Exporting purchase records from Kohl & Frisch
Run a detailed Narcotics purchase history report in Kohl & Frisch's online ordering and upload the file to NarcCount as it downloads.
Kohl & Frisch is moving customers from its classic Online Services site to the new K+F Connect portal. The steps below are for the classic site's Purchase History Report. On K+F Connect, run its purchase history report with the same choices: your dates, Narcotics from all vendors, the detailed lines, and Excel.
Pick the dates first
Export from the day after your last count to the day of this count.
- That is NarcCount's reconciliation window, shown on the count's start screen.
- A line already on file (same DIN, date, quantity and invoice number) is skipped, so overlapping by a day does no harm.
In Kohl & Frisch
- Sign in, open Account Management, then Purchase History Report.
- Enter the From and To dates in the format the form shows.
- Report by Narcotics, leaving supplier and product type blank. The report's top then reads Report by "NARCOTICS - All Vendors - All Product Types".
- Not Report by Item Number: that report leaves out returns.
- Choose Excel File and Report View "Detail", then Submit. If nothing happens, allow pop-ups for the K&F site and submit again.
No Save As needed
NarcCount opens K&F's download as it is, whichever Excel format it comes in (the older .xls or .xlsx), so there is nothing to convert. A CSV works too, and so does a zip holding one file.
In NarcCount
- From the count, use step 2, Upload your purchase history. Or open Purchases and press Import a file.
- Upload the file. NarcCount tells you every change it made to read it, and asks first if a date could be read two ways.
- Check that the Purchased column fills in, including a targeted drug such as a benzodiazepine.
Packs and credit notes
K&F's Line Quantity counts packs, so NarcCount multiplies each line by its Pack Size: 6 bottles of 500 go in as 3,000.
- A vial can list Pack Size 1 while you count mL. Set the right size once on the drug's page and every upload uses it.
- For a liquid, injection or gel, check the pack size against the unit you count in (mL or grams).
- Credit notes (CR lines) come in as returns: the units go off under the credit number, marked Return on Purchases, with a link to the file. A return you already recorded by hand is not counted twice. One that may be the same return is held for you to check.