Dispensary Ordering - Credit Orders

Credit orders are used when stock is returned to a supplier.

Creating a Credit Order

• From the Main Menu in Dispensary go to 2. Stock control then 1. New order.
  
  
• If present, select an existing credit order type:
  
  
  
• Otherwise, press F3 New Type to create a new order type.
  • Enter a name in the Order type field, e.g. Credit Order.
  • Select the relevant Supplier by pressing the spacebar then Enter and choose from the options in the dropdown box.
    • The supplier can be changed each time this credit order type is used, depending on where the products are returned.
  • Set the Min cover field to 0 and Max cover to C (Credit order).
  • Press F12 Accept Details to create a blank credit order.
    • The function keys at the top will be in red to denote it is a credit order:
      
      
      
• Add the products to be returned to the supplier using F2 Add Item, then enter a quantity in the Crdt column.
  
  • Check the costs are correct.
    
    
• Use F8 Reduce SOH? to toggle between whether the stock-on-hand (SOH) should be adjusted or not; shown as Adj. and No Adj. in the Reduce SOH column:
  
  
  
• Press F11 Adjust SOH to process the credit order.
  • Different prompts may appear, depending on the General Options set, to enter extra information such as Credit reason. Fill in the field(s), then press F12 Accept Details:
    
    
    
  • Options to 1 Print order for supplier or print a 2 full order report will appear.
    • Press ESC to continue without printing.
    • Note: Use F9 Print Order to get these same options, before or after completing the order.
      
      
  • On the following prompt, press A to Adjust stock and accept order, or C to Cancel adjustment if changes to the credit order are required.

Removing Completed Credit Order

Once a credit note or replacement stock has been received from the relevant supplier, the credit Order can be removed from the Edit Orders list. To do this:

• From the Main Menu of Dispensary, go to 2. Stock control then 2. Edit order.
• Select the appropriate credit order from the list:
  
• Within the order press F10 Other and select 4 Delete order.
• If appropriate, press Y to the final prompt:
  

Reporting

Once an order is received, deleted, or otherwise not available on the list, it can be printed from the Report Received Orders:

• From main menu, go to 3. Reports, 6. Stock reports, then 8. Report received orders.
• Use the options available here to find and reprint any completed credit order (or other received orders).

Reviewed: 07/02/2025