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:

• Product Name – The name of the item ordered.

• Order # – The order the product was included in. Click this to open full order details.

• Order Date – When the order was placed.

• Ordered By – The practitioner who created the order.

• Order Status – The current state of the order (e.g., Pending, Complete, Cancelled).

• Refill – Indicates whether the product is part of a refill plan.

• Order Price – The total price of the order.

• 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:

• Reviewing what supplements or retail items a patient has used

• Avoiding duplicate or conflicting recommendations

• Recommending re-purchases of products that worked well

• Answering patient questions about past purchases

Actions Column

The Actions menu provides fast access to:

• View the full order

• Re-order the product

• View or download invoices

• 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.