Note The Scan Rebates Report is only available to pharmacies who have Scan Rebates enabled. Refer to Scan Rebates.
Note This article is intended for beta customers only. This article contains functionality that is not yet generally available. Look out for these exciting features in future software updates.
1. From the Reporting module, click the Sales menu and select D. Scan Rebates Sales Report.
The Scan Rebates Sales Report window is displayed.
2. Select the Report Type you want to generate. Choose from:
- Product
- Department
- Company
- IEU
- Brand
- Class
- Location
- Price Policy
3. Check Report on the entire range to include all products/categories in the report. Alternatively, specify a range of products/categories in the From Code and To Code fields.
4. Click the Report Period dropdown and select the period you want to report on.
Note If you selected Last... or Other date range, specify the relevant period in the additional fields provided.
5. Review the Preview field to ensure you have selected the intended period.
6. Click the Content dropdown and choose to include:
- 1. Dispensary Sales
- 2. Retail Sales
- 3. All Sales
7. Check Stocked Only to only include products marked as Stocked in the report.
Note If Stocked Only is checked, only products marked as Stocked will be included in this report which could lead to incomplete reports.
8. Click the Scan Rebate Type dropdown and select the type of scan rebate to report on. Select from:
- All Scan Rebates
- Everyday Scan Rebates
- Promotional Scan rebates
9. Click Run to generate the report immediately.
The report is displayed.
10. Alternatively, to schedule the Scan Rebates Sales Report to run automatically after the End of Day click Schedule. Refer to Schedule a report.
Example Scan Rebates Sales Report by Class for All Scan Rebate Types