The Order Maintenance screen is the hub for ordering in Minfos. This screen allows you to find and interact with all the orders in your system, from creation, through transmission and receipt, to completion.
How to Access the Order Maintenance Screen
1. To access the Order Maintenance window from the Stock Manager module, either:
a. Click the Order Maintenance icon, or
b. Click the Ordering menu.
Order Maintenance Overview
Columns
You can sort orders by clicking the relevant column header. Click the same column header again to reverse the order, i.e., to change from ascending to descending and vice versa. Press [F2] to return to the default sort order.
Option | Description |
1. Order No. | Minfos order number. |
2. Created Date | Date the order was created in Minfos. |
3. Status | Options:
|
4. Supplier | Supplier selected to fulfill the order. |
5. Invoice No. | Invoice number provided by the supplier. |
6. Description | Text field to provide additional detail. |
Buttons
Option | Description | |
a. Add | Create a manual order or invoice, refer to Create a Manual Invoice for more information. | |
b. Generate | Generate an order, refer to Generate Orders Overview. | |
c. Order Templates | Add/Edit or Generate saved order templates, refer to Order Templates Overview for more information. | |
d. Enquire | Enquire on orders, no changes can be made in the Order Enquiry window. | |
e. Change | Edit an order, refer to Edit an Order for more information. | |
f. Delete | Delete an order/invoice. This process cannot be reversed. | |
g. Find | Click Find, enter the invoice number to find the order. | |
h. Issue | Update the status of an order from Created to Issued i.e. the order has been sent to the supplier manually e.g. emailed or faxed. | |
i. Transmit | Electronically sends the highlighted order to the supplier via PharmX. Refer to Transmit an Order for more information. | |
j. Received | Update the status of an order from Issued to Received. Refer to Complete a Manual Invoice for more information. | |
k. Collect Invoices | Minfos will check with PharmX for all uncollected invoices from all suppliers, and mark them as Received. Refer to Collect Electronic Invoices for more information. Electronic Stock Transfers are also collected from your FTP. | |
l. 1. Scan Tote | Scan the barcodes on the Symbion Totes to mark off orders. Refer to Mark off Symbion Orders by Tote for more information. | |
m. Complete | Completes the invoice in Minfos. Refer to Complete Electronic Invoice and Complete a Manual Invoice for more information. | |
n. X.Redirect | Change the supplier for the highlighted order. Refer to Redirect an Order to learn more. | |
o. Z. Merge | Merge 2 order together, refer to Merge an Order to learn more. | |
| p. Copy | Create a new order with the same supplier and products as an existing order. | |
q. Completed Orders | View orders that have the status Completed. | |
r. Pricing | Open Order Pricing window for selected order. Refer to Complete Electronic Invoices or Complete a Manual Invoice for more information. | |
s. Rebates | Open Rebate Confirmation window. | |
t. W.Price Manager | Open Price Manager, with the option of using invoice cost prices to review and update retail pricing. Refer to Use Invoice Cost to review pricing before completing an order. | |
u. Product Quick Fix | Open the Product Quick Fix window to change attributes on stock cards in bulk. Refer to Product Quick Fix Overview for more information. | |
v. Labels | Open Print Order Labels screen for selected order. | |
| w. Import | Allows you to import an order from a csv file. Refer to Import an Order into Order Maintenance. | |
x. Print | Open Report Type window. | |
y. Cancel | Exit the Order Maintenance window. | |
Completed Orders
- To view orders with the status Completed, click Completed Orders on the main Order Maintenance view
- To return to the main Order Maintenance view, click Cancel
Completed Orders
Option | Description |
1. Order No. | Minfos Order number. |
2. Created Date | Date the order was created in Minfos. |
3. Supplier | Supplier selected to fulfill the order. |
4. Invoice No. | Invoice number provided by the supplier. |
5. Description | Text field to provide additional detail. |
a. Enquire | Open Order Enquiry window for selected order. |
b. Find | Open Search window. |
c. Copy | Create a new order with the same supplier and products as an existing order. |
d. Print | Open Report Type window. |
e. Labels | Open Print Order Labels screen for selected order. |
f. Product Quick Fix | Open the Product Quick Fix window to change attributes on stock cards in bulk. |
g. Price Manager | Open Price Manager, with the option of using invoice cost prices to review and update retail pricing. Refer to Use Invoice Cost to review pricing before completing an order |
h. Next | View next page of orders. |
i. Prev | View previous page of orders. |
j. Cancel | Exit the Completed Orders view, and return to the default view of Order Maintenance. |