Order Details Page

The Order Details page provides a complete, end-to-end view of a single order. This is where you can review payment status, see what was ordered, manage refills, and access all documents related to the order.

You can reach this page by clicking an Order ID from Order History.

Order Details Panel

At the top of the page you’ll see a summary of the order, including:

• Order Date – When the order was placed

• Order # – The unique order reference

• Order Status – Current state of the order (e.g., Payment Complete)

• Payment Method – How the order was paid

• Payment Status – Whether payment has been received

• Paying Party – Who is responsible for payment

• Ordered By – Practitioner who created the order

• Shipping Details – Address and fulfillment information

This section gives you a quick snapshot of the order’s lifecycle.

Quick Actions

On the right side of the page you may see:

• Cancel Order – Stop the order if it has not yet been processed

• Re-Order – Create a new order using the same items

• View Label – Preview the shipping or product label

• View Infosheet – View the patient-facing instruction sheet

Availability of these actions depends on order status and your dispensary’s settings.

Order Info

This section lists everything included in the order:

• Item Name – Formula or product

• Item Type – Custom formula or retail product

• Patient – Who the item is for

• Price – Base price

• Quantity – Number of units

• Markups – Additional charges

• Total – Final line total

Each item includes an action menu for item-specific tools.

Refill Section

If refills were enabled, this area shows:

• Item – Formula or product

• Refills Allowed – Whether refills are active

• Status – Used vs. remaining refills

• Frequency – Minimum days between refills

• Expires – Refill expiry date

• Action – Edit refill settings

This lets you review or adjust ongoing treatment plans tied to the order.

Shipping Tracking Information

Once an order ships, this section displays:

• Carrier

• Shipment date

• Delivery standard

• Tracking number

• Tracking link

If nothing appears, the order has not yet been shipped.

Order Totals & Fees

The right-hand panel shows a full financial breakdown, including:

• Sub-total

• Markups

• Shipping

• Insurance

• Order and processing fees

• Formula fees

• Number of herbs in the formula

• Grand Total

This ensures full transparency into how the final price is calculated.

The Order Details page is your single source of truth for an order—combining clinical, operational, and financial information in one place so you can quickly review, manage, and support each patient order.