the other store will need to exchange Local Keys with each other and enter the key in the Remote Key field.

  7. Optional; Select Show Cost/Price Information checkbox to share information with the other store.

  8. Click Save.

  9. Click Test Connection.

Your Local Key will need to be entered as the Remote Key at the foreign store, and vice versa, before you can connect.

 

Test Connection Troubleshooting
If the Test Successful, electronic transfers are ready to use.
If it Key Fails, confirm both stores have entered each other’s keys correctly.
If Connection Failed, confirm both stores have entered each other Site ID Correctly

 

Set up store transfers using older method

The older method is less secure and should only be used when cloud‑based transfers are not available or when advised by Fred Support.

The Store Communications feature allows electronic transfers to occur between Fred Office Plus stores using IP Address and Security Keys.

Contact Access helpdesk support via your Fred Help Portal to have store communication configured.

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