To successfully integrate with Pointy, your pharmacy needs to be operating on Build 21021103.
If you are not running this version on your POS please update before continuing.
New Pointy Pharmacies:
- The sign-up process for Pointy, if using TDS POS, will be located inside of the POS software.
- Start from the TDS POS Sales Screen.
- Select Menu – System – System Configuration – System Settings.
- Select Interfaces.
- Select Create Account, under the Pointy section.
- Complete the following fields under the Pointy Sign Up section:
- Store Name
- Address
- City/St/Zip
- Owner Name
- Owner Phone
- Store Email
- Store Phone
- Complete store hours.
- Complete ALL days.
- Use Closed for days the pharmacy is not open.
- Select Sign Up to bring up the confirmation window.
- Select Ok once information has been double checked.
- A ”Sign up successful!” message will appear.
- Contact Pointy if a ”duplicate store” message appears.
- Once the store is signed up, the Pointy configuration screen within the POS will change from a Sign Up option to an Enable Pointy option.
- Select Save Settings – Select Ok.
Transmitting Inventory and Sales to Pointy
Start from the POS Sales Screen.
- Select items onto the Sales Screen.
- Process the Payment as normal.
- Once the sale is complete, the inventory and sales will be updated.
Current Pointy Pharmacies:
- If you are already using Pointy and wish to use the Rx30 TDS 2.0 integration please reach out to Pointy support at support@pointy.com.
- The email should include your pharmacy name and address and a brief explanation of your query e.g. “I would like to connect my current Pointy account to the Rx30 TDS 2.0 integration”.
- The Pointy agent will associate your current Pointy page to the correct integration.
- The pointy support agent will then send you your retailer key via email.
- Start from the POS Sales Screen.
- Select Menu – System – System Configuration – System Settings.
- Select Interfaces.
- Select Existing Account, under the Pointy section.
- The Existing Pointy Account window will appear.
- Type the Retailer Key in the Retailer Key field, which will be provided by Pointy in an email.
- Select Save - Save Settings - Ok.
- Once the store is signed up, the Pointy configuration screen within the POS will change from a Sign Up option to an Enable Pointy option.
Important:
Your POS might have a security setup which you need to reset to allow data flow.
- Go to Manage Network
- Allow access to Pointy site in your Network Rules