Order Workflows

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

1. Go to the ‘Settings’ page.

2. Click on the ‘Templates’ button.

   1. Select ‘Order Workflows’ from the menu.

3. On the ‘Order Workflows’ dashboard, 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.

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   used, the Flow as the default payment method, and when the workflow was Last Modified.
   • For more information, see the Adding a new invoice template tutorial.

   1. To change how the order workflows are listed in the drop-down menu on the ‘Order #’ page, use the reorder icon to rearrange them.

      • For more information, see the Orders guide.

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

Creating an order workflow

1. Go to the ‘Settings’ page.
2. Click on the ‘Templates’ button.
   1. Select ‘Order Workflows’ from the menu.
3. On the ‘Order Workflows’ dashboard, click on the ‘Create Order Workflow’ button.

4. Once done, click on the ‘Create’ button.

Editing an order workflow

1. Go to the ‘Settings’ page.
2. Click on the ‘Templates’ button.
   1. Select ‘Order Workflows’ from the menu.
3. On the ‘Order Workflows’ dashboard, click on the ‘Order Workflow’ you wish to edit.

4. Once finished with the changes, click on the ‘Save’ button.

Deleting an order workflow

1. Go to the ‘Settings’ page.
2. Click on the ‘Templates’ button.
   1. Select ‘Order Workflows’ from the menu.
3. Find and click on the desired ‘Order Workflow’.
4. On the ‘Order Workflows’ dashboard, click on the ‘More actions keyboard_arrow_down’ drop-down menu.
5. Click on the ‘Delete’ button.
   1. As a precaution, the ‘Delete Order template’ modal will appear.
      1. Click ‘Delete’ to proceed.

Setting and removing an order workflow as the default

1. Go to the ‘Settings’ page.

2. Click on the ‘Templates’ button.

   1. Select ‘Order Workflows’ from the menu.

3. Find the desired ‘Order Workflow’.

4. 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.

5. 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.

• To learn more, see the Compound Direct Order Workflows: Streamlining pharmacy operations, Order Workflows in Action: Processing in-store and remote orders, and Accounts & Orders System: Managing clinic orders in Compound Direct workflows blogs.