What is an order?

An order is created when a booking is made for a medical with an associated cost. 

An order will include details of:

• The product price.
• The price of add-on packages, where applicable.
• Discount given, where applicable.
• The net price.
• Payment made.
• Order status.

Order status

An order can have one of the following statuses:

• Unpaid – Payment has not yet been received.
• Paid – Payment has been completed.
• Superseded – The order has been replaced by a newer version. This occurs when an amendment is made, such as applying a discount. A new order is created, and the original order is marked as Superseded to maintain an audit trail.

Accessing orders

An order can be accessed from either the medical or the orders page.

To view an order from a medical:

• Open the client's medical. 
• From the left sidebar, under Financial, select Orders.
• Click on the order reference number to view details, apply discount or take payment. 

To access an order from the Orders page:

• From the top bar click on Clients > select Orders. 
• Orders will be displayed with details of the client's name, medical reference, date created and the status of the order.
• Apply relevant filters to search for an order.
• Click on the order reference number to view the details of an individual order.

Orders with add-on packages

• If the original order is unpaid, adding one or more add-on packages will generate a new order. The original order will be marked as Superseded.
• If the original order has already been paid, adding one or more add-on packages will generate a new, separate order for the additional items. The original paid order remains unchanged.