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User Guide
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Order Workflows

Create structured workflows that simplify and streamline every order.

Order Workflows in Compound Direct allow you to set up, configure, and manage how orders are handled across every stage of end-to-end order handling, from draft creation and payment through to fulfilment and delivery. By defining default delivery methods, automations, communication rules, and billing accounts, workflows ensure each order follows a consistent, efficient process that aligns with your operational needs.

These automations enable you to:

  • Create structured workflows that define billing, collection, delivery and shipping, tax, notification, risk assessment, and automation rules for different order scenarios.
  • Standardise order handling and communication by applying consistent defaults, tags, automations, and linked email/SMS templates across your team.
  • Improve efficiency by streamlining routine tasks, reducing manual intervention, and ensuring orders progress smoothly from draft to fulfilment.

This guide provides an overview of the Order Workflow features you will use to find, create, edit, set defaults, and delete workflows, as well as configure automations, notifications, checkout settings, and communications within your Compound Direct workspace.

Finding an order workflow as the default

  1. Go to the ‘Settings’ page.

  2. Click on the ‘Templates’ button.

  3. Click on the ‘Order Workflows’ button.

  4. On the ‘Order Workflows’ page, a list of pre-designed order workflows is shown with the Name, the

    Invoice Template
    book

    Invoice Template

    Invoice Templates are required when issuing a tax invoice or receipt to a customer or an account, ensuring consistent and accurate documentation.

    Read More...
    used, and when the workflow was Last Modified.
    For more information, see the Adding a new invoice template tutorial.

    1. To set a workflow as the DEFAULT click the more_verticon beside the Last Modified Date and Time.
    2. Click on the ‘Set as Default’ button.

  5. Once found, click on the ‘Order Workflow’ to view it.

Creating a new order workflow

  1. Go to the ‘Settings’ page.

  2. Click on the ‘Templates’ button.

  3. Click on the ‘Order Workflows’ button.

  4. Click on the ‘Create Order Workflow’ button.

  5. On the ‘Create Order Workflow’ page, enter the desired name of the Order Workflow.

  6. Select an invoice template from the drop-down menu.

    1. Invoice templates created with the template type Tax Invoice will appear as the options.

  7. Select a ‘Default Billing Account’ or ‘Create New Account add’.

    For more information, see the Adding an account tutorial.

  8. Tick the ‘check_box Set Account as Invoice Recipient’ to enable sending the invoice to the selected account's contact details.

  9. In the ‘Delivery & Shipping’ section, select the default delivery method for this workflow: ‘storefront Pickup in-store’, ‘local_shipping Shipping’, or ‘domain Send to clinic’.

    1. Tick the ‘check_box Disable on Checkout’ button for ‘storefront Pickup in-store’ to remove the pickup option for customers during checkout.

      Disable on Checkout can be configured if the Send to customer switch is on.

    2. If

      Shipping
      book

      Shipping

      Adding a shipping option with set prices provides customers with details such as the courier used and the delivery cost.

      Read More...
      is the selected default option, use the search search bar to select the shipping options you want to be included for this workflow or ‘Create a shipping option’.
      The Create a shipping option button will appear once all available shipping options are selected or when typing a different name.

      1. Drag the menu icon to change the sortation of shipping options.
      2. Click on the more_vert icon to ‘Set as Default’ or ‘Remove’.
      3. Toggle the ‘Enable shipping customisation toggle_on’ switch to allow customers to choose a shipping option during checkout.

    3. If

      Pickup
      book

      Pickup

      Adding a pickup option allows customers to choose a pickup location during checkout.

      Read More...
      is the selected default option, click the ‘Add Pickup Location’ button to add the pickup locations you want to include for this workflow.

      1. Toggle the ‘Enable pickup location customisation toggle_on’ switch to allow customers to choose a pickup location during checkout.

  10. In the ‘Tax’ section, tick ‘check_box Taxable’ to ensure that tax is applied to the items in the order.

    1. Tick ‘check_box Tax is inclusive’ if the item price already includes tax.

  11. In the ‘Notification’ section, toggle on the ‘Send to customer toggle_on’ switch to enable the following settings:

    1. Toggle the ‘Send invoice on payment link sent toggle_on’ switch to automate sending the PDF invoice when the payment link is sent to the customer.
    2. Select a payment method to apply for this workflow ‘Invoice Link | ‘Payment Link’.
    3. Select an email/SMS template to use when sending the invoice or payment link.
      1. Email/SMS templates created with the template type Order Quote/Payment Link will appear as the options.
    1. Select contact records from the drop-down menus to set which email the customer can ‘Reply To’, and which email is ‘CC’ d on the email.
    1. Tick the ‘check_box Send without confirmation’ to send the quote and payment link immediately, without a confirmation prompt.

  12. In the ‘Checkout Settings’ section, select which settings to enable during the customer payment process:

    1. Tick the ‘check_box Line items editable’ to allow customers to edit line items during checkout.
    2. Tick ‘check_box Enable Invoice Download’ to allow customers to download their invoice or pharmacy receipt. The invoice will still be sent in fulfilment communication.
    3. Select the checkout note importance from the drop-down menu.
      1. Enter a checkout note that will display at all stages of checkout, for key general information.
      2. On the bottom right-hand side of the text field, drag height to adjust its size.
    4. Select the appropriate risk assessment survey.
      1. Enter a risk assessment survey prompt to check whether the patient has previously completed a risk assessment.
      2. On the bottom right-hand side of the text field, drag height to adjust its size.

  13. In the ‘Communications’ section, select which confirmation and fulfilment messages are automatically sent for orders.

    1. Under Order Confirmed - Pending Payment, use the drop-down menus for each delivery method: ‘Pickup’, ‘Shipping’, and ‘Send to Clinic’ to select which email/sms template will be used when an order is marked as PAYMENT PENDING
    2. Under Payment Confirmation, use the drop-down menus for each delivery method: ‘Pickup’, ‘Shipping’, and ‘Send to Clinic’ to select which email/sms template will be used when an order is marked as PAID or when an order is charged to an ACCOUNT
    3. Under Fulfillment, use the drop-down menus for each delivery method: ‘Pickup’, ‘Shipping’, and ‘Send to Clinic’ to select which email/sms template will be used when an order is marked FULFILLED
    4. Under Invoice Delivery, select which stage of the order triggers the automated sending of the PDF invoice.
      1. Toggle the ‘Send invoice on confirmation’ or ‘Send invoice on fulfilment’ switches.
    5. Under Reminders, select an email/sms template from the drop-down menu to use as a ‘Pending Reminder’.

  14. In the ‘Workflow Automations’ section, enable the

    Workflow Automations
    book

    Workflow Automations

    Workflow Automations are essential for handling orders, as these automations occur once they are paid or saved.

    Read More...
    you want to apply:

    1. Toggle the ‘Archive on paid’ switch.
    2. Toggle the ‘Archive on save’ switch.
    3. Toggle the ‘Fulfil on save’ switch.
    4. Toggle the ‘Pending payment on save’ switch.
      Workflow Automations can be configured if the Send to customer settings are disabled.

  15. In the ‘Auto-Tag on Creation’ section, select ‘Tags’ or type the desired name and ‘add Create new tag’ from the drop-down menu.

    1. On the ‘Create a New Tag’ modal, you may enter or edit the tag name.
    2. Select the type of tag to apply: ‘Standard’ or a specific ‘Colour’.
      1. The Standard tag type allows you to select the ‘Importance’ from the drop-down menu.
      2. The Colour tag type will allow you to customise the tag ‘Colour’.
      3. Click on the ‘Continue’ button.

  16. To remove the tags, click on the close icon within the tag.

    • For more information, see the Tags tutorial.

  17. Click on the ‘Create’ button.

Editing an order workflow

  1. Go to the ‘Settings’ page.

  2. Click on the ‘Templates’ button.

  3. Click on the ‘Order Workflows’ button.

  4. Click on the desired ‘Order Workflow’.

  5. On the ‘Edit Order Workflow’ page, edit the name of the Order Workflow.

  6. Select a different invoice template from the drop-down menu.

    1. Invoice templates created with the template type Tax Invoice will appear as the options.

  7. Select ‘Default Billing Account’ or ‘Create New Account add’.

    For more information, see the Adding an account tutorial.

  8. Tick or untick the ‘check_box Set Account as Invoice Recipient’ to enable or disable sending the invoice to the selected account's contact details.

  9. In the ‘Delivery & Shipping’ section, select a different default delivery method for this workflow: ‘storefront Pickup in-store’, ‘local_shipping Shipping’, or ‘domain Send to clinic’.

    1. Tick or untick the ‘check_box Disable on Checkout’ button for ‘storefront Pickup in-store’, ticked check_box will remove the pickup option for customers during checkout.

      Disable on Checkout can be configured if the Send to customer switch is on.

    2. If

      Shipping
      book

      Shipping

      Adding a shipping option with set prices provides customers with details such as the courier used and the delivery cost.

      Read More...
      is the selected default option, use the search search bar to select the different shipping options you want to be included for this workflow or ‘Create a shipping option’.
      The Create a shipping option button will appear once all available shipping options are selected or when typing a different name.

      1. Drag the menu icon to edit the sortation of shipping options.
      2. Click on the more_vert icon to ‘Set as Default’ or ‘Remove’.
      3. Toggle or untoggle the ‘Enable shipping customisation toggle_on’ switch, toggled on will allow customers to choose a shipping option during checkout.

    3. If

      Pickup
      book

      Pickup

      Adding a pickup option allows customers to choose a pickup location during checkout.

      Read More...
      is the selected default option, click the ‘Add Pickup Location’ button to add the pickup locations you want to include for this workflow.

      1. Toggle or untoggle the ‘Enable pickup location customisation toggle_on’ switch, toggled on will allow customers to choose a pickup location during checkout.

  10. In the ‘Tax’ section, tick or untick ‘check_box Taxable’, ticked check_box will ensure that tax is applied to the items in the order.

    1. Tick or untick ‘check_box Tax is inclusive’, ticked check_box indicates that the item price already includes tax.

  11. In the ‘Notification’ section, toggle on or off the ‘Send to customer toggle_on’ switch, toggled on will enable the following settings:

    1. Toggle or untoggle the ‘Send invoice on payment link sent toggle_on’ switch, toggled on will automate sending the PDF invoice when the payment link is sent to the customer.

    2. Select a different payment method to apply for this workflow ‘Invoice Link | ‘Payment Link’.

    3. Select a different email/SMS template to use when sending the invoice or payment link.

      1. Email & SMS templates created with the template type Order Quote/Payment Link will appear as the options.

    4. Select different contact records from the drop-down menus to set which contact the customer can ‘Reply To’, and which contact is ‘CC’ d on the email.

      To add contacts, see the Pharmacy Workspace Settings tutorial.

    5. Tick or untick the ‘check_box Send without confirmation’, ticked check_box will send the quote and payment link immediately, without a confirmation prompt.

  12. In the ‘Checkout Settings’ section, select different settings to enable during the customer payment process:

    1. Tick or untick the ‘check_box Line items editable’, ticked check_box will allow customers to edit line items during checkout.
    2. Tick or untick ‘check_box Enable Invoice Download’, ticked check_box will allow customers to download their invoice or pharmacy receipt. The invoice will still be sent in fulfilment communication.
    3. Select the checkout note importance from the drop-down menu.
      1. Enter a checkout note that will display at all stages of checkout, use for key general information.
      2. On the bottom right-hand side of the text field, drag height to adjust its size.
    4. Select the appropriate risk assessment survey.
      1. Enter a risk assessment survey prompt to check whether the patient has previously completed a risk assessment.
      2. On the bottom right-hand size of the text field, drag height to adjust its size.

  13. In the ‘Communications’ section, select which confirmation and fulfilment messages are automatically sent for orders.

    1. Under Order Confirmed - Pending Payment, use the drop-down menus for each delivery method: ‘Pickup’, ‘Shipping’, and ‘Send to Clinic’ to select which email/sms template will be used when an order is marked as PAYMENT PENDING
    2. Under Payment Confirmation, use the drop-down menus for each delivery method: ‘Pickup’, ‘Shipping’, and ‘Send to Clinic’ to select which email/sms template will be used when an order is marked as PAID or when an order is charged to an ACCOUNT
    3. Under Fulfillment, use the drop-down menus for each delivery method: ‘Pickup’, ‘Shipping’, and ‘Send to Clinic’ to select which email/sms template will be used when an order is marked FULFILLED
    4. Under Invoice Delivery, select which stage of the order triggers the automated sending of the PDF invoice.
      1. Toggle or untoggle the ‘Send invoice on confirmation’ or ‘Send invoice on fulfilment’ switches.
    5. Under Reminders, select a different email/sms template from the drop-down menu to use as a ‘Pending Reminder’.

  14. In the ‘Workflow Automations’ section, enable or disable the

    Workflow Automations
    book

    Workflow Automations

    Workflow Automations are essential for handling orders, as these automations occur once they are paid or saved.

    Read More...
    you want to apply:

    1. Toggle or untoggle the ‘Archive on paid’ switch.
    2. Toggle or untoggle the ‘Archive on save’ switch.
    3. Toggle or untoggle the ‘Fulfil on save’ switch.
    4. Toggle or untoggle the ‘Pending payment on save’ switch.
    • Workflow Automations can be configured if the Send to customer settings are disabled.

  15. In the ‘Auto-Tag on Creation’ section, select different ‘Tags’ or type the desired name and ‘add Create new tag’ from the drop-down menu.

    1. On the ‘Create a New Tag’ modal, you may enter the tag name.
    2. Select the type of tag to apply: ‘Standard’ or a specific ‘Colour’.
      1. The Standard tag type allows you to select the ‘Importance’ from the drop-down menu.
      2. The Colour tag type will allow you to customise the tag ‘Colour’.
      3. Click on the ‘Continue’ button.

  16. To remove the tags, click on the close icon within the tag.

    For more information, see the Tags tutorial.

  17. Click on the ‘Save’ button.

Deleting an order workflow

  1. Go to the ‘Settings’ page.
  2. Click on the ‘Templates’ button.
  3. Click on the ‘Order Workflows’ button.
  4. Find and click on the desired ‘Order Workflow’.
  5. Click on the ‘More actions keyboard_arrow_down’ drop-down menu.
  6. Click on the ‘Delete’ button.
    1. On the ‘Delete Order template’ modal, click on the ‘Delete’ button.

Setting and removing an order workflow as the default

  1. Go to the ‘Settings’ page.

  2. Click on the ‘Templates’ button.

  3. Click on the ‘Order Workflows’ button.

  4. Find the desired ‘Order Workflow’.

  5. To set the Order Workflow as the default, click on the more_vert icon and the ‘Set as Default’ button.

    1. A DEFAULT tag will appear beside the Order Workflow’s name.

  6. To remove the Order Workflow as the default, click on the more_vert icon and the ‘Remove as Default’ button.

    1. A DEFAULT tag will disappear beside the current default Order Workflow’s name.

Related

Orders
Handle customer orders from creation to dispatch. Track status updates, edits, and reorders with seamless integration across the system.
Accounts
Manage customer accounts, view and edit invoices, and track payment history to streamline pharmacy billing and financial workflows.
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