You are able to book in specific items or entire orders. 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. Both methods have been described in this article, you can use the contents to navigate between the step-by-step process for each.
You can add items to order directly within the Order Pad.
You can either add restrictions at an item level or by using the batch update tool to update multiple lines with the same restriction. Both methods have been described in this article, you can use the contents to navigate between the step-by-step process for each.
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.
You can move items on the Order Pad from one page to another.
You can set the order of your wholesaler tabs in the Order Pad by changing the wholesaler priority.
You can move items on the Order Pad from one wholesaler tab to another.
You are able to copy specific items or entire orders to the Order Pad. Using the tick boxes on the left and right panels of the Order History tab, you can copy multiple orders or items to the Order Pad at the same time. Both methods have been described in this article, you can use the contents to navigate between the step-by-step process for each.
You are able to delete items from the Order Pad. You can delete items line by line, or as a batch. Both methods have been described in this article.
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Any restrictions that you have added can be deleted at any time. You can either delete restrictions at an item level or by using the batch update tool to remove multiple restrictions. Both methods have been described in this article, you can use the contents to navigate between the step-by-step process for each.
You are able to mark wholesalers as deleted, and restore them at a later date if needed.
If configured in your application settings, the Order Basket may display once you've finished processing your script.
You can exclude (or allow) available wholesalers within Head Office Restrictions.
You can edit your applied restrictions at any time. You can either edit restrictions at an item level or by using the batch update tool to update multiple lines with the same restriction. Both methods have been described in this article, you can use the contents to navigate between the step-by-step process for each.
You can edit your wholesalers once they've been created.
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 are able to import and export your restrictions, allowing you the ability to create your restrictions outside of Apotec CRM.
Marking items as locked will exclude them from being transmitted when you send an order. You can lock and unlock items line by line, or as a batch. Both methods have been described in this article.
You are able to select entire orders, or items within an order, to move back to the Order Pad. 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. Both methods have been described in this article, you can use the contents to navigate between the step-by-step process for each.
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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.
Here are some of our most frequently asked questions about Ordering.
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.
After you have applied a restriction locally, you are able preview how these will display within the Dispensing Wizard using the Preview Applied Restrictions feature.
Functionality coming soon.
Functionality coming soon.
Functionality coming soon.
Functionality coming soon.
You are able to re-transmit Failed orders. By re-transmitting an order, an attempt will be made to resend the order using the same order reference number.
You are able to send specific items or entire orders from the Order Pad. Both methods have been described in this article, you can use the contents to navigate between the step-by-step process for each.
You can update the order quantity of items that have been added to the Order Pad.
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