Orders

Orders are the central point of workflow management in Compound Direct. Manage everything from order creation and quoting to payment processing, fulfilment, printing, and reporting. The Orders page keeps every step of the process organised and easy to track. Understanding how orders work helps ensure accuracy, consistency, and efficiency in daily operations.

These tools help you:

• Create, edit, and update orders while using flexible payment and shipping methods.
• Maintain a clear and transparent record of all payment-related transactions, including payment collection, account charges, refunds, and the application of taxes and discounts.
• Monitor order progress and efficiently manage order-related tasks, including sending invoices, printing labels, and exporting order information.

Here is an overview of the order management features you will use as you find, create, process, update, fulfil, and finalise orders in your workspace.

Finding an order

1. Go to the ‘Settings’ page.

2. Click on the ‘Orders’ button.

3. A list of orders is displayed under the ‘All’ tab, showing the ID, Customer, Date, Total, Fulfilment Status, Payment Status, Account, Items, Payment Method, Delivery Method, Tags, and Description.

4. Orders can also be found under the other tabs:Unsent,

   Unsent are orders that are newly created and have not been sent to a customer or an account.
   Sent,
   Sent are orders that have been sent to a customer or an account using the online payment method.
   Open,
   Open are orders confirmed andradio_button_unchecked  UNFULFILLED
   Open/Draft,
   Open/Draft are open orders and have products that are still in the draft stage.
   Open/Dispensed,
   Open/Dispensed are open orders and have products that are dispensed.
   or Open/Signed Off.
   Open/Signed Off are open orders and have products that are signed off.
   1. Open order's payment status can be tagged as PARTIALLY PAID PAYMENT PENDING   PAID   REFUNDED   or ACCOUNT

5. To find your desired order, you may either:

   1. Begin typing the order name or customer into the search search bar.
   2. In the ‘All’ tab, click on the ‘Financial Status’ drop-down menu to filter orders by ‘check_box Unpaid / Payment Pending / Partially Paid / Voided / Paid | Partially Refunded / Refunded’.
      1. Click on the ‘Fulfilment Status’ drop-down menu to filter orders by ‘radio_button_unchecked Unfulfilled / Partially Fulfilled / Fulfilled’.
   3. Click on the ‘More Filters’ button and click on the drop-down menus:
      1. ‘Tagged With’ and enter has tag and/or not tagged with.
      2. ‘Line Item Search’ and search search by line item.
      3. ‘Purchase Order No.’ and search search by purchase order no.
      4. ‘Delivery Method’ and select a delivery method. ‘Order Date’ and select ‘radio_button_checked Today / Yesterday / Custom today ’.
      5. ‘Total Price’ and enter a range for the price, minimum - maximum.
      6. ‘Account’, search search billing account, and select ‘radio_button_checked Has Account / No account / Either account or no account’.
      7. ‘Archival Status’ and select ‘check_box Show Archive / Archived Only’.
      8. ‘Payment Method’ and select ‘radio_button_checked In-Store / Online / Account / Any’.
      9. Click on the ‘Reset Filters’ button to remove all filters applied.
   4. Click on the ‘sort Sort By’ button to sort the list by ‘radio_button_checked Date Modified (newest / oldest first)’, ‘radio_button_checked Customer Name (A-Z / Z-A)’, or ‘radio_button_checked Date Created (newest / oldest first)’.

6. Click on the desired ‘Order’ within the record space.

Creating an order

1. Go to the ‘Settings’ page.

2. Click on the ‘Orders’ and ‘Create Order’ buttons.

3. Under Customer, find or create customer.

   • See the Customers tutorial, for more information.

4. Click on the ‘search Search for products’.

5. To find the desired product, you may either:

   1. On the ‘All Products’ tab:
      1. Click on a pre-made ‘Collection Namekeyboard_arrow_right’ to view all grouped items.
      2. Type in a product name into the search search bar.
      3. Click on the add_circle icon of the desired product.
      4. If a ‘New Draft’ modal appears, click ‘Done’ if there are no changes applied. Otherwise, click ‘Apply Changes’.
   2. Click on the ‘Customer Scripts’ tab
      1. Press the ‘Period (.)’ directly on your keyboard to search for customers.
      2. Select an item from ‘Overview’, which shows the recent dispensed, or ‘Dispensed’ tabs.
   3. Click on the ‘Unpaid Scripts’ tab
      1. Type in item details into the search search bar.
      2. Click on the sell icon to filter the desired script to either Recently Used or All Tags.
      3. Scroll up and down or left to right to find the desired script.
      4. Click add_circle_outline   order or anywhere on the script’s space.
   4. Click on the ‘Related Customers’ tab
      1. Type in the customer name into the search search bar.
      2. Click on the ‘Customer’ record.
         Products with set formulation pricing will appear with all quantity and price options. See Editing a formulation and Pricing for more information.

6. Select the preferred ‘Order Workflow’.

   • See the Adding a new order workflow tutorial, for more information.

7. Select your preferred payment method:In-store,

   In-store payment method allows the customer to pay for an order in-store using cash, card, or EFTPOS. The order can also be manually marked as paid to process payments manually and confirm that payment was received through another method.
   Online,
   Online payment method allows the customer to make a payment through a secure online link, which is sent together with the online quote and risk assessment link.
   orAccount.
   Account payment method allows the order to be charged to an account. This payment method will only appear when an Account is added to an order.
   • The payment method will define how the next steps of an order will proceed once it is saved.

8. Choose the ‘Delivery Method’ from the drop-down menu.

   1. If ‘Shipping’ or ‘Clinic’ is selected:
      1. Select the desired ‘Address’ under the ‘Ship To’ drop-down menu.
      2. Click on the ‘Shipping / Handling edit’ button to select the shipping option.
      3. Enter the shipping/handling, custom, and delivery instructions.

9. Enter the order comment, purchase order number, and tags.

10. Click on the ‘Save’ button.

Editing an order

1. Click on the ‘More actions keyboard_arrow_down’ and select the ‘Edit Order’ button.

   • Only applicable to unfulfilled and paid orders. Otherwise, you can edit directly.

2. Add products by clicking on the ‘search Search for products’ bar.

   • See the Creating an order tutorial, for more information.

3. Edit the quantity of an unchecked draft.

4. Remove a product by clicking the close icon as desired.

5. Hover over to a product’s price to ‘Edit Price’.

   1. Edit the name, price per item, and discount method.
      1. Edit the selected ‘radio_button_checked Proportional / Fixed’ and entered % amount.
   2. Tick/untick ‘check_box Tax inclusive / Taxable’ and click ‘Done’.

6. Edit the delivery details from the delivery method drop-down menu:

   1. Select the ‘Shipping’ option and an address under the ‘Ship To’ drop-down menu.
   2. Select the ‘Pickup’ option.
   3. Select the ‘Clinic’ option and an address under the ‘Ship To’ drop-down menu.

7. Enter the delivery instructions, if applicable.

8. Add or remove tags from the drop-down menu.

9. Click on the ‘Save’ button.

Processing an order payment

Online payment method

This applies to orders created using the online payment method, where customers can complete payment through a secure purchase link sent alongside the standard quote and risk assessment survey.

1. Go to the ‘Settings’ page.

2. Click on the ‘Orders’ button.

3. Find the desired order or create a new order.

   • See the Creating an order tutorial, for more information.

4. Click on the ‘Save’ button.

5. Click on the ‘Send Order’ button.

6. To send the order, you may either:

   1. Keep the ‘check_box Send to customer/account’ ticked.
   2. Select the CC invoice to, reply to, and email/sms template from the drop-down menus.
   • See the Email & SMS Templates tutorial, for more information.
     1. Click on the ‘Send’ button.
   1. Untick ‘check_box_outline_blank Send to customer/account’ if no invoice will be sent via the system.
   2. Click on the ‘Mark as Sent’ button.

7. To schedule the order notification, you may either:

   1. Click on the check_box icon and select ‘Send Tomorrow at 8:00 AM’.
      1. Keep the ‘check_box Send to customer/account’ ticked.
      2. Select the CC invoice to, reply to, and email/sms template from the drop-down menus.
      • See the Email & SMS Templates tutorial, for more information.
      1. Click on the ‘Send’ button.

8. Select the ‘history Schedule Send’ option.

   1. Enter the desired date by clicking on the today icon.
   2. Enter the hour and minute.
   3. Click on the ‘Send Order’ button.
   4. Keep the ‘check_box Send to customer/account’ ticked.
   5. Select the CC invoice to, reply to, and email/sms template from the drop-down menus.
   • See the Email & SMS Templates tutorial, for more information.
   1. Click on the ‘Send’ button.
   2. A QUOTE SENT status will appear beside the order number once the order is sent.

9. To resend the order, you may:

   1. Go to the ‘Orders’ overview page, click on the ‘Sent’ tab.
   2. Find and click on the desired ‘Order’ record.
   3. Click on the ‘More actionskeyboard_arrow_down’ drop-down menu.
   4. Select ‘Resend Order’, modify the details on the ‘Send Order’ modal.
   • This only applies to unfulfilled, but sent orders.
     1. Click on the ‘Send’ button.
        1. The Date sent will automatically update on the order’s record.

In-store payment method

This applies to orders created using the in-store payment method, where customers choose to pay by cash, card, EFTPOS, or other payment options outside Compound Direct.

1. Go to the ‘Settings’ page.
2. Click on the ‘Orders’ button.
3. Find the desired order or create a new order.
4. Click on the ‘Take Payment’ button to ‘Select Payment Method’.
   1. Select ‘sell Mark as Paid’
      1. Click ‘Confirm’ for a payment processed manually.
   2. Select ‘toll Cash’, enter the pos register and cash amount.
      1. Click on the ‘Confirm’ button for payments processed with cash.
   • To capture payment directly on the orders page, use the right square bracket ] hotkey.
   1. Select ‘contactless EFTPOS’ and enter the terminal device, and amount. Click on the ‘Capture’ button for payments processed with electronic funds.
   • See From order to payment: A step-by-step guide to using Compound Direct’s EFTPOS integration blog, for more information.
   1. Select ‘credit_card Credit Card’ and enter the cardholder name, number, cvv, expiry month, expiry year, and amount.
      1. Click on the ‘Charge’ button for payments processed with Visa / Mastercard / Amex.
   2. If the customer has paid less than the total order value, the PARTIALLY PAID arrow_drop_down status will appear beside the order number.

Account payment method

This is applicable to orders that are created using the account payment method.

1. Go to the ‘Settings’ page.

2. Click on the ‘Orders’ button.

3. Select the desired ‘Order’ from the list.

4. On the ‘Order’ page, ensure all details of the order are correct.

   1. The ‘Charge Account’ button can appear on different stages of an order depending on the account charge trigger setting.
   • An account can be charged when an order is created or updated, fulfilled, or manually charged.

5. Click the ‘Charge Account’ button to proceed.

   1. Once an order is charged to an account, it is considered confirmed, and the ACCOUNT status will appear beside the order number.

Updating an order

1. Go to the ‘Settings’ page.
2. Click on the ‘Orders’ button.
3. Find the desired order or create a new order.
   • See Finding and Creating an order tutorials, for more information.
4. To update the Fulfilment Status, you may either:
   1. Click on the ‘Fulfilment Status arrow_drop_down’ and select ‘storefrontFulfil’.
   2. Click on the ‘checkFulfil Order’ button. In the ‘Fulfil Order’ modal, you may:
      1. Tick ‘check_box Notify customer’ if you wish to notify the customer about the order fulfilment.
      2. Check the customer and email/sms template details.
      3. Click on the ‘Fulfil Order’ button.
   3. Click on the ‘check Order Collected’ button if the order has been picked up.
5. To update Payment Status, you may:
   1. Click on the ‘Payment Status arrow_drop_down’ and select either PAYMENT PENDING or PAID

Cancelling an order

1. Go to the ‘Settings’ page.
2. Click on the ‘Orders’ button.
3. Select the desired order you would like to cancel.
4. On the Order page, click on the ‘More Actions keyboard_arrow_down’ button.
   1. Select the ‘Cancel Order’ and click on the ‘Yes, Cancel’ button.
   • Cancelling an order is not retrievable.
   1. Once an order has been cancelled, the CANCELLED status will appear beside the order number.
   2. If the cancelled order has no payment transaction, both CANCELLED and VOIDED statuses will be shown.

Refunding an order payment

1. Go to the ‘Settings’ page.

2. Click on the ‘Orders’ button.

3. Select the desired order you would like to refund.

4. Under ‘Payment History’, select the desired ‘Transaction’.

5. Enter a note for the refund.

   Use this field to provide the reason or any relevant documentation. You can edit these notes even after the refund has been processed.

6. Tick the ‘check_box Mark as pending payment’.

   Orders that have the pending payment status are considered confirmed.

7. Click on the ‘Refund’ button.

   1. Once an order has been refunded, a REFUNDED status will appear beside the order number.

Printing an order

To print an order packing slip:

1. Go to the ‘Settings’ page.

2. Click on the ‘Orders’ button.

3. Tick the check_box icon next to the desired order record.

   • See Finding an order tutorial for the tabs and filters.

4. Click on the ‘print Print Orders’ button.

5. In the ‘Print Packing Slips’ modal, you may:

   1. Tick ‘check_box Print Receipt / Print Invoice / Mark as Printed / Force Print’, depending on your preference.
   2. Search for the receipt printer, receipt paper type, and receipt tray selection by clicking the drop-down menus.
   3. Click on the ‘Print’ button.
   4. For a different document, tick one or more check_box icons, and click ‘Print Again’.

To print an order label:

1. On the ‘Orders’ page, click on the ‘More actions keyboard_arrow_down’ drop-down menu and select ‘Print Order Label (Preview)’.
2. Select a printer, paper type, and tray selection.
3. Click on the ‘Print’ button.

To print an invoice, you may either:

1. Click on the ‘print Print’ button under the ‘Invoice’ section.
2. After the payment, click the ‘Send Receipt’ and ‘Print Invoice’.

Exporting an order

1. Go to the ‘Settings’ page.

2. Click on the ‘Orders’ button.

3. Tick the check_box icon next to the desired order record.

   • See Finding an order tutorial for the tabs and filters.

4. Click on the ‘More actions keyboard_arrow_down’ drop-down menu and select ‘Export Orders’.

5. Tick the check_box icon of the information you would like to include in your export.

6. To export the ticked information, click on the ‘Export’ button.

   Upon export, the system will default to the previously used file type.

7. Select either ‘Export as Excel (.xlsx)’ or ‘Export as CSV (.csv)’ from the export drop-down menu.

Archiving an order

1. Go to the ‘Settings’ page.
2. Click on the ‘Orders’ button.
3. On the ‘Orders’ page, click on the designated tab and configure the applicable filters.
4. Select the order you want to archive by ticking the check_box icon beside the order.
5. Click on the ‘More Actions keyboard_arrow_down’ button.
6. Select ‘Archive Selected Orders’ and click on the ‘Archive’ button.
7. To Unarchive, select the order you want to unarchive by ticking the check_box icon beside the order.
   1. Click on the ‘More Actions keyboard_arrow_down’ button.
   2. Select ‘Unarchive Selected Orders’ and click on the ‘Unarchive’ button.