Z Office

General

• Z Office Layout

Stock

• ▶️ Webinar: Stocktaking and EOFY 2023
• Performing a Stocktake
• Stock Audit
• ▶️ Webinar: Stock Cards Management and Promotions
• Stock Overview
• Manage Stock

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Promotions and Catalogues

• Creating a Stock Promotion
• Creating a Manual Bulk Promotion
• Loading Catalogue with Excel File

Orders & Suppliers

• Adding a Supplier Cut-Off Time
• Scheduled Orders
• Webinar: Z Office Ordering, Invoices and Credits
• Customising Order Columns
• Items Not Appearing on Order
• Adding PharmX Supplier Accounts through Z Office

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POS

• Customise Shortcut Buttons on Login Screen
• POS Overview
• View Receipts
• Payment Methods
• Register Layouts
• Register Messages

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Customers

• ▶️ Webinar: Managing Customer Data and Communications Tool
• Bulk Editing Customers
• Sending Bulk SMS
• Customising the Email Subject and Message for Debtor Statements
• List of Current SN/CN Patients
• Script Masking on Debtor Account Statements

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Staff

• Creating and Updating Staff
• Managing Staff Groups

Departments

• Finding Stock with no Department Set
• Creating, Editing and Viewing Departments and Sub-Departments
• Merge and Delete Departments and Sub-Departments

Reports

• Stocktake Reports
• Enabling use of Wholesale Cost for Blank and Extemporaneous Lines in Z Office
• Script Reports in Z Office
• Stock Variance Report
• ▶️ Webinar: Z Office Reports
• Dead Stock Report

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Other

• Add Preset Amount for Agency in Z Register
• Pricing Policies
• Manage Vouchers
• Enabling Vouchers to be Redeemed in Parts
• Discount Stuctures
• Clubs

Tools

• Schedule and Email Till Reports
• Scheduling the Trading Totals Report to save or email
• Misc Button Stopped Working
• Recurring Charges
• Database Backup
• Stock Import Tool

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Settings

• Changing Pharmacy Details on Reports
• Record Sell Prices Changes at Z Register
• Pharmacy bank details on account/debtor statement
• Email Settings
• Default Stock Options

Troubleshooting and FAQ

• Sending Emails from Z Software not working for Microsoft Emails
• Report Values coming up as # symbols
• Page Header plus Page Footer is too large for the page error when Generating Account Statement
• I'm getting a "Label needs to be Configured" Prompt when printing labels
• I can't Print/Email my Account/Debtor Statements
• Check Database Backups

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