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Sign in to Rx365 Back Office or select Modules -> Product Maintenance.
- We use tags to link products together, such as Antibiotics. It makes making any change to the pricing structure for certain treatments much simpler.
- Changing:
- Price Point.
- Markup Rate.
- Dispensing Fee.
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The first task required here is to set up the tags, which is done through the Config menu.
- From the side menu, select the 'Tags' option.
- Then select the + Add a new Tag button.
- Type: Does the Tag relate to a Product or Loyalty Scheme?
- Shape: This can be ignored as it is a legacy feature.
Applying a Tag to a Product
- Search for your product using the product search bar
- The screen below will then be displayed
- Find 'Tags' on the side menu and click on it. You will see the screen below:
- Click into the dropdown menu to select the pre-made tags. You can also create the 'Tags' from here by selecting the '+'.
- You will see the screen below, just name your 'Tag' and click 'Add Item'.
- Clicking on the pencil icon will bring you to the Configuration/Tags Screen to add a new Tag.
Using the Tags to find products
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Now that we have applied the tags to our products, we can use them in conjunction with Product Updates to list all our products with the same Tag.
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Go back to the Home Screen by clicking on the Home Tile as in the image below:
- Next, we will select the Product Updates tile.
- In the Description box, you can enter whatever text you require.
- From the Task box select the first option, 'Add or remove tags from products.'
- Then click on the Create Task button. This will open the Advanced Search Screen. Here we want to Add a Filter
- Then choose the Tags filter and enter in the specific Tag you require.
- Then we will 'Apply Filter' and all products with that Tag will appear.
