This document outlines the tasks that must be completed before a pharmacy can implement Minfos eCommerce integration using Sales Order API.

The Minfos Sales Order API allows eCommerce providers to add online sales directly to your Minfos database, removing the need to process the sale manually. To use the Sales Order API you need to set up an eCommerce ‘Salesperson’ and ‘Credit Card’ and designate a workstation. All online sales will then be recorded under these details. Once you have set up the eCommerce Salesperson, Credit Card and workstation you will need to provide your eCommerce provider with the code for each.

A designated Salesperson, for example ‘eCommerce Sales’ is required for the transactions to be processed under. This allows for quick and easy transactional enquiries and reporting that are differentiated from your in-store team.

A Credit Card must be set up; this will be used as tender type for transactions processed via the Sales Order API. This helps to ensure your tills will balance at the end of each day.

A workstation that is NOT used to process any other transactions needs to be identified or a new workstation can be added. This allows a Till Summary or Previous Takings Report to be run just for the online transactions.

Note: Refer to the Minfos System Requirements to ensure your hardware meets the Minfos minimum requirements.

Set up a Salesperson / Clerk

From the Retail Till module:

1. Click the Maintenance menu and select 3. Salespersons.

The Salesperson Maintenance window is displayed.

2. Click Add.

The Salesperson Entry window is displayed.

 3. Enter a unique Code; this code needs to be provided to the eCommerce provider.

4. Enter a Name. This name will display on the docket when re-printed from Minfos.

No other settings need to be adjusted as they are not used for eCommerce API sales.

5. Click Okay to save.

Set up a Credit Card Payment Method

There are two steps to follow for adding an eCommerce Credit Card Payment Method:

• Add an Accounts Receivable Customer and 
• Add a Credit Card

Add an Accounts Receivable Customer

From Stock Manager:

1. Click the Maintenance menu and select 4. A.R. Customers.

The Customer Maintenance window is displayed.

2. Click Add.

The A.R. Customer Entry window is displayed.

3. Enter a Code for the A.R. Customer.

4. Enter a Name for the A.R. Customer.

No other settings need to be adjusted, as they are not used for eCommerce API sales.

5. Click OK to save.

Add a Credit Card

From the Retail Till module:

1. Click the Maintenance menu and select 2. Credit Cards.

The Credit Card Maintenance window is displayed.

2. Click Add.

The Credit Card Entry window is displayed.

 3. Enter a unique Code; this code needs to be provided to the eCommerce provider.

Note: Adding a new credit card into your database may result in the Credit Menu (while processing a Credit Card transaction) displaying in a different order. To avoid this use a code starting with the letter ‘Z’ so the eCommerce Credit Card is displayed at the bottom of the list.

5. In the A/R Customer field, enter the code (or name) of the A.R. Customer added in the previous step.

6. No other settings need to be adjusted as they are not used for eCommerce API sales.

Click Okay to save.

Identify or add a workstation / Till identifier  

Identify a workstation 

Do not provide your eCommerce provider the station number of any dispense or back office workstations if your pharmacy currently charges prescriptions to accounts via the Script Options window (both I.Invoice to Account or Z.Pill Box), or if you process Account Payments via a Direct Deposit credit card in the Till.

If you have a workstation that is NOT currently used to process any transactions in Minfos:

1. Double click the Minfos icon. 

The Minfos Launch Pad and Minfos Login window is displayed. 

 2. Make note of the Station number displayed in the middle of the Launch Pad screen, this number needs to be provided to the eCommerce provider and can be used for Till Summary & Previous Taking Reports.

3. Press [Esc] or click the X to close the log in screen.

Add a workstation

From the Minfos Launch Pad:

1. Click the Special menu and select Utilities.

2. Click the Maintenance menu and select 2. Stations.

The Station Configuration window is displayed.

3. Click Add.

4. The next available station number is used by default, take note of this number.

5. Click Save.

6. Click Cancel to close the Station Configuration number.

eCommerce provider

Provide your eCommerce provider with the following information:

Keep a record of these codes for reporting purposes.