Create an Order

Go to Inventory > Stock and find the item you want to order. See how to find items below their alert or optimum level.

Add the Order amount in packages.

Select whether you want to add the item to a previously created order or create a new order.

Select a Wholesaler.

Select Add to order.

The order is listed on the Inventory > Orders page with the status 'Ordering in process'. To view and edit the order, select the pen button on the order row. You can add more items to the same order and edit the item and order details.

Select Make order and confirm. The order is sent to the wholesaler if you use email ordering or the wholesaler integration (electronic ordering). Otherwise, submit the order following your stock ordering process.

If you use electronic ordering, an order confirmation is sent to the email address set in the clinic location settings. If no clinic location email is set up, the confirmation email is sent to the email in the user’s profile. The status of the order changes to 'Ordered'. When items have been ordered, a truck icon is shown for the item on the Stock page. Hovering on the icon shows the order number.

Go to Inventory > Orders and select Add order in the top right-hand corner of the page. The order is automatically saved with the status 'Ordering in process'.

In the header section of the page, add the wholesaler and other order details.

Add the items you want to order. You can use the search bar or item buttons to find the items from your item list. Tip: If the barcode has been saved to the item details, you can place your cursor on the search bar on the purchase invoice page and scan the barcode from the product to quickly find the item from your item list.

Select Make order and confirm. The order is sent to the wholesaler if you use electronic or email ordering. Otherwise, submit the order following your stock ordering process.

The status of the order changes to 'Ordered' and a truck icon is shown on the item row on the Stock page. Hovering on the icon shows the order number. If you use electronic ordering, an order confirmation is sent to the email address set in the clinic location settings when the wholesaler portal receives the order. If no clinic location email is set, the confirmation email is sent to the email in the user’s profile.