Delivered Orders
The order is in Delivered status, when it was delivered to the customer (dentist).
With the order in a Delivered status you can do the following:
- Edit the Order
- Change the Customer
- Create a Plan Work
- Make a Copy
- Calculate the Salary
- Update Tracking Number
- Reopen the Order
- Print the Order
- Cancel the Order
- View the payment instructions
- Mark Order As Paid
- Change the Price
Edit the Order
You can make changes in the order if needed.
To add/edit information in the order, do the following:
- Click the Actions button and select Edit from the drop-down list.
-
As a result, the order page appears.
-
Make changes and click the Save button to save changes.
Change the Customer
You can change the customer in the order (the dentist, who created an order).
To change the customer, do the following:
- Click the Actions button and select Change Customer from the list.
- Select the customer from the drop-down list.
- 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 Delivered status you can add task(s) to the plan (if these tasks where missed).
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:
- 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 the 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:
- Click the Actions button and select Update Tracking Number from the list.
-
Enter a new number to the dialog.
-
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 order sections and click the Print button.
Print the order.
.
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:
- Click the Payment button and select Payment Instructions from the drop-down list.
-
In the dialog that appears, you can view the payment details.
-
Click the Close button to close the dialog.
Mark order as paid
To Mark order as paid, do the following:
- Click the Payment button and select Mark As paid from the list.
-
Click the OK button to confirm your action.
-
As a result, the system changes the payment status to Completed.
Change the price
To change the price of an order, do the following:
- Click the Payment button and select Adjust Price from the list.
-
In the Adjust Order Price dialog change the price of the order and currency (if needed).
-
Click the Submit button to save changes.