Head Office Restrictions videos
Restrictions determine which products - generics and/or brands - display during dispensing. Using Head Office Restrictions, you can apply restrictions and publish these directly to your branches.
You can use the table of contents to jump to the specific video you need. You can find more videos for all the processes you can complete in the Head Office Restrictions module within each article, found in the left-navigation content tree.
Head Office Restrictions Templates
Adding restriction templates
You'll need to create restriction templates to manage your restrictions and publish these to your branches. You can create three types of restrictions templates in Apotec CRM to manage your restrictions.
- Retail: The Retail restrictions template is the default selection
- Off Site OP: Used for your off site original pack restrictions
- Off Site MDS: Used for your off site MDS restrictions
Editing a restrictions template
Once a template has been created, you can edit it by adding or removing branches.
Deleting a restrictions template
If your restrictions templates are no longer needed, you are able to delete them.
Managing Restrictions
Adding restrictions
The next step after creating your restrictions template is to add your restrictions. You can either add restrictions at an item level or by using the batch update tool to update multiple lines with the same restriction.