Introduction to Product Management Tasks
To ensure your product information and pricing is kept up to date, Touchstore recommends you include the following steps in your pharmacy's monthly or weekly tasks.
| No. | Task Description | Completed |
|---|---|---|
| 1 | Run the IPU File - Monthly Task | |
| 2 | Review New Products - Monthly Task | |
| 3 | Review Ordering Info for New Products - Monthly Task | |
| 4 | Review the New Products and Create Relevant Product Alerts - Monthly Task | |
| 5 | Review the New Products and Create Relevant Product Price Points - Monthly Task | |
| 6 | Review the New Products and Create Relevant Product Links - Monthly Task | |
| 7 | Review New Products Created by Local Stores - Monthly Task |
1. Run the IPU File
- Open Rx 365 and select Product Imports tile
- Select IPU Imports tab
- Select Review Changes for the IPU file available
- Once you are happy with the changes, select Save Changes
- Select Apply Updates at the bottom of the screen to run IPU updates
- To review updates select History tab and the Import you would like to review.
2. Review New Products
- Open Rx 365 and select Advanced Search tile
- Add Date Active Since filter Greater than last month
- Review these products Supplier, Cost Price and GMS Number.
- The following tasks need to be completed:
- Ensure correct Supplier
- Review Zero cost assigned to products i.e ULMs
- Merge products that have been duplicated ( same product created by stores )
- Create Product Links for Products
- To download the list of new products, add the filters you wish and select the download option
- For example to download new products with zero cost, add cost price filter equal to zero and select the download button
3. Review Ordering Info for New Products
- Open Rx 365 and select Product Update
- Enter in the task name 'Update Supplier for New Products July'
- Select Update ordering information for products
- Select Create Task
- Select the Filters necessary e.g Date Last Active greater than July 1st
- Tick the product you wish to update
- Select Add Selected Products at the bottom
- Select Finish Selection
- Change any ordering information for these products.
- Example change the default supplier to another supplier.
- Leave Store Name blank to update all stores
- Select Apply Update when ready to update selected products
4. Review the New Products and Create Relevant Product Alerts
- Open Rx 365 and select Product Update
- Enter in the task name 'Update Alerts for New Products July'
- Select Update alert messages for products
- Select Create Task
- Select the Filters necessary e.g Date Last Active greater than July 1st
- Tick the product you wish to update
- Select Add Selected Products at the bottom
- Select Finish Selection
- Add the product alerts
- Leave Store Name blank to update all stores
- Select Apply Update when ready to update selected products
5. Review the New Products and Create Relevant Product Price Points
- Open Rx 365 and select Product Update
- Enter in the task name 'Update Price Points for New Products July'
- Select Update price points for products
- Select Create Task
- Select the Filters necessary e.g Date Last Active greater than July 1st
- Tick the product you wish to update
- Select Add Selected Products at the bottom
- Select Finish Selection
- Add the product price points info
- Leave Store Name blank to update all stores
- Select Apply Update when ready to update selected products
6. Review the New Products and Create Relevant Product Links
- Open Rx 365 and select Advanced Search tile
- Add Date Active Since filter Greater than last month
- Review these products and check which products should be linked to a Preferred Brand
- Download this list
- Open Product Links
- If a product needs to be assigned to an existing preferred brand, edit this preferred brand and add the new product
- You can also create a new product link and set this product up as the preferred brand.
- Ensure you link all new relevant poducts to their product link list.
