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.
<<IMAGE HERE>>
- 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.