Create an order template that can be used to create a replacement order or a forecasted order base on your sales history.

Creating a replacement order

To create a replacement order template:

1. Go to Z Office > Orders > Add New Order > Create From Order Template
2. Select Use Blank Template
3. Edit the replacement order template
   a. Select the Supplier you wish to order from
   b. Enter a description for the order template e.g. Replacement Order - Ethicals
   c. Select Replacement Order as the Order Type and enter a Start Date and End Date - the order will replace all items sold within the start and end date
   d. Select the Order Options - most commonly used are Order from Default Supplier Only, Include any Uncollected Scripts at the Register (for a dispensary order) and Deduct Stock Already on Order
   e. Set Stock Filters for what you want to order. The most common filter is front-of-shop or dispensary stock. You can filter between front-of-shop (FOS) or dispensary lines by filtering by Stock Types or Departments or even Schedules.
4. Press Save to save the order template for future use
5. Press Create Order to generate the order and edit it before sending

Creating a forecasted order

To create a forecasted order template:

1. Go to Z Office > Orders > Add New Order > Create From Order Template
2. Select Use Blank Template
3. Edit the forecasted order template
   a) Select the Supplier you wish to order from
   b) Enter a description for the order template e.g. Forecasted Order - Ethicals
   c) Select Order based on as the Order Type, which sales data the order will be based on and how much to order
   d) Select the Order Options - most commonly used are Order from Default Supplier Only, Include any Uncollected Scripts at the Register (for a dispensary order) and Deduct Stock Already on Order
   e) Set Stock Filters for what you want to order. The most common filter is front-of-shop or dispensary stock. You can filter between front-of-shop (FOS) or dispensary lines by filtering by Stock Types or Departments or even Schedules.
4. Press Save to save the order template for future use
5. Press Create Order to generate the order and edit it before sending

Order template options and filters

Here are some explanations on what the order template options and filters do.

Order based on - This option is used for forecasted orders where an order is generated based on how much stock you have sold in the past.

• Last X Days - Base the forecasted order on any number of previous days.
• Set No. of Days - Number of previous days the forecasted order will be based on.
• Selected Months - Base the forecasted order on selected months.
• Selected Date Range - Base the forecasted order on a selected date range.

No. Days to Order - Orders enough stock to last you for the selected number of days i.e. if you sold 10 of one item in the previous 14 days and order for 7 days, the order will ensure you have 5 SOH for that item.

Order from Default Supplier Only - Only orders stock that has the Supplier selected in the order (Step A above) as their default supplier.

Include any Uncollected Scripts at the Register - Order templates are generally based on stock sold but this option includes medications that have not been sold and are waiting to be collected.

Include Stock Transfers - Orders stock that has been transferred out of the pharmacy.

Deduct Stock Already on Order - Deducts stock that has been added to another order or is waiting to be received.

Include Stock not sold but below Minimum Stock Levels - You can set minimum stock levels for your stock. This option orders stock that has not been sold but is below the minimum stock level.

Ignore Max Stock Levels - You can set maximum stock levels for your stock. This option ignores the maximum stock level and can order stock above that level.

Stock Types - Stock can be marked as Ethical in their stock card. This filter can be used to differentiate between Ethical stock and FOS stock.

Departments - Select the department you wish to generate the order for. If you wish to order stock for all departments except a particular one, select ALL departments and then de-select the department you wish to exclude.