Batch Master PRO
A
core system meeting the obligation to keep accurate and professional
standard records, building safety in automatically as you practise day
to day. Suitable for herbalists, phytotherapists, naturopaths,
homeopaths and any healthcare practitioners administering individually
made/any products and tailor-made treatments to individual clients.
‘Everything you need to do as a herbalist should be covered’
A selection of what is possible:
● 
*Synchronise
your customer and supplier data with MS Outlook and make
appointments direct into the MS Outlook Calendar straightaway – NEVER FORGET ANYONE!
● Attach
a document to customer and product records: Write letters, keep
extensive notes, add specifications, data sheets, maximum doses,
contra-indications etc. – ALL YOUR INFORMATION IN
ONE PLACE FOR INSTANT ACCESS!
● Product
Made Wizard for everyone who makes their own products, automatically
records traceability, works out costs etc. - EASY PROCESS MANAGEMENT!
● **Import and
update your accounting package via QIF or XML file output – SEAMLESS
INTEGRATED WORKING!
● Business
Monitor Tool: Check your profitability and then adjust for help in
business development. Charts and graphs to help you make vital
decisions.
● Back
up data file wizard allows you save a dated back up to your chosen
location.
● Automatic stock ordering
according to your requirements, history allows checking of previous
prices – NEVER RUN OUT, MAKE THE BEST DECISION!
● Full automatic
traceability and stock management as you order – LIVE UP TO DATE
INFORMATION ON ALL YOUR CURRENT AND PREVIOUS OPERATIONS!
● Powerful rapid searching, you can customise output via reporting
suite. Add you own company logo.
● Preloaded with common herbal product and ingredient names: Chinese,
Western to aid set up.
● Batch number
length up to 20 char. Full bar code scanning and generation.
● View audit
trail of all Batch Master PRO transactions. *Export
data to MS Excel/Publish with Word.
● Print/Email/Export
and produce invoices, statements, purchase orders,
delivery notes, pro forma invoices, reports, credit notes, back orders, address,
product, stock, Product Made, prescription labels with your
instructions etc. and bar codes (stock and Product Made labels).
●**Use
in multiple clinics via a laptop or VPN (extra file needed to enable
networking, free from support centre)**
● Multiple users at
three levels with password log on: Admin, Manager, Staff
● Easy to load and
operate. Comprehensive help file and manual. 3 months free email
support.
● 24/7 Online Batch Master support centre***
*Need to
have MS Outlook, Word, Excel or Office pre-installed. **Requires extra
software, configuration. *** Requires internet connection.
Practice
management solution
Batch Master PRO
Features
Apart from Automatic
Total Traceability (split batches handled etc.) and Stock
Management as you work some of best liked things are:
Product
Made Wizard
This enables you to make up a product from
existing stock items whilst preserving total traceability and
automatically updating stock etc. Common examples of use:
Manufacturing your own products, filled capsules, any
customisation of existing products.
Synchronise
Contacts with Outlook
Every time you add a new customer or supplier you
can automatically send their details to Microsoft Outlook using
this feature. A tick indicates they have been synchronised,
untick if you want to resend. Works with all Microsoft Outlook
versions.
Stock
Optimisation
Can suggest the amount of stock to order for any
product at any time based on historical use patterns, wastage,
previous orders etc. Can help to optimise and plan your stock
levels. Gives lead time, re-order point, re-order amount
and sales across 30, 90 and 365 days (excluding credit notes) in
helpful at a glance charts/graphs etc.
Calendar
From within Batch Master you can have full access
to the default Outlook calendar and all its functionality. After
synchronising your current customers and suppliers, it's easy to make and change appointments,
schedule call backs and reminders etc. all directly from within
Batch Master.
Export Accounts Data
You can export transactions and payments for any
period into a .QIF or .XML format for import into Quick Books/other
accounts packages etc. You must be careful when choosing dates
not to export duplicates or leave gaps.
Run more than one Clinic
Batch Master can keep track of stock and products
for any number of separate clinics. All you need to do is ensure
that the product name and batch number allow you to see which
clinic it relates to. Through reports you can compare and see at
a glance your stock requirements and usage for each
clinic/dispensary. Total
traceability is of course automatically preserved across every
operation.
User Accounts Control
You have control over what other users can do and
see. All users have a password log in and each time a new
transaction is created the date and their initials are recorded
against it. Also Batch Master includes further in built
safeguards to ensure your systems processes are tightly managed.
In addition on Windows Vista and above standard account users
require the Admin account password to start Batch Master or
make any changes to Batch Master's files. Your data file is
always secured by a password. You can disable a users log in or
change your Windows Vista/7 Admin password to prevent users
accessing Batch Master on your computer. You can use Batch
Master over an existing network with the help of an extra file,
see help support on this.
Business
Monitor Tool
This allows you to know the exact profit and
costs for any time period on any combination of orders,
customers, products or types of these, wastage is also
monitored. This information can be shown graphically for further
clarity. You can also monitor payments status at a glance.
Attaching
documents
A document can be attached to any customer or
product record. This means you can keep information relating to
that customer or product all in one place. Useful for safety
data relating to products e.g. maximum doses, drug interactions
and contraindications. Or letters you have written to customers
for example.
Automatic Data File Back Up
Every time you close Batch Master you are given
the opportunity to BACK UP to a location on your computer by
pressing the Back Up button. In the event of any problems as
long as you have a safe back up of this file then you can simply
start from where you last left off. You need to be logged on as
an Admin level user for this to happen.
Catalogue
A basic catalogue allows you to quickly print off
a group of products with pictures, prices and descriptions if
needed.
Customise
You can add your logo or a picture to all your
invoices, purchase orders, credit notes.
Ease of use
Batch Master has been designed to be simple to
use. To keep Batch Master running only three operations are
required:
1) Make any sales or orders through
the Sales Order screen.
2) Check Purchase Order screen and
order any stock needed.
3) Enter any stock received into the
Stock Deliveries screen.
In addition stock adjustments may need to be done
to keep existing stock levels on the shelves and Batch Master
stock levels in sync. This can done as you go along but we would
also advise at least an annual stock take is done as well.
As long as you follow the paperwork Batch Master produces then
total traceability is automatically achieved.
Once you have decided on stock levels for each
product Batch Master automatically tells you when you are low
and need to reorder. Total traceability is automatic for every
operation in Batch Master all you have to do is record the
shipment number onto the products on stock delivery (© 2004
COPYRIGHT LORRAINE HODGKINSON/HERBS AND HELPERS). Or you
can print out the Stock labels (with shipment no. inc.) produced
to stick on each product if you prefer.
You can explore the rest of the features offered
at your leisure and use as much or as little as you need. Batch
Master has been left deliberately flexible in nature to
accommodate your way of working!
SAFETY!
Should anything ever happen you have total
traceability and peace of mind at your fingertips in seconds.
Being able to trace from product, customer or batch instantly
and act. You also automatically have Full Audit Ready Records to
demonstrate your due diligence in any area of making or sending
out or receiving products. Don't worry it's all recorded and
written up as you work letting you get on with your business and
your life.
FEEDBACK!
The features of Batch Master have been largely
shaped by customer feedback. If there is something you would
like to tell us then please don't hesitate, we listen and will
action in most cases if reasonable and feasible! Any new
features will be accessed by all therefore we have to weigh up
the general usefulness of any particular suggestions. Thank you
for helping with this product.
