CREATE - Sales Order / Nutrition Schedule

Summary: Sales Order Process from Nutrition Schedule

• Sales Orders include Products and Services; Products can be Supplement or Non-Supplement.
• Sales Orders auto-update to Invoices, Backorders, Receipts.
• Delivery defaults to Pickup; selecting Ship adds Shipping & Handling line & Ship To info (if enabled).
• Discounts (Line-Item, Patient Group, Individual) apply per settings and profiles.
• Sales Orders without line items are auto-deleted nightly.

Steps:

1. Complete Patient’s Nutrition Schedule.
2. Select green "Sales Order" button.
3. Sales Order status = Draft; Payment status = Draft.
4. Choose Delivery Type.
5. Sales Order auto-populates with Supplements from Nutrition Schedule.
6. Quantity Required pre-filled from “Bottles for Days” or “Bottles for Sales Order.”
7. Add Line-Item Discount, Comments, Commission if needed.
8. Click blue "Fill Available" button.
9. Click green "Invoice" button.
10. Confirm by selecting green "Continue" in the modal.
11. Status changes to Filled; Payment status to Unpaid; Sales Order converts to Invoice.
12. Process payment via:

- Collect Pmt, $ Money Bag:

1. Click green button.

2. Select Invoice or input Other amount.

3. Choose Payment Type.

4. Add info if needed.

5. Click green "Pay".

6. Status changes to Closed & Paid; Invoice converts to Receipt.

- On Account, X Money Bag:

1. Click red button.

2. Confirm with green "Continue".

3. Full Invoice amount added to Patient’s Ledger Balance.

4. Invoice status stays Filled and Unpaid.

13. Sales Order saves automatically.