Order Statuses

There are six preset order statuses within the Order Tracking section.

On Hold: Assigned to a new, saved dispense, essentially a quotation.

Confirmed: User assigned once the dispense was been agreed upon.

Send Order: Not strictly a status. Once this option is selected an order form will be created and printed based upon the dispense's details.

Ordered: After the order form has been created the status is automatically changed to this.

Delivered to Practice: User assigned once the ordered items have been received by the practice.

Collected :User assigned once the patient has collected the items.

These statuses cannot be removed or edited, you can, however, add your own custom statuses to the list.

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• Click on the in the top left of the screen

• Select Maintain > Spectacles > Custom Order Statuses to open the maintenance screen.

• Type your desired status in the text box and click on the Save button to save the new status to the list.

• Use the Up and Down arrows to adjust where the new status will appear in the process.

Note: In order for the custom statuses to appear as options you will need to have set up a preferred supplier for the items' manufacturers.

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