Ordering videos
Using the Ordering module you can manage everything in the ordering process from your Order Pad to Restrictions, including Wholesalers, Goods In, logs, history and more.
You can use the table of contents to jump to the specific video you need. You can find more videos for all the processes you can complete in the Ordering module within each article, found in the left-navigation content tree.
Ordering walkthrough
Watch the video below to be guided through the end-to-end Ordering process. The video will walk you through all the tabs in the Ordering module and teach you how to add items to the Order Pad, send your orders and book them in on the Goods In tab.
The examples used in the video are for demonstrative purposes only and may not reflect clinically accurate scenarios.
Order Pad
Build and manage your orders on the Order Pad. Create wholesalers, add items to order across multiple pages, and transmit your orders once they're ready to send.
Adding items to the Order Pad
You can add items to order directly within the Order Pad.
Sending items from the Order Pad
You are able to send specific items or entire orders from the Order Pad. Watch the video below to learn how to send items from the Order Pad.
Deleting items from the Order Pad
If items are no longer required, you are able to delete them from the Order Pad.
Adding wholesalers
You'll need to create wholesalers to manage your Order Pad. Adding a new wholesaler will create a new tab on the Order Pad for you to add, edit and (un)lock items that you can order and receive through Goods In.
Editing wholesalers
You can edit your wholesalers once they've been created.
Changing wholesalers
You can move items on the Order Pad from one wholesaler tab to another.
Outbox
Monitor the transmission status of your sent orders in the Outbox.
Moving orders to the Order Pad
In instances where your order has failed to send, and your wholesaler has confirmed it has not been received, you can move the entire Failed order back to the Order Pad where you can send it again with a new order reference number.
Moving orders to Goods In
Move orders in the Failed status to Goods In to await delivery once your wholesaler has confirmed it has been received.
Goods In
Book in your received items as accepted, or move orders/items back to the Order Pad.
Accepting Orders from Goods In
Using the tick boxes on the left and right panels of the Goods In tab, you can book in multiple orders or items at the same time. Watch the video below to learn how to book in entire orders.
Moving Orders
Using the tick boxes on the left and right panels of the Goods In tab, you can move multiple orders or items to the Order Pad at the same time. Watch the video below to learn how to move entire orders to the Order Pad.
Order History
View your order history, and copy orders/items back to the Order Pad.
Copying items to the Order Pad from Order History
You can print your orders from the Order History.
Viewing Order History logs
You can view the transmission logs of your orders.
Restrictions
Restrictions determine which products - generics and/or brands - display during dispensing. Using Restrictions, you can instantly apply your restrictions locally.
Adding restrictions
You can either add restrictions at an item level or by using the batch update tool to update multiple lines with the same restriction. Watch the video below to learn how to add restrictions at item level.
Editing restrictions
Once you have added your restrictions you may need to edit them.
Batch deleting restrictions
You are able to delete restrictions when they're no longer needed.