How to...

Add Staff, Locations, and Categories

You can access and customise your settings in Quda by clicking on the Settings tile in the bottom left of the homescreen.

You’ll then be met with the Settings window as shown.

While there's lots of settings that you can customise in Quda (which we'll go through further down this page), there's a few areas that are extra important to go through when you first set things up.

Staff List
This is where you can view, add, edit, deactivate, and reactivate your staff in Quda.

Click the Add Staff button to add a new staff member. You will need to enter their Staff Name along with a Login Code, which is what they will input whenever they perform an action so their involvement can be noted and timestamped. Most users will make this login code either their initials or till code so it is easy to remember.

You should add in all your staff when you first get setup with Quda so everyone in your team can start using it right away.

If anyone in your team would like to take advantage of the Quda Connect Referral Program to score some $50 gift vouchers, they will also need to enter in their mobile phone number to generate a referral code. Please note that these phone numbers are strictly used for referral related messaging only – we hate spam as much as you do!

Location List
This is where you can customise the locations available to be chosen at the Receive stage to indicate where a special order has physically been stored in the pharmacy.

This is to make it as easy as possible for your team to know exactly where to look for an item when a patient comes in to collect their special order

You should make sure that your pharmacy’s unique locations are setup properly here when you first get started with Quda.

Category List
You can create as many categories as you like and customise them according to whichever settings make the order flow as streamlined as possible.

You can also filter special orders by their Category at each stage of the process to make it easier for specific team members to view orders that are relevant to them (e.g., dispensary managers can filter to only Dispensary items, retail managers to only General Pharmacy items, and so on).

After first getting started with Quda, you should add any additonal categories as necessary depending on what you need (e.g., Cannabis, Sleep Apnoea, Compounding, etc).

In terms of modifying the specifics of each category’s settings (which then get passed onto every special order that you create within that category), you’ll like have a better idea of how to best do this as you start using Quda and learn what process you and your team prefer. As there’s a lot to this that isn’t extremely relevant while you’re first getting started, you can read more about optimising your category settings down the line on our Category Settings help page.

Here's a brief overview of the rest of the settings you can adjust in Quda as well.

Pharmacy Details
This is where you can edit details like your Pharmacy Name (i.e., what feeds into the bottom of SMS templates), SMS Name (i.e., what patients see as the contact name when you send them an SMS), and so on. This is also where you can access our Payment Portal to update your Quda subscription, as well as retrieve your TAC if you ever lose it.

Terminal Settings
This is where you can: choose your preferred A4 printer, determine which of the SpeedScan (i.e., SpeedScan Order and SpeedScan SMS) boxes will show at the top of Quda (if any) for each computer, and activate the Compact UI setting (this makes Quda look better if a terminal’s monitor is more square than rectangular).

SMS & App Settings
This is where you can customise many settings that change the way Quda works, including when you’d like SMSs to be sent out, your default selections for special orders (e.g., which Category is selected by default for New Requests), what you’d like your SMS templates to be, and much more. You can read more about this specific settings area here.

Dispense Integration
This is where the configuration for Quda’s integration with your dispense software is setup. This is usually only touched when your pharmacy first gets set up, and doesn’t need to be changed unless there are any changes made to your pharmacy’s server computer.

Keen to learn more? Be sure to check out Tutorials 3, 4, and 5 in the Quda Advanced Tutorials for an in-depth look on how to make the most out of your Suppliers, Locations, and Terminal Settings, respectively.