Balances, Printers & Labeling

Balances, Printers & Labeling in Compound Direct lets you connect and manage your balances, cloud printers, label layouts, and sigs from one central location. By connecting your printers, you can easily print labels and documents whenever and wherever they’re needed, while connected balances enable Compound Direct’s compounding tools to help you create preparations with greater accuracy and confidence.

You can customise label layouts to suit your pharmacy’s workflow, ensuring labels are clear, consistent, and operationally reliable. Whether you’re checking connected balances, refreshing printers, editing label variants, or managing sigs, this guide helps your team reduce manual work, improve printing consistency, and keep weighing, printing, labeling, and prescription direction workflows organised.

With this guide, you can:

• Review and manage connected balances and printers.
• Edit label layouts for different label types.
• Create, edit, archive, and manage sigs used in prescription directions.

Once your balances, printers, label layouts, and sigs are configured, your team can work through day-to-day compounding and dispensing tasks with greater consistency and confidence.

Editing your balances

1. Go to the ‘Settings’ page.

2. Select ‘Balances, Printers & Labeling’ from the menu.

3. A list of connected balances is displayed, including the Balance, Current Weight, and Connection Status.

   1. If the Connection Status is Connected, the balance scale has been set up correctly and is ready to use for compounding.
   2. The Connection Status can be in one of the following conditions:Connected,
      The connected connection status means the balance scale has been set up correctly and it is ready for compounding.
      Re-connecting,
      The re-connecting connection status means the balance scale is reconnecting to the cloud; you may wait for it to be connected.
      Stale,
      The stale connection status means the balance scale hasn’t been updated recently and may not reflect the latest data.
      orDisconnected.
      The disconnected connection status means that the balance scale is not connected to the cloud. The BalanceLink™ application must be open to connect the balance scale to the cloud.

4. To hide a balance as an option during compounding:

   1. Click on the more_vert icon.

   2. Select ‘Hide for this device’ from the drop-down menu.

   • When enabled, the balance will no longer appear as an option when choosing the appropriate balance during compounding, helping reduce clutter from unavailable or unused balances.

5. To rename the balance:

   1. Click on the more_vert icon.
   2. Select ‘Rename’ from the drop-down menu.
   3. Enter the new balance name.
   4. Once done, click ‘Save’.

• Once renamed, the updated balance name will appear in the balances list under Balances, Printers & Labeling and anywhere that balance is selected during compounding. Where applicable, the renamed balance may also appear in script or stock history where the balance used is recorded.

Managing your printers

1. Go to the ‘Settings’ page.

2. Select ‘Balances, Printers & Labeling’ from the menu.

3. In the ‘Printers’ section, click on the ‘Manage Printers’ button.

   1. A list of all printers will appear under the computer they are connected to.
   2. Click ‘Refresh refresh’ button if the newly connected printer does not appear.
   3. Click the delete icon and ‘Delete’ button if you wish to delete the computer and all attached printers to the selected computer as an option when printing.

Finding labels

1. Go to the ‘Settings’ page.

2. Select ‘Balances, Printers & Labeling’ from the menu.

3. Scroll down to the ‘Labels’ section.

4. A list of the default label types is displayed, including:Script,

   This label layout is used when you click ‘Print Label’ from a dispensed record or during the dispensing workflow for a script. standard Package
   Ingredients,
   This label layout is used when you click ‘Print Label’ from an ingredient batch record.
   Batch Stock,
   This label layout is used when you click ‘Print Label’ from a batch stock or compound group record. standard Package
   Customer,
   This label layout is used when you click ‘Print Label’ from a customer record.
   Ancillary,
   This label layout is used when you click ‘Print Ancillary Label’ from a dispensed record.
   Orders & Shipping,
   This label layout is used when you click ‘Print Label’ from an order record for order or shipping-related labels. premium Package
   andRepeat Authorisation.
   This label layout is used when you click ‘Print Repeat’ from a draft or dispensed record where a repeat authorisation can be generated. standard Package

5. Once found, click on the desired ‘Label Type’ to make changes.

Adding label variants

1. Go to the ‘Settings’ page.
2. Select ‘Balances, Printers & Labeling’ from the menu.
3. Scroll down to the ‘Labels’ section.
4. Click on the desired ‘Label Type’ to begin adding.
5. If you have only one label variant, click ‘More actions expand_more’ and select ‘Duplicate Label Variant’ from the drop-down menu. Otherwise, click ‘Add Label Variant’ on the ‘Script Labels’ dashboard.
6. Enter the label name, label width (mm), and label height (mm).
7. Once done, click on the ‘Create’ button.

Editing label variants

1. Go to the ‘Settings’ page.

2. Select ‘Balances, Printers & Labeling’ from the menu.

3. Scroll down to the ‘Labels’ section.

4. Click on the desired ‘Label Type’ to begin editing.

5. Select an item from addlabel field.

6. To edit a content field:

   1. Click on the ‘Item’ on the label field.

   2. Edit theText,

      Edit the font, font size, text, and rotate. Click on the ‘format_bold | format_italic | format_underlined | format_strikethrough | Aarrow_upward’ button for the text format and ‘format_align_left | format_align_center | format_align_right’ for the alignment. Tick or untick the ‘check_box This text contains merge tags / Display as QR code / Trim text overflow / Reduce font size to fit text’ checkbox(es).
      Barcode,
      Tick or untick the ‘check_box Display as QR code’ for the Barcode Format.
      orImage.
      Upload an image to the label design. Edit the URL if desired.

   3. You may use the Keyboard Shortcuts to move the item(s) around.

   • Keyboard shortcuts support a select all & drag to select function, allowing you to shift all items in a single gesture.

7. Edit the label variant name, label template, label width, label height, and label top offset.

   • Adjusting the label top offset will move the label down from the top margin by the specified amount. Paper types are specific to your computer settings used for printing. It is recommended you alter the browser view size as required for optimal print preview.

8. In the ‘Printing Defaults’ section, search for the variant default printer and variant default paper type.

9. Once done with the changes, click ‘Save’.

Copying label design

1. Go to the ‘Settings’ page.
2. Select ‘Balances, Printers & Labeling’ from the menu.
3. Scroll down to the ‘Labels’ section.
4. Click on the desired ‘Label Type’ to begin copying.
5. Click on the ‘More actions expand_more’ button and select ‘Edit RAW (.json)’.
6. Copy the label design text and paste it into another label type variant.

• This can help you copy a design and layout from another label type. For example, if you want to use the same design and layout for another label type. Duplicating a label variant copies the design and layout only within the same label type.

Configuring labels

1. Go to the ‘Settings’ page.
2. Select ‘Balances, Printers & Labeling’ from the menu.
3. Scroll down to the ‘Labels’ section.
4. Click on the desired ‘Label Type’ to begin configuring.
5. Drag the reorder icon to arrange the order when selecting the label variant option while printing.
6. Click on the more_vert icon. You may either:
   1. Select ‘Edit’, which will redirect you to the ‘Script Label’ page where you can edit your label variant.
   2. Select ‘Set as Default’ to automatically select the variant every time you print; or
   3. Select ‘Delete’ from the drop-down menu and click ‘Delete’ to permanently delete the label variant.

Configuring sigs

Sigs are custom shortcut codes used in prescription directions for patients. They help your team quickly enter commonly used instructions without typing the full wording each time.

When a sig code is entered in the directions field, Compound Direct can automatically replace it with the instruction text you have set up. This helps keep patient directions consistent, reduces manual typing, and supports faster label creation.