If a patient returns an item, restock it and optionally issue a refund. In Utah, you must then send the restocked inventory package back to the processor facility.
In this article:
Refunding and Restocking
[get view_order_history]
Click on the order containing the item to return.
You can use the search field to filter the list and find the order quicker.
Restock and/or refund:
To refund, click Refund for the applicable item. The button label changes to "Refunding" to reflect your action.
To restock, click Restock for the applicable item. The button label changes to "Restocking" to reflect your action.
If the item is sold as EA, it will restock one at a time. Click the button multiple times until the correct number of units is displayed in parentheses.
Note: You cannot refund an item to the patient once it has been restocked.
Click Complete Refund to refund all the items listed under Refund Items (if any were selected for refunding).
Click Complete Restock to restock all the items listed under Restock Items (if any were selected for restocking).
Print labels and receipts as needed.
Prepare the Inventory to be Returned to the Processor Facility
Open the App Drawer and click Inventory.
[get click_batch_to_expand_row]
Select the checkbox of the package containing the returned inventory, then click Split Package.
Fill in the required fields to split the package:
Quantity to Use: The amount returned.
Select Location: The location the package is stored before being sent back to the processor.
Needs Solo*TAG Activation: Yes
Packaged Date: Enter the appropriate date. Click Today to quickly enter the current date.
Split By Employee: Select the employee performing the split.
Modification Date: Enter the appropriate date. Click Today to quickly enter the current date.
Click Save. The newly split package appears on the Inventory page under the package it was split from.
Activate the Solo*TAG for the newly split package.
You can verify that the activation was successful by checking the package's Solo*TAG on the Inventory page.
Sending the Inventory Back to the Processor Facility
Create a Sales Order to send the package back to the processor facility, using the following requirements:
Order Type: Sales Partners
Partner Name: Select the organization of the processor facility the package originally came from.
Partner Facility: Select the processor facility.
Date Ordered and Date Expected: Enter the appropriate date. Click Today to quickly enter the current date.
Reserve Sales Quantity: No
Item: Select the product master of the package to be returned.
Order Status: Paid
Click Complete Transfer.
Complete the transfer (starting from step 4) with the following requirements:
Ensure that each listed product master only has one package being returned.
Set the Transfer Status to Open.
When the driver arrives, update the Transfer status to Out for delivery.
When the inventory arrives at the processor facility, update the Transfer status to Completed.
Processor Facility - Receive the Returned Inventory
Create a Purchase Order for the inventory with the following requirements:
Partner: Select the organization of the facility returning the inventory.
Partner Facility: Select the pharmacy facility returning the inventory.
Item: Select the product master of the inventory.
Total # of Units: Enter the number of packages being sent.
Do not click Add Another Item.
Click Save.
Map the incoming inventory to receive it.