Navigation:
Go to Admin > Orders
The Orders module is where all orders placed by practitioners or patients are managed. Once an order is submitted, it will appear in this section until it is completed, cancelled, or archived.
The Order List displays all orders in your dispensary and is organized using tabs to quickly filter by order status.
Active Orders
Orders that have not yet been marked as Completed.
Paid Orders
Orders that have been paid by either the practitioner or patient.
Vouched Orders
Orders vouched for by practitioners (if vouching is enabled).
Orders Complete – Pending Payment
Orders that are completed but still awaiting payment.
Back Orders
Orders containing one or more out-of-stock items.
Cancelled Orders
Orders with a status set to Cancelled.
Completed Orders
Fully completed and fulfilled orders.
To view an order, click on the Invoice #.
Each order is divided into three main tabs:
Details
Preparation
Tracking (only available when shipping is enabled)
The Details tab provides a full overview of the order, including financials, shipping, and contact information.
Order # – Unique order number (configurable in Order Settings)
Order Date & Time
Order Status
Grand Total – Includes taxes and shipping
Paid By – Practitioner or Patient
Shipping Type Requested
Download Invoice
Payment Link – Available if the patient is paying
You can view and modify shipping information, including:
Ship To / Pickup
Patient
Practitioner
Pickup (patient, practitioner, or another individual)
Recipient name, phone number, and email can be edited.
Shipping rates can be real-time or manually configured.
You may override shipping prices if needed.
Shipping weight is calculated using:
Product weight
Herb weight from formulas
Container weight (from container settings)
Default shipping box weight
(Admin > Settings > Shipping > Box Sizes)
After changing any weight value, click Update Shipping Prices, then Save to apply changes.
Click Create Shipping Label to generate a shipping label for the order.
View full pricing breakdown.
Change who pays (patient or practitioner) if unpaid.
Apply or remove discount codes.
Change the order status from the dropdown and click Submit.
Add internal comments when updating status.
Once marked Completed, the order moves to the Completed tab.
Practitioner markups become available after completion.
Order Notification History – Logs emails and SMS messages sent.
Order Notes – Notes from practitioner or patient.
Status History – Complete history of status changes and comments.
Contact information is displayed for both.
Admin can manually send email or SMS notifications.
The Preparation tab shows all products and formulas included in the order.
Product or Formula Name
Associated Patient (optional)
Weight / Volume
Quantity Ordered
Markup (if enabled)
Markup Price
Item Total
Item Status (each item has its own status)
Print Label – Generates the default label (or select another label).
Print Infosheet – Generates the default infosheet PDF.
Inventory is not deducted until fulfillment is completed.
Steps:
Click Fulfill.
Select lot/batch numbers for each herb.
Measure required quantities.
Multiple lot numbers can be used if needed.
Closed lot numbers can still be selected if allowed.
Practitioner Name
Patient Name
Formula Name
Herb Type
Special Instructions (internal only)
Add-On Services
SKU
Item Name
Order Quantity
Lot Number(s)
Lot Control – Toggle lot availability if needed
Review measured quantities.
Any mismatched data will appear highlighted.
Click Confirm and Fulfill once verified.
Inventory levels will be deducted automatically.
The formula/item will be marked as Completed.
If multiple items exist in the order, you will be guided to the next item unless another option is selected.
The Orders module provides full control over:
Order tracking
Payment handling
Shipping management
Inventory deduction
Formula fulfillment
Practitioner and patient communication
This ensures accurate fulfillment, compliance, and a clear audit trail for every order in your dispensary.