Completed Orders

The Order is in the Completed status after being delivered to the dentist and paid.

With the order in a Completed status you can do the following:

• Change the Customer
• Add Tasks to the plan
• Make a Copy
• Calculate the Salary
• Update the Tracking Number
• Print the Order

Change the Customer

You can change the customer in the order (the dentist, who created an order).

To change the customer, do the following:

1. Click the Actions button and select Change Customer from the list.

2. Select the customer from the drop-down list.

3. Click the Submit button to save changes.

Add tasks to the plan

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

If the order is in the Completed 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:

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 the Salary

You can calculate the compensation the technician (or technicians) must receive.

Click the Actions button and select Payroll from the list.

Select an employee from the list and enter the salary sum.

Click the Add button.

Update the 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.

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.

Define the print parameters and print the order.