Managing your Sales Report and Sales Order
POS > Sales
This is where users create pharmaceutical transactions from viewing sales reports to producing a sales order and verifying staff commissions.
Steps in Managing Sales Report


- To view a sales report per filter:
- Click the filter bar on the upper left corner of the page.
- A dropdown list of date ranges will appear.
- Select desired date range.
- Users can now view the Sales order page by the selected date range.
Steps in Managing Sales Order
- To add a new Sales Order:
- Click the “+” button
- Users will automatically be redirected to the Order Details page.
- Input the necessary details for the transaction.



- To select a customer,:
- Click on the “Select Patient” bar.
- A dropdown list of all the clinic’s patient will appear.
- If patient is not on the list, users can simply enter the customer’s first name and last name as well as their corresponding OSCA ID no. and/or PWD ID no.
- If the patient has an in-house prescription:
- Click the “In-House” button for a prompt of the patient’s prescription to appear.
- Select the prescription and the medicines to include in the transactions as well as the quantity to be bought.
- Click “save” when done.

- For customers who don’t have an existing prescription:
- Select the “Outside” button
- Enter the name of the prescribing doctor
- Type the doctor’s S2 Number
- Select the product to be bought along with its price and quantity.
- To add more to the Sales Order
- Click “Add Medicine”.
- Click save to add to the order.

- To add more order items
- Click “Add Item”
- Enter product name
- Enter the price and quantity
- Select applicable coverages or discounts.
- Click “Save” to product to the sales order.
- To update an insurance or company coverage on the sales order:
- Click on the “Click to Add” button below the Insurance/Company column.
- A prompt will appear showing the details of the item.

- To delete a product:
- Click the delete icon.
- Confirm the action.
- Click “Save” to be redirected to the invoice page
- Users can perform the same actions as that of the Billing Module > Encounters > Invoice.

- To edit the commission:
- Click “edit” found on the Commissions section of the invoice right below the O.R. Number.
- Edit Service/Product staff commission, its percentages per private transaction, HMO, and/or government.
- To void transaction:
- Click the “Void” button.
- Confirm the action.
- To print invoice:
- Click the print button
- A print preview will appear.
- Confirm printing.

- To edit payments individually:
- Click on the edit button.
- Edit or delete the payments made.
- Click the “Add Payment” button to choose a payment method.
- Enter the amount to be paid.
- Click “Pay” to save the payment transaction.
- Users can also click the “Pay All” button which will sum the total bill of the items.
- Click save to record in invoice.
- Click ”Save and End Transaction” to finalize invoice and end transaction.
IMPORTANT NOTE: Users have the ability to accept staggered payments from the patients which will be duly recorded in the payment history as well as add noted about the payment made. |
Was this post helpful?
Let us know if you liked the post. That’s the only way we can improve.