Where Is Company Data Stored?

Overview

The Company section within SiKore Facility Setup is where all core, organization-wide data is stored and maintained. This information is foundational to SiCompounding operations and supports staffing, workflows, compliance, reporting, and system-wide defaults across modules.

Facility Setup must be completed carefully to ensure accurate data propagation throughout the system.

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Accessing Company Setup

1. Click the FileMaker Pro icon on your computer.
2. In the next window, click the K or System icon.
3. Enter your Username and Password, then click Sign in.
4. The SiKore system window opens showing My Modules and a To Do List on the right.
5. Below all modules, click Facility Set Up (admin access only).
6. In the User Access window, use the blue sidebar on the left.
7. Click Company (located below Recurrent Tasks).

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Company Information

Selecting Company opens the Company Information window. This section contains multiple configuration areas accessed from the menu bar.

Information

The Information tab includes three sections:

Pharmacy Information

Click Edit to add or modify company details. This information is used throughout the system and is critical to complete.

Enter the following data:

• Company Name

• Main Contact

• Primary Address

  • Number and Street Name
  • Apt / Suite #
  • City, State, Zip Code

• Phone Numbers, Fax Numbers, Email Addresses

• DEA Number

• NPI Number

• DUNS Number

• NCPDP Number

• EIN Number

• License Number

• NDC Number

Click Save after changes are made.

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Logos

• Drag and drop logos into the Logo or App Icon Logo boxes.
• These graphics are used throughout SiCompounding.

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System Defaults and POS Settings

Configure the following:

• Login Default Method

  • Card ID
  • Username and Password

• Reset PIN Daily: Yes / No

• Barcode Defaults

  • QR Code
  • Code 39

• POS Operation Settings

• Quick Key Categories

  • Category 1 Name
  • Category 2 Name
  • Category 3 Name

• Multi-Monitor

  • Single
  • Multi

• Close Register at End of

  • Shift
  • Day

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XLSX Export Default Fields

This section controls which fields are exported when generating XLSX files.

1. To the right of Export Module, click inside the field.

2. Select Formulas from the dropdown list.

3. Remove Primary Key from exports by clicking the X next to it.

   • The Primary Key moves to the bottom of the list.

4. To re-include the Primary Key, select it again or click Reset to restore defaults.

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Facility Areas

1. From the Company Information menu bar, click Facility Areas.
2. Click + New to open the Add Area window.

Area Configuration Fields

Enter the following:

• Code

• Area Name

• Department (dropdown)

• ISO

• Purpose (checkboxes)

  • Storage
  • Hazardous
  • Monitoring

• Temperature (dropdown)

• Humidity (dropdown)

• Pressure (dropdown)

• Category (dropdown)

• Notes

Click Save after changes are made.

Searching and Managing Areas

• Search by Name or Code using the search bar next to + New.
• Press Enter / Return to view results.

Actions Menu

• Edit Area – modify area information and click Save.

• Delete Area – opens a confirmation dialog:

  • Use DELETE to confirm deletion
  • Use CANCEL to exit

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Departments

1. Click Departments from the Company Information menu bar.
2. View the list of Departments and assigned Supervisors.

Adding a Department

1. Click + New.
2. Enter the Department Name.
3. Click Edit to assign Supervisors.

Selecting Supervisors

• Filter staff using the Select Profile dropdown.
• Use the quick search field to refine results.
• Click the arrow icon to move staff into Staff Selected.
• Use Clear or the X icon to remove staff.
• Click Close when finished.

Click Save in the Add Department window.

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Staff Profiles

1. Click Staff Profiles from the menu bar.
2. View Profile Names, Staff Count, and Default Privileges.

Reviewing an Existing Profile

• Locate Non Sterile Pharmacy Technician.
• Click the gear icon → Edit.
• Review members and default privilege sets.
• Click Cancel to exit without changes.

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Creating a New Staff Profile

1. Click + to open the Add Profile window.
2. Enter the Profile Name.
3. Press Tab, then click Edit to add Members.

Adding Members

• Filter staff using the Select Profile dropdown.
• Use the quick search field for fast filtering.
• Click the arrow icon to add staff to Staff Selected.
• Remove staff using Clear or the X icon.
• Click Close when finished.

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Assigning Default Privilege Sets

At the bottom of the Add Profile window:

1. Select Module: SiKore

2. Select Privilege Set: User00 (Default)

3. Repeat the process for:

   • SiCompounding
   • SiEquipment
   • SiTraining

Click Save when finished.

Profile Actions

• Edit – modify profile settings
• Delete Area – opens a deletion confirmation dialog

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Holidays

1. Click Holidays from the menu bar.
2. View existing holidays.

Adding a Holiday

1. Click + New.

2. Enter:

   • Holiday Name
   • Day
   • Month
   • Observable on Business Day
   • Day of Week
   • Position within Month

3. Click Save.

Holiday Actions

• Edit – update holiday details
• Delete Area – opens deletion confirmation dialog

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Credit Terms

1. Click Credit Terms from the menu bar.
2. View existing credit terms.

Adding Credit Terms

1. Click + New.

2. Enter:

   • Terms Name
   • Type
   • Discount %
   • Discount Days
   • Net Days

3. Click Save.

Credit Term Actions

• Edit – modify terms
• Delete Area – opens deletion confirmation dialog

Default Credit Terms

At the bottom of the Credit Terms window, configure:

• Default New Patient Terms
• Default New Physician Terms
• Default New Institution Terms

Select each from the dropdown list.

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Returning to SiKore

• Click the SiKore icon above the User Access button to return to the SiKore System window.

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Completion

This completes the step-by-step guide for Where Company Data Is Stored within SiKore Facility Setup.