Order Statuses
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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.