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. Both methods have been described in this article, you can use the contents to navigate between the step-by-step process for each.
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Any restrictions that you have added can be deleted at any time. You can either delete restrictions at an item level or by using the batch update tool to remove multiple restrictions. Both methods have been described in this article, you can use the contents to navigate between the step-by-step process for each.
You are able to delete restrictions templates when they're no longer needed, and restore them should they ever be needed again.
Another way to create a template is to duplicate one that you have already created. Duplicating a template copies all the branches/subgroups from one template into a new restrictions template that you can rename, set the type and more.
You can exclude (or allow) available wholesalers within Head Office Restrictions.
You can edit your applied restrictions at any time. You can either edit restrictions at an item level or by using the batch update tool to update multiple lines with the same restriction. Both methods have been described in this article, you can use the contents to navigate between the step-by-step process for each.
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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.
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.
Here are some of our most frequently asked questions about Head Office Restrictions.
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 are able to import and export your restrictions, allowing you the ability to create your restrictions outside of Apotec CRM.
Before committing to publishing your restrictions, you can preview all the changes you have made by comparing an itemised list of all your old and new deleted, added and edited restrictions. Just like the Total Changes Made counter under the restrictions grid, the Preview Changes window will clear once your restrictions template has been published.
Once you're happy with your applied restrictions, you can publish your restrictions locally, to test branch(es) or to all branch(es).
You can view the details of all your published templates including their publish Status and Date, and republish or restore a template from with the Publish History window.