Shipped Orders

The order is Shipped when it was produced and sent to the dentist.

With the orders in the Shipped status, you can do the following:

• Edit the order
• Send to lab
• Change the customer
• Create a plan work
• Make a copy
• Calculate Salary
• Update Tracking Number
• Reopen the order
• Print the Order
• Printing a label
• Cancel the Order
• View the Payment Instructions
• Apply Discount
• Edit Discount
• Deliver the Order

Edit the order

You can make changes in the order if needed.

To add/edit information in the order, do the following:

1. Click the Actions button and select Edit from the drop-down list.

2. As a result, the order page appears.

3. Make changes and click the Save button to save changes.

Send to another laboratory

You can send an order to another laboratory.

3. Click the Submit button to save changes.

Create a plan work

You can create a work plan when you create a new order.

If the order is in the Shipped status and doesn’t contain the work plan or you need to add a new task(s) to the plan, do the following:

1. Create the work plan automatically or add tasks manually. Select the function you need in in the Order page.

OR

2. Click the Actions button and select Plan Work from the list.

Please, read the detailed information here.

Make a copy

You can copy the order if you need to create a new one for the same patient (but this patient needs other services).

To copy the order do the following:

1. Click the Actions button and select Copy from the list.

Here:

#E33E1B813D - is the number of the copy, #ba5f6c65de - is the number of the source.

Calculate Salary

You can pre-calculate the compensation the technician (or technicians) will receive after completing the order.

Click the Actions button and select Payroll from the list.

In the Work summary section click on the task’s name and define the sum.

Click the Submit button.

Update Tracking Number

You can edit the tracking number of your shipment, if needed.

To edit a tracking number, do the following:

1. Click the Actions button and select Update Tracking Number from the list.

2. Enter a new number to the dialog.

3. Click the Submit button.

Reopen the order

Reopen returns the order to rework. Select the Reopen from the drop-down list and confirm your selection (click the OK button).

As a result, the system changes the order status to Published.

Print the order

You can print an order form listing the services and tasks you must complete.

Click the Actions button and select Print from the drop-down list.

Select sections to print and click the Print Secctions button.

Print the order.

Printing a Label

The label is printed on small thermal printers and is intended to be attached to a delivery box or package. The system generates a QR code for the order along with a brief order description.

To print a label, click the Actions button and select Print from the dropdown menu.

Click the Print Label button.

Print the label.

Cancel the Order

To cancel the order, click the Actions button and select Cancel from the drop-down list.

Click the OK button to confirm your action.

View the Payment Instructions

To view the payment instructions, do the following:

1. Click the Payment button and select Payment Instructions from the drop-down list.

2. In the dialog that appears, you can view the payment details.

3. Click the Close button to close the dialog.

Apply Discount

You can apply a discount to an order. To do this:

1. Click the Payment button and select Apply discount from the drop-down menu.

2. In the form:

• Select the type of discount you want to apply.
• Enter the corresponding numeric value and choose the discount currency.

3. Click the Apply button.

As a result, the system will apply the discount to the order and display it in the order card.

Edit Discount

If a discount has already been applied to the order, you can edit it.

When you click the Payment button, the menu item will appear as Edit discount.

Make the necessary changes to the discount and click the Apply button.

Deliver the order

To change the order status - click the Deliver button.

As a result, the system changes the order status to Delivered.