Collections

Collections in Compound Direct allow you to bundle similar formulations and other product types together so they can be located quickly when creating a new draft or order. By organising products into logical groups, you can simplify selection, reduce search time, and create a more structured workflow for your team.

Whether you group products by prescriber, clinic, product type, or internal workflow, collections help keep your workspace clear, consistent, and easy to navigate.

This guide will help you to:

• Organise products into structured, easy-to-find groups
• Control which products appear in each collection
• Manage user access through role-based permissions

Now that you understand how collections improve navigation and workflow efficiency, follow the steps below to find, create, manage, and export collections in your workspace.

Finding a collection

1. Go to the ‘Settings’ page.

2. Click on the ‘Collections’ button.

3. A list of collections is shown.

4. Drag the menu icon up or down to arrange the items in your preferred sequence.

   • The sequence will reflect real-time when searching for products in Drafts or Orders.

5. Once found, click on the desired ‘Collection’ to view it.

Creating a collection

1. Go to the ‘Settings’ page.
2. Click on the ‘Collections’ button.
3. Click on the ‘Create Collection’ button.
4. Enter the desired collection name and collection description.
5. Click on the ‘Add Products’ button.
   1. On the ‘Edit Products’ modal, you may:
      1. Find the desired product using the search search bar.
      2. Tick the check_box icon to select the product(s) you want to add to the collection.
      3. Once finished selecting the products, click ‘Done’ to save changes.
6. Tick the check_box icon to select the roles that you want to have access to this category.
   • See the Finding a Role tutorial for more information.
7. Once done, click the ‘Create’ button to save all changes.

Editing a collection

1. Go to the ‘Settings’ page.

2. Click on the ‘Collections’ button.

3. Click on the desired ‘Collection’ you wish to edit.

4. Edit the existing collection name and collection description, if applicable.

5. To remove a product from the collection, click on the clear icon beside a product.

6. To add products from the collection, click on the ‘Add Products’ button.

   1. On the ‘Edit Products’ modal, you may:
      1. Find the desired product using the search search bar.
      2. Tick the check_box icon to select the product(s) you want to add to the collection.
      3. Once finished selecting the products, click ‘Done’ to save changes.
   2. Tick or untick the check_box icon to select the roles that you want to have access to this category.
   • See the Finding a Role tutorial for more information.

7. Once done, click on the ‘Save’ button to save all changes.

Exporting a collection

1. Go to the ‘Settings’ page.
2. Click on the ‘Collections’ button.
3. Click on the desired ‘Collection’ you wish to export.
4. Click on the ‘More actions keyboard_arrow_down’ drop-down, then select ‘Export as CSV (.csv)’ or ‘Export as Excel (.xlsx)’.

Deleting a collection

1. Go to the ‘Settings’ page.
2. Click on the ‘Collections’ button.
3. Click on the desired ‘Collection’ you wish to delete.
4. Click on the ‘More actions keyboard_arrow_down’ drop-down, then select ‘Delete’.