You have the ability to define cut off times for PharmX suppliers in your system as well as schedule orders to automatically send at a specified time.
Adding a Cut-Off time for a Supplier
To set up a cut-off time for a supplier:
- Go to Z Office > Other > Suppliers > Manage Suppliers:
- Search for the supplier you wish to update and double-click on them to bring up their details:
- Set a cut-off time for the supplier:
- Press Save
The cut-off time will appear when sending or scheduling an order:
Regular Send Order Prompt | Schedule Order Prompt |
Scheduling an order
To schedule an order to send automatically:
- Create an order as per usual - ensure a supplier and items have been selected.
- Next to the Send Order (Electronically) buttons, there is now a down arrow to be able to schedule the order:
Clicking on this will give you the option to Schedule for later: - Enter in the Scheduler Order Date and Time:
There is a 5-minute buffer, so you will not be able to set the time within 5 minutes of the current time. - Once you have set the Schedule Order Date/Time, you will receive a confirmation prompt that the order has been scheduled:
- The order status will change to Scheduled and the Schedule Date and Time will appear in the Manage Orders screen as well:
Editing a Scheduled Order
While editing a scheduled order, it will not be sent even if the scheduled date/time elapses. The order will need to first be closed before the scheduled order can be sent to the supplier.
To edit a scheduled order:
- Open the scheduled order. A prompt should appear to let you know that the order will not be sent while editing the order:
- From here, you can edit or remove the Scheduled Order Date/Time as needed:
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