Product History
Product History
The Products tab within a patient’s Order History shows all non-formula items that have been ordered for that patient. This includes retail products, supplements, topical items, and any other catalog products your dispensary offers outside of custom formulas.
This view gives you a clear picture of what ready-made products a patient has received over time.
What You See in This View
Each row represents a single product order and includes:
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Product Name – The name of the item ordered.
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Order # – The order the product was included in. Click this to open full order details.
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Order Date – When the order was placed.
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Ordered By – The practitioner who created the order.
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Order Status – The current state of the order (e.g., Pending, Complete, Cancelled).
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Refill – Indicates whether the product is part of a refill plan.
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Order Price – The total price of the order.
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Actions – Quick tools related to that order.
You can sort by any column, search within the list, and adjust how many records are shown per page.
Using Product History
The Product History is helpful for:
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Reviewing what supplements or retail items a patient has used
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Avoiding duplicate or conflicting recommendations
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Recommending re-purchases of products that worked well
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Answering patient questions about past purchases
Actions Column
The Actions menu provides fast access to:
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View the full order
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Re-order the product
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View or download invoices
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View labels and infosheets (if available)
The exact options depend on your dispensary’s configuration, but they mirror the tools available in the Orders view.
The Products tab ensures you have a complete, chronological record of every ready-made item a patient has received, helping you make informed recommendations and maintain continuity of care.
Related Articles
Order History Overview
Order History The Order History page shows every order that has been placed through your account. It provides a complete record of patient orders, payment status, and fulfillment progress, allowing you to quickly find, review, and manage past and ...Patient Order History
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Order History Tabs Within Order History, you will see sub-tabs such as: Formulas – Custom formulas that have been ordered for this patient. Orders – Completed orders and transactions. Products – Any retail or non-formula products associated with this ...Product Search
Product Search The Product Search page allows you to quickly find ready-made products offered by your dispensary, such as supplements, topicals, or retail items that are not custom formulas. This tool is designed to help you locate products ...Product Settings
These refill settings apply only to products, not custom formulas. They allow you to define the default refill behavior whenever a product is added to an order. When enabled, you can control: Refills – Turns refill capability on or off for products. ...