CREATE - Sales Order

Notes:

• Sales Orders can contain Products, Services, and Packages.
• Products can be Supplement or Non-Supplement items.
• Sales Orders update to Invoices, Backorders, and Receipts as processed.
• Delivery Type defaults to Pickup automatically.
• Selecting the Ship button adds a Shipping & Handling line and Ship To info.
• Shipping & Handling line availability depends on your Settings.
• Line-Item Discounts must be added manually.
• Patient Group Discounts are set in Settings and applied per Patient Profile.
• Patient Individual Discounts are set and applied per Patient Profile.
• Sales Orders without line items are deleted nightly via Nightly Maintenance.

Process to Create and Process a Sales Order:

1. Go to the "Patients" area on the green side menu.
2. Select the desired Patient from the "Patient List."
3. Select the blue "Sales Order" button in the "Supplements" section.
4. Select the green "Confirm" button in the "NO OPEN SALES ORDERS" modal.
5. Note the "Status" and "Payment Status" show as "Draft."
6. Select the “Delivery Type” by clicking the appropriate button.

Add Products, Services & Packages:

1. Select the corresponding "Add..." button (e.g., green "Add Product").
2. Select desired Product(s), Service(s), and/or Package(s) from the respective "SELECT..." modal (e.g., "SELECT PRODUCT").
3. Continue selecting items as needed from each modal.
4. Select the "Close" button at the bottom of the modal after completing selections.
5. Enter the "Quantity Required."
6. Add "Line-Item Discount," "Comments," and "Commission" if applicable.
7. Select the blue "Fill Available" button.
8. Select the green "Invoice" button.
9. Select the green "Continue" button in the "TRANSACTION COMPLETED" modal.
10. Note the "Status" updates to "Filled" and "Payment Status" updates to "Unpaid."
11. Note the Sales Order has updated to an Invoice.
12. Select the green "Collect Pmt, $ Money Bag" button to process Payment.
13. Select the red "On Account, X Money Bag" button to place the Amount Owed on the Patient's account.

Collect Pmt, $ MONEY BAG:

1. Select the green "Collect Pmt, $ Money Bag" button.
2. Select the Invoice amount button or input an "Other" amount.
3. Select the payment "Type" button.
4. Input additional information if desired.
5. Select the green "Pay" button.
6. Note the Invoice "Status" changes to "Closed" and "Payment Status" to "Paid."
7. Note the Invoice updates to a Receipt.

On Account, X MONEY BAG:

1. Select the red "On Account, X Money Bag" button.
2. Select the green "Continue" button in the "PLEASE NOTE" modal.
3. The full Invoice amount is added to the Patient's Ledger Balance.
4. The Invoice "Status" and "Payment Status" remain "Filled" and "Unpaid."
5. The Invoice remains an Invoice.

The Sales Order document is saved automatically.