Navigating through the Order Module?
title: "Navigating Through the Orders Module" description: Step-by-step guide to navigating the Orders module in SiCompounding, including menus, processes, and workflow stages.
Overview
The Orders Module in SiCompounding is the central workspace for managing orders from intake through fulfillment and payment. This guide walks through how to access the module, understand its navigation, and follow the three primary order workflows.
Accessing the Orders Module
- Click the FileMaker Pro icon to open FileMaker.
- When FileMaker opens, locate the large menu bar on the left side of the window.
- Click SiCompounding (near the top).
- In the next window, click Pharmacy from the icons across the middle of the screen to open the Dashboard.
- From the blue sidebar menu on the left, click Orders.
The Orders window will now open.
Orders Main Menu
At the top-right of the Orders window is the main menu, which provides access to common actions and reports.
Menu Options
Dispenses
- Opens the Dispense Records list view. You can search, print, or export records. Step-by-Step: Exporting and Printing from Modules?
- Allows users to:
- Search dispense records
- Print dispense records*
- Export dispense records*
- Covered in:
HowToDo: Exporting and Printing from Modules?
Quote
- Opens the order quote workflow
- See: Step-by-Step: How to Create an Order Quote?
+ Order
- Starts the process to create a new order
- See: Step-by-Step: How to Create a New Order?
Reports
- Access reporting options related to Orders
- See: Step-by-Step: What Reports are Included in Orders?
General Features
Includes quick-access tools available across the system:
- Search
- Lookup
- < Go Back
- Help
- Notifications (Bell icon)
See: Step-by-Step: General Features of SiCompounding?
Orders Workflow Overview
The Orders module follows three primary processes:
- Intake Process
- Fulfillment Management
- Payment Management
Each process is described in detail below.
Intake Process
The Intake Process manages new orders from creation through verification.
Intake Statuses
New
- Displays a progress bar
- Shows the number of orders per hour currently in the queue
Filters
- Just My Orders checkbox
- Filters the queue to only show orders assigned to the current user
To Call
- Follow-up call list for pending orders
Payment Req.
- Orders paid during intake
- Includes:
- Requested today
- Paid today
Clarifications
- Orders requiring clarification requested by intake staff
To Verify
- Orders awaiting verification
- Completion moves the order into the Fulfillment process
Fulfillment Management
Fulfillment Management tracks orders from dispensing through delivery or pickup.
Fulfillment Statuses
To Be Dispensed (Today)
- Orders waiting on required information before entering the pharmacy workflow
In Pharmacy
- Displays a progress bar
- Shows the number of orders currently in pharmacy per hour
- Orders have passed “Send to Pharmacy” verification
Ready to Pack
- Orders are complete and ready for packaging
Will Call
- Orders ready for pickup
- Payment processing occurs at this stage
Ready to Ship
- Orders prepared for shipment
- Includes:
- Drugs
- Supplies
- Shipping method
- Shipping service
Shipped / Pickup (Dispensed)
- Orders have left the facility
- Final fulfillment status
Payment Management
Payment Management focuses on billing and outstanding balances.
Payment Statuses
Unpaid
- Orders with unresolved or missing payments
To Invoice
- Orders that require invoicing for payment
Past Due
- Orders past their invoice due date
Completion
This completes the step-by-step guide for:
Navigating Through the Orders Module