Cancelled Orders

If the user in the system cancels the order, it is in Cancelled status.

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

Then click the OK button to confirm your action.

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

• Send to lab
• Change the Customer
• Add tasks to the plan
• Make a Copy
• Calculate the Salary
• Print the Order
• Printing a label
• View the payment instructions
• Apply Discount
• Edit Discount

Send to another laboratory

You can send an order to another laboratory.

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 Cancelled 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 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.

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.

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.