SALES ORDER - Patients

Notes:

• Sales Orders can contain Products, Services, and Packages.
• Products can be either Supplement or Non-Supplement items.
• Sales Orders update to Invoices, Backorders, and Receipts as they are processed.
• The Delivery Type automatically defaults to Pickup.
• Selecting the Ship button will automatically add a Shipping & Handling line and Ship To info.
• The Shipping & Handling line is available based on your Settings.
• Any Line-Item Discount is added manually.
• Any Patient Group Discount(s) is/are established in your Settings and applied per Patient in the Patient Profile.
• Any Patient Individual Discount is established and applied per Patient in the Patient Profile.
• Sales Orders without line items are automatically DELETED from the system each night with the Nightly Maintenance procedures.
• Sales Orders created from the Primary Account will store in ONLY the Primary Account's "Files & Forms".
• Subordinate Accounts CAN process and pay for their Sales Orders created from the Subordinate's Account.

Adding:

1. Select Patients from the green side menu.
2. Choose the desired Primary Patient from the Patient List.
3. Click the blue Sales Order button in the Supplements section.
4. Click the green Confirm button on the “NO OPEN SALES ORDERS” modal.
5. Verify the Sales Order “Status” and “Payment Status” both show Draft.
6. Choose the Delivery Type by clicking the appropriate button.

Add Products, Services & Packages

1. Click the relevant Add... button (e.g., green Add Product).
2. Select desired Products, Services, or Packages from the modal list.
3. Continue adding items as needed from the modals.
4. Click Close at the bottom of the modal when finished.
5. Enter Quantity Required for each item.
6. Add Line-Item Discount, Comments, and Commission if applicable.
7. In the Account section, all Line-Items default to Prime.
8. Use the Account dropdown to assign a Line-Item to a Subordinate Account if needed.
9. Click the blue Fill Available button.
10. Click the green Invoice button.
11. Confirm by clicking the green Continue button in the “TRANSACTION COMPLETED” modal.
12. Notice Sales Order status changes to Filled and Payment Status to Unpaid.
13. The Sales Order is now an Invoice.
14. Use the green Collect Pmt, $ Money Bag button to process payment.
15. Use the red On Account, X Money Bag button to place the amount owed on the Patient’s account.
16. Refer to the Sales Order Creation video and article to finalize the process.