Receive wholesaler invoices in Kroll automatically

With electronic receiving, Kroll downloads each invoice from your wholesaler and you receive it with one button. Kroll's on-hand goes up by exactly what was invoiced, and each night NarcCount reads every invoice Kroll received, by its invoice number. There are no hand edits to explain and no purchase report to upload.

Set it up once

• In Kroll, open Utilities, then Drug Ordering, then Edit Vendor List, and open Kohl & Frisch. Tick Active and check your account number is in Customer #.
• General tab: Remote Type is FTP, with the server, user name and password Kohl & Frisch gives you. If Kroll already downloads their invoices, this part is done.
• Receiving tab: set Electronic Receiving to Kohl & Frisch.
• On the same tab, set Default Action when PO not found to Treat like non-PO receive. An order placed on the wholesaler's website has no Kroll PO, and this still adds it to on-hand.
• Under File, Configuration, Store, Order, turn on Perform Inventory Adjustment. Without it, receiving changes nothing.

Your first day

Kroll may download months of old invoices the first time. Don't receive those: they would add old stock to today's on-hand. Receive only the invoices from your start day on.

Every day

• After the delivery, open Utilities, Drug Ordering, Communicate with, and choose Kohl & Frisch. Kroll fetches the new invoices.
• Check the quantities against the delivery, tick today's invoices and process them. At End of Activities, press Finish.
• Never add the same delivery to on-hand by hand as well. Typed in, then received from its invoice, it is counted twice.

Other wholesalers

McKesson has its own guide and video: Receive McKesson invoices in Kroll automatically. Other wholesalers use the same Kroll screens, with their own connection details. Menu names can differ between Kroll versions: TELUS Health's Kroll support can turn on electronic receiving for you, or we can do it with you on a free screen-share (support@narccount.ca).

Still adding deliveries by hand?

Tell NarcCount on Connections: Deliveries in Kroll, We add each delivery by hand. NarcCount then never asks you to receive an invoice in Kroll, and Received a delivery comes first among the reasons for a hand edit. Each invoice Kroll downloads is then added to your NarcCount purchases by itself, a night or two after it arrives. Any NarcCount cannot be sure of waits under Held for review on Connections. Upload your wholesaler's purchase report only for a delivery whose invoice never reached Kroll.