The Order Profile hosts all actions and information about a specific order. The order's unique ID number, a link to the Client's Profile, and the order's QR code displays in the Order Profile's header. Scan the QR code to access the order through the Gun App.
An Order profile splits into six tabs: Overview, Receipts, Dispensing Record, Complaints, Destruction, and Returned Grams. The available tabs differ depending on the order's status.
When a Customer Service Representative–or CSR–opens an Order Profile, the Overview tab opens by default.
Order Overview
The Overview tab displays the details of the specific order, including the products ordered, the selected shipping rate and shipment tracking, and discounts applied. When Creating a New Order, the CSR selects items and processes payments through the Overview tab.
Once the order has been Shipped, click Print or View to print or view the Shipping Label.
Order Statuses
The order's status displays in the Status section near the top-right corner on the Overview tab view. Each order status tracks a distinct stage of the order workflow, and some actions are only available for orders in specific statuses. The order status flow is:
Open Order: Order not yet placed.
Awaiting Payment: The order is waiting on receipt of payment confirmation. This is a gateway status for orders paid for with cash, money orders, or cheques.
Order Placed: The order has been placed and paid for, and is awaiting fulfillment.
Order Shipped: The order has been fulfilled and shipped.
Order Delivered: The order has been delivered.
Order Refused: The order has been refused for internal reasons.
Order Refunded: The order payment has been refunded to the client.
Cancelled: The order has been cancelled by the client.
Order Menu
Click the
icon to open a menu of actions for the order. The options available will differ depending on the order's status.
Select Shipping: Select a shipping rate for the order.
This option only appears for Open orders.
Add Discount: Add a Discount to the Order.
This option only appears for Open orders.
Refuse Order: Refuse an Order.
This option only appears for orders in the Open, Placed, or Shipped statuses.
Delete Order: For deleting an order.
Only Open orders can be deleted.
Archive/Unarchive Order: For Archiving or Unarchiving an Order.
This option only applies to orders in the Placed, Shipped, or Delivered statuses.
Complete Payment: For Completing the Payment for an Order.
This option only applies to orders in the Awaiting Payment status.
Refund Order: For Refunding an Order.
This option only appears for orders in the Placed or Shipped statuses.
Reset Picking: For returning picked bottles to the inventory to Reset Picking for the Order.
This option only appears for orders in the Placed or Shipped statuses.
Return Bottles: For Returning Bottles from a returned order.
This option only appears for orders in the Shipped or Delivered statuses.
Reprint Patient Labels: For reprinting the patient's labels.
This option only appears for orders in the Shipped or Delivered statuses.
Reprint Bottle Labels: For reprinting labels for all bottles in the order.
This option only appears for orders in the Shipped or Delivered statuses.
Mark as Delivered: For Marking the Order as Delivered.
This option only appears for orders in the Shipped status.
Documents & Notes
The Documents section allows the CSR to upload documents relevant to the order. Once the order has been Placed, click Generate in the Documents section to Generate a Confirmation Receipt, Generate a Shipping Receipt, Generate a Policy Receipt, or Generate a Dispensing Record.
The Notes section allows the CSR to attach notes to the order. Notes created here display as alerts on the Scanner Gun during the Order Fulfillment process.
For a complete overview of the orders and order fulfillment workflow, visit the Orders Process Guide.