Mark prescription items
Items that are always sold on prescription can be marked once, so the till never forgets.1
Open the item
Open the item in your inventory and edit it.
2
Turn on Prescription item
Turn on Prescription item and save. The till then ticks and locks This is a prescription on that item’s line, so selling it always leaves a pickup to record.
Sell a prescription
1
Add the customer
A pickup belongs to a customer, so choose them on the sale. A sale with no customer leaves no pickup to record.
2
Tick the prescription lines
Each line in the cart has This is a prescription. It is ticked, and locked, for a Prescription item. Tick it yourself for any other line sold on a prescription.
3
Complete the sale
Take payment as usual. Once the sale is saved, the Record pickup sheet opens for the prescription lines.
4
Record the pickup, or leave it for later
Fill in the sheet as described in Record a prescription pickup: who is collecting, the counselling answer, your questions, the privacy notice when it’s due, and the signature. Then select Record pickup. If the customer will collect later, select Collect later instead.
Find a pickup that’s waiting
A pickup left as Collect later stays listed until someone records it:- on the Sales screen, under Awaiting pickup, with its code, the number of items and the date;
- on the customer’s record, on the Purchases tab.
Who can do this
A cashier without Dispense a prescription can still complete the sale. They see “Awaiting pickup — a pharmacist will record the handover.” and the pickup waits on the Sales screen.
Check it worked
After recording, the pickup no longer appears under Awaiting pickup on the Sales screen. After Collect later, it does.Common issues
The pickup sheet didn't open after the sale
The pickup sheet didn't open after the sale
Either no line was ticked This is a prescription, the sale had no customer, the sale was taken while the till was offline, or you don’t have Dispense a prescription. An offline sale’s pickup appears under Awaiting pickup once the till is back online and the sale has synced.
I can't untick This is a prescription
I can't untick This is a prescription
The item is marked Prescription item, so the line is always a prescription. Change the item if that’s wrong.
Record pickup stays greyed out
Record pickup stays greyed out
A required answer is missing: who is collecting, the counselling answer, a required question, the privacy acknowledgment when it’s shown, or the signature.
FAQ
Is the customer messaged when I choose Collect later?
Is the customer messaged when I choose Collect later?
No. A sale taken at the till is not messaged, because the customer was there. A prescription dispensed from the Prescription List does message the patient, once, with their pickup code. See Record a prescription pickup.
Does a pickup work offline?
Does a pickup work offline?
No. The sale itself works offline as usual; the pickup is recorded once you’re back online.
Can the customer sign on their own phone?
Can the customer sign on their own phone?
Yes, if your pharmacy allows signing links. See Send it to the patient’s phone.
Where do I change the questions and the privacy notice?
Where do I change the questions and the privacy notice?
Under Settings → Pickups.