Exporting purchase records from McKesson
Build the Narcotics and Controlled Substances report in McKesson's PharmaClik ordering site, export it to Excel, and upload it to NarcCount.
Your controlled-substance purchases from McKesson come out of PharmaClik, McKesson's ordering site, as one report. You need a PharmaClik user that can open reports.
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 PharmaClik
- Open Finance in the left-hand menu, then Reporting.
- Choose the Narcotics and Controlled Substances report.
- Set the date range: the day after your last count to the day of this count.
- Choose Export to Excel, then Build Report, and save the file.
In NarcCount
- From the count, use step 2, Upload your purchase history. Or open Purchases and press Import a file.
- Upload the file as it downloaded: NarcCount reads every Excel format, the older .xls included, and CSV, so there is nothing to convert.
- Check the result: the Purchased column fills in, and clicking a Purchased total lists the invoices behind it.
If a number looks off
- Stock from another pharmacy, such as a central fill or an emergency supply, is not on McKesson's report. Record it on Purchases → Record a purchase.
- Delivery arrived on a different day from its invoice date? Press Receiving on the line and enter the day it arrived. NarcCount counts a delivery on the date it was received.