How to: Set Up Pharmacy Item Profiles

In LS Nav, default Item Profiles are used for replenishment, for defining replenishment parameters for a set of items. In Pharmacies, pharmacy product types, item profile, and item type are used when product types are created.

Default Item Profiles are used to define the default posting groups and VAT for the pharmacy item.

Pharmacy Product Types are used to define what kind of pharmacy item it is, for example a prescription item.

Pharmacy Item Types are used to define the product, for example whether the product should require a prescription.

To create a Default Item Profile

  1. Go to Departments - LS Retail - Pharmacy - Pharmacy Setup - Pharmacy Item.
  2. In the Pharmacy Item Profiles section, click Default Item Profiles.
  3. Click New on the Home action menu.

  4. Fill in the fields in the General FastTab:

    Field Description
    Code Here you enter a name for the code, for example Medication.
    Description Here you write a description of the code.
    Gen. Product Posting Group Here you select the General Product Posting Group for the profile, for examlple RETAIL.
    Presc. Gen. Prod. Posting Group Here you select the Prescription General Product Posting Group for the profile, for example RETAIL.
    Inventory Posting Group Here you select the Inventory Posting Group for the profile, for example RESALE
    VAT Prod. Posting Group Here you select the VAT Product Posting Group for the profile, for example VAT25.
    Retail VAT Bus. Posting Group Here you select the Retail VAT Business Posting Group for the profile, for example NATIONAL.
    Prescr. VAT Bus. Posting Group Here you select the Prescription VAT Business Posting Group for the profile, for example NATIONAL.
    Costing Method Here you select the Costing Method for the profile, for example FIFO.
    Tax Group Code Only used in Tax countries.
    Default Tracking Code Here you select the tracking type for the item.
    Item Error Check Code Internal use only.
    Unit of Measure Here you select the unit of measure for the profile, for example PACK.
    Quantity Unit Code Here you select the quantity unit for the profile, for example BOTTLE.
    Department Code Here you select the Department for the profile, for example SALES or PRODUCTION.
    Project Code Here you select the project code for the pharmacy item profile. The project code is then used on the Dimension FastTab in the General Ledger Setup, in the Global Dimension 2 Code field.
    Replenishment Calculation Type Here you select the type of calculation you wish the replenishment to be based on. See Replenishment for more information.

    The options are:

    • Automatic - From Data Profile
    • Average Usage
    • Manual Estimate
    • Stock Levels
    • Like for Like
    • Demand Plan
    • Not Specified
    Purch. Order Delivery Here you select where the item will be sent when a purchase is made.

    The options are:

    • To Warehouse
    • To Store
    • Not Specified
    Division Code Here you select the Division for the profile, for example A11 - VITAMINS.
    Item Category Code Here you select the Item Category for the profile, for example RX, which stands for prescription needed items.
    Product Group Code Here you select the product group code of a product group involved in posting exception.

  1. Fill in the fields in the Variants & Barcodes FastTab:

    Field Description
    Barcode Mask Here you define the barcode mask that should be used. See Barcode Mask.
    Use EAN Standard Barcode Here you specify if the profile should use EAN Standard Barcodes.
    Variant Framework Code Here you select the Variant Framework for the profile, for example CHILDREN, SHOES. For more information see Variant Framework.

To create a Pharmacy Product Type

  1. Go to Departments - LS Retail - Pharmacy - Pharmacy Setup - Pharmacy Item.
  2. In the Pharmacy Item Profiles section, click Pharmacy Product Types.
  3. Click New on the Home action menu.

  4. Fill in the fields in the Pharmacy Product Type table: 

    Field Description
    Code Here you enter a name for the code, for example RX which stands for prescription items.
    Description Here you write a description of the code, for example Prescription Items.
    Item Default Profile Internal use only.
    Default Item Type Here you can set the item type, see below for instructions on how to create one.

To create a Pharmacy Item Type

  1. Go to Departments - LS Retail - Pharmacy - Pharmacy Setup - Pharmacy Item.
  2. In the Pharmacy Item Profiles section, click Pharmacy Item Types.
  3. Click New on the Home action.

  4. Fill in the fields in the Pharmacy Item Type table: 

    Field Description
    Code Here you enter a name for the code, for example R which stands for prescription items (Recipe).
    Description Here you write a description of the code, for example Requires Prescription.
    Drug Here you specify whether the item is a drug.
    Prescription Required Internal use only.
    Discount Internal use only.
    Item Default Profile Click the Down arrow to select the item profile to be used for replenishment.