Note This article is intended for Minfos Beta stores only. It contains either new or updated functionality that is not generally available at this time. Please look out for these new features in the next Minfos software release. 

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 on the top left, or

b. Click the Ordering tab on the menu bar at the top of the screen.

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Order Maintenance Overview

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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.

From left to right:

 

Column Header

Notes

a

Order No.

Order number

b

Created Date

Date the order was created in Minfos

c

Status

Options:

  • Created
  • Issued
  • Received
  • Completed

d

Supplier

Supplier selected to fulfill the order

e

Invoice No.

Invoice number provided by the supplier

f

Description

Text field to provide additional detail

Buttons on Right of Screen

From top to bottom:

 

Button Label

Function

g

Add

Open Order Entry window

h

Generate

Open Order Generation window

i

Order Templates

Open Order Templates window

j

Enquire

Open Order Enquiry window for selected order

k

Change

Open Order Editing window for selected order

l

Delete

Open Order Delete window for selected order

m

Find

Open Search window

n

Issue

Change status of selected order from Created to Issued 

o

Transmit

Send selected order with status Created to a supplier via PharmX

p

Received

Open Receive Order prompt to confirm changing status of selected order from Issued to Received

q

Collect Order

Open Electronic Invoice Collection window to collect all orders

  • From PharmX
  • For the selected supplier
  • For the selected account number

All matching orders will be marked as Received

r

2. Collect All

Minfos will check with PharmX for invoices from the supplier of the selected order, and mark them as Received

s

1. Scan Tote

Scan totes to mark off received orders

t

Complete

Open Order Confirmation window for selected order with status Received

u

X. Redirect

Change the supplier for the selected order

v

Z. Merge

Combine two orders with

  • the same supplier
  • the status Created

w

Copy

Create a new order with the same supplier and products as an existing order

Buttons on Bottom of Screen

From left to right:

 

Button Label

Function

x

Completed Orders

View orders that have the status Completed.

y

Pricing

Open Order Pricing window for selected order

z

Rebates

Open Rebate Confirmation window

aa

W. Price Manager

Open Price Manager, with the option of using invoice cost prices to review and update retail pricing

bb

Product Quick Fix

Open the Product Quick Fix window to change attributes on stock cards in bulk

cc

Labels

Open Print Order Labels screen for selected order

dd

Print

Open Report Type window

ee

Cancel

Exit the Order Maintenance window

 

Completed Orders

1. To view orders with the status Completed, click the Completed Orders button on the main Order Maintenance view.

2. To return to the main Order Maintenance view, click Cancel.

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Labels and Functions of Screen Elements

 

Button Label

Function

ff

Order No.

Order number

gg

Created Date

Date the order was created in Minfos

hh

Supplier

Supplier selected to fulfill the order

ii

Invoice No.

Invoice number provided by the supplier

jj

Description

Text field to provide additional detail

kk

Enquire

Open Order Enquiry window for selected order

ll

Find

Open Search window

mm

Copy

Create a new order with the same supplier and products as an existing order

nn

Print

Open Report Type window

oo

Labels

Open Print Order Labels screen for selected order

pp

Product Quick Fix

Open the Product Quick Fix window to change attributes on stock cards in bulk

qq

Price Manager

Open Cost Option window for selected order to confirm use of Invoice Cost Prices

rr

Next

View next page of orders

ss

Prev

View previous page of orders

tt

Cancel

Exit the Completed Orders view, and return to the default view of Order Maintenance