Updated functionality currently in Beta
This article contains either new or updated functionality that is not generally available at this time.
Order Templates can be used to pre-set orders to streamline your pharmacy's ordering process. Their key benefits are that:
- They can be created to automatically generate overnight based on pre-scheduled dates and frequencies.
- Retain the order setting created on the saved template.
- At any point, they can be recalled and run again, edited or removed from being automatically run.
Video Demonstration
The Order Templates window
From Stock Manager:
- Click on the Order Maintenance icon.
The Order Maintenance window is displayed.
- Click Order Templates.
The Order Templates window is displayed.
- In the Order Templates window you can perform the following functions:
a. Click Add to create a new Order Template. Refer to Generate Orders Overview for detailed information on how to generate orders.
b. Select an existing Order Template from the list and click Change to edit the Order Template.
c. Select an existing Order Template from the list and click Delete to delete the Order Template.
d. Click Find to search the Order Template list based on description.
Note If required, sort the window by clicking on the header of the appropriate column. Each column can be sorted by ascending or descending order.