Manage manufacturer order statuses

Manufacturer order statuses help your organisation track the progress of orders placed with manufacturers. You can control which built-in statuses are available and create custom statuses to match your workflow.

Only users with the correct permissions can configure manufacturer order statuses. If you think you should have permission to perform such an action please contact the organisation owner.

In this article we'll cover how to:

• manage available manufacturer order statuses.
• edit or delete a custom order status.
• using manufacturer order statuses.

Manage available manufacturer order statuses

• Navigate to Organisation settings.
• Locate and click the Manufacturer Orders Tracker section. 
• Click the Editicon next to Statuses.

• Enable or disable statuses, this controls whether users can select them. Some statuses cannot be disabled as these are terminal and have actions when selected.

To add a custom status:

• Click the Add custom status button.

• Complete the status form with Name, Colour and optional Text colour.

Custom statuses behave the same way as system statuses and appear in the manufacturer order status list when creating or updating orders.

Edit or delete a custom status

• Locate the custom status you want to edit or delete.
• Editing: Click the Editicon, make the required changes and click Submit.
• Delete: Click the Delete icon, follow the prompt and delete the status.

Deleting a custom status does not affect manufacturer orders that were previously in that status, they retain the status name for historical reference.

Warning: Once a custom status has been deleted, this action cannot be undone. Please proceed with caution.

Using manufacturer order statuses

Once your statuses are configured, users can:

• Update order status from the Manufacturers Orders fulfilment dashboard.
• Update order status from the patient's Orders tab.
• Filter orders by status in the fulfilment dashboard.

Further reading: Manufacturer order tracking.