Process Orders

The Orders area allows you to view, edit and process orders. The following are functions you may perform in the Orders area - View Order(s) - Fulfill Formula/Product - Print Label - Print Infosheet - Create a Shipping Label - Edit/Modify a Formula - Delete an item from Order - Modify Markup - Chang Order Status - View & Download Invoice - Change who is paying for an Order - Add an Order Note - Change Shipping Options - Edit a shipping Address - Edit who is going to pick up the Order - Edit th...

Go to Admin > Orders The Order List shows you every order that has been submitted in your dispensary. After an order is placed by any user, it shows up immediately in your order list. How to View an Order To view a specific order, click on the Invoice# and you will see a screen similar to this one. The order is split between 3 tabs; Details Shows you the Practitioner Information, Patient Information, Shipping Details, and associated costs and charges for the order. Preparation Shows you...

This article explains how to manage your orders. For a list of functions and options for managing and processing orders, [click here](https://dispensary-tree.com/help/admin/orders/). What does fulfilling an order mean? When you fulfill an order, you are measuring out each ingredient in the formula or taking a product off the shelf which has been ordered by a customer for the purpose of modifying the inventory quantities and lot numbers. When you click on Fulfill button, it allows you to enter ...

For each order you can print the label for a custom formula. You can either print one label at a time or you can bulk print many labels at once. Steps to Print One Label Go to Admin > Orders and view an order. Then click on the fulfillment tab. Click on Print Label button and the label will generate in pdf. If you do not want the default label you can click on the down arrow to select a different label. A pdf file of the labels will be generated and saved automatically to your computer. It ...

Print a Single Infosheet For each formula you can print an infosheet which is located on the fulfillment tab above each formula. You must have an infosheet template created for the infosheet to be created. Click on Print Infosheet Button and the infosheet will be generated. If you have more than one infosheet and do not want to use the default infosheet, click on the drop down arrow and select the infosheet you want to use. It will be generated into pdf format, which can then be printed. It may...

We designed the system to pre-authorize credit cards, which means you can make changes to any part of the order, and the price and invoice will update before we capture the final payment. You cannot pre-authorize Square, Cash or Credit Payments, only Credit Card Processors which support this function. Square does not support Pre-Authorizations. What can you Modify? Shipping Address – You can modify or change the shipping address. Shipping Options– You can select a different shipping option, s...

Practitioners are able to cancel an order up until any item in the order is fulfilled. Practitioners can do this in their account, by locating the order in Order History and choosing cancel from the Action List next to the order. This option disappears once fulfillment begins (not finished). The admin can cancel an order by changing the status to “Cancelled.” This will trigger an email to the practitioner notifying them that the order was cancelled. You can modify this email and all emails in [...

On the details page, you can change the status of the order to ‘Completed’ or another status. The order will be moved to the completed tab. Once the order is marked as complete, any markup amounts that are due to be paid to the practitioner are released. Practitioners are able to cancel an order up until any item in the order is fulfilled. Practitioners can do this in their account, by locating the order in Order History and choosing cancel from the Action List next to the order. This option d...

The shipping details section in an order lets you view and modify shipping details. Ship To/Pickup: You view & change the recipient of the package, either the Patient, Practitioner or a pickup. If its a pickup, you can select who is going to pick up the package, either the patient, practitioner or another person. If its another person, you can view or change who that person will be; including their name, phone number and email address. Shipping is split up between “real time” rates, and rates ...

Create a Shipping label You can generate a shipping label for the order by clicking on “Create Shipping Label”. Steps to Create a Shipping Label This article is assuming you have already integrated your dispensary with your [www.goshippo.com](http://www.goshippo.com/) account. If you have not setup shipping options/settings, please [go here](https://dispensary-tree.com/help/admin/shipping/real-time-rates-from-shipping-companies/). View the order from the [Order List](https://dispensary-tree....