As a supplier, efficiently managing orders from your clients is crucial. The Orders section in your DrPro Supplier Module is designed to give you a clear and organized view of all incoming purchase requests, helping you track them from pending to completion.
Step-by-Step Guide
Step 1: Navigate to the Supplier Module’s Orders section
From the main left sidebar, click on the Supplier icon. Inside this module, select Orders to open your main order management dashboard.
Step 2: Understand the Orders Dashboard
The page is divided into two main tabs to help you organize your workflow:
- Pending: This is your default view. It shows all new and active orders that require your attention and action (like packing, shipping, etc.).
- Completed: This tab contains a historical record of all orders that have been successfully fulfilled and closed.
Step 3: Find Orders Quickly with Search
If you need to find a specific order, use the Search Order bar. You can easily locate an order by typing in the Order #, Product name, or Buyer’s name.
Step 4: Reviewing Order Details in the List
The main table gives you all the essential information about each order at a glance:
- #Order: The unique identification number for the purchase request.
- Date: The date the order was placed by the buyer.
- Product: The item(s) included in the order.
- Buyer: The name of the clinic or customer who placed the order.
- Quantity, Price, Total Price: Details of the order value.
- Status: The current stage of the order (e.g., Pending, Shipped, Delivered).
- Action: Provides options to manage the order.
Step 5: Take Action on Orders
The Action column is where you manage the entire fulfillment process. While the exact options may vary, this is typically where you will:
- View the complete order details.
- Update the Status of the order as you process it (e.g., from “Pending” to “Shipped”).
- Finalize the order. Once an order is fully delivered and complete, marking it as “Completed” will automatically move it from the Pending tab to the Completed tab, keeping your active list clean.
👉 Continue learning with our next guide: How to Manage Your Products in the Supplier Module.
