What are Ad-Hoc Orders?

Ad Hoc orders are orders that can be sent on an ad hoc basis to suppliers as an additional order to any orders that may be "pending" for sending to that particular supplier.

You may have a number of products on "pending" for a particular supplier that you need to send as an urgent order prior to sending the order that is 'pending'.

One other use of "Ad Hoc" orders is where an order that has not been set up on the Rx 365 system lands on the shop floor. In order to keep the stock quantities correct and to keep a record of all purchase orders, it is a useful tool to be able to set up an "Ad Hoc" order on the spot.

Note: Ad Hoc orders will never be sent to Head Office for approval.

How to Create and Send an Ad-Hoc Order

• Sign into the RX365 Back Office and select the Orders tile

• Select the Manage Orders tab

• Select New Ad-Hoc Order button

  

• Select the Supplier from the supplier dropdown

• Search for your product using the Add Product box

• Add the Product Qty

• Continue the above with the remaining products

• Select Create Order

• The order will then move into the Waiting To Check In tab

• When you receive the item(s), click the order in the waiting to check in tab. As similar screen to the below will be displayed

• Enter in the Received Qtys and select Complete Order(s) to book the item(s) into stock

How to Create an Ad-Hoc Order to Book Directly Into Stock

• Select the Waiting to Check In tab from the Orders module

• Click the New Order button

• Select the Supplier you received the item(s) from

• Select

• Scan or type in the first item received into the box highlighted below

• Enter in the Qty Received and the Cost Price that is displayed on the invoice

• Select Add To Order

• Continue the above steps for the remaining item(s)

• When you're happy you have added all item(s) received, click Complete Order(s)