5/28/2024
Update Retail Price Based on Default Margin Percentage:
For those using our Point-of-Sale module, you can now update the retail price of your products based on your Default Margin Percentage right from a purchase order. You can adjust your Default Margin Percentage by going to your Settings tab and selecting Company information.
Your Default Margin Percentage will multiply the cost of your products by the number entered this field to give you a retail price. You can manually adjust the retail price for your products from the Edit Product page if you need to use something different from what is set here.
Now, when you update the price of a product on a purchase order, you can adjust the retail price automatically by the Default Margin Percentage. If you do not select to update the products retail price by the Default Margin Percentage, it will simply keep using the previous value. For anyone that is not using Point-of-Sale or tracking retail price, you can essentially ignore this new check box and continue as you would before.
Email PO to Suppliers:
We have added a new page called Supplier Integration Setup under the Settings tab. This page will allow you to set it up so that purchase orders created in Arbimed are emailed directly to your supplier.
You will see a list of suppliers that have currently been set up to use this functionality here. If you would like to set up a supplier to use this functionality, just click the Add Supplier for Emails button.
Next, select the supplier you would like to set up from the Supplier drop-down selection. This will show all the suppliers on your Supplier List. If you do not see a supplier listed in this drop-down, you will need to add it to your Supplier List.
After selecting the supplier, you will need to enter in your account number with that supplier. This will be included in the outgoing purchase order that will be emailed out to the supplier. Click Save Changes once you have selected the supplier and entered Account #.
If you ever need to edit the account number, that can be done by clicking Edit Account #. Next, you will need to set this up for any location that this will be used for. To set this up for a location, click the Setup Locations/Edit button.
A list of your locations will be visible on this page.
The Ship-To Account # and Supplier’s Email Address set up for the location will be displayed here as well. If nothing has been set up for the location it will be displayed as Not Set.
A Setup/Edit button will be displayed for each location. Click Setup/Edit to add the necessary information for a location.
Add the Ship-To Account # and the supplier’s email address that the PO will be emailed to and click Save. This will allow you to use the correct ship-to account number for each location and a different supplier email address if necessary.
You will see the information you have entered for the selected location update on the previous page once this has been completed. You can always edit this by clicking Setup/Edit.
The Supplier Integration Setup button will take you back to the main page where you can view/add suppliers.
When creating a purchase order for the supplier and location that has been set up for this functionality, you will now see an Email PO to Supplier button rather than the Mark Order as Placed button.
After adding at least one product to the order, you will be able to click this button and email a PDF of your order to the supplier. You will then have the option to re-send the email by clicking the Re-Send Email to Supplier button or confirm the supplier has accepted the purchase order and put it in Placed Status by clicking Mark Order as Placed.
The email that goes to the supplier will include a PDF of the exact PO you created. It will come from a noreply@arbimed.com. But it will CC the user’s email address that created the purchase order. The email will ask the supplier to review the Purchase Order in the attached PDF and ask that they reply to the email address in the CC of the email.
The PDF will include all the information you filled out for your location and will use the address set for that location on your Company Information page. The PDF will contain the item name, manufacturer code, and quantity to be ordered. If you do not have the address, city, state, and zip code information filled out on the Company Information page for your location, you will need to do so to send the email.
If you have an EDI or Punchout integration with a supplier, you will see it displayed on the Supplier Integration Setup page as well. If you do not have an integration, you will only see the Email PO Supplier List section.
This page will allow you to add ship-to account numbers and bill-to account numbers for each location. If you create a new location, you will be able to enter the ship-to and bill-to account numbers on your own and start punching out from that location right away. This is also useful if you ever need to change the ship-to or bill-to information for a location. If you do not know your ship-to and bill-to numbers, you will need to reach out to your suppliers so they can provide them to you. This page will also allow you to activate the Enable Approval for Punchout setting as well. This will have you go through the Approval process for all punchout orders for the selected supplier.
To set up a Ship-To Account click on the Setup Ship-To Accounts button. You will see all your locations listed here and any information filled out for them just like with the Email PO to Supplier setup.
Click on the Setup/Edit to enter in the necessary ship-to information for the selected location. Click Delete to remove the entered information. The Supplier Integration Setup button will take you back to the main Supplier Integration Setup page.
After clicking Setup/Edit you will need to fill out the information in the pop-up window. This will pull from the address information in the Company Information section for the selected location, but a different address can be entered if necessary.
After setting up the Ship-To Account you will need to set up the Bill-To Account.
All locations will be listed on this page for bill-to information to be added to. On this page there will be a check box that can be used to set up a single bill to account for multiple locations at once. Check all locations that will use the same bill-to account and click Create Shared Bill-To Account for Selected Locations then fill out the necessary information in the pop-up window.
If a location needs its own bill-to account, click on the Setup/Edit button for that location and fill out the necessary information in the pop-up window.
Once the ship-to and bill-to accounts have been set up for the necessary locations, you will see the ship-to and bill-to information selected automatically when creating a punchout order in that location.
Bug Fixes:
AR-2309 Changed Cardridges to Cartridges in UOM Options
AR-2863 New User Issue
AR-2875 Missing Payment Data on Rev Cycle Report and Billing Accuracy Report
AR-2894 Trouble Scanning Medications
AR-2897 Duplicate Serial Numbers
AR-2899 Billing Accuracy Issue
AR-2900 Doses Appearing Twice
AR-2909 Facility Products by UPC Not Returning Quantity Count