Create Manually

To create an order manually:

1. Go to Z Office > Orders > Add New Order > Create Manually
2. Select the Supplier
3. Scan or search for the product you wish to order in the Add Line field
4. Adjust the order quantity under Ord (U) or Ord (C). Ord (U) is the quantity in units and Ord (C) is the quantity in cartons
5. You can check the total number of units in the order. This shows you the total units within the entire order and the total units of 'Selected' lines.
6. Press Save to save the order if you wish to come back to it later
7. Press Send Order (Electronically) if you have PharmX set up for that supplier
8. Press Print Order Sheet / Mark as Sent to print an order sheet to send to the supplier

Create From Order Template

To create an order from a template:

1. Go to Z Office > Orders > Add New Order > Create From Order Template
2. Select from an existing template or Use Blank Template
3. Edit the order details, order type, order options and stock filters
4. Press Generate Order
5. Press Save to save the order if you wish to come back to it later
6. Press Send Order (Electronically) if you have PharmX set up for that supplier
7. Press Print Order Sheet / Mark as Sent to print an order sheet to send to the supplier

See Manage Order Templates for more information.